DIAMOND OFFSHORE 401(k) PLAN
Investment Model Portfolios
Diamond Offshore Drilling, Inc. operates as an offshore oil and gas drilling contractor worldwide. The company provides offshore drilling services in the deepwater, harsh environment, conventional semisubmersible, and jack-up markets to independent oil and gas companies and government-owned oil companies.
Investment options of DIAMOND OFFSHORE 401(k) PLAN
Total Available Funds: 27
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
LARGE VALUE |
DODGX |
Dodge & Cox Stock Fund mutual fund |
LARGE GROWTH |
FDGRX |
Fidelity Growth Company Fund mutual fund |
LARGE BLEND |
FDGFX |
Fidelity Dividend Growth Fund mutual fund |
MID-CAP BLEND |
FLPSX |
Fidelity Low-Priced Stock Fund mutual fund |
Mid-Cap Growth |
FMCSX |
Fidelity Mid-Cap Stock Fund mutual fund |
MID-CAP VALUE |
LMCPX |
Lord Abbett Mid-Cap Value Fund — Class P mutual fund |
SMALL VALUE |
AVPAX |
ABF Small-Cap Value — Class PA mutual fund |
Small Growth |
MGSEX |
Managers Special Equity Fund mutual fund |
LARGE BLEND |
FUSVX |
Spartan U.S. Equity Index Fund mutual fund |
LARGE GROWTH |
RGAFX |
American Funds — American Growth Fund — Class R5 mutual fund |
|
FIXED INCOME |
|
|
Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Fund — Institutional mutual fund |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
RERFX |
American Funds — Euro-Pacific Growth Fund — Class R5 mutual fund |
WORLD STOCK |
TGADX |
Templeton Growth Fund — Class Adv mutual fund |
|
Others |
|
|
ROOT |
CASH |
Fidelity U.S. Treasury Money Market Fund money market mutual fund |
Retirement Income |
FFFAX |
Fidelity Freedom Income Fund mutual fund |
Target Date 2000-2010 |
FFFBX |
Fidelity Freedom 2000 Fund mutual fund |
Target Date 2000-2010 |
FFFVX |
Fidelity Freedom 2005 Fund mutual fund |
Target Date 2000-2010 |
FFFCX |
Fidelity Freedom 2010 Fund mutual fund |
Target Date 2011-2015 |
FFVFX |
Fidelity Freedom 2015 Fund mutual fund |
Target Date 2016-2020 |
FFFDX |
Fidelity Freedom 2020 Fund mutual fund |
Target Date 2021-2025 |
FFTWX |
Fidelity Freedom 2025 Fund mutual fund |
Target Date 2026-2030 |
FFFEX |
Fidelity Freedom 2030 Fund mutual fund |
Target Date 2031-2035 |
FFTHX |
Fidelity Freedom 2035 Fund mutual fund |
Target Date 2036-2040 |
FFFFX |
Fidelity Freedom 2040 Fund mutual fund |
Target Date 2041-2045 |
FFFGX |
Fidelity Freedom 2045 Fund mutual fund |
Target Date 2050+ |
FFFHX |
Fidelity Freedom 2050 Fund mutual fund |
ROOT |
CASH |
Money market substitute |
|
Investment model portfolios
We provide two types of investment model portfolios for DIAMOND OFFSHORE 401(k) PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Example model portfolios
The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.
Strategic Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.
Tactical Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.
|
Ticker/Portfolio |
Last 1 Week |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
15 Yr |
20 Yr |
Inception |
YTD |
2024 |
2023 |
2022 |
2021 |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
2009 |
2008 |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
Annualized Return (%)
|
DIAMOND OFFSH... Moderate
|
1.19 |
14.32 |
10.52 |
9.07 |
11.18 |
11.13 |
NA |
10.74 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
2.51 |
13.12 |
5.48 |
0.80 |
7.53 |
20.04 |
13.74 |
2.44 |
18.28 |
21.84 |
2.99 |
9.72 |
12.10 |
7.93 |
14.15 |
15.51 |
2.38 |
6.71 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
0.98 |
19.49 |
15.94 |
14.26 |
10.78 |
9.30 |
7.62 |
6.96 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
VSMGX (VANGUA...R SHARES)
|
0.29 |
7.52 |
7.89 |
7.19 |
6.09 |
6.53 |
6.39 |
5.59 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Sharpe Ratio
|
DIAMOND OFFSH... Moderate
|
NA |
0.33 |
0.80 |
0.71 |
1.07 |
NA |
NA |
1.02 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
0.15 |
2.47 |
0.57 |
0.08 |
0.92 |
2.50 |
1.50 |
0.15 |
1.61 |
2.26 |
0.35 |
0.75 |
1.20 |
0.99 |
1.84 |
1.94 |
0.23 |
0.72 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
0.56 |
0.60 |
0.78 |
0.61 |
NA |
NA |
0.45 |
-0.02 |
1.44 |
1.69 |
-0.81 |
2.17 |
0.53 |
2.40 |
-0.34 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.15 |
1.24 |
0.25 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.59 |
0.98 |
1.24 |
1.62 |
1.63 |
4.33 |
-0.18 |
0.91 |
0.58 |
1.92 |
-0.53 |
1.73 |
0.60 |
0.00 |
0.31 |
1.49 |
-0.24 |
0.80 |
0.65 |
-1.27 |
1.19 |
-3.84 |
VSMGX (VANGUA...R SHARES)
|
NA |
0.73 |
0.43 |
0.55 |
0.46 |
NA |
NA |
0.50 |
0.62 |
0.48 |
1.37 |
-1.22 |
1.32 |
0.70 |
2.78 |
-0.86 |
3.76 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.41 |
1.36 |
0.50 |
1.49 |
2.09 |
-0.75 |
-0.58 |
-0.23 |
1.08 |
1.57 |
1.57 |
0.93 |
4.20 |
4.63 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Standard Deviation(%)
|
DIAMOND OFFSH... Moderate
|
NA |
8.83 |
8.15 |
8.31 |
9.79 |
NA |
NA |
8.66 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
9.29 |
5.05 |
9.34 |
9.29 |
8.19 |
7.99 |
9.15 |
15.78 |
11.32 |
9.63 |
5.96 |
8.99 |
7.35 |
5.83 |
7.19 |
7.62 |
5.58 |
6.09 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
19.70 |
17.84 |
17.79 |
18.48 |
NA |
NA |
18.11 |
26.24 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
VSMGX (VANGUA...R SHARES)
|
NA |
10.43 |
10.50 |
10.27 |
10.41 |
NA |
NA |
11.49 |
13.30 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Draw Down(%)
|
DIAMOND OFFSH... Moderate
|
NA |
8.75 |
9.74 |
11.35 |
14.62 |
NA |
NA |
14.62 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
8.75 |
2.33 |
8.26 |
9.44 |
5.15 |
4.62 |
7.11 |
14.62 |
9.68 |
4.57 |
5.01 |
6.57 |
8.44 |
4.02 |
6.21 |
6.20 |
3.99 |
5.30 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
12.88 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Yield(%)
|
DIAMOND OFFSH... Moderate
|
NA |
4.07 |
4.93 |
4.21 |
4.17 |
NA |
NA |
0.00 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
0.89 |
5.41 |
3.58 |
6.46 |
4.44 |
1.79 |
4.14 |
1.72 |
3.80 |
5.32 |
9.12 |
7.09 |
5.60 |
4.27 |
4.79 |
3.31 |
5.26 |
8.01 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Data as of 08/31/2018, AR inception is 12/31/2000
Retirement Plan (401(k)) Info for DIAMOND OFFSHORE 401(k) PLAN