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GENERAL MOTORS SAVINGS-STOCK PURCHASE PROGRAM FOR SALARIED EMPLOYEES IN THE UNITED STATES
GENERAL MOTORS SAVINGS-STOCK PURCHASE PROGRAM FOR SALARIED EMPLOYEES IN THE UNITED STATES Asset Allocation Composite Moderate
GENERAL MOTORS SAVINGS-STOCK PURCHASE PROGRAM FOR SALARIED EMPLOYEES IN THE UNITED STATES Asset Allocation Composite Moderate
live (public) 0.14% December 30
Delayed
Holdings (As of 10/31/2016)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | PTTRX (TOTAL RETURN FUND INSTITUTIONAL) | 0.0% | PIMCO CORE PLUS BOND | 40.37% |
| US Equity | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.80% | SSGA LG CAP INDEX | 1.24% |
| US Equity | MDY (SPDR S&P Midcap 400 ETF Trust) | 0.87% | SSGA MID/SMALL INDEX | 14.10% |
| US Equity | NSGRX (NORTHERN SMALL CAP CORE FUND NORTHERN SMALL CAP CORE FUND) | 1.02% | PYR SM CP CORE POOL | 13.47% |
| Real Estate | SSREX (SSGA CLARION REAL ESTATE FUND CLASS N) | 0.0% | SSGA REIT INDEX | 14.78% |
| International Equity | SSAIX (SSGA INTERNATIONAL STOCK SELECTION FUND CLASS N) | 0.59% | SSGA INTL INDEX | 6.06% |
| International Equity | FDIKX (FIDELITY DIVERSIFIED INTERNATIONAL FUND CLASS K) | 0.65% | FID DIVERSIFD INTL K (FDIKX) | 6.06% |
| Emerging Market Equity | ETOPX (CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND SHARE CLASS) | 0.09% | CAP GUARD EMRG MKT T | 3.92% |
* Day change on 09/30/2016.
Previous
Beta
Performance (As of 12/30/2016)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| GENERAL MOTORS SAVINGS-STOCK PURCHASE PROGRAM FOR SALARIED EMPLOYEES IN THE UNITED STATES Asset Allocation Composite Moderate | 5.3% | 3.5% | 3.7% | 8.2% | 6.9% | 7.6% |
| 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) | 5.5% | 10.5% | 12.0% | 8.8% | 8.5% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 3.5 | 3.7 | 8.2 | 6.9 | 7.6 | 7.6 | 0.0 | 7.4 | 4.8 | -3.4 | 6.9 | 14.3 | 14.0 | 0.6 | 7.3 | 17.9 | 1.6 | 2.2 | 13.6 | 7.1 | 13.1 | 16.0 | 1.0 | 3.4 |
| Sharpe Ratio | NA | 0.61 | 0.39 | 1.01 | 0.68 | NA | NA | NA | 0.84 | 0.7 | -0.47 | 1.13 | 1.96 | 1.84 | 0.04 | 0.71 | 1.82 | 0.18 | -0.09 | 1.55 | 0.83 | 1.95 | 2.71 | -0.04 | 74.11 |
| Draw Down(%) | NA | 5.9 | 12.1 | 12.1 | 13.2 | NA | NA | NA | 13.2 | 5.4 | 8.4 | 5.0 | 5.9 | 5.8 | 13.2 | 7.8 | 4.6 | 4.6 | 6.9 | 5.7 | 3.9 | 6.7 | 2.9 | 3.1 | 0.0 |
| Standard Deviation(%) | NA | 6.6 | 6.7 | 7.0 | 8.8 | NA | NA | NA | 7.6 | 6.6 | 7.4 | 6.1 | 7.3 | 7.6 | 14.9 | 10.1 | 9.8 | 3.9 | 9.3 | 6.6 | 5.9 | 6.2 | 5.6 | 3.0 | 0.0 |
| Treynor Ratio | NA | 0.09 | 0.06 | 0.14 | 0.23 | NA | NA | NA | 0.28 | 0.1 | -0.08 | 0.14 | 0.23 | 0.25 | 0.01 | 0.18 | 1.1 | 0.46 | -0.02 | 0.18 | 0.1 | 0.28 | 0.85 | -0.03 | 382.75 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.02 | NA | NA | NA | 0.02 | 0.0 | -0.01 | 0.0 | -0.01 | 0.02 | 0.0 | 0.01 | 0.05 | 0.01 | -0.01 | 0.02 | 0.02 | 0.03 | 0.04 | 0.0 | 0.0 |
| Beta | NA | 0.44 | 0.44 | 0.49 | 0.26 | NA | NA | NA | 0.23 | 0.44 | 0.42 | 0.5 | 0.62 | 0.56 | 0.62 | 0.41 | 0.16 | 0.02 | 0.54 | 0.59 | 0.5 | 0.43 | 0.18 | 0.04 | 0.0 |
| RSquared | NA | 0.76 | 0.78 | 0.81 | 0.4 | NA | NA | NA | 0.35 | 0.76 | 0.76 | 0.87 | 0.88 | 0.9 | 0.95 | 0.53 | 0.2 | 0.03 | 0.85 | 0.79 | 0.76 | 0.59 | 0.3 | 0.11 | 0.0 |
| Sortino Ratio | NA | 0.84 | 0.53 | 1.42 | 0.95 | NA | NA | NA | 1.19 | 0.96 | -0.62 | 1.6 | 2.84 | 2.83 | 0.05 | 1.0 | 2.66 | 0.26 | -0.12 | 2.4 | 1.2 | 2.82 | 4.33 | -0.06 | NA |
| Yield(%) | N/A | 3.0 | 2.7 | 4.0 | 4.8 | 6.7 | 6.7 | 5.4 | 3.69 | 3.1 | 2.6 | 2.2 | 4.1 | 4.3 | 3.1 | 4.1 | 3.5 | 2.6 | 6.8 | 4.5 | 3.3 | 4.8 | 3.8 | 2.8 | 3.4 |
| Dividend Growth(%) | N/A | 12.3 | -13.1 | 17.7 | N/A | N/A | N/A | N/A | N/A | 12.1 | 25.7 | -38.2 | 8.5 | 40.5 | -18.8 | 38.0 | 40.4 | -61.7 | 70.3 | 47.4 | -22.8 | 48.3 | 37.6 | -15.5 | 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 GENERAL MOTORS SAVINGS-STOCK PURCHASE PROGRAM FOR SALARIED EMPLOYEES IN THE UNITED STATES.
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