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PWC SUPPORT SERVICES 401K RETIREMENT PLAN
PWC SUPPORT SERVICES 401K RETIREMENT PLAN Asset Allocation Composite Moderate
PWC SUPPORT SERVICES 401K RETIREMENT PLAN Asset Allocation Composite Moderate
live (public) 0.23% February 28
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | OSIYX (Oppenheimer Strategic Income Fund Cl Y) | 0.32% | Oppenheimer Global Strategic Income Y | 39.27% |
| US Equity | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 1.85% | Northern Trust S&P 500 | 14.32% |
| US Equity | MEIJX (MFS VALUE FUND R4) | 0.54% | MFS Value R4 | 13.82% |
| Emerging Market Equity | LZEMX (LAZARD EMERGING MARKETS EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 1.14% | Lazard Emerging Markets | 9.88% |
| International Equity | EFA (iShares MSCI EAFE ETF) | 0.61% | Northern Trust Daily EAFE Index | 11.99% |
| International Equity | MRSJX (MFS RESEARCH INTERNATIONAL FUND R4) | 1.20% | MFS Research International R4 | 10.72% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 02/28/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| PWC SUPPORT SERVICES 401K RETIREMENT PLAN Asset Allocation Composite Moderate | 7.3% | 14.3% | 0.4% | 2.2% | 3.5% | 4.8% |
| VFINX (Vanguard (S&P 500) Index) | 7.7% | 14.0% | 20.1% | 16.2% | 13.5% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.6% | 9.4% | 12.3% | 8.7% | 8.4% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
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(%) | 1.0 | 7.3 | 14.3 | 0.4 | 2.2 | 3.5 | 4.8 | 5.4 | 6.2 | 6.7 | 7.7 | 2.6 | 5.9 | -13.3 | 3.1 | 9.6 | 13.2 | -5.4 | 13.5 | 7.1 | -4.1 | 3.6 | 12.6 | 15.7 | -2.5 | 14.2 | 26.0 | -3.9 | 7.9 | 16.5 | 10.2 | 12.3 | 32.6 | 9.3 | 8.0 |
| Sharpe Ratio | NA | 0.11 | -0.38 | -0.41 | -0.02 | 0.13 | NA | NA | NA | NA | 0.75 | -0.49 | 0.17 | -1.58 | 0.37 | 1.14 | 1.61 | -0.77 | 2.48 | 1.01 | -0.6 | 0.5 | 1.57 | 1.92 | -0.16 | 1.29 | 2.5 | -0.61 | 0.46 | 1.61 | 1.06 | 1.37 | 4.3 | 2.09 | 1.13 |
| Draw Down(%) | NA | 2.3 | 9.1 | 15.5 | 21.5 | 21.5 | NA | NA | NA | NA | 21.5 | 7.6 | 8.5 | 14.5 | 4.4 | 14.0 | 3.7 | 11.5 | 2.1 | 4.4 | 8.5 | 6.0 | 8.2 | 6.5 | 16.1 | 9.4 | 5.3 | 9.7 | 7.8 | 9.6 | 5.5 | 7.0 | 3.0 | 1.9 | 3.8 |
| Standard Deviation(%) | NA | 8.3 | 8.4 | 8.9 | 8.7 | 8.0 | NA | NA | NA | NA | 8.5 | 8.3 | 9.4 | 9.3 | 8.4 | 8.2 | 7.3 | 8.7 | 5.2 | 6.9 | 6.9 | 7.1 | 8.0 | 8.1 | 15.7 | 10.9 | 10.4 | 8.0 | 10.7 | 8.2 | 7.5 | 8.3 | 7.4 | 3.9 | 5.0 |
| Treynor Ratio | NA | 0.02 | -0.06 | -0.1 | -0.01 | 0.03 | NA | NA | NA | NA | 0.26 | -0.08 | 0.03 | -0.54 | 0.06 | 0.62 | 0.27 | -0.14 | 0.2 | 0.21 | -0.14 | 0.06 | 0.19 | 0.26 | -0.04 | 0.31 | 1.67 | 12.77 | 0.08 | 0.19 | 0.13 | 0.18 | 1.68 | -1.48 | -1.49 |
| Alpha | NA | 0.01 | -0.03 | -0.02 | -0.01 | -0.01 | NA | NA | NA | NA | 0.02 | -0.04 | -0.03 | -0.04 | -0.04 | 0.02 | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | -0.01 | -0.02 | 0.03 | -0.01 | 0.03 | 0.08 | -0.02 | 0.02 | 0.02 | 0.03 | 0.02 | 0.09 | 0.03 | 0.02 |
| Beta | NA | 0.48 | 0.5 | 0.36 | 0.26 | 0.3 | NA | NA | NA | NA | 0.25 | 0.5 | 0.53 | 0.27 | 0.5 | 0.15 | 0.43 | 0.48 | 0.66 | 0.33 | 0.3 | 0.58 | 0.66 | 0.61 | 0.65 | 0.46 | 0.16 | 0.0 | 0.62 | 0.7 | 0.62 | 0.63 | 0.19 | -0.05 | -0.04 |
| RSquared | NA | 0.58 | 0.59 | 0.48 | 0.4 | 0.46 | NA | NA | NA | NA | 0.31 | 0.58 | 0.55 | 0.5 | 0.62 | 0.4 | 0.55 | 0.89 | 0.72 | 0.4 | 0.47 | 0.85 | 0.83 | 0.9 | 0.94 | 0.57 | 0.17 | 0.0 | 0.87 | 0.74 | 0.72 | 0.72 | 0.19 | 0.13 | 0.03 |
| Sortino Ratio | NA | 0.16 | -0.5 | -0.55 | -0.03 | 0.18 | NA | NA | NA | NA | 1.03 | -0.63 | 0.24 | -2.01 | 0.5 | 1.47 | 2.09 | -0.99 | 3.82 | 1.35 | -0.77 | 0.71 | 2.17 | 2.95 | -0.21 | 1.83 | 3.73 | -0.82 | 0.62 | 2.43 | 1.53 | 1.91 | 6.99 | 3.35 | 1.57 |
| Yield(%) | N/A | N/A | 2.5 | 3.5 | 4.2 | 5.1 | 7.1 | 7.1 | 10.8 | 10.8 | 5.15 | 2.7 | 3.8 | 4.2 | 3.7 | 4.9 | 2.7 | 5.2 | 8.4 | 4.0 | 5.4 | 5.7 | 6.4 | 3.2 | 3.5 | 4.5 | 4.2 | 8.5 | 6.9 | 6.4 | 6.0 | 3.6 | 3.9 | 4.9 | 7.3 |
| Dividend Growth(%) | N/A | N/A | -28.1 | -1.7 | -7.6 | 51.6 | N/A | N/A | N/A | N/A | N/A | -25.1 | -21.3 | 19.1 | -18.3 | 103.8 | -51.0 | -29.5 | 128.5 | -29.8 | -0.2 | -1.4 | 129.6 | -9.6 | -12.6 | 35.7 | -52.2 | 33.0 | 23.8 | 20.4 | 84.8 | 23.3 | -13.2 | -27.2 | 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 PWC SUPPORT SERVICES 401K RETIREMENT PLAN.
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