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THE HOME DEPOT FUTUREBUILDER
THE HOME DEPOT FUTUREBUILDER Asset Allocation Composite Moderate
THE HOME DEPOT FUTUREBUILDER Asset Allocation Composite Moderate
live (public) 0.15% 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 | VFSTX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) | 0.0% | Short-Term Investment Fund | 39.78% |
| US Equity | OTCFX (T. ROWE PRICE SMALL-CAP STOCK FUND INC. T. ROWE PRICE SMALL-CAP STOCK FUND INC.) | 0.30% | T. Rowe Price Small-Cap Stock Fund | 13.20% |
| US Equity | WFSPX (BLACKROCK S&P 500 INDEX FUND CLASS K SHARES) | 0.27% | BGI Equity Index Stock Fund | 13.80% |
| International Equity | DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) | 0.0% | Dodge & Cox International Stock Fund | 33.22% |
* 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** |
|---|---|---|---|---|---|---|
| THE HOME DEPOT FUTUREBUILDER Asset Allocation Composite Moderate | 4.9% | 21.7% | 20.0% | 11.3% | 10.0% | 7.7% |
| 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(%) | 0.3 | 4.9 | 21.7 | 20.0 | 11.3 | 10.0 | 7.7 | 8.4 | 8.1 | 41.2 | 7.2 | 11.0 | -8.5 | 9.2 | 5.5 | 16.9 | -6.9 | 12.5 | 7.2 | -4.1 | 4.3 | 17.4 | 12.8 | -3.2 | 13.5 | 15.7 | 1.1 | 8.3 | 14.4 | 8.1 | 14.9 | 19.3 | -5.3 | 0.9 |
| Sharpe Ratio | NA | 0.34 | 2.26 | 1.24 | 0.66 | 0.66 | NA | NA | 0.71 | 1.98 | 0.49 | 0.93 | -0.75 | 1.1 | 0.3 | 2.29 | -0.95 | 2.46 | 0.67 | -0.47 | 0.61 | 2.36 | 1.41 | -0.21 | 1.17 | 1.58 | 0.14 | 0.59 | 1.48 | 1.0 | 1.92 | 2.68 | -1.28 | -0.34 |
| Draw Down(%) | NA | 6.5 | 6.5 | 8.7 | 15.9 | 24.1 | NA | NA | 24.1 | 8.7 | 3.6 | 6.8 | 15.9 | 3.9 | 24.1 | 3.4 | 13.8 | 1.6 | 9.4 | 10.9 | 6.0 | 5.9 | 8.3 | 14.9 | 9.1 | 4.7 | 0.4 | 6.3 | 8.2 | 4.4 | 6.3 | 6.0 | 7.0 | 5.4 |
| Standard Deviation(%) | NA | 10.0 | 8.0 | 12.9 | 12.2 | 11.3 | NA | NA | 9.7 | 19.3 | 7.4 | 7.9 | 13.3 | 8.4 | 17.4 | 6.7 | 8.7 | 4.8 | 10.5 | 8.9 | 7.1 | 7.4 | 9.1 | 15.2 | 11.5 | 9.9 | 0.7 | 8.8 | 7.4 | 5.8 | 7.2 | 6.9 | 5.0 | 4.6 |
| Treynor Ratio | NA | 0.06 | 0.34 | 0.35 | 0.16 | 0.15 | NA | NA | 0.2 | 0.92 | 0.08 | 0.14 | -0.2 | 0.17 | 0.11 | 0.31 | -0.17 | 0.2 | 0.1 | -0.08 | 0.08 | 0.29 | 0.19 | -0.05 | 0.23 | 0.94 | -2.91 | 0.1 | 0.17 | 0.12 | 0.26 | 0.65 | -0.83 | -0.16 |
| Alpha | NA | 0.01 | 0.02 | 0.03 | 0.01 | 0.01 | NA | NA | 0.02 | 0.11 | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | 0.01 | -0.02 | 0.0 | 0.0 | -0.02 | -0.01 | 0.0 | 0.01 | -0.02 | 0.02 | 0.04 | 0.0 | 0.02 | 0.02 | 0.02 | 0.04 | 0.04 | -0.02 | 0.0 |
| Beta | NA | 0.61 | 0.53 | 0.46 | 0.49 | 0.49 | NA | NA | 0.34 | 0.42 | 0.46 | 0.51 | 0.5 | 0.54 | 0.46 | 0.49 | 0.48 | 0.59 | 0.73 | 0.53 | 0.56 | 0.61 | 0.66 | 0.63 | 0.57 | 0.17 | 0.0 | 0.52 | 0.64 | 0.47 | 0.53 | 0.29 | 0.08 | 0.1 |
| RSquared | NA | 0.73 | 0.68 | 0.26 | 0.43 | 0.58 | NA | NA | 0.45 | 0.14 | 0.61 | 0.72 | 0.84 | 0.72 | 0.84 | 0.83 | 0.87 | 0.66 | 0.83 | 0.83 | 0.82 | 0.84 | 0.87 | 0.94 | 0.81 | 0.21 | 0.0 | 0.88 | 0.74 | 0.7 | 0.65 | 0.49 | 0.16 | 0.2 |
| Sortino Ratio | NA | 0.5 | 3.49 | 2.71 | 1.19 | 1.02 | NA | NA | 1.05 | 5.99 | 0.65 | 1.35 | -1.04 | 1.55 | 0.39 | 3.32 | -1.2 | 3.97 | 0.9 | -0.63 | 0.82 | 3.43 | 2.14 | -0.28 | 1.73 | 2.33 | 0.17 | 0.8 | 2.24 | 1.5 | 2.75 | 4.12 | -1.69 | -0.45 |
| Yield(%) | N/A | 0.6 | 6.6 | 4.9 | 4.2 | 5.3 | 5.4 | 7.3 | 3.2 | 6.7 | 1.7 | 3.2 | 1.9 | 5.1 | 4.3 | 5.6 | 2.6 | 3.7 | 3.1 | 3.0 | 3.2 | 2.5 | 2.9 | 3.8 | 2.4 | 1.6 | 1.0 | 5.3 | 3.3 | 3.8 | 3.6 | 2.2 | 2.1 | 2.6 |
| Dividend Growth(%) | N/A | -89.3 | 351.7 | 31.0 | 38.4 | 148.8 | N/A | N/A | N/A | 419.3 | -43.1 | 52.5 | -58.8 | 24.6 | -10.1 | 97.3 | -19.1 | 27.6 | -1.2 | -0.5 | 46.7 | -3.2 | -25.6 | 75.4 | 74.6 | 61.2 | -79.1 | 81.6 | -3.3 | 19.9 | 97.5 | -2.9 | -18.4 | 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 THE HOME DEPOT FUTUREBUILDER.
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