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JOLIET ONCOLOGY HEMATOLOGY ASSOCIATES LTD. PROFIT SHARING/401K PLAN
JOLIET ONCOLOGY HEMATOLOGY ASSOCIATES LTD. PROFIT SHARING/401K PLAN Strategic Asset Allocation - Optimal Moderate
JOLIET ONCOLOGY HEMATOLOGY ASSOCIATES LTD. PROFIT SHARING/401K PLAN Strategic Asset Allocation - Optimal Moderate
live (public) 0.01% May 01
Delayed
Holdings (As of 10/31/2025)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) | 0.10% | Vanguard Total Bond Market Index - Adm | 39.52% |
| US Equity | VEIRX (VANGUARD EQUITY INCOME FUND ADMIRAL SHARES) | 0.01% | Vnaguard Equity Income Adm | 11.32% |
| US Equity | TBCIX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND-I CLASS) | 0.21% | T.Rowe Price Blue Chip Growth I | 11.96% |
| Real Estate | DFGEX (DFA Global Real Estate Securities Ptf) | 0.09% | DFA Global Real Estate Securities Portfolio - Inst Class | 6.83% |
| Emerging Market Equity | DFEVX (EMERGING MARKETS VALUE PORTFOLIO EMERGING MARKETS VALUE PORTFOLIO - INSTITUTIONAL CLASS) | 0.32% | DFA Emerging Markets Value Portfolio - Inst Class | 10.59% |
| International Equity | RNPGX (NEW PERSPECTIVE FUND CLASS R-6) | 0.15% | American Funds New Perspective R6 | 10.14% |
| International Equity | RERFX (EUROPACIFIC GROWTH FUND CLASS R-5) | 0.17% | American Funds EuroPacific Growth R6 | 9.64% |
* 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** |
|---|---|---|---|---|---|---|
| JOLIET ONCOLOGY HEMATOLOGY ASSOCIATES LTD. PROFIT SHARING/401K PLAN Strategic Asset Allocation - Optimal Moderate | 5.0% | 22.8% | 13.8% | 6.8% | 8.9% | 7.2% |
| VFINX (Vanguard (S&P 500) Index) | 8.4% | 25.7% | 21.5% | 13.2% | 15.2% | 14.2% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.2% | 17.0% | 14.2% | 7.3% | 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 | 5.0 | 22.8 | 13.8 | 6.8 | 8.9 | 7.2 | 7.1 | 8.0 | 16.6 | 8.4 | 12.7 | -13.6 | 8.2 | 17.0 | 17.6 | -3.9 | 14.2 | 7.5 | -2.3 | 5.9 | 9.4 | 11.8 | 1.3 | 14.7 | 27.0 | -23.2 | 9.5 | 15.4 | 10.6 | 16.4 | 29.3 | -1.1 | 4.2 |
| Sharpe Ratio | NA | 0.43 | 2.81 | 1.44 | 0.48 | 0.71 | NA | NA | 0.64 | 1.58 | 0.86 | 1.11 | -1.22 | 0.88 | 0.92 | 2.69 | -0.58 | 3.04 | 0.91 | -0.29 | 0.98 | 1.37 | 1.68 | 0.1 | 1.27 | 1.44 | -1.1 | 0.67 | 1.6 | 1.39 | 2.02 | 4.44 | -0.31 | 0.24 |
| Draw Down(%) | NA | 6.6 | 6.6 | 13.0 | 19.9 | 21.7 | NA | NA | 38.1 | 9.7 | 5.2 | 8.4 | 19.9 | 5.7 | 21.7 | 3.0 | 11.0 | 1.9 | 5.9 | 9.4 | 5.4 | 7.4 | 5.7 | 11.7 | 8.5 | 17.6 | 36.3 | 6.4 | 9.1 | 4.1 | 8.8 | 4.5 | 13.6 | 9.6 |
| Standard Deviation(%) | NA | 8.9 | 7.5 | 7.3 | 8.5 | 9.4 | NA | NA | 10.1 | 8.7 | 5.6 | 8.1 | 12.4 | 9.3 | 18.2 | 6.0 | 9.0 | 4.5 | 7.9 | 7.9 | 6.0 | 6.8 | 7.0 | 12.5 | 11.6 | 18.6 | 22.1 | 9.5 | 7.5 | 6.0 | 7.6 | 6.4 | 7.1 | 7.3 |
