Saturday, March 13, 2010

Dress Barn 401k (SP) Plan PSDS Scan 12-331-2009




This plan has improved year over year but the Balanced portfolio has not changed much. The Balanced portfolio 5yr return APR = 5.92 is about the same but there are now 12 options in the portfolio and all options have positve 5yr returns. The employee portfolio 5yr return is APR = 4.83 with a positve 5yr Sharpe ratio. The company stock DBRN is very volatile but both the Balanced portfolio and employee portfolio have small percentages invested in the stock; 6.4% for the Balanced and 8.3% for the employee portfolio.

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