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401k Investor
ARM 401(k) Plan
ARM 401(k) Plan Asset Allocation Composite Moderate
ARM 401(k) Plan Asset Allocation Composite Moderate
live (public) 0.38% 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 | STRKX (PIONEER STRATEGIC INCOME FUND PIONEER STRATEGIC INCOME FUND: CLASS K) | 0.10% | Pioneer Strategic Income Fund Class K | 39.45% |
| US Equity | FXAIX (Fidelity 500 Index Fund) | 1.85% | Fidelity Spartan 500 Index Advtg Instl | 10.24% |
| US Equity | VWUAX (VANGUARD U.S. GROWTH FUND ADMIRAL SHARES) | 2.88% | Vanguard US Growth Adm | 10.14% |
| Real Estate | DFGEX (DFA Global Real Estate Securities Ptf) | 1.60% | DFA Global Real Estate Securities | 10.72% |
| Emerging Market Equity | FPADX (FIDELITY EMERGING MARKETS INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 1.07% | Fidelity Spartan EMkts Idx Advtg Instl | 8.87% |
| International Equity | RERGX (EUROPACIFIC GROWTH FUND CLASS R-6) | 1.16% | REEGX | 10.24% |
| International Equity | FSPSX (FIDELITY INTERNATIONAL INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 0.90% | Fidelity Spartan Intl Idx Advtg Instl | 10.34% |
* 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** |
|---|---|---|---|---|---|---|
| ARM 401(k) Plan Asset Allocation Composite Moderate | 5.4% | 16.7% | -1.7% | 4.2% | 4.9% | 6.1% |
| VFINX (Vanguard (S&P 500) Index) | 7.4% | 14.8% | 19.6% | 16.6% | 13.6% | 14.9% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.5% | 11.0% | 12.0% | 9.0% | 8.5% | 9.6% |
* 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(%) | 1.2 | 5.4 | 16.7 | -1.7 | 4.2 | 4.9 | 6.1 | 6.5 | 6.0 | 6.1 | 6.0 | 5.5 | 2.5 | -17.0 | 8.3 | 18.0 | 21.6 | -3.4 | 11.2 | 7.8 | -4.9 | 8.6 | 13.0 | 15.5 | 1.3 | 8.4 | 14.9 | -2.3 | 6.3 | 4.8 | 4.2 | 7.1 | 13.9 | 2.1 | 2.3 |
| Sharpe Ratio | NA | 0.29 | 0.12 | -0.49 | 0.16 | 0.34 | NA | NA | NA | NA | 0.57 | -0.13 | -0.22 | -1.93 | 0.92 | 1.81 | 3.28 | -0.56 | 2.24 | 1.12 | -0.67 | 1.44 | 1.76 | 1.98 | 0.09 | 0.84 | 1.55 | -0.78 | 0.29 | 0.18 | 0.24 | 0.66 | 1.49 | 0.71 | 0.01 |
| Draw Down(%) | NA | 2.0 | 7.6 | 19.2 | 26.0 | 26.0 | NA | NA | NA | NA | 26.0 | 6.4 | 9.5 | 17.6 | 5.1 | 7.8 | 2.6 | 9.7 | 2.2 | 4.9 | 10.1 | 4.2 | 7.3 | 6.3 | 12.5 | 8.0 | 4.9 | 6.6 | 6.8 | 7.3 | 5.7 | 6.9 | 4.2 | 1.1 | 0.0 |
| Standard Deviation(%) | NA | 8.2 | 8.2 | 8.4 | 8.9 | 8.0 | NA | NA | NA | NA | 8.3 | 8.2 | 8.0 | 9.5 | 9.0 | 9.9 | 6.2 | 8.4 | 4.7 | 6.8 | 7.3 | 6.0 | 7.4 | 7.8 | 14.2 | 9.9 | 9.5 | 4.1 | 11.4 | 8.7 | 8.5 | 9.4 | 8.9 | 1.5 | 0.0 |
| Treynor Ratio | NA | 0.04 | 0.02 | -0.12 | 0.06 | 0.09 | NA | NA | NA | NA | 0.18 | -0.02 | -0.04 | -0.65 | 0.14 | 1.32 | 0.47 | -0.1 | 0.19 | 0.22 | -0.12 | 0.18 | 0.21 | 0.27 | 0.02 | 0.21 | 0.91 | -1.95 | 0.05 | 0.02 | 0.03 | 0.08 | 0.45 | 1.2 | -0.03 |
| Alpha | NA | 0.05 | -0.02 | -0.03 | -0.01 | 0.0 | NA | NA | NA | NA | 0.01 | -0.03 | -0.04 | -0.06 | -0.02 | 0.06 | 0.03 | -0.01 | 0.0 | 0.02 | -0.02 | 0.01 | -0.01 | 0.03 | 0.0 | 0.01 | 0.04 | -0.01 | 0.01 | -0.02 | 0.01 | 0.0 | 0.02 | 0.0 | 0.0 |
| Beta | NA | 0.53 | 0.51 | 0.35 | 0.26 | 0.31 | NA | NA | NA | NA | 0.26 | 0.51 | 0.48 | 0.28 | 0.58 | 0.14 | 0.43 | 0.47 | 0.56 | 0.35 | 0.4 | 0.48 | 0.61 | 0.58 | 0.59 | 0.4 | 0.16 | 0.02 | 0.6 | 0.78 | 0.71 | 0.75 | 0.29 | 0.01 | 0.0 |
| RSquared | NA | 0.74 | 0.65 | 0.51 | 0.37 | 0.47 | NA | NA | NA | NA | 0.36 | 0.63 | 0.6 | 0.52 | 0.7 | 0.22 | 0.77 | 0.91 | 0.63 | 0.46 | 0.71 | 0.84 | 0.83 | 0.9 | 0.93 | 0.52 | 0.22 | 0.03 | 0.71 | 0.82 | 0.75 | 0.77 | 0.32 | 0.02 | 0.0 |
| Sortino Ratio | NA | 0.42 | 0.16 | -0.66 | 0.22 | 0.46 | NA | NA | NA | NA | 0.8 | -0.18 | -0.31 | -2.4 | 1.27 | 2.48 | 5.15 | -0.72 | 3.49 | 1.54 | -0.88 | 2.1 | 2.45 | 3.08 | 0.12 | 1.2 | 2.29 | -0.97 | 0.45 | 0.24 | 0.32 | 0.9 | 2.1 | 1.35 | NA |
| Yield(%) | N/A | N/A | 1.7 | 2.8 | 3.3 | 4.1 | 5.7 | 5.7 | 6.0 | 6.0 | 2.64 | 1.9 | 3.3 | 3.4 | 3.4 | 2.2 | 5.9 | 3.6 | 3.8 | 3.2 | 3.2 | 4.4 | 3.5 | 4.6 | 2.8 | 2.2 | 0.5 | 0.7 | 1.4 | 1.6 | 1.6 | 0.8 | 0.5 | 1.1 | 2.3 |
| Dividend Growth(%) | N/A | N/A | -42.9 | -10.7 | 3.7 | 151.7 | N/A | N/A | N/A | N/A | N/A | -40.4 | -21.5 | 9.2 | 83.9 | -54.3 | 55.0 | 6.7 | 28.4 | -6.3 | -20.0 | 40.4 | -12.6 | 64.4 | 40.4 | 367.6 | -28.2 | -42.7 | -8.0 | 5.7 | 106.3 | 75.4 | -50.8 | -52.0 | 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 ARM 401(k) Plan.
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