- Portfolio Overview
- Asset Allocation and ETFs
- Performance
- Calculators
- Rolling Returns
- Drawdowns
Portfolio Overview
Buy and Hold (Annually Rebalance)
GlobalStocks P_53770 60.0%
TotalBonds P_48596 40.0%
Simulated from 01/03/2001
Asset Allocation
| Symbol | Category/Sector | Target Weight |
|---|---|---|
|
P_52969 Fidelity Extended Fund Picks Tactical Asset Allocation Most Aggressive |
60% | |
|
P_48596 Fidelity Total Return Bond |
40% |
Historical Performance
Risk Managed Global Stocks and Fidelity Total Return Bonds Moderate Portfolio Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Risk Managed Global Stocks and Fidelity Total Return Bonds Moderate Portfolio | NA | -2.63% | 6.77% | 5.03% | 6.56% | 7.94% | 9.91% | 10.15% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | 3.78% | 15.30% | 14.44% | 13.97% | 9.45% | 9.24% | 7.71% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | NA | -5.86% | 6.60% | 6.48% | 6.56% | 5.02% | 6.10% | 5.41% |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | Risk Managed ...Portfolio | -1.18 | -2.63 | 6.77 | 5.03 | 6.56 | 7.94 | 9.91 | 10.15 | NA | NA | NA | 0.46 | 4.17 | 9.90 | 11.68 | -6.97 | 12.38 | 21.67 | -2.82 | -0.35 | 11.83 | 11.02 | -2.43 | 18.62 | 31.90 | -7.99 | 19.49 | 18.93 | 12.30 | 12.24 | 29.01 | 11.82 | 6.78 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | -2.41 | 3.78 | 15.30 | 14.44 | 13.97 | 9.45 | 9.24 | 7.71 | NA | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA...R SHARES) | -1.53 | -5.86 | 6.60 | 6.48 | 6.56 | 5.02 | 6.10 | 5.41 | NA | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | Risk Managed ...Portfolio | NA | -0.29 | 0.77 | 0.60 | 0.71 | NA | NA | 1.03 | NA | NA | NA | 0.03 | 0.51 | 1.09 | 2.05 | -1.38 | 2.69 | 1.24 | -0.34 | -0.06 | 1.75 | 1.88 | -0.24 | 1.49 | 2.87 | -0.94 | 1.45 | 1.75 | 1.42 | 1.10 | 4.97 | 2.03 | 0.94 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 0.59 | 0.94 | 0.83 | 0.66 | NA | NA | 0.45 | 0.41 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA...R SHARES) | NA | 0.82 | 0.73 | 0.60 | 0.49 | NA | NA | 0.51 | 1.05 | 0.87 | 1.45 | -1.22 | 1.32 | 0.70 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | Risk Managed ...Portfolio | NA | 9.49 | 8.14 | 7.18 | 8.63 | NA | NA | 8.87 | NA | NA | NA | 10.85 | 8.16 | 8.86 | 5.02 | 6.02 | 4.36 | 17.25 | 8.40 | 6.62 | 6.72 | 5.82 | 10.07 | 12.43 | 11.07 | 9.53 | 11.39 | 8.95 | 7.14 | 10.25 | 5.70 | 5.29 | 4.80 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 19.83 | 17.23 | 17.43 | 18.48 | NA | NA | 18.10 | 24.35 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA...R SHARES) | NA | 10.47 | 10.12 | 10.09 | 10.41 | NA | NA | 11.48 | 12.44 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | Risk Managed ...Portfolio | NA | 12.48 | 15.08 | 15.08 | 15.08 | NA | NA | 15.97 | NA | NA | NA | 7.79 | 6.70 | 15.08 | 1.95 | 11.77 | 1.95 | 6.86 | 11.63 | 5.29 | 7.38 | 3.62 | 13.52 | 8.79 | 4.68 | 15.10 | 11.47 | 11.79 | 6.17 | 13.84 | 4.67 | 5.03 | 2.91 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA...R SHARES) | NA | 9.62 | 12.88 | 22.29 | 22.43 | NA | NA | 41.18 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | Risk Managed ...Portfolio | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VSMGX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 04/28/2022, AR inception is 01/04/2001
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Risk Managed Global Stocks and Fidelity Total Return Bonds Moderate Portfolio Historical Return Chart
Calculators
Dollar Cost Average Calculator for Risk Managed Global Stocks and Fidelity Total Return Bonds Moderate Portfolio
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Retirement Spending Calculator for Risk Managed Global Stocks and Fidelity Total Return Bonds Moderate Portfolio
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Rolling Returns
From 01/04/2001 to 04/28/2022, the worst annualized return of 3-year rolling returns for Risk Managed Global Stocks and Fidelity Total Return Bonds Moderate Portfolio is
-0.1%.
From 01/04/2001 to 04/28/2022, the worst annualized return of 5-year rolling returns for Risk Managed Global Stocks and Fidelity Total Return Bonds Moderate Portfolio is
1.63%.
From 01/04/2001 to 04/28/2022, the worst annualized return of 10-year rolling returns for Risk Managed Global Stocks and Fidelity Total Return Bonds Moderate Portfolio is
5.25%.
From 01/04/2001 to 04/28/2022, the worst annualized return of 20-year rolling returns for Risk Managed Global Stocks and Fidelity Total Return Bonds Moderate Portfolio is
9.75%.
Maximum Drawdown
Risk Managed Global Stocks and Fidelity Total Return Bonds Moderate Portfolio Maximum Drawdown