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International Business Machines (IBM) 401K Plus Plan
International Business Machines (IBM) 401K Plus Plan Asset Allocation Composite Moderate
International Business Machines (IBM) 401K Plus Plan Asset Allocation Composite Moderate
live (public) 0.18% April 05
Delayed
Holdings (As of 02/29/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
General Bond | VBTLX (Vanguard Total Bond Market Index Fund Admiral Shares) | 0.11% | TOTAL BOND MARKET(OJFC)05/01/1996 | 38.92% |
US Equity | VIGIX (VANGUARD GROWTH INDEX FUND INSTITUTIONAL SHARES) | 0.81% | LARGE-CAP GROWTH IDX(OJFM)07/01/2000 | 11.99% |
US Equity | VLACX (VANGUARD LARGE-CAP INDEX FUND INVESTOR SHARES) | 0.52% | LARGE COMPANY IDX(OJFK)05/01/1982 | 10.70% |
Real Estate | IGR (CBRE Clarion Global Real Estate Income Fund) | 1.41% | GLOBAL RE STOCK IDX(OZOB)03/31/2016 | 9.45% |
International Equity | VEURX (VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES) | 0.17% | EUROPEAN STOCK IDX(OJFQ)07/01/2000 | 10.03% |
International Equity | VPACX (VANGUARD PACIFIC STOCK INDEX FUND INVESTOR SHARES) | 0.78% | PACIFIC STOCK IDX(OJFR)07/01/2000 | 10.30% |
Emerging Market Equity | VEMAX (VANGUARD EMERGING MARKETS STOCK INDEX FUND ADMIRAL SHARES) | 0.50% | EMERGING MKT STK IDX(OXOX)02/28/2012 | 8.62% |
CASH | CASH (CASH) | 0.0% | INTEREST INCOME FUND(OJFA)07/01/1985 | 0.11% |
REINVEST | VGSLX (VANGUARD REIT INDEX FUND ADMIRAL SHARES) | 0.91% | REIT IDX(OJFD)06/01/2003 | 0.13% |
* Day change on 02/29/2024.
Beta
Performance (As of 04/05/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
International Business Machines (IBM) 401K Plus Plan Asset Allocation Composite Moderate | 1.4% | 9.9% | -1.1% | 4.2% | 4.7% | 6.8% |
VFINX (Vanguard (S&P 500) Index) | 9.8% | 28.4% | 8.7% | 14.4% | 12.7% | 14.3% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.8% | 16.6% | 3.0% | 8.3% | 7.9% | 9.5% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.2 | 1.4 | 9.9 | -1.1 | 4.2 | 4.7 | 6.8 | 7.0 | 7.3 | 5.0 | -14.4 | 11.1 | 13.4 | 17.6 | -4.2 | 11.5 | 7.8 | -3.7 | 7.8 | 10.4 | 12.0 | 1.3 | 12.2 | 18.6 | 1.9 | -0.0 | 18.9 | 9.6 | 14.8 | 21.8 | 1.1 | 2.3 |
Sharpe Ratio | NA | 0.06 | 0.85 | -0.41 | 0.33 | 0.5 | NA | NA | 0.81 | 0.1 | -1.68 | 1.34 | 1.65 | 2.55 | -0.68 | 2.65 | 1.16 | -0.54 | 1.33 | 1.42 | 1.72 | 0.09 | 1.24 | 2.14 | 0.13 | -0.28 | 1.88 | 1.05 | 1.63 | 3.13 | 0.01 | 0.01 |
Draw Down(%) | NA | 2.2 | 6.8 | 19.6 | 19.6 | 19.6 | NA | NA | 19.6 | 6.8 | 15.1 | 4.2 | 8.8 | 2.7 | 10.3 | 2.1 | 5.0 | 9.3 | 4.1 | 7.1 | 5.5 | 12.2 | 7.4 | 4.8 | 5.8 | 7.8 | 8.4 | 4.0 | 9.5 | 3.2 | 0.0 | 0.0 |
Standard Deviation(%) | NA | 7.8 | 7.2 | 8.1 | 8.0 | 7.2 | NA | NA | 7.8 | 7.1 | 9.3 | 8.3 | 7.9 | 6.3 | 8.1 | 4.1 | 6.5 | 7.0 | 5.8 | 7.3 | 7.0 | 13.8 | 9.7 | 8.6 | 7.4 | 10.5 | 8.3 | 7.1 | 8.5 | 6.7 | 0.0 | 0.0 |
Treynor Ratio | NA | 0.01 | 0.11 | -0.09 | 0.13 | 0.14 | NA | NA | 0.3 | 0.02 | -0.57 | 0.2 | 2.26 | 0.38 | -0.12 | 0.24 | 0.29 | -0.13 | 0.17 | 0.18 | 0.23 | 0.02 | 0.34 | 2.02 | -0.27 | -0.05 | 0.23 | 0.13 | 0.24 | 1.31 | -0.13 | -0.03 |
Alpha | NA | -0.06 | -0.02 | -0.02 | 0.0 | 0.0 | NA | NA | 0.02 | -0.03 | -0.04 | -0.01 | 0.05 | 0.02 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | -0.02 | 0.02 | 0.0 | 0.03 | 0.06 | 0.0 | -0.01 | 0.03 | 0.03 | 0.03 | 0.06 | 0.0 | 0.0 |
Beta | NA | 0.56 | 0.54 | 0.35 | 0.21 | 0.25 | NA | NA | 0.21 | 0.44 | 0.27 | 0.56 | 0.06 | 0.43 | 0.45 | 0.45 | 0.26 | 0.3 | 0.46 | 0.58 | 0.52 | 0.57 | 0.36 | 0.09 | -0.03 | 0.59 | 0.69 | 0.58 | 0.58 | 0.16 | 0.0 | 0.0 |
RSquared | NA | 0.64 | 0.75 | 0.56 | 0.31 | 0.39 | NA | NA | 0.27 | 0.67 | 0.51 | 0.78 | 0.06 | 0.71 | 0.89 | 0.55 | 0.28 | 0.43 | 0.81 | 0.78 | 0.9 | 0.92 | 0.44 | 0.08 | 0.04 | 0.82 | 0.69 | 0.7 | 0.57 | 0.17 | 0.0 | 0.0 |
Sortino Ratio | NA | 0.08 | 1.26 | -0.54 | 0.44 | 0.68 | NA | NA | 1.12 | 0.14 | -2.08 | 1.86 | 2.25 | 3.72 | -0.87 | 4.3 | 1.59 | -0.7 | 1.94 | 1.99 | 2.62 | 0.12 | 1.79 | 3.17 | 0.18 | -0.37 | 2.84 | 1.54 | 2.3 | 5.11 | 0.81 | NA |
Yield(%) | N/A | 1.02 | 3.85 | 3.09 | 2.81 | 2.64 | N/A | N/A | 3.11 | 3.72 | 2.44 | 2.54 | 2.24 | 2.62 | 2.2 | 2.74 | 2.83 | 2.12 | 2.52 | 3.04 | 5.15 | 2.42 | 3.24 | 4.06 | 4.52 | 3.53 | 5.64 | 3.29 | 3.66 | 2.66 | 1.11 | 2.31 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to International Business Machines (IBM) 401K Plus Plan.