Friday, July 16, 2010

Williams Sonoma 401k Plan PSDS Scan 12-31-2009



The Williams Sonoma 401k plan was not helped by company stock even though it had a very good 2009. The stock WSM had a 5yr APR = -7.96 with off the chart volatility at STD = 91.9%. The Balanced portfolio improved year over year with the 5yr APR = 5.03% and low volatility. The largest holding is still the stable value fund SVF.hpx in the scan. The employee portfolio invested 33.1% of their money in company stock producing a negative 5yr APR = -1.52%.

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