Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
401k Investor
Zebra Intelligence 401k Plan
Zebra Intelligence 401k Plan Asset Allocation Composite Moderate
Zebra Intelligence 401k Plan Asset Allocation Composite Moderate
live (public) 0.27% February 28
Delayed
Holdings (As of 10/31/2024)
sign up and login first and then customize a new portfolio for the latest current holdings
| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | DFTEX (DFA Intermediate Term Extended Qlty Ptf) | 0.10% | DFA Intermediate-Term Extnd Qlty Instl | 39.88% |
| US Equity | VIGAX (VANGUARD GROWTH INDEX FUND ADMIRAL SHARES) | 2.77% | Vanguard Growth Index Adm | 11.16% |
| US Equity | RGAGX (GROWTH FUND OF AMERICA CLASS R-6) | 2.21% | American Funds Growth Fund of Amer R6 | 10.86% |
| CASH | CASH (CASH) | 0.0% | VMFXX Vanguard Money Market | 0.13% |
| Real Estate | VGSLX (VANGUARD REIT INDEX FUND ADMIRAL SHARES) | 1.67% | Vanguard REIT Index Adm | 9.81% |
| International Equity | VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) | 0.92% | Vanguard Tax-Managed Intl Adm | 9.36% |
| International Equity | VTIAX (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ADMIRAL SHARES) | 0.81% | Vanguard Total Intl Stock Index Admiral | 9.70% |
| Emerging Market Equity | VEMAX (VANGUARD EMERGING MARKETS STOCK INDEX FUND ADMIRAL SHARES) | 0.57% | Vanguard Emerging Mkts Stock Idx Adm | 9.10% |
* Day change on 10/31/2024.
Previous
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 Asset Allocation Composite Moderate | 5.5% | 15.0% | 1.3% | 5.8% | 5.4% | 6.3% |
| VFINX (Vanguard (S&P 500) Index) | 7.5% | 14.0% | 19.4% | 16.3% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.1% | 9.3% | 11.5% | 8.8% | 8.4% | 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(%) | 1.1 | 5.5 | 15.0 | 1.3 | 5.8 | 5.4 | 6.3 | 6.8 | 7.0 | 7.3 | 7.2 | 5.0 | 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 | 0.16 | -0.08 | -0.38 | 0.3 | 0.39 | NA | NA | NA | NA | 0.74 | -0.2 | -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 | 1.7 | 6.7 | 14.8 | 17.3 | 17.3 | NA | NA | NA | NA | 17.3 | 5.8 | 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 | 6.9 | 8.0 | 8.0 | 8.7 | 7.8 | NA | NA | NA | NA | 8.0 | 8.1 | 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 | 0.02 | -0.01 | -0.09 | 0.09 | 0.09 | NA | NA | NA | NA | 0.24 | -0.03 | 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 | 0.02 | -0.02 | -0.02 | 0.0 | 0.0 | NA | NA | NA | NA | 0.02 | -0.04 | -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 | 0.45 | 0.53 | 0.35 | 0.29 | 0.33 | NA | NA | NA | NA | 0.25 | 0.55 | 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 | 0.72 | 0.55 | 0.51 | 0.56 | NA | NA | NA | NA | 0.36 | 0.72 | 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 | 0.22 | -0.11 | -0.5 | 0.41 | 0.52 | NA | NA | NA | NA | 1.04 | -0.26 | -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 | 0.1 | 2.2 | 2.9 | 3.2 | 4.0 | 5.6 | 5.6 | 7.8 | 7.8 | 3.45 | 2.2 | 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 | -95.2 | -35.6 | 32.7 | -2.1 | 71.4 | N/A | N/A | N/A | N/A | N/A | -41.2 | 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.
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>