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Tenet Healthcare Corp 401K Plan
Tenet Healthcare Corp 401K Plan Asset Allocation Composite Moderate
Tenet Healthcare Corp 401K Plan Asset Allocation Composite Moderate
live (public) 0.23% 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 | MAWIX (Blk Rk Sg Bf Ins) | 0.0% | BlackRock Strategic Global Bond Instl | 39.20% |
| US Equity | FDGRX (FIDELITY GROWTH COMPANY FUND FIDELITY GROWTH COMPANY FUND) | 2.82% | Fidelity Growth Company | 10.34% |
| US Equity | FXAIX (Fidelity 500 Index Fund) | 1.85% | Fidelity Spartan 500 Index Instl | 10.88% |
| CASH | CASH (CASH) | 0.0% | Fixed Income Fund | 0.00% |
| Real Estate | FSRNX (FIDELITY REAL ESTATE INDEX FUND INSTITUTIONAL CLASS) | 1.67% | Fidelity Spartan Real Estate Idx Instl | 10.03% |
| Emerging Market Equity | MCEMX (Martin Currie Emerging Markets Fund Cl I) | 1.20% | Martin Currie Emerging Markets IS | 9.25% |
| International Equity | FWWFX (FIDELITY WORLDWIDE FUND FIDELITY WORLDWIDE FUND) | 1.91% | Fidelity Worldwide | 10.55% |
| International Equity | SCIEX (HARTFORD SCHRODERS INTERNATIONAL STOCK FUND CLASS I) | 0.71% | Schroder International Alpha Inv | 9.75% |
* 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** |
|---|---|---|---|---|---|---|
| Tenet Healthcare Corp 401K Plan Asset Allocation Composite Moderate | 5.9% | 16.2% | 1.6% | 5.8% | 6.0% | 6.1% |
| VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.4% | 19.2% | 16.2% | 13.6% | 14.3% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.2% | 9.6% | 11.6% | 8.7% | 8.4% | 9.3% |
* 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(%) | 1.1 | 5.9 | 16.2 | 1.6 | 5.8 | 6.0 | 6.1 | 6.5 | 6.6 | 7.0 | 7.5 | 5.9 | 3.5 | -11.8 | 13.1 | 12.9 | 19.6 | -2.4 | 14.6 | 6.1 | -3.7 | 6.2 | 13.7 | 11.7 | -1.2 | 5.5 | 16.1 | -2.6 | 14.0 | 12.0 | 2.5 | 18.1 | 29.5 | 2.2 | 2.3 |
| Sharpe Ratio | NA | 0.26 | 0.1 | -0.35 | 0.32 | 0.45 | NA | NA | NA | NA | 0.77 | -0.07 | -0.1 | -1.51 | 1.42 | 1.19 | 2.86 | -0.41 | 2.74 | 0.81 | -0.5 | 0.96 | 1.76 | 1.4 | -0.09 | 0.55 | 1.69 | -0.86 | 1.16 | 1.18 | 0.04 | 2.03 | 4.0 | 0.51 | 0.01 |
| Draw Down(%) | NA | 1.7 | 6.9 | 16.3 | 18.0 | 18.0 | NA | NA | NA | NA | 18.0 | 6.1 | 8.0 | 12.5 | 4.4 | 10.3 | 2.5 | 11.6 | 2.3 | 6.0 | 9.1 | 3.9 | 7.2 | 7.4 | 13.7 | 9.0 | 4.7 | 7.0 | 6.1 | 8.6 | 6.1 | 7.9 | 3.3 | 1.5 | 0.0 |
| Standard Deviation(%) | NA | 7.6 | 8.5 | 8.3 | 9.0 | 8.2 | NA | NA | NA | NA | 8.1 | 8.7 | 7.6 | 8.8 | 9.2 | 10.7 | 6.4 | 9.0 | 5.1 | 7.2 | 7.5 | 6.5 | 7.8 | 8.4 | 14.8 | 9.8 | 9.4 | 4.1 | 9.5 | 7.4 | 7.1 | 8.4 | 7.2 | 2.2 | 0.0 |
| Treynor Ratio | NA | 0.04 | 0.02 | -0.08 | 0.1 | 0.11 | NA | NA | NA | NA | 0.23 | -0.01 | -0.02 | -0.5 | 0.21 | 0.61 | 0.41 | -0.07 | 0.23 | 0.16 | -0.09 | 0.12 | 0.21 | 0.19 | -0.02 | 0.14 | 1.0 | -2.33 | 0.2 | 0.13 | 0.01 | 0.29 | 1.2 | 0.8 | -0.03 |
| Alpha | NA | 0.04 | -0.02 | -0.02 | 0.0 | 0.0 | NA | NA | NA | NA | 0.02 | -0.04 | -0.04 | -0.03 | -0.01 | 0.03 | 0.02 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | 0.04 | -0.01 | 0.04 | 0.01 | 0.0 | 0.04 | 0.08 | 0.01 | 0.0 |
| Beta | NA | 0.48 | 0.57 | 0.37 | 0.3 | 0.34 | NA | NA | NA | NA | 0.27 | 0.6 | 0.49 | 0.27 | 0.61 | 0.21 | 0.45 | 0.5 | 0.6 | 0.37 | 0.39 | 0.52 | 0.65 | 0.63 | 0.62 | 0.4 | 0.16 | 0.02 | 0.55 | 0.65 | 0.56 | 0.6 | 0.24 | 0.01 | 0.0 |
| RSquared | NA | 0.73 | 0.75 | 0.57 | 0.5 | 0.56 | NA | NA | NA | NA | 0.4 | 0.77 | 0.69 | 0.54 | 0.75 | 0.46 | 0.77 | 0.89 | 0.61 | 0.44 | 0.67 | 0.84 | 0.86 | 0.92 | 0.95 | 0.53 | 0.21 | 0.02 | 0.84 | 0.78 | 0.65 | 0.62 | 0.32 | 0.03 | 0.0 |
| Sortino Ratio | NA | 0.38 | 0.14 | -0.47 | 0.44 | 0.61 | NA | NA | NA | NA | 1.07 | -0.1 | -0.14 | -1.9 | 2.02 | 1.59 | 4.25 | -0.53 | 4.36 | 1.1 | -0.66 | 1.34 | 2.5 | 2.1 | -0.11 | 0.77 | 2.47 | -1.04 | 1.61 | 1.77 | 0.06 | 2.86 | 6.73 | 0.86 | NA |
| Yield(%) | N/A | 0.1 | 1.5 | 2.0 | 4.2 | 4.6 | 5.7 | 5.7 | 7.5 | 7.5 | 3.63 | 1.6 | 2.6 | 1.9 | 8.0 | 4.2 | 4.7 | 4.1 | 3.9 | 3.0 | 2.8 | 3.6 | 4.5 | 4.2 | 2.9 | 1.6 | 3.4 | 0.9 | 7.5 | 6.1 | 2.6 | 3.9 | 3.1 | 1.2 | 2.3 |
| Dividend Growth(%) | N/A | -93.4 | -36.7 | -56.8 | 42.2 | 93.2 | N/A | N/A | N/A | N/A | N/A | -38.8 | 22.7 | -73.0 | 113.0 | 9.1 | 9.7 | 21.0 | 38.5 | 3.0 | -17.7 | -9.9 | 20.8 | 44.2 | 93.1 | -46.3 | 265.5 | -86.2 | 35.8 | 141.3 | -20.8 | 61.4 | 164.8 | -46.6 | 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 Tenet Healthcare Corp 401K Plan.
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