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401k Investor
CASH AMERICA INTERNATIONAL, INC. 401(k) SAVINGS PLAN
CASH AMERICA INTERNATIONAL, INC. 401(k) SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate
CASH AMERICA INTERNATIONAL, INC. 401(k) SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.07% January 08
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| CASH | CASH (CASH) | 0.0% | Schwab rtmt Money Mutual Fund | 0.01% |
| International Equity | AAIPX (AMERICAN BEACON INTERNATIONAL EQUITY FUND INVESTOR CLASS) | 1.18% | American Beacon International Equity Fund | 32.01% |
| General Bond | PTTAX (PIMCO TOTAL RETURN FUND A) | 0.23% | Pacific Investment Management Company Total Return Institutional Shares Mutual Fund | 34.53% |
| US Equity | TADAX (TRANSAMERICA US GROWTH A) | 2.89% | Transamerica WMC Diversified Growth Fund | 17.54% |
| US Equity | SWPPX (Schwab S&P 500 Index Fund) | 1.85% | Schwab S P 500 Mutual Fund | 15.91% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 01/08/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| CASH AMERICA INTERNATIONAL, INC. 401(k) SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | 9.1% | 17.4% | 6.1% | 8.7% | 6.4% | 6.0% |
| VFINX (Vanguard (S&P 500) Index) | -5.7% | 10.9% | 10.5% | 16.3% | 12.0% | 12.8% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -4.5% | 3.9% | 3.5% | 6.4% | 6.2% | 7.6% |
* 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(%) | -1.4 | 9.1 | 17.4 | 6.1 | 8.7 | 6.4 | 6.0 | 7.0 | 5.9 | 6.5 | 6.0 | -1.3 | 24.7 | -11.1 | 9.2 | 14.5 | 16.9 | -7.3 | 11.1 | 2.4 | 1.1 | 0.9 | 16.1 | 13.5 | -2.1 | 10.1 | 24.0 | -20.9 | 8.1 | 11.7 | 5.9 | 12.3 | 21.5 | -4.4 | 1.3 |
| Sharpe Ratio | NA | 0.03 | -0.7 | -0.02 | 0.16 | 0.21 | NA | NA | NA | NA | 0.34 | -0.77 | 0.41 | -0.91 | 1.06 | 0.79 | 2.26 | -0.97 | 2.22 | 0.24 | 0.12 | 0.13 | 2.36 | 1.97 | -0.17 | 0.95 | 1.66 | -1.18 | 0.65 | 1.36 | 0.73 | 1.87 | 2.85 | -0.58 | -0.12 |
| Draw Down(%) | NA | 0.5 | 11.7 | 18.9 | 22.8 | 22.8 | NA | NA | NA | NA | 32.7 | 11.5 | 18.9 | 18.1 | 3.7 | 22.8 | 3.7 | 13.4 | 2.7 | 8.0 | 9.4 | 6.4 | 5.6 | 5.6 | 13.8 | 8.9 | 16.2 | 31.7 | 5.1 | 5.8 | 3.4 | 5.0 | 7.0 | 14.0 | 11.2 |
| Standard Deviation(%) | NA | 6.8 | 10.2 | 30.1 | 24.9 | 18.5 | NA | NA | NA | NA | 14.1 | 10.2 | 49.3 | 13.8 | 8.6 | 18.0 | 6.9 | 8.9 | 4.7 | 9.4 | 9.3 | 7.1 | 6.8 | 6.9 | 12.4 | 10.6 | 14.4 | 18.6 | 7.8 | 6.2 | 5.1 | 6.1 | 7.3 | 9.5 | 8.2 |
