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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) 0.13% May 16
Delayed
Holdings (As of 03/28/2024)
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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) | 0.11% | Pioneer Strategic Income Fund Class K | 38.58% |
US Equity | VWUAX (VANGUARD U.S. GROWTH FUND ADMIRAL SHARES) | 0.15% | Vanguard US Growth Adm | 10.42% |
US Equity | JMVYX (JPMORGAN MID CAP VALUE FUND CLASS R6) | 0.46% | JPMorgan Mid Cap Value Fund Class R6 | 10.53% |
Real Estate | DFGEX (DFA Global Real Estate Securities Ptf) | 0.60% | DFA Global Real Estate Securities | 10.35% |
Emerging Market Equity | FPADX (FIDELITY EMERGING MARKETS INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 0.29% | Fidelity Spartan EMkts Idx Advtg Instl | 8.63% |
International Equity | RERGX (EUROPACIFIC GROWTH FUND CLASS R-6) | 0.19% | REEGX | 10.70% |
International Equity | FSPSX (FIDELITY INTERNATIONAL INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 0.26% | Fidelity Spartan Intl Idx Advtg Instl | 10.79% |
* Day change on 03/28/2024.
Beta
Performance (As of 05/16/2024)
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 | 4.8% | 11.3% | -3.3% | 4.4% | 4.8% | 6.9% |
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(%) | 1.5 | 4.8 | 11.3 | -3.3 | 4.4 | 4.8 | 6.9 | 6.2 | 6.1 | 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 | 0.42 | 0.88 | -0.66 | 0.32 | 0.48 | NA | NA | 0.6 | -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 | 4.4 | 9.1 | 26.0 | 26.0 | 26.0 | NA | NA | 26.0 | 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 | 8.1 | 8.5 | 8.6 | 8.7 | 7.8 | NA | NA | 8.3 | 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 | 0.06 | 0.12 | -0.16 | 0.11 | 0.12 | NA | NA | 0.19 | -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 | -0.02 | -0.02 | -0.03 | 0.0 | 0.0 | NA | NA | 0.01 | -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 | 0.57 | 0.61 | 0.36 | 0.26 | 0.31 | NA | NA | 0.26 | 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 | 0.67 | 0.69 | 0.54 | 0.39 | 0.48 | NA | NA | 0.36 | 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 | 0.6 | 1.28 | -0.88 | 0.43 | 0.65 | NA | NA | 0.84 | -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 | 0.67 | 3.33 | 3.63 | 3.39 | 3.6 | N/A | N/A | 2.64 | 3.26 | 3.45 | 3.44 | 2.18 | 5.86 | 3.62 | 3.78 | 3.22 | 3.23 | 4.41 | 3.49 | 4.62 | 2.85 | 2.19 | 0.55 | 0.75 | 1.38 | 1.55 | 1.56 | 0.8 | 0.52 | 1.08 | 2.31 |
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 ARM 401(k) Plan.