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401k Investor
Zebra Intelligence 401k Plan
Zebra Intelligence 401k Plan Asset Allocation Composite Moderate
Zebra Intelligence 401k Plan Asset Allocation Composite Moderate
live (public) 0.01% May 28
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
General Bond | VTABX (VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ADMIRAL SHARES) | 0.25% | Vanguard Total Intl Bd Idx Admiral | 39.79% |
US Equity | VIGAX (VANGUARD GROWTH INDEX FUND ADMIRAL SHARES) | 0.18% | Vanguard Growth Index Adm | 10.46% |
US Equity | RGAGX (GROWTH FUND OF AMERICA CLASS R-6) | 0.18% | American Funds Growth Fund of Amer R6 | 11.17% |
Real Estate | DFGEX (DFA Global Real Estate Securities Ptf) | 0.60% | DFA Global Real Estate Securities | 9.42% |
International Equity | VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) | 0.25% | Vanguard Tax-Managed Intl Adm | 10.58% |
International Equity | DFALX (LARGE CAP INTERNATIONAL PORTFOLIO LARGE CAP INTERNATIONAL PORTFOLIO - INSTITUTIONAL CLASS) | 0.18% | DFA Large Cap International I | 10.01% |
Emerging Market Equity | VEMAX (VANGUARD EMERGING MARKETS STOCK INDEX FUND ADMIRAL SHARES) | 0.35% | Vanguard Emerging Mkts Stock Idx Adm | 8.57% |
* Day change on 03/28/2024.
Beta
Performance (As of 05/28/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Zebra Intelligence 401k Plan Asset Allocation Composite Moderate | 3.5% | 12.2% | -0.7% | 6.1% | 5.2% | 7.2% |
VFINX (Vanguard (S&P 500) Index) | 11.8% | 29.6% | 9.7% | 15.3% | 12.8% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.6% | 17.8% | 3.5% | 8.6% | 7.8% | 9.6% |
* 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(%) | -0.5 | 3.5 | 12.2 | -0.7 | 6.1 | 5.2 | 7.2 | 7.4 | 7.3 | 4.2 | -11.1 | 10.9 | 14.9 | 20.3 | -3.6 | 9.8 | 8.0 | -6.1 | 10.4 | 11.8 | 13.2 | 2.6 | 8.4 | 16.7 | 1.6 | 3.1 | 16.3 | 6.8 | 14.1 | 16.8 | 2.7 | 2.3 |
Sharpe Ratio | NA | 0.27 | 1.07 | -0.38 | 0.53 | 0.53 | NA | NA | 0.78 | -0.01 | -1.42 | 1.28 | 1.4 | 3.15 | -0.61 | 1.97 | 1.16 | -0.79 | 1.67 | 1.57 | 1.93 | 0.18 | 0.8 | 1.52 | 0.12 | 0.01 | 1.93 | 0.67 | 1.71 | 2.77 | 0.52 | 0.01 |
Draw Down(%) | NA | 4.0 | 7.7 | 17.3 | 17.3 | 17.3 | NA | NA | 17.3 | 7.7 | 12.2 | 3.9 | 9.8 | 2.5 | 10.6 | 2.5 | 5.8 | 11.1 | 4.2 | 6.7 | 5.2 | 12.1 | 8.1 | 6.1 | 5.5 | 7.1 | 5.9 | 4.3 | 7.8 | 2.6 | 1.7 | 0.0 |
Standard Deviation(%) | NA | 7.5 | 7.8 | 8.0 | 8.5 | 7.7 | NA | NA | 8.0 | 7.6 | 8.8 | 8.5 | 10.4 | 6.0 | 8.1 | 4.7 | 6.8 | 7.7 | 6.2 | 7.5 | 6.8 | 14.5 | 10.3 | 10.9 | 6.2 | 10.1 | 6.8 | 6.9 | 7.7 | 5.8 | 3.0 | 0.0 |
Treynor Ratio | NA | 0.03 | 0.14 | -0.09 | 0.15 | 0.13 | NA | NA | 0.25 | 0.0 | -0.48 | 0.2 | 0.68 | 0.45 | -0.11 | 0.17 | 0.24 | -0.15 | 0.21 | 0.19 | 0.26 | 0.04 | 0.2 | 0.95 | -3.03 | 0.0 | 0.22 | 0.08 | 0.24 | 1.03 | -0.43 | -0.03 |
Alpha | NA | -0.03 | -0.02 | -0.02 | 0.0 | 0.0 | NA | NA | 0.02 | -0.03 | -0.03 | -0.01 | 0.04 | 0.03 | -0.01 | 0.0 | 0.02 | -0.02 | 0.02 | -0.02 | 0.02 | 0.01 | 0.01 | 0.05 | 0.0 | 0.0 | 0.02 | 0.02 | 0.03 | 0.04 | 0.0 | 0.0 |
Beta | NA | 0.59 | 0.62 | 0.34 | 0.29 | 0.33 | NA | NA | 0.25 | 0.47 | 0.26 | 0.54 | 0.22 | 0.42 | 0.45 | 0.54 | 0.33 | 0.41 | 0.5 | 0.62 | 0.5 | 0.6 | 0.42 | 0.17 | 0.0 | 0.6 | 0.6 | 0.59 | 0.55 | 0.16 | -0.04 | 0.0 |
RSquared | NA | 0.78 | 0.8 | 0.55 | 0.52 | 0.57 | NA | NA | 0.36 | 0.64 | 0.52 | 0.7 | 0.51 | 0.77 | 0.89 | 0.6 | 0.4 | 0.69 | 0.83 | 0.84 | 0.87 | 0.94 | 0.53 | 0.19 | 0.0 | 0.89 | 0.79 | 0.77 | 0.64 | 0.21 | 0.1 | 0.0 |
Sortino Ratio | NA | 0.38 | 1.58 | -0.52 | 0.72 | 0.73 | NA | NA | 1.09 | -0.02 | -1.81 | 1.86 | 1.87 | 4.68 | -0.78 | 3.1 | 1.62 | -1.04 | 2.43 | 2.23 | 3.0 | 0.24 | 1.13 | 2.19 | 0.17 | 0.02 | 3.02 | 0.97 | 2.43 | 4.43 | 0.76 | NA |
Yield(%) | N/A | 0.7 | 3.9 | 2.8 | 3.6 | 4.5 | 6.6 | 8.5 | 3.45 | 3.8 | 2.8 | 2.1 | 3.0 | 3.1 | 5.5 | 3.5 | 3.0 | 4.9 | 5.3 | 2.3 | 4.1 | 2.8 | 3.7 | 5.0 | 4.2 | 4.3 | 4.0 | 2.9 | 3.7 | 2.3 | 0.2 | 2.3 |
Dividend Growth(%) | N/A | -82.0 | 5.1 | -1.2 | -1.2 | 100.1 | N/A | N/A | N/A | 20.4 | 52.5 | -21.4 | 17.5 | -46.4 | 74.2 | 28.9 | -44.3 | 4.0 | 150.3 | -35.3 | 50.1 | -18.6 | -13.2 | 22.2 | -0.2 | 23.4 | 49.7 | -11.8 | 86.6 | 947.4 | -89.8 | 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 Zebra Intelligence 401k Plan.