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457 Golden Gate Bridge Hwy And Trn
457 Golden Gate Bridge Hwy And Trn Asset Allocation Composite Moderate
457 Golden Gate Bridge Hwy And Trn Asset Allocation Composite Moderate
live (public) 0.62% 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 | ADDVX (DIVERSIFIED BOND FUND R6 CLASS) | 0.11% | ADDVX | 36.45% |
| General Bond | VBTLX (Vanguard Total Bond Market Index Fund Admiral Shares) | 0.10% | VBTLX | 3.21% |
| US Equity | VTSAX (VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES) | 1.79% | VTSAX | 14.15% |
| US Equity | VINIX (VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL SHARES) | 1.85% | VINIX | 12.54% |
| International Equity | VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) | 0.92% | VTMGX | 16.98% |
| International Equity | RWIGX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-6) | 1.36% | RWIGX | 16.67% |
* 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** |
|---|---|---|---|---|---|---|
| 457 Golden Gate Bridge Hwy And Trn Asset Allocation Composite Moderate | 5.0% | 16.8% | 3.0% | 7.3% | 6.4% | 7.2% |
| VFINX (Vanguard (S&P 500) Index) | 7.8% | 19.2% | 16.8% | 15.9% | 13.5% | 14.2% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.3% | 8.3% | 7.8% | 6.4% | 7.4% | 8.5% |
* 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(%) | 1.3 | 5.0 | 16.8 | 3.0 | 7.3 | 6.4 | 7.2 | 7.6 | 7.6 | 7.9 | 7.7 | 5.9 | 10.4 | -12.4 | 14.4 | 13.6 | 19.2 | -4.9 | 11.0 | 9.4 | -3.4 | 5.6 | 18.8 | 11.0 | 1.4 | 11.3 | 16.5 | 1.0 | 7.1 | 12.6 | 6.9 | 12.4 | 18.1 | 1.1 | 2.3 |
| Sharpe Ratio | NA | 0.22 | 0.0 | -0.09 | 0.53 | 0.53 | NA | NA | NA | NA | 0.81 | -0.08 | 0.73 | -1.5 | 1.48 | 1.63 | 2.79 | -0.7 | 2.25 | 1.47 | -0.52 | 0.84 | 2.49 | 1.49 | 0.1 | 1.11 | 1.79 | 0.01 | 0.44 | 1.29 | 0.73 | 1.46 | 2.71 | 0.01 | 0.01 |
| Draw Down(%) | NA | 2.1 | 6.1 | 12.4 | 15.0 | 15.0 | NA | NA | NA | NA | 15.0 | 5.4 | 8.9 | 13.3 | 4.0 | 9.1 | 2.7 | 12.1 | 2.0 | 4.2 | 7.5 | 4.8 | 5.3 | 5.5 | 12.7 | 8.7 | 5.1 | 6.1 | 5.9 | 7.4 | 4.2 | 7.1 | 3.2 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 8.4 | 8.4 | 8.6 | 8.7 | 7.9 | NA | NA | NA | NA | 7.9 | 8.3 | 8.5 | 9.2 | 9.7 | 8.2 | 6.4 | 9.0 | 4.6 | 6.3 | 6.6 | 6.7 | 7.5 | 7.4 | 14.0 | 10.1 | 9.2 | 7.1 | 9.3 | 7.2 | 6.5 | 7.9 | 6.4 | 0.0 | 0.0 |
| Treynor Ratio | NA | 0.03 | 0.0 | -0.02 | 0.2 | 0.15 | NA | NA | NA | NA | 0.28 | -0.01 | 0.11 | -0.49 | 0.23 | 2.2 | 0.37 | -0.12 | 0.17 | 0.33 | -0.11 | 0.1 | 0.3 | 0.2 | 0.02 | 0.27 | 1.57 | -0.03 | 0.07 | 0.14 | 0.09 | 0.2 | 1.3 | -0.13 | -0.03 |
| Alpha | NA | 0.03 | -0.02 | -0.01 | 0.01 | 0.01 | NA | NA | NA | NA | 0.02 | -0.04 | -0.02 | -0.03 | -0.01 | 0.05 | 0.02 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.05 | 0.0 | 0.01 | 0.01 | 0.02 | 0.02 | 0.05 | 0.0 | 0.0 |
| Beta | NA | 0.54 | 0.57 | 0.38 | 0.23 | 0.28 | NA | NA | NA | NA | 0.22 | 0.57 | 0.55 | 0.28 | 0.62 | 0.06 | 0.49 | 0.51 | 0.6 | 0.28 | 0.3 | 0.56 | 0.63 | 0.56 | 0.58 | 0.42 | 0.1 | -0.04 | 0.55 | 0.65 | 0.56 | 0.57 | 0.13 | 0.0 | 0.0 |
| RSquared | NA | 0.74 | 0.75 | 0.58 | 0.31 | 0.42 | NA | NA | NA | NA | 0.3 | 0.75 | 0.73 | 0.55 | 0.7 | 0.06 | 0.91 | 0.93 | 0.75 | 0.34 | 0.5 | 0.9 | 0.86 | 0.93 | 0.94 | 0.57 | 0.1 | 0.04 | 0.9 | 0.8 | 0.78 | 0.66 | 0.13 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.33 | 0.0 | -0.13 | 0.75 | 0.73 | NA | NA | NA | NA | 1.13 | -0.11 | 1.08 | -1.9 | 2.16 | 2.24 | 4.18 | -0.9 | 3.46 | 2.03 | -0.69 | 1.18 | 3.58 | 2.28 | 0.13 | 1.58 | 2.65 | 0.02 | 0.59 | 1.92 | 1.07 | 2.04 | 4.24 | 0.81 | NA |
| Yield(%) | N/A | N/A | 2.4 | 3.3 | 3.9 | 4.4 | 6.1 | 6.1 | 8.1 | 8.1 | 3.38 | 2.6 | 3.7 | 3.6 | 4.5 | 1.7 | 2.8 | 4.8 | 4.4 | 4.7 | 2.8 | 3.1 | 3.5 | 5.7 | 2.5 | 3.1 | 4.0 | 4.5 | 3.4 | 3.0 | 2.9 | 2.8 | 2.0 | 1.1 | 2.3 |
| Dividend Growth(%) | N/A | N/A | -28.8 | 30.8 | 20.7 | 102.9 | N/A | N/A | N/A | N/A | N/A | -23.6 | -10.0 | -8.9 | 202.5 | -28.4 | -44.5 | 21.4 | 3.2 | 62.2 | -2.8 | 0.3 | -31.1 | 136.4 | -11.5 | -8.1 | -10.7 | 38.9 | 26.4 | 13.9 | 15.6 | 63.9 | 84.6 | -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 457 Golden Gate Bridge Hwy And Trn
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