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401k Investor
AbbVie Savings Plan (401K)
AbbVie Savings Plan (401K) Asset Allocation Composite Moderate
AbbVie Savings Plan (401K) Asset Allocation Composite Moderate
live (public) 0.18% May 20
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
General Bond | MWTSX (METROPOLITAN WEST TOTAL RETURN BOND FUND PLAN CLASS) | 0.12% | Metropolitan West Total Return Bond Plan | 37.83% |
US Equity | RGAGX (GROWTH FUND OF AMERICA CLASS R-6) | 0.18% | American Funds Growth Fund of Amer R6 | 14.10% |
US Equity | SSSYX (STATE STREET EQUITY 500 INDEX FUND CLASS K) | 0.11% | State Street Equity 500 Index Fund | 13.54% |
International Equity | SSGJX (STATE STREET GLOBAL EQUITY EX-U.S. INDEX FUND CLASS I) | 0.04% | State Street Global Eq ex-US Index I | 17.20% |
International Equity | RERGX (EUROPACIFIC GROWTH FUND CLASS R-6) | 0.19% | American Funds EuroPacific Gr R6 | 17.33% |
* Day change on 03/28/2024.
Beta
Performance (As of 05/20/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
AbbVie Savings Plan (401K) Asset Allocation Composite Moderate | 4.8% | 13.0% | -0.3% | 6.8% | 5.6% | 7.6% |
VFINX (Vanguard (S&P 500) Index) | 12.1% | 28.7% | 10.5% | 15.2% | 12.9% | 14.8% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.0% | 17.0% | 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(%) | 1.2 | 4.8 | 13.0 | -0.3 | 6.8 | 5.6 | 7.6 | 7.2 | 6.9 | 4.0 | -12.0 | 8.5 | 21.8 | 17.8 | -3.4 | 13.4 | 6.8 | -4.9 | 4.8 | 18.6 | 11.6 | 1.9 | 11.2 | 14.9 | -1.0 | 5.9 | 10.7 | 5.5 | 9.2 | 17.7 | -0.7 | 2.3 |
Sharpe Ratio | NA | 0.44 | 1.26 | -0.33 | 0.61 | 0.58 | NA | NA | 0.77 | -0.03 | -1.44 | 0.91 | 2.24 | 2.56 | -0.5 | 2.8 | 1.01 | -0.68 | 0.73 | 2.67 | 1.58 | 0.14 | 1.26 | 1.67 | -0.48 | 0.31 | 1.04 | 0.5 | 1.14 | 2.47 | -0.67 | 0.01 |
Draw Down(%) | NA | 4.2 | 6.4 | 18.9 | 18.9 | 18.9 | NA | NA | 18.9 | 6.7 | 13.0 | 4.5 | 6.3 | 3.1 | 11.2 | 1.8 | 4.0 | 9.5 | 4.5 | 4.0 | 5.7 | 11.5 | 7.1 | 4.9 | 5.7 | 5.9 | 5.9 | 4.2 | 5.7 | 2.7 | 2.9 | 0.0 |
Standard Deviation(%) | NA | 7.7 | 7.3 | 8.1 | 8.5 | 7.8 | NA | NA | 7.6 | 6.9 | 9.3 | 9.3 | 9.6 | 6.4 | 9.3 | 4.6 | 6.5 | 7.3 | 6.5 | 7.0 | 7.3 | 13.5 | 8.8 | 8.8 | 4.1 | 9.2 | 7.1 | 6.7 | 7.2 | 6.9 | 2.7 | 0.0 |
Treynor Ratio | NA | 0.06 | 0.17 | -0.07 | 0.2 | 0.14 | NA | NA | 0.24 | -0.01 | -0.47 | 0.14 | 1.66 | 0.33 | -0.09 | 0.21 | 0.18 | -0.12 | 0.09 | 0.31 | 0.21 | 0.03 | 0.32 | 0.98 | -1.2 | 0.05 | 0.11 | 0.05 | 0.13 | 0.68 | -0.96 | -0.03 |
Alpha | NA | -0.02 | -0.01 | -0.02 | 0.01 | 0.01 | NA | NA | 0.02 | -0.03 | -0.03 | -0.03 | 0.07 | 0.01 | 0.0 | 0.01 | 0.01 | -0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.04 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.04 | -0.01 | 0.0 |
Beta | NA | 0.58 | 0.54 | 0.35 | 0.25 | 0.31 | NA | NA | 0.25 | 0.4 | 0.29 | 0.62 | 0.13 | 0.5 | 0.53 | 0.6 | 0.36 | 0.4 | 0.55 | 0.59 | 0.56 | 0.57 | 0.35 | 0.15 | 0.02 | 0.56 | 0.69 | 0.63 | 0.63 | 0.25 | 0.02 | 0.0 |
RSquared | NA | 0.74 | 0.74 | 0.57 | 0.4 | 0.51 | NA | NA | 0.4 | 0.59 | 0.55 | 0.76 | 0.22 | 0.93 | 0.95 | 0.78 | 0.51 | 0.74 | 0.92 | 0.9 | 0.95 | 0.96 | 0.52 | 0.22 | 0.03 | 0.95 | 0.94 | 0.94 | 0.94 | 0.39 | 0.03 | 0.0 |
Sortino Ratio | NA | 0.63 | 1.88 | -0.44 | 0.83 | 0.8 | NA | NA | 1.06 | -0.05 | -1.81 | 1.27 | 3.08 | 3.77 | -0.65 | 4.45 | 1.37 | -0.89 | 1.0 | 3.87 | 2.45 | 0.19 | 1.82 | 2.43 | -0.63 | 0.42 | 1.56 | 0.71 | 1.63 | 3.9 | -0.91 | NA |
Yield(%) | N/A | 0.46 | 4.12 | 4.09 | 4.07 | 3.58 | N/A | N/A | 2.71 | 3.99 | 3.42 | 4.36 | 3.28 | 5.51 | 2.29 | 3.96 | 2.4 | 3.59 | 3.26 | 2.64 | 3.46 | 2.58 | 1.38 | 1.64 | 0.92 | 2.92 | 2.55 | 1.79 | 1.32 | 1.17 | 1.03 | 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 AbbVie Savings Plan (401K).