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Zebra Intelligence 401k Plan
Zebra Intelligence 401k Plan Strategic Asset Allocation - Optimal Moderate
Zebra Intelligence 401k Plan Strategic Asset Allocation - Optimal Moderate
live (public) 0.33% 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 | VSCSX (VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ADMIRAL SHARES) | 0.37% | Vanguard Short-Term Corp Bd Idx Signal | 39.63% |
US Equity | RGAGX (GROWTH FUND OF AMERICA CLASS R-6) | 2.21% | American Funds Growth Fund of Amer R6 | 12.18% |
US Equity | VFIAX (VANGUARD 500 INDEX FUND ADMIRAL SHARES) | 1.85% | Vanguard 500 Index Admiral | 12.11% |
CASH | CASH (CASH) | 0.0% | VMFXX Vanguard Money Market | 0.00% |
Real Estate | DFREX (DFA REAL ESTATE SECURITIES PORTFOLIO DFA REAL ESTATE SECURITIES PORTFOLIO - INSTITUTIONAL CLASS) | 1.77% | DFA Real Estate Securities I | 8.75% |
Emerging Market Equity | VEMAX (VANGUARD EMERGING MARKETS STOCK INDEX FUND ADMIRAL SHARES) | 0.57% | Vanguard Emerging Mkts Stock Idx Adm | 9.26% |
International Equity | VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) | 0.92% | Vanguard Tax-Managed Intl Adm | 8.97% |
International Equity | DFALX (LARGE CAP INTERNATIONAL PORTFOLIO LARGE CAP INTERNATIONAL PORTFOLIO - INSTITUTIONAL CLASS) | 0.86% | DFA Large Cap International I | 9.10% |
* Day change on 10/31/2024.

Beta
Performance (As of 02/28/2025)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Zebra Intelligence 401k Plan Strategic Asset Allocation - Optimal Moderate | 4.5% | 18.0% | 4.1% | 6.9% | 6.2% | 6.8% |
VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.7% | 19.4% | 16.6% | 13.6% | 14.5% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.4% | 10.3% | 11.9% | 8.9% | 8.5% | 9.4% |
* 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 | 4.5 | 18.0 | 4.1 | 6.9 | 6.2 | 6.8 | 7.1 | 6.2 | 6.5 | 5.9 | 8.5 | 10.5 | -11.2 | 8.3 | 13.7 | 19.2 | -4.9 | 12.5 | 7.2 | -1.4 | 6.0 | 9.4 | 12.3 | 1.0 | 13.0 | 25.4 | -24.2 | 6.2 | 13.7 | 8.6 | 12.5 | 18.8 | -9.0 | -2.0 |
Sharpe Ratio | NA | 0.2 | 0.29 | 0.0 | 0.38 | 0.42 | NA | NA | NA | NA | 0.42 | 0.24 | 0.82 | -1.06 | 1.01 | 0.76 | 2.88 | -0.74 | 2.76 | 0.84 | -0.17 | 1.0 | 1.3 | 1.59 | 0.07 | 1.06 | 1.26 | -1.06 | 0.35 | 1.48 | 1.0 | 1.56 | 2.21 | -0.92 | -0.45 |
Draw Down(%) | NA | 1.8 | 6.2 | 15.8 | 19.0 | 21.8 | NA | NA | NA | NA | 38.9 | 5.1 | 7.2 | 18.7 | 4.2 | 21.8 | 3.0 | 11.5 | 2.0 | 6.7 | 9.9 | 5.2 | 7.4 | 6.2 | 12.6 | 9.2 | 18.6 | 36.8 | 6.1 | 7.1 | 3.8 | 6.8 | 8.1 | 17.5 | 14.0 |
Standard Deviation(%) | NA | 7.1 | 7.9 | 9.3 | 11.3 | 9.6 | NA | NA | NA | NA | 11.0 | 7.9 | 7.6 | 11.9 | 8.2 | 17.9 | 6.2 | 8.5 | 4.3 | 8.4 | 8.5 | 6.0 | 7.2 | 7.7 | 13.6 | 12.2 | 20.2 | 23.8 | 9.4 | 7.1 | 6.4 | 7.4 | 8.2 | 11.0 | 9.7 |
