The Ford plan this year was helped by company stock F which as of 12-31-2010 had a 5yr APR = 17.6% but with very high volatility and a Sharpe ratio of only of 0.094. The Balanced portfolio has 1.1% invested in the stock and the employee portfolio has 37.7% of their portfolio in the stock. This year most of the Barclays LifePath funds have 5yr data and only the 2015 fund used a Morningstar proxy M*2015 in the scan. The employee portfolio was not posted at the fund level in the SEC 11-k report but my scan would indicate their return was a bit over 7%. This year I included the large GIC in the scan. Things are looking up.
The Ford plan this year was helped by company stock F which as of 12-31-2010 had a 5yr APR = 17.6% but with very high volatility and a Sharpe ratio of only of 0.094. The Balanced portfolio has 1.1% invested in the stock and the employee portfolio has 37.7% of their portfolio in the stock. This year most of the Barclays LifePath funds have 5yr data and only the 2015 fund used a Morningstar proxy M*2015 in the scan. The employee portfolio was not posted at the fund level in the SEC 11-k report but my scan would indicate their return was a bit over 7%. This year I included the large GIC in the scan. Things are looking up.
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