| Treynor Ratio | NA | 0.07 | 0.41 | 0.21 | 0.08 | 0.13 | NA | NA | 0.13 | 0.3 | 0.09 | 0.18 | -0.32 | 0.14 | 0.33 | 0.39 | -0.11 | 0.26 | 0.13 | -0.05 | 0.12 | 0.17 | 0.23 | 0.02 | 0.24 | 0.41 | -0.47 | 0.11 | 0.19 | 0.17 | 0.3 | 0.96 | -0.1 | 0.07 |
| Alpha | NA | 0.01 | 0.03 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.02 | -0.01 | 0.0 | -0.02 | -0.03 | 0.03 | 0.02 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | -0.02 | 0.02 | 0.0 | 0.02 | 0.04 | -0.01 | 0.02 | 0.02 | 0.03 | 0.04 | 0.07 | 0.01 | 0.02 |
| Beta | NA | 0.54 | 0.51 | 0.5 | 0.49 | 0.5 | NA | NA | 0.48 | 0.45 | 0.55 | 0.51 | 0.47 | 0.61 | 0.5 | 0.42 | 0.5 | 0.52 | 0.54 | 0.46 | 0.48 | 0.55 | 0.51 | 0.51 | 0.61 | 0.65 | 0.52 | 0.55 | 0.63 | 0.48 | 0.52 | 0.3 | 0.21 | 0.26 |
| RSquared | NA | 0.73 | 0.72 | 0.75 | 0.76 | 0.82 | NA | NA | 0.8 | 0.81 | 0.77 | 0.65 | 0.84 | 0.72 | 0.92 | 0.75 | 0.89 | 0.61 | 0.79 | 0.83 | 0.85 | 0.79 | 0.87 | 0.91 | 0.91 | 0.91 | 0.92 | 0.87 | 0.71 | 0.68 | 0.57 | 0.62 | 0.6 | 0.6 |
| Sortino Ratio | NA | 0.64 | 4.5 | 2.11 | 0.69 | 0.97 | NA | NA | 0.88 | 2.32 | 1.19 | 1.72 | -1.64 | 1.27 | 1.18 | 4.09 | -0.76 | 4.86 | 1.29 | -0.4 | 1.38 | 1.95 | 2.59 | 0.14 | 1.84 | 2.18 | -1.44 | 0.91 | 2.37 | 2.1 | 2.85 | 7.24 | -0.42 | 0.31 |
| Yield(%) | N/A | 0.5 | 10.9 | 6.4 | 5.4 | 6.0 | 6.2 | 7.6 | 3.8 | 10.4 | 2.1 | 4.6 | 4.2 | 4.6 | 2.8 | 1.9 | 3.2 | 3.2 | 3.7 | 2.3 | 4.1 | 3.4 | 3.6 | 3.2 | 2.8 | 2.8 | 4.1 | 6.1 | 6.4 | 4.1 | 4.3 | 3.1 | 4.1 | 5.3 |
| Dividend Growth(%) | N/A | -94.5 | 596.1 | 57.9 | 162.1 | 119.5 | N/A | N/A | N/A | 443.7 | -49.2 | -4.4 | -1.2 | 90.8 | 69.7 | -41.9 | 11.7 | -3.5 | 53.7 | -39.8 | 27.6 | 8.5 | 11.8 | 31.9 | 29.6 | -47.4 | -27.4 | 9.3 | 74.4 | 11.0 | 81.5 | -26.3 | -20.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Optimal
strategy. Asset weights of available asset classes
in JOLIET ONCOLOGY HEMATOLOGY ASSOCIATES LTD. PROFIT SHARING/401K PLAN are derived based on long term asset trends and their correlations.
For each major asset class, one or two funds are selected:
1. Risk allocation: the risk profile of this portfolio is 40.
The total allocation of the fixed income asset should be at least 40%.
2. Asset weights:
3. Fund selection: one or two top performing funds among 29 available funds in the plan are chosen for each asset.
They are usually equally weighted within the asset by default. Volatile funds or ETFs with small trading volume are ignored.
4. Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public are obtained from historical simulation. They are hypothetical.
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