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401k Investor
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) 0.11% May 17
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
General Bond | PTTRX (TOTAL RETURN FUND INSTITUTIONAL) | 0.12% | PIMCO Funds: Total Return Fund; Institutional Class Shares | 63.17% |
International Equity | JIGRX (JANUS OVERSEAS FUND CLASS S) | 0.23% | Janus Investment Fund: Janus Overseas Fund; Class S Shares | 36.83% |
* Day change on 03/28/2024.
Beta
Performance (As of 05/17/2024)
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 | 3.8% | 7.7% | 3.1% | 5.7% | 2.8% | 3.6% |
VFINX (Vanguard (S&P 500) Index) | 11.7% | 29.3% | 9.9% | 15.0% | 12.9% | 14.8% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.0% | 17.4% | 3.9% | 8.6% | 8.0% | 9.8% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
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(%) | 0.8 | 3.8 | 7.7 | 3.1 | 5.7 | 2.8 | 3.6 | 5.4 | 5.2 | 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 | 0.38 | 0.58 | 0.12 | 0.56 | 0.27 | NA | NA | 0.68 | 0.52 | -0.58 | 0.69 | 0.76 | 2.51 | -1.36 | 3.64 | -0.38 | -0.5 | -0.58 | 0.28 | 1.61 | -1.01 | 1.59 | 1.99 | 1.0 | 1.8 | 1.96 | 2.2 | 1.36 | 3.09 | -0.11 | 0.62 |
Draw Down(%) | NA | 3.2 | 6.0 | 10.4 | 16.0 | 16.0 | NA | NA | 16.0 | 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 | 6.4 | 6.6 | 6.4 | 7.3 | 6.4 | NA | NA | 6.2 | 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 | 0.08 | 0.11 | 0.03 | 0.17 | 0.07 | NA | NA | 0.24 | 0.11 | -0.18 | 0.13 | 0.34 | 0.54 | -0.29 | 0.8 | -0.07 | -0.12 | -0.1 | 0.04 | 0.28 | -0.27 | 0.38 | 1.45 | -13.12 | 0.4 | 0.3 | 0.42 | 0.28 | 2.69 | -0.17 | -1.17 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -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 | 0.32 | 0.35 | 0.26 | 0.25 | 0.26 | NA | NA | 0.17 | 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 | 0.34 | 0.38 | 0.47 | 0.52 | 0.5 | NA | NA | 0.29 | 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 | 0.53 | 0.85 | 0.17 | 0.75 | 0.36 | NA | NA | 0.93 | 0.76 | -0.83 | 0.92 | 0.94 | 3.96 | -1.71 | 6.39 | -0.5 | -0.68 | -0.76 | 0.38 | 2.44 | -1.31 | 2.37 | 3.03 | NA | 2.64 | 2.87 | 3.5 | 1.88 | 4.78 | -0.15 | 1.05 |
Yield(%) | N/A | 1.16 | 3.32 | 2.37 | 2.86 | 2.77 | N/A | N/A | 3.27 | 3.23 | 1.36 | 1.65 | 4.08 | 3.11 | 1.2 | 2.19 | 1.92 | 4.95 | 3.26 | 2.56 | 5.68 | 4.58 | 5.1 | 3.08 | 0.92 | 6.13 | 3.33 | 2.49 | 3.72 | 3.11 | 3.7 | 2.77 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 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.