Wednesday, April 23, 2014

Union Pacific 401k Plan PSDS Scan 12-31-2013

The Union Pacific 401k Plan performance the last 5 years has been amazing. The Employee Portfolio outperformed the Balanced portfolio during those 5 years and that almost never happens.  


 
In this busy chart I noticed that the Employee Portfolio Sharpe ratio shown should have been PSR = 4.54 not 2.13 which is the Balanced portfolio PSR.

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