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JOHN WILEY and SONS INC. EMPLOYEES` SAVINGS PLAN
JOHN WILEY and SONS INC. EMPLOYEES` SAVINGS PLAN Asset Allocation Composite Moderate
JOHN WILEY and SONS INC. EMPLOYEES` SAVINGS PLAN Asset Allocation Composite Moderate
live (public) 0.05% May 17
Delayed
Holdings (As of 03/28/2024)
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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) | 0.10% | Vanguard Total Bond Mkt Index Fund | 39.20% |
US Equity | VWNFX (Vanguard Windsor II Fund) | 0.26% | Vanguard Windsor II Fund | 13.54% |
US Equity | NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) | 0.39% | Vanguard Small-Cap Index Fund | 13.58% |
CASH | CASH (CASH) | 0.0% | Vanguard Prime Money Mkt Fund | 0.05% |
International Equity | VWIGX (VANGUARD INTERNATIONAL GROWTH FUND INVESTOR SHARES) | 0.41% | Vanguard International Growth Fund | 33.63% |
* Day change on 03/28/2024.
Beta
Performance (As of 05/17/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
JOHN WILEY and SONS INC. EMPLOYEES` SAVINGS PLAN Asset Allocation Composite Moderate | 4.6% | 10.4% | 0.2% | 5.5% | 5.7% | 7.7% |
VFINX (Vanguard (S&P 500) Index) | 11.7% | 29.3% | 9.9% | 15.0% | 12.9% | 14.8% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.0% | 17.4% | 3.9% | 8.6% | 8.0% | 9.8% |
* 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(%) | 1.2 | 4.6 | 10.4 | 0.2 | 5.5 | 5.7 | 7.7 | 7.4 | 7.4 | 11.3 | -16.7 | 7.2 | 13.6 | 20.3 | -5.4 | 15.1 | 8.3 | -0.4 | 3.3 | 18.8 | 11.7 | 0.4 | 13.4 | 18.2 | -9.1 | 9.1 | 10.5 | 6.8 | 12.5 | 22.0 | 1.6 | 4.5 |
Sharpe Ratio | NA | 0.36 | 0.77 | -0.22 | 0.4 | 0.53 | NA | NA | 0.73 | 0.79 | -1.57 | 0.71 | 1.54 | 2.51 | -0.63 | 2.59 | 1.15 | -0.06 | 0.45 | 2.4 | 1.47 | 0.02 | 1.37 | 1.87 | -1.23 | 0.62 | 0.92 | 0.68 | 1.55 | 3.1 | 0.14 | 0.46 |
Draw Down(%) | NA | 4.2 | 9.3 | 18.7 | 18.7 | 18.7 | NA | NA | 18.7 | 9.3 | 17.5 | 5.6 | 12.9 | 3.7 | 13.7 | 1.8 | 4.3 | 7.4 | 4.9 | 6.0 | 6.5 | 14.2 | 7.9 | 6.6 | 15.4 | 7.2 | 8.5 | 5.0 | 7.3 | 3.7 | 3.9 | 3.1 |
Standard Deviation(%) | NA | 8.9 | 8.6 | 9.7 | 9.5 | 8.7 | NA | NA | 8.6 | 8.9 | 11.5 | 10.2 | 8.7 | 7.5 | 10.6 | 5.6 | 7.1 | 7.2 | 7.3 | 7.8 | 7.9 | 15.0 | 9.8 | 9.7 | 8.1 | 9.8 | 7.9 | 6.8 | 7.5 | 6.9 | 3.8 | 4.7 |
Treynor Ratio | NA | 0.05 | 0.1 | -0.05 | 0.12 | 0.12 | NA | NA | 0.2 | 0.11 | -0.5 | 0.11 | 0.77 | 0.34 | -0.11 | 0.22 | 0.2 | -0.01 | 0.05 | 0.29 | 0.19 | 0.01 | 0.3 | 0.7 | -0.73 | 0.1 | 0.1 | 0.08 | 0.21 | 0.86 | 0.07 | 0.2 |
Alpha | NA | -0.03 | -0.03 | -0.02 | 0.0 | 0.0 | NA | NA | 0.02 | -0.02 | -0.05 | -0.03 | 0.04 | 0.01 | -0.01 | 0.01 | 0.02 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.03 | 0.04 | -0.02 | 0.02 | 0.0 | 0.02 | 0.03 | 0.05 | 0.01 | 0.01 |
Beta | NA | 0.67 | 0.66 | 0.45 | 0.32 | 0.37 | NA | NA | 0.32 | 0.62 | 0.36 | 0.65 | 0.17 | 0.56 | 0.58 | 0.66 | 0.41 | 0.38 | 0.6 | 0.66 | 0.6 | 0.62 | 0.44 | 0.26 | 0.14 | 0.58 | 0.71 | 0.57 | 0.54 | 0.25 | 0.08 | 0.11 |
RSquared | NA | 0.75 | 0.78 | 0.64 | 0.51 | 0.57 | NA | NA | 0.52 | 0.83 | 0.59 | 0.69 | 0.47 | 0.87 | 0.89 | 0.63 | 0.57 | 0.67 | 0.87 | 0.87 | 0.94 | 0.94 | 0.67 | 0.53 | 0.48 | 0.92 | 0.81 | 0.75 | 0.65 | 0.38 | 0.27 | 0.23 |
Sortino Ratio | NA | 0.52 | 1.08 | -0.3 | 0.55 | 0.72 | NA | NA | 1.02 | 1.13 | -2.02 | 0.99 | 2.05 | 3.68 | -0.82 | 3.82 | 1.62 | -0.08 | 0.61 | 3.46 | 2.27 | 0.03 | 1.97 | 2.79 | -1.62 | 0.84 | 1.36 | 0.97 | 2.17 | 4.91 | 0.19 | 0.7 |
Yield(%) | N/A | 0.5 | 3.7 | 3.85 | 4.14 | 3.43 | N/A | N/A | 3.65 | 4.06 | 3.9 | 2.84 | 5.77 | 3.7 | 2.58 | 1.51 | 5.53 | 2.01 | 2.08 | 4.1 | 2.48 | 2.29 | 2.65 | 3.5 | 4.24 | 6.28 | 4.75 | 2.99 | 2.93 | 3.21 | 4.78 | 5.34 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 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 JOHN WILEY and SONS INC. EMPLOYEES` SAVINGS PLAN.