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MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN
MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Asset Allocation Composite Moderate
MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Asset Allocation Composite Moderate
live (public) 0.57% June 27
Delayed
Holdings (As of 04/30/2019)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | VBMPX (VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL PLUS SHARES) | 0.09% | Vanguard Total Bond Market Index Fund Institutional Plus Shares | 40.51% |
| US Equity | VMRGX (VANGUARD MORGAN GROWTH FUND INVESTOR SHARES) | 0.86% | Vanguard Morgan Growth Fund Investor Shares | 22.56% |
| US Equity | VEXPX (VANGUARD EXPLORER FUND INVESTOR SHARES) | 0.73% | Vanguard Explorer Fund Investor Shares | 21.89% |
| CASH | CASH (CASH) | 0.0% | Common Stk Div Cash Acct | 0.01% |
| International Equity | VWIGX (VANGUARD INTERNATIONAL GROWTH FUND INVESTOR SHARES) | 0.88% | Vanguard International Growth Fund Investor Shares | 7.52% |
| International Equity | VWILX (VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL SHARES) | 0.89% | Vanguard International Growth Fund Admiral Shares | 7.51% |
* Day change on 03/29/2019.
Previous
Beta
Performance (As of 06/27/2019)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Asset Allocation Composite Moderate | 6.3% | -1.1% | 7.2% | 4.3% | 7.2% | 6.9% |
| 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 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | -1.1 | 7.2 | 4.3 | 7.2 | 6.9 | 6.8 | 0.0 | 7.0 | 6.9 | -6.4 | 18.3 | 3.7 | -4.8 | 8.0 | 17.4 | 10.5 | 1.4 | 7.9 | 12.7 | -1.3 | 8.3 | 9.3 | 6.7 | 11.0 | 20.9 | 1.4 | 2.3 |
| Sharpe Ratio | NA | -0.32 | 0.84 | 0.42 | 0.79 | NA | NA | NA | 0.77 | 0.72 | -0.72 | 3.42 | 0.55 | -0.63 | 1.12 | 2.36 | 1.33 | 0.1 | 0.82 | 1.4 | -0.63 | 0.56 | 0.8 | 0.67 | 1.38 | 3.02 | 0.12 | 0.01 |
| Draw Down(%) | NA | 14.2 | 14.2 | 14.2 | 14.2 | NA | NA | NA | 14.2 | 4.2 | 14.2 | 1.4 | 3.5 | 9.6 | 4.9 | 5.7 | 6.4 | 13.0 | 7.9 | 4.9 | 5.4 | 6.5 | 7.8 | 4.3 | 7.0 | 3.7 | 2.1 | 0.0 |
| Standard Deviation(%) | NA | 9.9 | 8.2 | 7.8 | 9.1 | NA | NA | NA | 7.9 | 8.5 | 10.7 | 5.2 | 6.4 | 7.7 | 7.2 | 7.4 | 7.9 | 14.8 | 9.5 | 9.0 | 3.6 | 9.5 | 7.5 | 6.7 | 7.3 | 6.7 | 2.2 | 0.0 |
| Treynor Ratio | NA | -0.11 | 0.15 | 0.08 | 0.14 | NA | NA | NA | 0.25 | -2.94 | -0.15 | 0.27 | 0.11 | -0.12 | 0.14 | 0.28 | 0.17 | 0.02 | 0.21 | 0.82 | -1.66 | 0.1 | 0.09 | 0.08 | 0.19 | 0.96 | 0.18 | -0.03 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | NA | 0.02 | 0.05 | -0.02 | 0.02 | 0.0 | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.03 | -0.01 | 0.02 | 0.0 | 0.01 | 0.02 | 0.05 | 0.0 | 0.0 |
| Beta | NA | 0.28 | 0.45 | 0.42 | 0.5 | NA | NA | NA | 0.24 | -0.02 | 0.51 | 0.65 | 0.34 | 0.41 | 0.59 | 0.62 | 0.6 | 0.62 | 0.37 | 0.15 | 0.01 | 0.56 | 0.69 | 0.58 | 0.54 | 0.21 | 0.01 | 0.0 |
| RSquared | NA | 0.19 | 0.47 | 0.52 | 0.7 | NA | NA | NA | 0.34 | 0.0 | 0.66 | 0.7 | 0.47 | 0.7 | 0.88 | 0.88 | 0.94 | 0.94 | 0.51 | 0.22 | 0.02 | 0.9 | 0.83 | 0.79 | 0.67 | 0.29 | 0.03 | 0.0 |
| Sortino Ratio | NA | -0.43 | 1.15 | 0.56 | 1.09 | NA | NA | NA | 1.08 | 1.0 | -0.93 | 5.34 | 0.76 | -0.83 | 1.57 | 3.41 | 2.04 | 0.13 | 1.17 | 1.99 | -0.77 | 0.76 | 1.18 | 0.98 | 1.94 | 4.77 | 0.19 | NA |
| Yield(%) | N/A | 4.8 | 3.9 | 4.0 | 5.2 | 6.0 | 6.0 | 6.1 | 3.18 | 0.7 | 4.6 | 4.0 | 1.3 | 4.0 | 4.6 | 5.0 | 2.6 | 2.6 | 1.7 | 1.9 | 0.9 | 7.2 | 4.4 | 3.2 | 2.9 | 2.0 | 1.2 | 2.3 |
| Dividend Growth(%) | N/A | 39.0 | -8.9 | 86.8 | N/A | N/A | N/A | N/A | N/A | -86.4 | 35.6 | 229.7 | -69.6 | -5.9 | 5.8 | 115.4 | -0.9 | 64.3 | 2.2 | 106.3 | -86.2 | 77.2 | 48.3 | 22.7 | 77.4 | 71.8 | -48.1 | 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 MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN.
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