| Treynor Ratio | NA | 0.01 | -0.14 | -0.01 | 0.08 | 0.08 | NA | NA | NA | NA | 0.1 | -0.15 | 0.34 | -0.23 | 0.16 | 0.3 | 0.32 | -0.18 | 0.23 | 0.03 | 0.02 | 0.02 | 0.28 | 0.27 | -0.04 | 0.18 | 0.48 | -0.52 | 0.11 | 0.15 | 0.09 | 0.25 | 0.55 | -0.17 | -0.03 |
| Alpha | NA | 0.0 | -0.06 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 0.01 | -0.06 | 0.08 | -0.01 | -0.02 | 0.02 | 0.01 | -0.02 | 0.01 | -0.01 | 0.01 | -0.02 | 0.0 | 0.02 | -0.01 | 0.01 | 0.04 | -0.02 | 0.02 | 0.01 | 0.01 | 0.03 | 0.04 | 0.01 | 0.01 |
| Beta | NA | 0.41 | 0.52 | 0.55 | 0.52 | 0.52 | NA | NA | NA | NA | 0.47 | 0.53 | 0.6 | 0.54 | 0.58 | 0.48 | 0.49 | 0.49 | 0.46 | 0.66 | 0.55 | 0.57 | 0.57 | 0.5 | 0.51 | 0.55 | 0.5 | 0.42 | 0.45 | 0.55 | 0.44 | 0.45 | 0.38 | 0.33 | 0.32 |
| RSquared | NA | 0.73 | 0.43 | 0.1 | 0.19 | 0.24 | NA | NA | NA | NA | 0.4 | 0.43 | 0.02 | 0.88 | 0.78 | 0.86 | 0.8 | 0.87 | 0.42 | 0.83 | 0.84 | 0.84 | 0.85 | 0.87 | 0.91 | 0.89 | 0.88 | 0.88 | 0.85 | 0.79 | 0.77 | 0.67 | 0.78 | 0.82 | 0.67 |
| Sortino Ratio | NA | 0.06 | -0.83 | -0.03 | 0.23 | 0.31 | NA | NA | NA | NA | 0.48 | -0.91 | 0.63 | -1.27 | 1.55 | 1.02 | 3.35 | -1.23 | 3.22 | 0.31 | 0.16 | 0.17 | 3.48 | 3.05 | -0.22 | 1.35 | 2.4 | -1.54 | 0.9 | 2.06 | 1.09 | 2.7 | 4.45 | -0.81 | -0.17 |
| Yield(%) | N/A | 0.0 | 1.3 | 2.4 | 4.1 | 4.3 | 5.6 | 5.6 | 7.0 | 7.0 | 4.28 | 1.2 | 4.7 | 1.4 | 6.4 | 4.6 | 2.7 | 4.5 | 0.3 | 3.5 | 5.2 | 5.3 | 2.9 | 4.6 | 4.2 | 4.2 | 4.1 | 5.4 | 6.3 | 6.3 | 4.5 | 3.8 | 3.4 | 3.8 | 5.8 |
| Dividend Growth(%) | N/A | -98.6 | -66.8 | -38.1 | 50.1 | 26.0 | N/A | N/A | N/A | N/A | N/A | -67.2 | 189.2 | -75.1 | 58.0 | 95.7 | -43.9 | 1878.9 | -92.4 | -33.2 | -0.3 | 110.8 | -28.9 | 7.6 | 10.6 | 26.2 | -39.7 | -7.1 | 10.5 | 51.9 | 29.9 | 35.4 | -12.2 | -34.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Equal Weight
. The allocations are diversified by investing in the 3 major asset classes: Foreign Equity, US Equity, Fixed Income
that are covered in CASH AMERICA INTERNATIONAL, INC. 401(k) SAVINGS PLAN. It then selects one or two funds for each of the 3 major asset classes.
1.Risk allocation: the risk profile of this portfolio 40.
The total allocation of the fixed income assets should be at least 40%.
2.Asset weights: risk assets selected are equally weighted by
default.
3.Fund selection: about one or two top performing funds among 9 available funds in the plan are chosen for each asset selected. They are usually equally weighted within
the asset by default.
4.Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public on
01/21/2011
are obtained from historical simulation. They are hypothetical.
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