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401k Investor
UPMC 401(A) RETIREMENT SAVINGS PLAN
UPMC 401(A) RETIREMENT SAVINGS PLAN Asset Allocation Composite Moderate
UPMC 401(A) RETIREMENT SAVINGS PLAN Asset Allocation Composite Moderate
live (public) 0.68% 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 | TIBDX (TIAA-CREF BOND FUND INSTITUTIONAL CLASS) | 0.0% | CREF Bond Fund | 39.71% |
| US Equity | TRIRX (TIAA-CREF LARGE-CAP GROWTH INDEX FUND RETIREMENT CLASS) | 2.78% | CREF Growth Fund | 11.12% |
| US Equity | TIEIX (TIAA-CREF EQUITY INDEX FUND INSTITUTIONAL CLASS) | 1.80% | CREF Stock Fund | 10.50% |
| Real Estate | TRRSX (TIAA-CREF REAL ESTATE SECURITIES FUND RETIREMENT CLASS) | 1.83% | TIAA Real Estate Fund | 10.08% |
| International Equity | TRIEX (TIAA-CREF INTERNATIONAL EQUITY INDEX FUND RETIREMENT CLASS) | 0.87% | CREF Global Fund | 28.59% |
* 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** |
|---|---|---|---|---|---|---|
| UPMC 401(A) RETIREMENT SAVINGS PLAN Asset Allocation Composite Moderate | 4.2% | 16.6% | 2.3% | 6.0% | 6.4% | 7.3% |
| VFINX (Vanguard (S&P 500) Index) | -3.3% | 9.9% | 13.9% | 15.8% | 12.2% | 13.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -3.1% | 2.6% | 5.9% | 6.3% | 6.4% | 8.0% |
* 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 | 4.2 | 16.6 | 2.3 | 6.0 | 6.4 | 7.3 | 7.4 | 6.1 | 6.1 | 5.7 | 6.7 | 14.4 | -18.0 | 14.2 | 10.9 | 21.1 | -4.0 | 14.3 | 6.9 | -0.8 | 8.8 | 12.4 | 13.8 | 2.3 | 9.2 | 17.2 | -11.9 | -1.1 | 10.0 | 0.7 | 8.0 | 10.3 | -3.7 | 2.5 |
| Sharpe Ratio | NA | 0.38 | 0.32 | -0.1 | 0.41 | 0.54 | NA | NA | NA | NA | 0.54 | 0.01 | 1.13 | -1.87 | 1.85 | 1.05 | 2.8 | -0.64 | 3.51 | 1.03 | -0.12 | 1.44 | 1.67 | 1.81 | 0.16 | 0.99 | 1.56 | -1.42 | -0.39 | 0.99 | -0.22 | 1.07 | 1.34 | -1.02 | 0.21 |
| Draw Down(%) | NA | 1.8 | 6.0 | 15.1 | 18.7 | 18.7 | NA | NA | NA | NA | 23.8 | 5.1 | 8.9 | 18.7 | 3.7 | 16.3 | 2.5 | 10.2 | 1.5 | 4.2 | 7.1 | 4.2 | 7.2 | 5.7 | 12.1 | 7.5 | 7.7 | 18.2 | 8.2 | 5.0 | 4.1 | 7.1 | 4.4 | 6.7 | 0.9 |
| Standard Deviation(%) | NA | 8.1 | 8.2 | 9.1 | 9.1 | 8.0 | NA | NA | NA | NA | 8.2 | 8.1 | 9.0 | 10.3 | 7.7 | 10.1 | 7.1 | 8.3 | 3.9 | 6.5 | 7.1 | 6.1 | 7.4 | 7.6 | 14.4 | 9.2 | 11.0 | 9.1 | 10.5 | 6.8 | 6.5 | 6.6 | 7.1 | 4.7 | 0.9 |
| Treynor Ratio | NA | 0.06 | 0.05 | -0.02 | 0.11 | 0.12 | NA | NA | NA | NA | 0.14 | 0.0 | 0.17 | -0.61 | 0.26 | 0.46 | 0.44 | -0.11 | 0.29 | 0.17 | -0.02 | 0.18 | 0.2 | 0.24 | 0.04 | 0.22 | 0.54 | -0.74 | -0.07 | 0.12 | -0.03 | 0.15 | 0.35 | -0.28 | 0.24 |
| Alpha | NA | 0.06 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | NA | NA | 0.01 | -0.03 | 0.0 | -0.06 | 0.0 | 0.02 | 0.03 | -0.01 | 0.02 | 0.01 | 0.0 | 0.01 | -0.02 | 0.02 | 0.01 | 0.01 | 0.03 | -0.02 | -0.02 | 0.0 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 0.51 | 0.52 | 0.4 | 0.32 | 0.35 | NA | NA | NA | NA | 0.32 | 0.53 | 0.59 | 0.32 | 0.55 | 0.23 | 0.45 | 0.46 | 0.46 | 0.38 | 0.37 | 0.5 | 0.62 | 0.57 | 0.6 | 0.42 | 0.32 | 0.17 | 0.59 | 0.58 | 0.48 | 0.46 | 0.28 | 0.17 | 0.01 |
| RSquared | NA | 0.71 | 0.69 | 0.58 | 0.58 | 0.62 | NA | NA | NA | NA | 0.58 | 0.68 | 0.74 | 0.55 | 0.9 | 0.63 | 0.63 | 0.91 | 0.64 | 0.6 | 0.65 | 0.87 | 0.85 | 0.91 | 0.95 | 0.67 | 0.63 | 0.62 | 0.81 | 0.74 | 0.58 | 0.61 | 0.44 | 0.91 | 0.04 |
| Sortino Ratio | NA | 0.58 | 0.43 | -0.14 | 0.55 | 0.73 | NA | NA | NA | NA | 0.75 | 0.02 | 1.71 | -2.33 | 2.69 | 1.35 | 4.27 | -0.82 | 5.79 | 1.41 | -0.16 | 2.09 | 2.39 | 2.8 | 0.22 | 1.38 | 2.33 | -1.89 | -0.49 | 1.44 | -0.29 | 1.46 | 1.88 | -1.43 | 0.32 |
| Yield(%) | N/A | N/A | 1.7 | 2.6 | 3.5 | 4.1 | 5.7 | 5.7 | 5.0 | 5.0 | 2.27 | 1.8 | 3.7 | 2.6 | 4.0 | 3.2 | 4.1 | 2.9 | 3.4 | 4.2 | 3.1 | 3.2 | 3.0 | 3.7 | 3.2 | 2.2 | 0.4 | 0.2 | 0.6 | 0.5 | 0.2 | 0.0 | 0.1 | 0.9 | 2.3 |
| Dividend Growth(%) | N/A | N/A | -48.5 | -14.8 | 23.2 | 228.4 | N/A | N/A | N/A | N/A | N/A | -44.0 | 17.9 | -25.2 | 34.5 | -3.0 | 33.1 | -3.0 | -12.7 | 33.3 | 6.0 | 20.0 | -7.7 | 17.9 | 60.1 | 554.6 | 71.8 | -63.9 | 28.5 | 103.5 | N/A | N/A | -93.8 | -61.1 | 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 UPMC 401(A) RETIREMENT SAVINGS PLAN.
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