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ABBOTT LABORATORIES STOCK RETIREMENT PLAN
ABBOTT LABORATORIES STOCK RETIREMENT PLAN Asset Allocation Composite Moderate
ABBOTT LABORATORIES STOCK RETIREMENT PLAN Asset Allocation Composite Moderate
live (public) 0.16% June 14
Delayed
Holdings (As of 04/30/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
General Bond | PTTRX (TOTAL RETURN FUND INSTITUTIONAL) | 0.48% | PIMCO TTL RETURN INSTITUTIONAL | 39.59% |
US Equity | RICGX (INVESTMENT CO OF AMERICA CLASS R-6) | 1.78% | INVESTMENT CO OF AMERICA R6 | 12.94% |
US Equity | RGAGX (GROWTH FUND OF AMERICA CLASS R-6) | 1.89% | American Funds Growth Fund of Amer R6 | 13.64% |
CASH | CASH (CASH) | 0.0% | CASH | 16.78% |
International Equity | RERGX (EUROPACIFIC GROWTH FUND CLASS R-6) | 1.31% | EUROPACIFIC GROWTH FUND R-6 | 17.05% |
* Day change on 04/30/2024.
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Beta
Performance (As of 06/14/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
ABBOTT LABORATORIES STOCK RETIREMENT PLAN Asset Allocation Composite Moderate | 4.5% | 10.6% | 0.2% | 6.0% | 5.7% | 7.8% |
VFINX (Vanguard (S&P 500) Index) | 14.6% | 25.9% | 10.0% | 15.3% | 12.8% | 14.4% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 7.7% | 15.9% | 3.7% | 8.6% | 7.9% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
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(%) | 0.0 | 4.5 | 10.6 | 0.2 | 6.0 | 5.7 | 7.8 | 7.5 | 7.7 | 7.0 | -12.2 | 7.8 | 16.3 | 18.8 | -4.3 | 15.4 | 7.0 | -1.6 | 4.9 | 17.3 | 13.6 | 1.6 | 9.5 | 23.6 | -8.4 | 8.2 | 13.1 | 5.9 | 10.4 | 20.1 | 3.9 | 5.1 |
Sharpe Ratio | NA | 0.45 | 1.02 | -0.31 | 0.56 | 0.63 | NA | NA | 0.85 | 0.43 | -1.61 | 0.93 | 1.8 | 2.66 | -0.62 | 3.4 | 1.02 | -0.27 | 0.81 | 2.27 | 1.77 | 0.11 | 1.06 | 2.53 | -0.99 | 0.56 | 1.46 | 0.65 | 1.46 | 3.17 | 0.66 | 0.51 |
Draw Down(%) | NA | 3.2 | 6.3 | 16.2 | 16.2 | 16.2 | NA | NA | 16.9 | 6.3 | 13.0 | 4.8 | 13.7 | 3.2 | 11.4 | 1.7 | 3.8 | 6.8 | 4.1 | 6.6 | 6.3 | 12.2 | 8.5 | 7.6 | 15.1 | 5.5 | 5.9 | 3.6 | 5.3 | 4.1 | 4.1 | 3.3 |
Standard Deviation(%) | NA | 6.3 | 6.7 | 7.2 | 7.8 | 7.2 | NA | NA | 7.7 | 6.3 | 8.4 | 8.4 | 8.9 | 6.5 | 9.0 | 4.3 | 6.7 | 6.2 | 6.1 | 7.6 | 7.7 | 13.7 | 8.9 | 9.3 | 9.4 | 9.4 | 6.7 | 5.8 | 6.5 | 6.1 | 4.2 | 5.5 |
Treynor Ratio | NA | 0.06 | 0.13 | -0.07 | 0.16 | 0.14 | NA | NA | 0.21 | 0.07 | -0.53 | 0.13 | 0.86 | 0.35 | -0.11 | 0.27 | 0.17 | -0.05 | 0.1 | 0.27 | 0.23 | 0.03 | 0.23 | 0.89 | -0.54 | 0.09 | 0.16 | 0.07 | 0.18 | 0.73 | 0.25 | 0.17 |
Alpha | NA | -0.03 | -0.01 | -0.02 | 0.0 | 0.0 | NA | NA | 0.02 | -0.02 | -0.04 | -0.03 | 0.04 | 0.02 | -0.01 | 0.02 | 0.01 | -0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.02 | 0.06 | -0.01 | 0.02 | 0.01 | 0.01 | 0.02 | 0.05 | 0.02 | 0.02 |
Beta | NA | 0.5 | 0.52 | 0.32 | 0.27 | 0.32 | NA | NA | 0.31 | 0.37 | 0.26 | 0.58 | 0.19 | 0.49 | 0.51 | 0.54 | 0.4 | 0.34 | 0.5 | 0.64 | 0.58 | 0.58 | 0.41 | 0.26 | 0.17 | 0.57 | 0.62 | 0.52 | 0.52 | 0.27 | 0.11 | 0.16 |
RSquared | NA | 0.77 | 0.75 | 0.59 | 0.54 | 0.61 | NA | NA | 0.59 | 0.59 | 0.54 | 0.81 | 0.53 | 0.89 | 0.92 | 0.7 | 0.63 | 0.75 | 0.88 | 0.86 | 0.93 | 0.96 | 0.68 | 0.6 | 0.57 | 0.93 | 0.86 | 0.86 | 0.78 | 0.55 | 0.47 | 0.39 |
Sortino Ratio | NA | 0.67 | 1.53 | -0.42 | 0.76 | 0.85 | NA | NA | 1.19 | 0.64 | -2.0 | 1.3 | 2.34 | 3.89 | -0.8 | 5.51 | 1.41 | -0.35 | 1.13 | 3.27 | 2.75 | 0.15 | 1.49 | 3.89 | -1.32 | 0.76 | 2.23 | 0.96 | 2.09 | 5.11 | 0.96 | 0.76 |
Yield(%) | N/A | 1.1 | 4.8 | 4.2 | 4.9 | 5.3 | 7.9 | 9.6 | 4.33 | 4.9 | 3.5 | 4.2 | 3.5 | 4.6 | 3.3 | 4.4 | 2.4 | 5.3 | 4.5 | 2.4 | 4.6 | 3.0 | 4.8 | 5.2 | 7.8 | 3.8 | 3.5 | 3.1 | 3.6 | 3.1 | 6.3 | 7.0 |
Dividend Growth(%) | N/A | -76.7 | 7.3 | 60.8 | 49.1 | 115.7 | N/A | N/A | N/A | 25.4 | -10.4 | 36.0 | -7.6 | 31.1 | -11.9 | 95.7 | -55.8 | 26.5 | 113.5 | -40.8 | 58.0 | -31.9 | 14.3 | -38.8 | 120.2 | 23.3 | 21.4 | -4.6 | 36.6 | -48.6 | -5.4 | 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 ABBOTT LABORATORIES STOCK RETIREMENT PLAN.