Parker-Hannifin 401k (RSP) Plan PSDS Scan 12-31-2009

The Balanced portfolio has improved year over year to a 5yr APR = 4.70% with a Sharpe ratio of 1.86. Company stock PH still has off the chart volatility and that hurt the employee portfolio which has 11.9% of their money invested in the stock. That portfolio has a 5yr APR = 3.43% with a positive Sharpe ratio of 0.15. In both portfolios the largest holding is the GIC represented by the index GIC.ekx in the scan.