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New Jersey State Employees Deferred Compensation Plan
New Jersey State Employees Deferred Compensation Plan Asset Allocation Composite Moderate
New Jersey State Employees Deferred Compensation Plan Asset Allocation Composite Moderate
live (public) 0.24% 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% | DCP Stable Value Fund IV | 40.19% |
| US Equity | VINIX (VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL SHARES) | 0.27% | Vanguard Institutional Index Instl | 14.21% |
| US Equity | IWO (iShares Russell 2000 Growth ETF) | 1.01% | Small Cap Growth II/Wellington | 12.32% |
| International Equity | LZIEX (LAZARD INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 0.20% | International Blend/Lazard | 12.01% |
| International Equity | DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) | 0.0% | Dodge & Cox International Stock | 12.25% |
| Emerging Market Equity | ODVYX (Oppenheimer Developing Markets Y) | 0.04% | Oppenheimer Developing Markets Y | 9.02% |
* 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** |
|---|---|---|---|---|---|---|
| New Jersey State Employees Deferred Compensation Plan Asset Allocation Composite Moderate | 4.5% | 32.7% | 23.6% | 13.5% | 13.5% | 11.1% |
| VFINX (Vanguard (S&P 500) Index) | 9.1% | 24.3% | 21.1% | 13.3% | 15.3% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.0% | 16.4% | 14.1% | 7.3% | 9.6% | 9.3% |
* 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(%) | 0.1 | 4.5 | 32.7 | 23.6 | 13.5 | 13.5 | 11.1 | 10.3 | 10.0 | 31.2 | 17.7 | 17.2 | -2.9 | 7.0 | 20.5 | 22.4 | -2.1 | 11.9 | 10.1 | -2.2 | 6.1 | 20.0 | 13.1 | -0.2 | 9.8 | 17.7 | -1.6 | 5.7 | 10.5 | 4.3 | 10.1 | 21.1 | 3.8 | 3.4 |
| Sharpe Ratio | NA | 0.47 | 3.46 | 2.39 | 1.35 | 1.35 | NA | NA | 1.03 | 3.16 | 1.88 | 1.91 | -0.44 | 0.68 | 1.99 | 2.98 | -0.35 | 2.17 | 1.36 | -0.29 | 0.88 | 2.66 | 1.59 | -0.02 | 0.97 | 2.01 | -0.71 | 0.26 | 0.89 | 0.29 | 1.04 | 2.4 | 1.18 | 66.32 |
| Draw Down(%) | NA | 6.5 | 6.5 | 8.7 | 12.4 | 12.5 | NA | NA | 13.1 | 8.7 | 5.5 | 4.7 | 12.4 | 5.6 | 6.4 | 3.2 | 9.8 | 1.8 | 4.5 | 7.7 | 4.8 | 4.3 | 7.2 | 13.1 | 8.6 | 4.1 | 6.5 | 6.7 | 8.6 | 4.5 | 8.1 | 3.9 | 1.6 | 0.0 |
| Standard Deviation(%) | NA | 11.1 | 8.8 | 8.4 | 8.6 | 8.6 | NA | NA | 8.4 | 9.0 | 7.5 | 7.1 | 9.9 | 10.2 | 10.1 | 7.0 | 9.8 | 5.2 | 7.3 | 7.8 | 6.9 | 7.5 | 8.2 | 15.3 | 10.0 | 8.8 | 3.6 | 9.8 | 7.9 | 7.0 | 8.8 | 8.5 | 2.2 | 0.0 |
| Treynor Ratio | NA | 0.08 | 0.52 | 0.39 | 0.28 | 0.34 | NA | NA | 0.31 | 0.63 | 0.26 | 0.29 | -0.14 | 0.11 | 1.49 | 0.4 | -0.06 | 0.17 | 0.25 | -0.05 | 0.11 | 0.31 | 0.21 | 0.0 | 0.24 | 1.17 | -1.8 | 0.04 | 0.1 | 0.03 | 0.14 | 0.77 | 1.77 | 342.5 |
| Alpha | NA | 0.02 | 0.05 | 0.04 | 0.03 | 0.03 | NA | NA | 0.03 | 0.06 | 0.01 | 0.02 | 0.01 | -0.03 | 0.06 | 0.02 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.02 | 0.05 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.05 | 0.01 | 0.0 |
| Beta | NA | 0.67 | 0.58 | 0.51 | 0.42 | 0.35 | NA | NA | 0.28 | 0.45 | 0.54 | 0.46 | 0.3 | 0.62 | 0.14 | 0.52 | 0.55 | 0.65 | 0.39 | 0.44 | 0.58 | 0.64 | 0.62 | 0.64 | 0.4 | 0.15 | 0.01 | 0.59 | 0.73 | 0.61 | 0.68 | 0.27 | 0.01 | 0.0 |
| RSquared | NA | 0.71 | 0.67 | 0.76 | 0.66 | 0.52 | NA | NA | 0.4 | 0.75 | 0.81 | 0.72 | 0.56 | 0.64 | 0.21 | 0.85 | 0.92 | 0.71 | 0.5 | 0.78 | 0.89 | 0.89 | 0.92 | 0.93 | 0.52 | 0.22 | 0.03 | 0.92 | 0.85 | 0.82 | 0.73 | 0.28 | 0.03 | 0.0 |
| Sortino Ratio | NA | 0.7 | 5.73 | 3.63 | 1.93 | 1.9 | NA | NA | 1.45 | 5.0 | 2.7 | 2.8 | -0.56 | 0.95 | 2.74 | 4.46 | -0.46 | 3.37 | 1.87 | -0.38 | 1.22 | 3.9 | 2.48 | -0.02 | 1.42 | 2.96 | -0.83 | 0.35 | 1.3 | 0.41 | 1.44 | 3.61 | 1.96 | 26.04 |
| Yield(%) | N/A | 1.2 | 20.0 | 19.4 | 16.7 | 16.8 | 16.6 | 19.4 | 4.39 | 22.8 | 14.3 | 14.0 | 14.3 | 5.1 | 1.2 | 4.7 | 3.7 | 2.4 | 2.6 | 3.7 | 6.0 | 2.4 | 3.0 | 3.3 | 2.6 | 3.4 | 2.4 | 3.2 | 3.5 | 2.4 | 3.4 | 2.8 | 3.0 | 3.4 |
| Dividend Growth(%) | N/A | -92.8 | 69.5 | 140.9 | 791.1 | 602.8 | N/A | N/A | N/A | 88.4 | 19.6 | -5.3 | 203.8 | 393.4 | -68.0 | 22.6 | 78.0 | 1.2 | -32.3 | -33.4 | 187.5 | -8.3 | -7.4 | 35.1 | -6.7 | 39.6 | -22.4 | 2.1 | 51.3 | -22.4 | 46.6 | -3.5 | -7.4 | 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 New Jersey State Employees Deferred Compensation Plan
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