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MyPlanIQ 401k Investor THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN Asset Allocation Composite Moderate

THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN Asset Allocation Composite Moderate

live (public) 0.04% February 28

Delayed Holdings (As of 10/31/2024)

Holdings
Expense & Dividend
Historical Transactions & Holdings

Asset	Fund in this portfolio	Price change*	Original Fund Description	Percentage
General Bond	CASH (CASH) Add to Compare	0.0%	FIXED INCOME FUND	53.49%
General Bond	AGG (iShares Core U.S. Aggregate Bond ETF) Add to Compare	0.02%	NORTHERN TR CL AGG BD IDX II	2.91%
CASH	CASH (CASH) Add to Compare	0.0%	FIXED INCOME FUND	0.00%
Emerging Market Equity	ABEMX (Aberdeen Emerging Markts Fund Insti Clss) Add to Compare	1.26%	ABERDEEN EMERGNG MRKT CL INSTL	8.64%
International Equity	BDOAX (BlackRock ACWI exUS Indx Fnd Invst A Shr) Add to Compare	0.98%	BLACKROCK MSCI ACWI IMI FD M	17.24%
International Equity	DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) Add to Compare	0.91%	DODGE & COX INTERNATIONAL ST	17.72%

* Day change on 10/31/2024.

Transaction	Date	Fund in this portfolio	Original Fund Description	Portfolio Percentage(%)	Amount
Buy	07/01/2024	AGG(iShares Core U.S. Aggregate Bond ETF) Add to Compare	NORTHERN TR CL AGG BD IDX II	2.94%	595.131
Sell	07/01/2024	CASH(CASH) Add to Compare	FIXED INCOME FUND	2.94%	595.131

Next Rebalance Date: 03/03/2025

Beta

Performance (As of 02/28/2025)

Performance
More Analytics
Chart
Tax Impact

Since 12/31/2000

Name	YTD* Return	1Yr AR**	3Yr AR**	5Yr AR**	10Yr AR**	15Yr AR**
THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN Asset Allocation Composite Moderate	1.7%	7.3%	2.7%	2.6%	2.5%	2.9%
VFINX (Vanguard (S&P 500) Index)	9.3%	19.7%	18.8%	16.4%	13.8%	14.4%
VBINX (Vanguard Balance (60% stocks/40% bonds)	6.6%	13.0%	11.5%	8.7%	8.6%	9.3%

* 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(%) ?	0.3	1.7	7.3	2.7	2.6	2.5	2.9	2.8	3.3	3.3	3.2	3.3	5.2	-2.2	-1.7	6.6	10.5	-2.4	6.4	1.9	-2.9	3.6	2.0	6.0	4.3	1.8	5.3	2.4	6.6	6.1	1.8	3.1	3.9	1.1	2.3
Sharpe Ratio ?	NA	0.5	0.15	-0.16	-0.01	0.24	NA	NA	NA	NA	0.65	-0.54	0.18	-1.27	-0.62	2.54	3.29	-1.72	2.44	0.49	-0.88	1.4	0.88	2.41	1.15	0.62	1.68	1.37	1.27	1.49	-0.16	1.38	3.93	0.01	0.01
Draw Down(%) ?	NA	1.2	4.3	4.9	5.5	6.8	NA	NA	NA	NA	6.8	3.7	4.9	3.2	2.5	2.1	1.0	3.5	0.9	3.9	6.0	1.2	2.9	1.6	2.2	3.2	1.6	0.4	1.6	1.0	2.1	0.7	0.2	0.0	0.0
Standard Deviation(%) ?	NA	5.0	5.9	5.1	4.3	3.7	NA	NA	NA	NA	2.9	6.2	5.5	2.8	2.8	2.5	2.8	2.1	2.3	3.4	3.3	2.5	2.2	2.5	3.7	2.8	3.1	1.1	2.9	1.9	2.6	1.6	0.8	0.0	0.0
Treynor Ratio ?	NA	0.1	0.03	-0.05	0.0	0.1	NA	NA	NA	NA	0.43	-0.1	0.03	-0.48	-0.15	3.14	2.31	-0.36	0.84	0.13	-0.38	0.51	0.16	0.64	0.56	0.57	17.41	-13.76	-29.71	0.34	-0.08	0.35	2.01	-0.12	-0.03
Alpha	NA	0.06	-0.01	-0.01	0.0	0.0	NA	NA	NA	NA	0.01	-0.03	-0.02	-0.01	-0.02	0.02	0.03	-0.01	0.02	0.0	-0.01	0.01	-0.01	0.02	0.02	0.01	0.02	0.01	0.01	0.01	0.0	0.01	0.01	0.0	0.0
Beta	NA	0.26	0.31	0.16	0.08	0.09	NA	NA	NA	NA	0.04	0.32	0.28	0.07	0.12	0.02	0.04	0.1	0.07	0.13	0.08	0.07	0.12	0.09	0.08	0.03	0.0	0.0	0.0	0.08	0.05	0.06	0.02	0.0	0.0
RSquared ?	NA	0.47	0.46	0.3	0.17	0.18	NA	NA	NA	NA	0.08	0.43	0.44	0.41	0.3	0.08	0.03	0.64	0.04	0.26	0.13	0.1	0.39	0.23	0.23	0.04	0.0	0.0	0.0	0.19	0.04	0.2	0.11	0.0	0.0
Sortino Ratio ?	NA	0.76	0.2	-0.22	-0.01	0.33	NA	NA	NA	NA	0.92	-0.71	0.25	-1.67	-0.78	4.07	5.5	-2.11	4.04	0.68	-1.16	1.97	1.21	3.83	1.7	0.88	2.62	2.44	1.95	2.28	-0.22	2.08	6.62	NA	NA
Yield(%)	N/A	0.3	4.5	3.3	2.5	2.5	2.9	2.9	3.5	3.5	2.29	4.4	3.5	1.6	1.1	1.5	3.1	1.6	2.0	2.2	1.8	3.0	1.2	3.1	3.1	2.4	2.1	1.1	4.7	3.8	3.3	1.3	0.7	1.1	2.3
Dividend Growth(%)	N/A	-93.7	52.5	94.0	32.4	14.3	N/A	N/A	N/A	N/A	N/A	31.3	107.6	47.7	-20.8	-47.7	87.7	-15.8	-5.6	18.8	-37.7	159.6	-60.0	5.5	28.9	18.9	92.4	-74.1	32.4	14.6	163.8	104.2	-39.4	-51.0	N/A

