Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
401k Investor
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) 0.13% May 01
Delayed
Holdings (As of 10/31/2025)
sign up and login first and then customize a new portfolio for the latest current holdings
| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | VBTLX (Vanguard Total Bond Market Index Fund Admiral Shares) | 0.10% | TOTAL BOND MARKET(OJFC)05/01/1996 | 38.90% |
| US Equity | VLACX (VANGUARD LARGE-CAP INDEX FUND INVESTOR SHARES) | 0.32% | LARGE COMPANY IDX(OJFK)05/01/1982 | 10.85% |
| US Equity | VIGIX (VANGUARD GROWTH INDEX FUND INSTITUTIONAL SHARES) | 0.52% | LARGE-CAP GROWTH IDX(OJFM)07/01/2000 | 11.75% |
| Real Estate | DFITX (DFA International Real Estate Sec I) | 0.25% | INTL REAL ESTATE IDX(OJGS)01/01/2008 | 9.11% |
| International Equity | VTIAX (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ADMIRAL SHARES) | 0.15% | INTL STOCK MKT IDX(OJFF)04/01/1993 | 10.19% |
| International Equity | VPACX (VANGUARD PACIFIC STOCK INDEX FUND INVESTOR SHARES) | 0.58% | PACIFIC STOCK IDX(OJFR)07/01/2000 | 9.46% |
| Emerging Market Equity | VEMAX (VANGUARD EMERGING MARKETS STOCK INDEX FUND ADMIRAL SHARES) | 0.66% | EMERGING MKT STK IDX(OXOX)02/28/2012 | 9.74% |
* Day change on 10/31/2025.
Previous
Beta
Performance (As of 05/01/2026)
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 | 5.3% | 19.0% | 10.9% | 4.3% | 6.7% | 6.2% |
| VFINX (Vanguard (S&P 500) Index) | 8.7% | 24.8% | 21.6% | 13.5% | 15.3% | 14.3% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.4% | 16.7% | 14.3% | 7.5% | 9.5% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2025 | 2024 | 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(%) | 0.5 | 5.3 | 19.0 | 10.9 | 4.3 | 6.7 | 6.2 | 7.1 | 7.6 | 14.6 | 5.2 | 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 | 0.38 | 2.11 | 0.88 | 0.12 | 0.62 | NA | NA | 0.81 | 1.3 | 0.19 | 0.18 | -1.69 | 1.34 | 1.65 | 2.54 | -0.69 | 2.65 | 1.16 | -0.54 | 1.33 | 1.42 | 1.72 | 0.09 | 1.24 | 2.14 | 0.12 | -0.3 | 1.86 | 1.04 | 1.63 | 3.13 | -4.84 | -2.43 |
| Draw Down(%) | NA | 7.2 | 7.2 | 13.1 | 19.6 | 19.6 | NA | NA | 19.6 | 10.1 | 6.8 | 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 | 10.1 | 7.8 | 8.5 | 8.5 | 7.8 | NA | NA | 7.9 | 9.1 | 8.3 | 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 | 0.06 | 0.31 | 0.16 | 0.03 | 0.17 | NA | NA | 0.29 | 0.28 | 0.03 | 0.03 | -0.57 | 0.2 | 2.25 | 0.38 | -0.12 | 0.24 | 0.29 | -0.13 | 0.17 | 0.18 | 0.23 | 0.02 | 0.34 | 2.02 | -0.26 | -0.05 | 0.22 | 0.13 | 0.24 | 1.31 | 84.63 | 13.03 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | NA | NA | 0.02 | 0.02 | -0.03 | -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 | 0.6 | 0.53 | 0.48 | 0.39 | 0.29 | NA | NA | 0.22 | 0.43 | 0.53 | 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 | 0.7 | 0.71 | 0.71 | 0.62 | 0.44 | NA | NA | 0.29 | 0.78 | 0.64 | 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 | 0.54 | 3.12 | 1.25 | 0.16 | 0.84 | NA | NA | 1.13 | 1.82 | 0.26 | 0.26 | -2.09 | 1.86 | 2.24 | 3.7 | -0.88 | 4.29 | 1.59 | -0.7 | 1.94 | 1.99 | 2.62 | 0.12 | 1.78 | 3.17 | 0.17 | -0.39 | 2.81 | 1.52 | 2.29 | 5.11 | -3.0 | -2.5 |
| Yield(%) | N/A | 0.6 | 3.5 | 3.8 | 3.1 | 3.8 | 4.3 | 6.4 | 3.11 | 3.6 | 3.7 | 3.7 | 2.4 | 2.5 | 2.2 | 2.6 | 2.2 | 2.7 | 2.8 | 2.1 | 2.5 | 3.0 | 5.1 | 2.4 | 3.2 | 4.1 | 4.5 | 3.5 | 5.6 | 3.3 | 3.7 | 2.7 | 1.1 | 2.3 |
| Dividend Growth(%) | N/A | -79.1 | 13.9 | 36.0 | 70.3 | 57.3 | N/A | N/A | N/A | 1.1 | 4.2 | 30.8 | 8.2 | 26.2 | 1.2 | 13.5 | -10.4 | 4.4 | 28.6 | -8.7 | -10.0 | -33.7 | 115.3 | -16.3 | -4.1 | -8.7 | 28.4 | -26.9 | 92.3 | 1.8 | 68.2 | 143.0 | -51.0 | 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.
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>