Treynor Ratio | NA | 0.03 | 0.04 | 0.0 | 0.09 | 0.08 | NA | NA | NA | NA | 0.09 | 0.04 | 0.12 | -0.28 | 0.15 | 0.27 | 0.39 | -0.13 | 0.23 | 0.12 | -0.03 | 0.12 | 0.16 | 0.21 | 0.02 | 0.2 | 0.35 | -0.45 | 0.06 | 0.16 | 0.12 | 0.21 | 0.42 | -0.26 | -0.1 |
Alpha | NA | 0.03 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | NA | NA | 0.01 | -0.02 | -0.01 | -0.01 | -0.02 | 0.02 | 0.02 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | -0.03 | 0.02 | 0.0 | 0.02 | 0.03 | -0.01 | 0.01 | 0.01 | 0.02 | 0.03 | 0.03 | 0.0 | 0.0 |
Beta | NA | 0.47 | 0.53 | 0.48 | 0.49 | 0.5 | NA | NA | NA | NA | 0.53 | 0.55 | 0.5 | 0.45 | 0.54 | 0.5 | 0.46 | 0.47 | 0.51 | 0.59 | 0.51 | 0.49 | 0.59 | 0.57 | 0.56 | 0.65 | 0.71 | 0.56 | 0.56 | 0.63 | 0.55 | 0.56 | 0.43 | 0.38 | 0.42 |
RSquared | NA | 0.78 | 0.75 | 0.8 | 0.85 | 0.85 | NA | NA | NA | NA | 0.87 | 0.76 | 0.75 | 0.84 | 0.76 | 0.93 | 0.87 | 0.91 | 0.64 | 0.85 | 0.87 | 0.84 | 0.83 | 0.9 | 0.94 | 0.93 | 0.93 | 0.94 | 0.92 | 0.81 | 0.79 | 0.7 | 0.8 | 0.83 | 0.87 |
Sortino Ratio | NA | 0.28 | 0.38 | 0.0 | 0.51 | 0.57 | NA | NA | NA | NA | 0.58 | 0.32 | 1.23 | -1.44 | 1.45 | 0.97 | 4.38 | -0.96 | 4.42 | 1.17 | -0.24 | 1.4 | 1.83 | 2.45 | 0.09 | 1.53 | 1.85 | -1.39 | 0.47 | 2.25 | 1.49 | 2.21 | 3.4 | -1.29 | -0.61 |
Yield(%) | N/A | 0.0 | 2.0 | 3.1 | 3.3 | 3.9 | 5.2 | 5.2 | 5.9 | 5.9 | 3.15 | 2.1 | 3.9 | 3.4 | 2.3 | 2.2 | 3.6 | 4.7 | 3.4 | 3.5 | 2.6 | 3.7 | 2.5 | 3.5 | 3.1 | 2.4 | 2.7 | 3.3 | 4.6 | 4.5 | 3.3 | 3.2 | 2.5 | 1.2 | 1.7 |
Dividend Growth(%) | N/A | -99.9 | -42.6 | 40.7 | 9.7 | 71.2 | N/A | N/A | N/A | N/A | N/A | -40.5 | 1.6 | 63.7 | 14.2 | -24.9 | -28.6 | 57.5 | 4.6 | 30.2 | -24.9 | 58.3 | -19.8 | 15.2 | 46.9 | 13.5 | -39.1 | -24.0 | 17.0 | 48.5 | 16.8 | 48.5 | 91.7 | -31.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Optimal
strategy. Asset weights of available asset classes Emerging Market Equity, Real Estate, International Equity, US Equity, General Bond
in Zebra Intelligence 401k Plan are derived based on long term asset trends and their correlations.
For each major asset class, one or two funds are selected:
1. Risk allocation: the risk profile of this portfolio is 40.
The total allocation of the fixed income asset should be at least 40%.
2. Asset weights:
3. Fund selection: one or two top performing funds among 32 available funds in the plan are chosen for each asset.
They are usually equally weighted within the asset by default. Volatile funds or ETFs with small trading volume are ignored.
4. Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public are obtained from historical simulation. They are hypothetical.
- Emerging Market Equity
- Real Estate
- International Equity
- US Equity
- General Bond
- 9.5%
- 8.0%
- 19.0%
- 23.5%
- 40.0%