	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(%) ?	0.3	1.7	7.3	2.7	2.6	2.5	2.9	2.8	3.3	3.3	3.2	3.3	5.2	-2.2	-1.7	6.6	10.5	-2.4	6.4	1.9	-2.9	3.6	2.0	6.0	4.3	1.8	5.3	2.4	6.6	6.1	1.8	3.1	3.9	1.1	2.3
Sharpe Ratio ?	NA	0.5	0.15	-0.16	-0.01	0.24	NA	NA	NA	NA	0.65	-0.54	0.18	-1.27	-0.62	2.54	3.29	-1.72	2.44	0.49	-0.88	1.4	0.88	2.41	1.15	0.62	1.68	1.37	1.27	1.49	-0.16	1.38	3.93	0.01	0.01
Draw Down(%) ?	NA	1.2	4.3	4.9	5.5	6.8	NA	NA	NA	NA	6.8	3.7	4.9	3.2	2.5	2.1	1.0	3.5	0.9	3.9	6.0	1.2	2.9	1.6	2.2	3.2	1.6	0.4	1.6	1.0	2.1	0.7	0.2	0.0	0.0
Standard Deviation(%) ?	NA	5.0	5.9	5.1	4.3	3.7	NA	NA	NA	NA	2.9	6.2	5.5	2.8	2.8	2.5	2.8	2.1	2.3	3.4	3.3	2.5	2.2	2.5	3.7	2.8	3.1	1.1	2.9	1.9	2.6	1.6	0.8	0.0	0.0
Treynor Ratio ?	NA	0.1	0.03	-0.05	0.0	0.1	NA	NA	NA	NA	0.43	-0.1	0.03	-0.48	-0.15	3.14	2.31	-0.36	0.84	0.13	-0.38	0.51	0.16	0.64	0.56	0.57	17.41	-13.76	-29.71	0.34	-0.08	0.35	2.01	-0.12	-0.03
Alpha	NA	0.06	-0.01	-0.01	0.0	0.0	NA	NA	NA	NA	0.01	-0.03	-0.02	-0.01	-0.02	0.02	0.03	-0.01	0.02	0.0	-0.01	0.01	-0.01	0.02	0.02	0.01	0.02	0.01	0.01	0.01	0.0	0.01	0.01	0.0	0.0
Beta	NA	0.26	0.31	0.16	0.08	0.09	NA	NA	NA	NA	0.04	0.32	0.28	0.07	0.12	0.02	0.04	0.1	0.07	0.13	0.08	0.07	0.12	0.09	0.08	0.03	0.0	0.0	0.0	0.08	0.05	0.06	0.02	0.0	0.0
RSquared ?	NA	0.47	0.46	0.3	0.17	0.18	NA	NA	NA	NA	0.08	0.43	0.44	0.41	0.3	0.08	0.03	0.64	0.04	0.26	0.13	0.1	0.39	0.23	0.23	0.04	0.0	0.0	0.0	0.19	0.04	0.2	0.11	0.0	0.0
Sortino Ratio ?	NA	0.76	0.2	-0.22	-0.01	0.33	NA	NA	NA	NA	0.92	-0.71	0.25	-1.67	-0.78	4.07	5.5	-2.11	4.04	0.68	-1.16	1.97	1.21	3.83	1.7	0.88	2.62	2.44	1.95	2.28	-0.22	2.08	6.62	NA	NA
Yield(%)	N/A	0.3	4.5	3.3	2.5	2.5	2.9	2.9	3.5	3.5	2.29	4.4	3.5	1.6	1.1	1.5	3.1	1.6	2.0	2.2	1.8	3.0	1.2	3.1	3.1	2.4	2.1	1.1	4.7	3.8	3.3	1.3	0.7	1.1	2.3
Dividend Growth(%)	N/A	-93.7	52.5	94.0	32.4	14.3	N/A	N/A	N/A	N/A	N/A	31.3	107.6	47.7	-20.8	-47.7	87.7	-15.8	-5.6	18.8	-37.7	159.6	-60.0	5.5	28.9	18.9	92.4	-74.1	32.4	14.6	163.8	104.2	-39.4	-51.0	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000

The start date of the charts is 01/02/2001 when all charts have data

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 THE KROGER CO. 401K RETIREMENT SAVINGS ACCOUNT PLAN.

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