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THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN
THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Asset Allocation Composite Moderate
THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Asset Allocation Composite Moderate
live (public) 0.76% February 27
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | STABLEVALUE (STABLEVALUE) | 0.0% | T. Rowe Price Retirement T. Rowe Price Retirement Stable Value Fund | 42.23% |
| US Equity | PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) | 2.70% | T. Rowe Price Retirement T. Rowe Price Retirement Growth Stock Tr | 13.31% |
| US Equity | SVSPX (SSGA S&P 500 INDEX FUND CLASS N) | 1.86% | State Street S&P 500 Ind NL K | 13.46% |
| International Equity | FTIHX (FIDELITY TOTAL INTERNATIONAL INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 0.98% | Fidelity Total Intl Index Fund | 15.46% |
| International Equity | RERGX (EUROPACIFIC GROWTH FUND CLASS R-6) | 1.16% | American Funds EuroPacific Gr R6 | 15.54% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 02/27/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Asset Allocation Composite Moderate | 3.3% | 26.6% | 12.5% | 17.8% | 16.8% | 13.7% |
| VFINX (Vanguard (S&P 500) Index) | 1.9% | 13.9% | 15.6% | 17.6% | 12.9% | 14.1% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 0.0% | 4.6% | 6.8% | 7.2% | 6.7% | 8.3% |
* 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(%) | 1.0 | 3.3 | 26.6 | 12.5 | 17.8 | 16.8 | 13.7 | 13.8 | 11.7 | 11.8 | 10.6 | 17.6 | 23.9 | -5.7 | 9.1 | 34.1 | 40.5 | 5.9 | 25.1 | 11.7 | 9.1 | 5.6 | 17.3 | 10.0 | -1.2 | 7.4 | 12.1 | -2.4 | 5.4 | 10.7 | 5.0 | 10.0 | 15.8 | -5.0 | 3.4 |
| Sharpe Ratio | NA | 0.26 | 1.12 | 1.22 | 1.23 | 1.51 | NA | NA | NA | NA | 1.1 | 1.47 | 2.51 | -0.66 | 0.88 | 2.28 | 4.31 | 0.47 | 4.9 | 1.71 | 0.76 | 0.89 | 2.76 | 1.38 | -0.09 | 0.8 | 1.43 | -0.68 | 0.26 | 1.25 | 0.49 | 1.43 | 2.28 | -1.27 | 74.11 |
| Draw Down(%) | NA | 2.3 | 4.8 | 11.2 | 17.2 | 17.2 | NA | NA | NA | NA | 17.2 | 4.8 | 4.4 | 15.0 | 5.1 | 8.8 | 3.4 | 8.0 | 1.2 | 4.2 | 5.9 | 4.2 | 2.8 | 5.6 | 12.8 | 7.4 | 4.3 | 7.2 | 5.4 | 4.5 | 3.8 | 4.1 | 2.7 | 7.1 | 0.0 |
| Standard Deviation(%) | NA | 7.7 | 7.6 | 8.5 | 9.6 | 9.8 | NA | NA | NA | NA | 8.4 | 7.5 | 7.8 | 10.7 | 10.3 | 14.9 | 9.1 | 9.9 | 5.0 | 6.7 | 12.0 | 6.3 | 6.2 | 7.2 | 13.3 | 9.1 | 8.4 | 5.0 | 9.3 | 6.0 | 5.8 | 6.3 | 6.6 | 4.8 | 0.0 |
| Treynor Ratio | NA | 0.04 | 0.16 | 0.26 | 0.34 | 0.37 | NA | NA | NA | NA | 0.33 | 0.2 | 0.36 | -0.22 | 0.13 | 1.21 | 0.72 | 0.09 | 0.45 | 0.26 | 0.23 | 0.1 | 0.32 | 0.18 | -0.02 | 0.19 | 0.82 | -1.01 | 0.04 | 0.13 | 0.05 | 0.16 | 0.61 | -0.86 | 382.75 |
| Alpha | NA | 0.06 | 0.01 | 0.03 | 0.03 | 0.04 | NA | NA | NA | NA | 0.03 | 0.01 | 0.03 | 0.0 | -0.03 | 0.1 | 0.08 | 0.03 | 0.05 | 0.03 | 0.04 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.03 | -0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.03 | -0.02 | 0.0 |
| Beta | NA | 0.52 | 0.54 | 0.39 | 0.35 | 0.4 | NA | NA | NA | NA | 0.28 | 0.54 | 0.55 | 0.33 | 0.68 | 0.28 | 0.54 | 0.54 | 0.55 | 0.43 | 0.39 | 0.54 | 0.54 | 0.56 | 0.56 | 0.38 | 0.15 | 0.03 | 0.57 | 0.59 | 0.56 | 0.56 | 0.25 | 0.07 | 0.0 |
| RSquared | NA | 0.75 | 0.82 | 0.63 | 0.61 | 0.51 | NA | NA | NA | NA | 0.42 | 0.84 | 0.84 | 0.54 | 0.75 | 0.4 | 0.54 | 0.87 | 0.54 | 0.72 | 0.24 | 0.95 | 0.92 | 0.97 | 0.97 | 0.55 | 0.22 | 0.08 | 0.96 | 0.97 | 0.97 | 0.97 | 0.41 | 0.15 | 0.0 |
| Sortino Ratio | NA | 0.38 | 1.57 | 1.71 | 1.72 | 2.43 | NA | NA | NA | NA | 1.67 | 2.1 | 3.93 | -0.84 | 1.24 | 4.08 | 8.56 | 0.65 | 8.89 | 2.43 | 1.88 | 1.24 | 4.15 | 2.13 | -0.12 | 1.11 | 2.06 | -0.85 | 0.36 | 1.93 | 0.71 | 2.1 | 3.61 | -1.66 | NA |
| Yield(%) | N/A | 1.5 | 13.1 | 16.2 | 15.5 | 31.2 | 31.7 | 31.7 | 32.6 | 32.6 | 7.47 | 13.7 | 15.7 | 12.8 | 6.3 | 16.2 | 24.7 | 17.5 | 17.3 | 9.2 | 15.0 | 3.8 | 1.2 | 1.6 | 1.2 | 1.4 | 1.6 | 2.2 | 3.0 | 2.9 | 2.5 | 3.1 | 2.4 | 2.6 | 3.4 |
| Dividend Growth(%) | N/A | -87.2 | 4.4 | 59.4 | 38.6 | 2089.9 | N/A | N/A | N/A | N/A | N/A | 8.0 | 15.4 | 122.6 | -48.5 | -7.2 | 49.0 | 26.8 | 113.2 | -33.7 | 323.1 | 271.1 | -20.1 | 31.0 | -6.2 | -4.1 | -27.3 | -22.2 | 13.3 | 22.8 | -11.1 | 50.9 | -13.8 | -20.5 | 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 THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN.
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