Intel 401k (SP) Plan PSDS Scan 12-31-2009

This is a large plan and like many had a bad 2008. The plan recovered nicely in 2009 although company stock still has a negative 5yr APR = -0.49 with off the chart volatility. The Balanced portfolio now has 23 funds with a 5yr APR = 6.86% and a Sharpe ratio of 1.14 which is very good. The employee portfolio has a positive 5yr APR = 3.61% even with 12.6% of their money invested in company stock.

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