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401k Investor
ATT 401k Plan
ATT 401k Plan Asset Allocation Composite Moderate
ATT 401k Plan Asset Allocation Composite Moderate
live (public) 0.14% December 31
Delayed
Holdings (As of 11/29/2019)
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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) | 0.09% | AT&T Total Return Bond Fund | 39.94% |
| US Equity | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.51% | Large Cap US stock index fund | 20.43% |
| US Equity | VTSMX (VANGUARD TOTAL STOCK MARKET INDEX FUND INVESTOR SHARES) | 0.49% | Total U.S. Market Index Fund | 20.44% |
| CASH | CASH (CASH) | 0.0% | CASH | 0.02% |
| International Equity | VFWIX (VANGUARD FTSE ALL-WORLD EX-US INDEX FUND INVESTOR SHARES) | 0.10% | International stock index fund | 19.17% |
* Day change on 09/30/2019.
Previous
Beta
Performance (As of 12/31/2019)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| ATT 401k Plan Asset Allocation Composite Moderate | 13.3% | 4.7% | 7.0% | 5.3% | 7.0% | 7.3% |
| VFINX (Vanguard (S&P 500) Index) | 2.0% | 14.4% | 14.6% | 16.0% | 12.9% | 14.2% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.4% | 10.9% | 9.1% | 8.8% | 8.0% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 4.7 | 7.0 | 5.3 | 7.0 | 7.3 | 7.5 | 0.0 | 8.1 | 19.0 | -4.8 | 13.9 | 5.3 | -2.3 | 5.5 | 16.9 | 12.1 | -0.5 | 9.7 | 17.1 | 0.6 | 4.6 | 10.6 | 5.2 | 10.9 | 20.9 | 6.3 | 6.4 |
| Sharpe Ratio | NA | 2.66 | 1.11 | 0.75 | 0.83 | NA | NA | NA | 0.93 | 2.66 | -0.68 | 3.05 | 0.83 | -0.32 | 0.84 | 2.36 | 1.57 | -0.04 | 1.04 | 1.93 | -0.06 | 0.17 | 1.05 | 0.44 | 1.33 | 2.76 | 1.38 | 0.88 |
| Draw Down(%) | NA | 3.3 | 11.3 | 11.3 | 13.1 | NA | NA | NA | 13.1 | 3.3 | 11.3 | 1.5 | 3.7 | 8.8 | 4.7 | 4.6 | 6.1 | 13.1 | 7.7 | 4.4 | 5.5 | 5.9 | 6.2 | 4.2 | 6.4 | 3.6 | 2.5 | 3.4 |
| Standard Deviation(%) | NA | 6.6 | 7.0 | 6.8 | 8.2 | NA | NA | NA | 7.6 | 6.6 | 9.1 | 4.4 | 6.1 | 7.2 | 6.5 | 7.2 | 7.7 | 14.0 | 9.2 | 8.8 | 5.9 | 9.3 | 7.0 | 6.9 | 7.5 | 7.3 | 3.8 | 4.7 |
| Treynor Ratio | NA | 0.35 | 0.15 | 0.12 | 0.14 | NA | NA | NA | 0.32 | 0.35 | -0.12 | 0.22 | 0.18 | -0.06 | 0.1 | 0.27 | 0.21 | -0.01 | 0.31 | 1.71 | 1.09 | 0.03 | 0.11 | 0.05 | 0.16 | 1.06 | -0.78 | -1.56 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.01 | NA | NA | NA | 0.02 | 0.01 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.02 | 0.05 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.06 | 0.01 | 0.02 |
| Beta | NA | 0.51 | 0.53 | 0.44 | 0.49 | NA | NA | NA | 0.22 | 0.51 | 0.52 | 0.61 | 0.28 | 0.38 | 0.55 | 0.63 | 0.59 | 0.59 | 0.31 | 0.1 | 0.0 | 0.56 | 0.67 | 0.64 | 0.63 | 0.19 | -0.07 | -0.03 |
| RSquared | NA | 0.92 | 0.93 | 0.75 | 0.77 | NA | NA | NA | 0.3 | 0.92 | 0.96 | 0.86 | 0.35 | 0.68 | 0.92 | 0.94 | 0.95 | 0.96 | 0.38 | 0.09 | 0.0 | 0.95 | 0.92 | 0.9 | 0.87 | 0.2 | 0.21 | 0.01 |
| Sortino Ratio | NA | 3.92 | 1.53 | 1.01 | 1.15 | NA | NA | NA | 1.3 | 3.92 | -0.87 | 4.89 | 1.11 | -0.42 | 1.16 | 3.41 | 2.43 | -0.05 | 1.49 | 2.91 | -0.08 | 0.23 | 1.56 | 0.63 | 1.9 | 4.3 | 2.07 | 1.28 |
| Yield(%) | N/A | 2.4 | 2.3 | 2.3 | 3.2 | 4.2 | 4.2 | 5.7 | 2.95 | 2.4 | 2.0 | 2.0 | 2.3 | 1.8 | 2.4 | 2.0 | 2.9 | 2.5 | 3.1 | 3.6 | 3.7 | 2.9 | 2.5 | 2.4 | 2.6 | 3.6 | 5.3 | 6.2 |
| Dividend Growth(%) | N/A | 11.4 | 14.4 | 14.7 | N/A | N/A | N/A | N/A | N/A | 11.1 | 15.4 | -7.8 | 29.4 | -22.5 | 41.0 | -23.7 | 16.2 | -11.8 | 1.8 | -2.9 | 32.6 | 30.3 | 11.4 | -1.0 | -10.7 | -28.4 | -10.0 | 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 ATT 401k Plan.
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