Wednesday, March 24, 2010

AZZ Inc. 401k (EBPT) Plan PSDS Scan 12-31-2009



This plan company stock AZZ has unusally high 5yr returns APR = 32.09% and volatility STD = 79.07%. It is the only plan I have seen with the bond fund MFBFX Sharpe ratio = 0.37 the same as the company stock AZZ Sharpe ratio. I am still thinking about what all this means for a retiree.

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