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401k Investor
META PLATFORMS, INC 401(K) PLAN
META PLATFORMS, INC 401(K) PLAN Asset Allocation Composite Moderate
META PLATFORMS, INC 401(K) PLAN Asset Allocation Composite Moderate
live (public) 0.17% February 28
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) | 0.10% | STATE STREET U. S. BOND INDEX SECURITIES LENDING SERIES FUND CLASS | 39.63% |
| US Equity | VSVNX (Vanguard Target Retirement 2070 Fund) | 1.25% | Vanguard Target Retirement 2070 Fund | 13.62% |
| US Equity | STFAX (STATE STREET EQUITY 500 INDEX FUND ADMINISTRATIVE SHARES) | 1.86% | STATE STREET U. S. TOTAL MARKET INDEX SECURITIES LENDING SERIES FUND | 13.61% |
| CASH | CASH (CASH) | 0.0% | CASH | 0.05% |
| International Equity | SSGLX (STATE STREET GLOBAL EQUITY EX-U.S. INDEX FUND CLASS K) | 1.17% | STATE STREET GLOBAL ALL CAP EQUITY EX-U.S. INDEX SECURITIES LENDING COMMON/COLLECTIVE TRUST | 33.09% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 02/28/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| META PLATFORMS, INC 401(K) PLAN Asset Allocation Composite Moderate | 4.5% | 12.7% | 3.7% | 7.3% | 9.5% | 6.9% |
| VFINX (Vanguard (S&P 500) Index) | 5.0% | 13.6% | 19.4% | 16.2% | 13.2% | 14.3% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.6% | 10.9% | 11.4% | 9.3% | 8.3% | 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(%) | 1.0 | 4.5 | 12.7 | 3.7 | 7.3 | 9.5 | 6.9 | 7.0 | 5.6 | 5.7 | 4.8 | 4.7 | 10.9 | -9.1 | 5.9 | 4.9 | 26.2 | 17.1 | 25.0 | 9.3 | 0.3 | 3.7 | 7.2 | 0.1 | 0.0 | 0.1 | 0.1 | 0.9 | 3.0 | 3.3 | 2.2 | 0.9 | 0.7 | 1.1 | 2.3 |
| Sharpe Ratio | NA | 0.28 | -0.14 | -0.04 | 0.23 | 0.67 | NA | NA | NA | NA | 0.48 | -0.28 | 1.12 | -1.08 | 1.03 | 0.35 | 1.72 | 0.73 | 2.1 | 1.14 | 0.05 | 1.04 | 2.14 | 0.61 | 0.02 | 0.56 | 0.09 | 0.15 | 1.01 | 2.79 | 0.96 | 0.31 | 0.0 | 0.01 | 0.01 |
| Draw Down(%) | NA | 1.9 | 7.4 | 12.4 | 15.5 | 16.8 | NA | NA | NA | NA | 16.8 | 6.1 | 6.6 | 15.0 | 2.8 | 16.8 | 3.1 | 9.6 | 1.0 | 4.5 | 3.7 | 2.3 | 1.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 7.0 | 7.0 | 7.6 | 8.7 | 11.3 | NA | NA | NA | NA | 7.4 | 6.8 | 6.0 | 9.7 | 5.7 | 13.3 | 14.4 | 21.6 | 11.6 | 8.0 | 4.6 | 3.5 | 3.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Treynor Ratio | NA | 0.05 | -0.02 | -0.01 | 0.05 | 0.2 | NA | NA | NA | NA | 0.25 | -0.04 | 0.18 | -0.29 | 0.16 | 0.13 | 0.72 | 0.38 | 0.76 | 0.21 | 0.01 | 0.12 | 0.25 | -1.83 | 0.23 | 15.49 | -1.18 | -11.07 | -20.97 | -138.15 | 2.2 | 0.47 | 0.05 | -0.12 | -0.03 |
| Alpha | NA | 0.04 | -0.02 | -0.01 | -0.01 | 0.02 | NA | NA | NA | NA | 0.01 | -0.03 | 0.0 | -0.01 | -0.01 | -0.01 | 0.06 | 0.08 | 0.07 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.43 | 0.45 | 0.38 | 0.37 | 0.37 | NA | NA | NA | NA | 0.14 | 0.45 | 0.37 | 0.36 | 0.37 | 0.36 | 0.34 | 0.41 | 0.32 | 0.43 | 0.29 | 0.3 | 0.29 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| RSquared | NA | 0.67 | 0.7 | 0.75 | 0.81 | 0.31 | NA | NA | NA | NA | 0.12 | 0.69 | 0.66 | 0.83 | 0.74 | 0.89 | 0.08 | 0.09 | 0.03 | 0.48 | 0.99 | 0.96 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.42 | -0.18 | -0.06 | 0.31 | 1.39 | NA | NA | NA | NA | 0.99 | -0.37 | 1.66 | -1.5 | 1.45 | 0.44 | 7.39 | 3.1 | 12.76 | 1.88 | 0.08 | 1.44 | 3.11 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Yield(%) | N/A | 0.0 | 1.9 | 2.5 | 2.3 | 10.9 | 8.3 | 8.3 | 7.3 | 7.3 | 0.0 | 2.2 | 3.6 | 1.7 | 2.1 | 1.1 | 19.0 | 24.9 | 15.3 | 5.7 | 0.7 | 0.5 | 0.5 | 0.1 | 0.0 | 0.1 | 0.1 | 0.9 | 3.0 | 3.3 | 2.2 | 0.9 | 0.7 | 1.1 | 2.3 |
| Dividend Growth(%) | N/A | -100.0 | -38.8 | -56.7 | -74.6 | 1129.7 | N/A | N/A | N/A | N/A | N/A | -33.7 | 91.3 | -13.8 | 106.3 | -93.0 | -11.0 | 104.3 | 194.6 | 662.5 | 49.0 | 2.8 | 909.5 | 76.3 | -65.4 | -7.3 | -89.7 | -68.3 | -5.3 | 53.8 | 133.5 | 37.8 | -36.8 | -51.0 | 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 META PLATFORMS, INC 401(K) PLAN.
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