This company trades natural gas assets and its stock KWK is very volatile as seen in the 2D scan chart. It has a PE over 100 and in the trailing 12 months had earnings of 12 cents per share. In spite of all this the stock managed to have a positive 5yr Sharpe ratio and the Balanced portfolio invested 0.4% of the plan in the stock. The top 3 holdings in the Balanced portfolio are the stable value fund SVF.hpx in the scan, JAOSX and LSBDX which I own also. The employee portfolio has 40.4% of their money in the stock which did nothing for their return and increased their risk by a factor of 10. No one seems to understand that volatility kills compounding. In this case company stock had a average 5yr return of 42.9% but an annualized 5yr APR of only 4.1% with volatility way off the chart at an STD = 94.6%.
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