Yearly dynamic and static asset allocation in Simulation I
| (Unit: %) | ||||||||
|---|---|---|---|---|---|---|---|---|
| Year | Domestic stock | Foreign stock | Domestic bond | Foreign bond | Alternative investment | E() | SF | |
| 2011 | 20.3% | 25.0% | 30.0% | 10.0% | 14.7% | 5.40% | 6.87% | 9.44% |
| 2012 | 16.6% | 25.0% | 30.0% | 10.0% | 18.4% | 5.76% | 6.32% | 9.35% |
| 2013 | 5.0% | 12.8% | 30.0% | 30.0% | 30.0% | 4.28% | 2.61% | 0.04% |
| 2014 | 5.0% | 11.9% | 30.0% | 30.0% | 30.0% | 4.76% | 1.85% | 0.00% |
| 2015 | 5.0% | 23.0% | 30.0% | 12.0% | 30.0% | 3.67% | 2.62% | 0.23% |
| 2016 | 8.1% | 25.0% | 30.0% | 10.0% | 30.0% | 3.60% | 3.05% | 1.62% |
| 2017 | 25.0% | 24.1% | 30.0% | 10.0% | 10.9% | 3.93% | 3.98% | 5.25% |
| 2018 | 11.2% | 18.8% | 30.0% | 10.0% | 30.0% | 3.24% | 2.26% | 0.32% |
| 2019 | 21.9% | 25.0% | 30.0% | 10.0% | 13.1% | 3.67% | 3.88% | 4.49% |
| 2020 | 25.0% | 22.7% | 30.0% | 10.0% | 12.3% | 3.68% | 4.46% | 9.34% |
| (Unit: %) | ||||||||
|---|---|---|---|---|---|---|---|---|
| Year | Domestic stock | Foreign stock | Domestic bond | Foreign bond | Alternative investment | E( | SF | |
| 2011 | 20.3% | 25.0% | 30.0% | 10.0% | 14.7% | 5.40% | 6.87% | 9.44% |
| 2012 | 16.6% | 25.0% | 30.0% | 10.0% | 18.4% | 5.76% | 6.32% | 9.35% |
| 2013 | 5.0% | 12.8% | 30.0% | 30.0% | 30.0% | 4.28% | 2.61% | 0.04% |
| 2014 | 5.0% | 11.9% | 30.0% | 30.0% | 30.0% | 4.76% | 1.85% | 0.00% |
| 2015 | 5.0% | 23.0% | 30.0% | 12.0% | 30.0% | 3.67% | 2.62% | 0.23% |
| 2016 | 8.1% | 25.0% | 30.0% | 10.0% | 30.0% | 3.60% | 3.05% | 1.62% |
| 2017 | 25.0% | 24.1% | 30.0% | 10.0% | 10.9% | 3.93% | 3.98% | 5.25% |
| 2018 | 11.2% | 18.8% | 30.0% | 10.0% | 30.0% | 3.24% | 2.26% | 0.32% |
| 2019 | 21.9% | 25.0% | 30.0% | 10.0% | 13.1% | 3.67% | 3.88% | 4.49% |
| 2020 | 25.0% | 22.7% | 30.0% | 10.0% | 12.3% | 3.68% | 4.46% | 9.34% |
Note(s): In this table, the dynamic asset allocation plan is shown every year a total of 10 times. The static asset allocation is in 2011 and 2016 with a total of two times. The expected rate of return, standard deviation and shortfall risk are estimated figures of the asset allocation simulation for each year
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