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ASTRAZENECA SAVINGS AND SECURITY PLAN
ASTRAZENECA SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate
ASTRAZENECA SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate
live (public) 0.11% May 01
Delayed
Holdings (As of 10/31/2025)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | STABLEVALUE (STABLEVALUE) | 0.0% | STABLE VALUE FUND | 39.65% |
| US Equity | VIGIX (VANGUARD GROWTH INDEX FUND INSTITUTIONAL SHARES) | 0.52% | VANG GRTH INDEX INST | 14.05% |
| US Equity | FOCPX (FIDELITY OTC PORTFOLIO FIDELITY OTC PORTFOLIO) | 0.48% | FID OTC PORTFOLIO | 13.66% |
| International Equity | TFEQX (INTERNATIONAL EQUITY SERIES PRIMARY SHARES) | 0.08% | TIFI TEMPL FORGN EQU | 16.58% |
| International Equity | FSPSX (FIDELITY INTERNATIONAL INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 0.07% | SPTN INTL INDEX FAI | 16.06% |
* Day change on 10/31/2025.
Previous
Beta
Performance (As of 05/01/2026)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| ASTRAZENECA SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate | 5.5% | 40.2% | 26.5% | 15.5% | 13.0% | 10.2% |
| VFINX (Vanguard (S&P 500) Index) | 8.4% | 25.7% | 21.5% | 13.2% | 15.2% | 14.2% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.2% | 17.0% | 14.2% | 7.3% | 9.5% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2025 | 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(%) | 0.0 | 5.5 | 40.2 | 26.5 | 15.5 | 13.0 | 10.2 | 9.5 | 9.6 | 35.4 | 17.2 | 21.9 | -2.8 | 6.0 | 13.4 | 18.6 | -3.0 | 10.2 | 10.7 | -3.8 | 6.1 | 17.4 | 9.5 | 0.9 | 6.3 | 13.6 | -3.3 | 11.5 | 9.8 | 5.3 | 12.1 | 22.5 | 4.6 | 3.4 |
| Sharpe Ratio | NA | 0.63 | 3.97 | 2.39 | 1.4 | 1.22 | NA | NA | 1.0 | 2.96 | 1.67 | 2.64 | -0.44 | 0.61 | 1.1 | 2.45 | -0.44 | 1.69 | 1.54 | -0.49 | 0.9 | 2.32 | 1.22 | 0.06 | 0.63 | 1.49 | -1.03 | 0.88 | 0.91 | 0.47 | 1.38 | 2.98 | 1.87 | 81.4 |
| Draw Down(%) | NA | 5.8 | 5.8 | 9.5 | 13.6 | 13.6 | NA | NA | 13.6 | 9.2 | 5.4 | 3.3 | 12.6 | 5.7 | 9.5 | 4.0 | 13.1 | 2.0 | 4.0 | 8.6 | 4.6 | 4.7 | 6.3 | 12.5 | 8.9 | 4.9 | 7.7 | 6.4 | 8.2 | 4.0 | 6.5 | 3.1 | 1.1 | 0.0 |
| Standard Deviation(%) | NA | 10.2 | 9.5 | 9.2 | 9.2 | 9.1 | NA | NA | 8.4 | 11.0 | 8.1 | 6.9 | 9.7 | 9.9 | 11.9 | 7.0 | 10.1 | 5.6 | 6.8 | 7.9 | 6.8 | 7.5 | 7.8 | 14.5 | 9.9 | 9.0 | 4.1 | 9.5 | 7.0 | 6.5 | 8.1 | 7.3 | 1.9 | 0.0 |
| Treynor Ratio | NA | 0.1 | 0.64 | 0.41 | 0.3 | 0.28 | NA | NA | 0.29 | 0.66 | 0.24 | 0.42 | -0.14 | 0.09 | 0.52 | 0.33 | -0.08 | 0.13 | 0.28 | -0.08 | 0.11 | 0.28 | 0.16 | 0.01 | 0.14 | 0.87 | -2.92 | 0.15 | 0.1 | 0.05 | 0.17 | 0.93 | 3.06 | 3565.34 |
| Alpha | NA | 0.04 | 0.07 | 0.04 | 0.03 | 0.02 | NA | NA | 0.02 | 0.08 | 0.01 | 0.03 | 0.01 | -0.04 | 0.03 | 0.01 | 0.0 | -0.01 | 0.03 | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.04 | -0.01 | 0.03 | 0.0 | 0.01 | 0.02 | 0.06 | 0.01 | 0.0 |
| Beta | NA | 0.65 | 0.59 | 0.54 | 0.43 | 0.4 | NA | NA | 0.29 | 0.49 | 0.58 | 0.44 | 0.3 | 0.66 | 0.25 | 0.53 | 0.57 | 0.71 | 0.37 | 0.46 | 0.57 | 0.62 | 0.58 | 0.6 | 0.44 | 0.15 | 0.01 | 0.56 | 0.63 | 0.56 | 0.64 | 0.23 | 0.01 | 0.0 |
| RSquared | NA | 0.78 | 0.59 | 0.74 | 0.64 | 0.63 | NA | NA | 0.44 | 0.69 | 0.8 | 0.69 | 0.55 | 0.77 | 0.54 | 0.88 | 0.91 | 0.72 | 0.51 | 0.81 | 0.91 | 0.83 | 0.92 | 0.92 | 0.64 | 0.22 | 0.02 | 0.9 | 0.8 | 0.81 | 0.78 | 0.3 | 0.03 | 0.0 |
| Sortino Ratio | NA | 1.0 | 7.41 | 3.74 | 2.05 | 1.7 | NA | NA | 1.39 | 4.84 | 2.37 | 4.12 | -0.57 | 0.82 | 1.47 | 3.5 | -0.56 | 2.42 | 2.14 | -0.64 | 1.24 | 3.29 | 1.87 | 0.08 | 0.88 | 2.11 | -1.16 | 1.21 | 1.34 | 0.67 | 1.95 | 4.65 | 3.93 | 27.31 |
| Yield(%) | N/A | 1.3 | 29.1 | 24.1 | 19.1 | 17.9 | 16.6 | 18.5 | 4.51 | 32.0 | 13.4 | 16.6 | 13.2 | 2.9 | 2.6 | 6.3 | 4.3 | 6.0 | 3.3 | 3.0 | 3.5 | 4.4 | 2.7 | 3.0 | 1.9 | 1.9 | 2.3 | 3.3 | 3.0 | 3.9 | 2.6 | 2.3 | 3.1 | 3.4 |
| Dividend Growth(%) | N/A | -94.4 | 162.1 | 228.0 | 511.0 | 729.1 | N/A | N/A | N/A | 181.0 | -2.0 | 21.7 | 388.0 | 25.6 | -50.9 | 40.4 | -20.7 | 103.6 | 6.2 | -9.7 | -8.1 | 80.9 | -9.9 | 69.5 | 14.7 | -20.7 | -23.5 | 19.0 | -17.2 | 66.0 | 42.6 | -22.4 | -8.1 | 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 ASTRAZENECA SAVINGS AND SECURITY PLAN.
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