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PERFORMANCE CONTRACTING GROUP INC. ESOP/401K PLAN
PERFORMANCE CONTRACTING GROUP INC. ESOP/401K PLAN Asset Allocation Composite Moderate
PERFORMANCE CONTRACTING GROUP INC. ESOP/401K PLAN Asset Allocation Composite Moderate
live (public) 0(0.0%) May 01
Delayed
Holdings (As of 10/31/2025)
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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 Funds: Total Return Fund; Institutional Class Shares | 64.26% |
| International Equity | JIGRX (JANUS OVERSEAS FUND CLASS S) | 0.09% | Janus Investment Fund: Janus Overseas Fund; Class S Shares | 35.74% |
* Day change on 10/31/2025.
Previous
Beta
Performance (As of 05/01/2026)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| PERFORMANCE CONTRACTING GROUP INC. ESOP/401K PLAN Asset Allocation Composite Moderate | 4.3% | 16.2% | 9.5% | 5.7% | 6.0% | 3.2% |
| VFINX (Vanguard (S&P 500) Index) | 6.7% | 21.6% | 20.9% | 12.9% | 15.0% | 14.3% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.3% | 14.9% | 13.9% | 7.1% | 9.4% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2025 | 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(%) | 0.6 | 4.3 | 16.2 | 9.5 | 5.7 | 6.0 | 3.2 | 4.9 | 5.5 | 15.3 | 3.0 | 7.4 | -3.1 | 3.4 | 8.5 | 12.2 | -5.6 | 13.1 | -2.2 | -3.4 | -2.9 | 1.8 | 11.9 | -10.8 | 11.3 | 12.5 | 1.1 | 14.6 | 15.4 | 12.0 | 9.3 | 13.7 | 0.9 | 3.6 |
| Sharpe Ratio | NA | 0.14 | 1.74 | 0.68 | 0.41 | 0.58 | NA | NA | 0.68 | 1.94 | -0.1 | 0.62 | -0.59 | 0.68 | 0.76 | 2.49 | -1.37 | 3.64 | -0.38 | -0.5 | -0.58 | 0.28 | 1.61 | -1.01 | 1.59 | 1.99 | 0.8 | 1.78 | 1.94 | 2.18 | 1.35 | 3.08 | -0.13 | 0.57 |
| Draw Down(%) | NA | 6.2 | 6.2 | 7.0 | 10.4 | 16.0 | NA | NA | 16.0 | 6.6 | 5.6 | 6.0 | 9.9 | 2.9 | 16.0 | 2.5 | 8.8 | 1.3 | 6.9 | 11.4 | 8.0 | 8.8 | 8.4 | 15.0 | 5.6 | 3.7 | 0.0 | 4.3 | 8.1 | 3.0 | 8.6 | 3.8 | 1.1 | 1.5 |
| Standard Deviation(%) | NA | 8.4 | 6.2 | 6.7 | 6.6 | 6.5 | NA | NA | 6.2 | 6.4 | 6.4 | 6.0 | 7.8 | 4.9 | 10.8 | 4.3 | 5.1 | 3.4 | 6.3 | 6.8 | 5.1 | 6.4 | 7.4 | 10.7 | 7.0 | 6.2 | 0.2 | 6.4 | 6.2 | 4.5 | 6.2 | 4.2 | 1.5 | 2.1 |
| Treynor Ratio | NA | 0.03 | 0.36 | 0.18 | 0.11 | 0.15 | NA | NA | 0.24 | 0.62 | -0.02 | 0.14 | -0.18 | 0.13 | 0.34 | 0.53 | -0.29 | 0.8 | -0.07 | -0.12 | -0.1 | 0.04 | 0.28 | -0.27 | 0.38 | 1.45 | -10.49 | 0.39 | 0.3 | 0.42 | 0.28 | 2.68 | -0.21 | -1.07 |
| Alpha | NA | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.03 | -0.02 | -0.01 | 0.0 | -0.01 | 0.01 | 0.02 | -0.02 | 0.04 | -0.02 | -0.01 | -0.02 | -0.04 | 0.02 | -0.05 | 0.03 | 0.04 | 0.0 | 0.04 | 0.03 | 0.04 | 0.02 | 0.04 | 0.0 | 0.0 |
| Beta | NA | 0.44 | 0.3 | 0.26 | 0.25 | 0.25 | NA | NA | 0.18 | 0.2 | 0.26 | 0.27 | 0.25 | 0.25 | 0.24 | 0.2 | 0.24 | 0.16 | 0.36 | 0.29 | 0.3 | 0.42 | 0.43 | 0.4 | 0.29 | 0.09 | 0.0 | 0.29 | 0.41 | 0.23 | 0.3 | 0.05 | 0.01 | -0.01 |
| RSquared | NA | 0.54 | 0.36 | 0.33 | 0.41 | 0.47 | NA | NA | 0.3 | 0.35 | 0.27 | 0.35 | 0.61 | 0.45 | 0.61 | 0.34 | 0.64 | 0.09 | 0.57 | 0.43 | 0.43 | 0.52 | 0.55 | 0.77 | 0.57 | 0.14 | 0.0 | 0.52 | 0.43 | 0.29 | 0.3 | 0.04 | 0.03 | 0.01 |
| Sortino Ratio | NA | 0.19 | 2.57 | 0.96 | 0.58 | 0.79 | NA | NA | 0.94 | 2.75 | -0.14 | 0.91 | -0.84 | 0.92 | 0.94 | 3.93 | -1.73 | 6.37 | -0.5 | -0.68 | -0.76 | 0.38 | 2.43 | -1.31 | 2.37 | 3.03 | 13.59 | 2.61 | 2.83 | 3.47 | 1.87 | 4.77 | -0.19 | 0.96 |
| Yield(%) | N/A | 0.7 | 3.0 | 3.0 | 2.6 | 3.1 | 3.2 | 4.9 | 3.27 | 2.8 | 2.8 | 3.2 | 1.4 | 1.6 | 4.1 | 3.1 | 1.2 | 2.2 | 1.9 | 4.9 | 3.3 | 2.6 | 5.7 | 4.6 | 5.1 | 3.1 | 0.9 | 6.1 | 3.3 | 2.5 | 3.7 | 3.1 | 3.7 | 2.8 |
| Dividend Growth(%) | N/A | -70.6 | 48.9 | 26.2 | 22.7 | -17.4 | N/A | N/A | N/A | 4.5 | -8.8 | 132.4 | -15.7 | -56.1 | 48.0 | 142.8 | -37.9 | 12.5 | -62.8 | 48.7 | 27.5 | -49.5 | 11.1 | -0.5 | 88.3 | 237.7 | -82.8 | 111.4 | 51.7 | -27.3 | 36.2 | -15.2 | 38.5 | 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 PERFORMANCE CONTRACTING GROUP INC. ESOP/401K PLAN.
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