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THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.)
THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.) Asset Allocation Composite Moderate
THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.) Asset Allocation Composite Moderate
live (public) 0.28% 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 | PTTRX (TOTAL RETURN FUND INSTITUTIONAL) | 0.23% | PIMCO Total Return P (PTTRX for longer history) | 39.31% |
| US Equity | LRSYX (SMALL-CAP VALUE SERIES CLASS I) | 1.43% | Lord Abbett Small-Cap Value I | 13.05% |
| US Equity | JUSRX (JPMORGAN U.S. EQUITY FUND CLASS R5) | 2.15% | JPMorgan U.S. Equity R5 | 14.16% |
| International Equity | RERGX (EUROPACIFIC GROWTH FUND CLASS R-6) | 1.16% | American Funds EuroPacific Gr R6 | 33.48% |
* 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** |
|---|---|---|---|---|---|---|
| THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.) Asset Allocation Composite Moderate | 4.9% | 16.8% | 1.8% | 4.7% | 5.7% | 7.1% |
| VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.7% | 19.4% | 16.6% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.4% | 10.3% | 11.9% | 8.9% | 8.5% | 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(%) | 1.2 | 4.9 | 16.8 | 1.8 | 4.7 | 5.7 | 7.1 | 7.4 | 7.8 | 8.0 | 8.7 | 5.5 | 11.0 | -13.9 | 5.1 | 10.9 | 22.5 | -4.5 | 14.2 | 6.7 | -0.8 | 5.6 | 16.8 | 15.0 | -0.3 | 18.0 | 20.7 | 0.0 | 7.3 | 13.8 | 7.0 | 12.6 | 22.2 | 10.1 | 8.7 |
| Sharpe Ratio | NA | 0.27 | -0.14 | -0.13 | 0.19 | 0.39 | NA | NA | NA | NA | 0.86 | -0.13 | 0.77 | -1.63 | 0.52 | 0.82 | 2.88 | -0.56 | 3.0 | 0.98 | -0.11 | 0.8 | 2.27 | 1.86 | -0.03 | 1.72 | 2.31 | -0.12 | 0.46 | 1.45 | 0.63 | 1.51 | 3.13 | 2.22 | 1.17 |
| Draw Down(%) | NA | 2.0 | 7.0 | 11.7 | 17.6 | 17.6 | NA | NA | NA | NA | 17.6 | 6.1 | 8.7 | 14.6 | 5.5 | 17.0 | 3.4 | 12.7 | 1.3 | 4.4 | 7.2 | 4.8 | 6.0 | 6.2 | 14.2 | 8.4 | 4.5 | 6.6 | 5.1 | 6.2 | 5.0 | 5.4 | 3.9 | 2.4 | 4.1 |
| Standard Deviation(%) | NA | 8.6 | 8.5 | 8.8 | 9.9 | 8.8 | NA | NA | NA | NA | 8.5 | 8.4 | 8.7 | 9.4 | 9.8 | 13.0 | 7.3 | 10.2 | 4.5 | 6.7 | 7.1 | 6.9 | 7.4 | 8.0 | 14.3 | 10.4 | 8.9 | 7.8 | 9.4 | 7.2 | 7.7 | 7.7 | 6.9 | 4.1 | 5.4 |
| Treynor Ratio | NA | 0.04 | -0.02 | -0.03 | 0.05 | 0.09 | NA | NA | NA | NA | 0.27 | -0.02 | 0.12 | -0.54 | 0.08 | 0.33 | 0.39 | -0.1 | 0.24 | 0.2 | -0.02 | 0.1 | 0.27 | 0.25 | -0.01 | 0.48 | 1.79 | 28.32 | 0.08 | 0.16 | 0.07 | 0.18 | 1.12 | -1.31 | -1.38 |
| Alpha | NA | 0.05 | -0.03 | -0.01 | -0.01 | 0.0 | NA | NA | NA | NA | 0.02 | -0.04 | -0.01 | -0.04 | -0.04 | 0.02 | 0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.05 | 0.06 | 0.0 | 0.01 | 0.01 | 0.02 | 0.02 | 0.06 | 0.03 | 0.02 |
| Beta | NA | 0.57 | 0.57 | 0.39 | 0.37 | 0.4 | NA | NA | NA | NA | 0.27 | 0.57 | 0.56 | 0.29 | 0.62 | 0.32 | 0.55 | 0.57 | 0.58 | 0.33 | 0.33 | 0.58 | 0.63 | 0.6 | 0.6 | 0.37 | 0.12 | 0.0 | 0.56 | 0.68 | 0.69 | 0.64 | 0.19 | -0.07 | -0.05 |
| RSquared | NA | 0.79 | 0.73 | 0.58 | 0.62 | 0.65 | NA | NA | NA | NA | 0.37 | 0.72 | 0.72 | 0.54 | 0.7 | 0.73 | 0.87 | 0.92 | 0.73 | 0.43 | 0.52 | 0.9 | 0.89 | 0.92 | 0.94 | 0.41 | 0.12 | 0.0 | 0.92 | 0.87 | 0.86 | 0.86 | 0.23 | 0.19 | 0.03 |
| Sortino Ratio | NA | 0.4 | -0.19 | -0.18 | 0.26 | 0.53 | NA | NA | NA | NA | 1.2 | -0.18 | 1.16 | -2.02 | 0.7 | 1.05 | 4.3 | -0.74 | 4.71 | 1.32 | -0.14 | 1.12 | 3.25 | 2.9 | -0.03 | 2.47 | 3.49 | -0.16 | 0.64 | 2.2 | 0.91 | 2.18 | 4.99 | 3.38 | 1.7 |
| Yield(%) | N/A | N/A | 2.4 | 3.8 | 4.4 | 5.7 | 7.9 | 7.9 | 11.9 | 11.9 | 5.75 | 2.6 | 4.5 | 4.6 | 2.6 | 5.7 | 3.9 | 5.1 | 7.0 | 5.4 | 5.3 | 3.2 | 4.3 | 4.5 | 2.2 | 4.0 | 5.2 | 9.4 | 7.8 | 10.8 | 7.8 | 5.7 | 5.6 | 8.1 | 8.8 |
| Dividend Growth(%) | N/A | N/A | -41.3 | 8.2 | 4.3 | 84.2 | N/A | N/A | N/A | N/A | N/A | -38.0 | -15.2 | 90.1 | -50.8 | 82.9 | -28.4 | -16.8 | 39.1 | 1.7 | 74.9 | -13.7 | 8.7 | 106.9 | -36.5 | -4.6 | -44.8 | 28.8 | -18.6 | 51.6 | 53.6 | 23.8 | -24.1 | -0.2 | 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 THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.).
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