Find A Portfolio/Ticker

Comparison Box

MyPlanIQ Advanced Investors Advanced Strategies P Calendar Based Trading RUT

P Calendar Based Trading RUT

live (public) 0.31% October 16

Delayed Holdings (As of 08/31/2020)
sign up and login first and then customize a new portfolio for the latest current holdings
Asset Fund in this portfolio Price change* Percentage
us asset ^RUT (RUSSELL 2000 INDEX) 1.04% 100.00%

* Day change on 08/31/2020.

Monthly Holding Date: Total Transaction Times So Far:
Previous Next
| | | | |

Holdings

Transactions

Performance (As of 10/16/2020)

Inception Date: 09/15/1987

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
P Calendar Based Trading RUT 14.2% 16.8% 8.5% 4.9% 4.9% 2.5%
VFINX (Vanguard (S&P 500) Index) 8.4% 17.0% 12.4% 12.8% 13.5% 9.6%
VBINX (Vanguard Balance (60% stocks/40% bonds) 8.3% 13.7% 9.5% 9.4% 9.5% 7.8%

*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* YTD*(2020) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Inception** 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
AR(%) -0.2 14.2 16.8 8.5 4.9 4.9 2.5 9.6 11.6 2.4 -7.9 5.8 -0.1 4.4 18.6 6.8 -8.0 2.9 -0.3 -26.2 5.5 9.7 16.0 8.4 30.8 -19.2 5.1 51.4 17.1 3.7 34.7 11.5 17.5 7.2 8.0 15.3 31.2 5.7 25.4 32.2 8.9
SR NA 0.97 1.24 0.62 0.36 0.38 NA 0.61 0.95 0.09 -1.11 0.49 -0.01 0.44 2.07 0.65 -0.42 0.17 -0.02 -1.0 0.2 0.6 1.36 0.7 2.77 -1.32 0.18 2.54 1.71 0.03 4.34 1.48 2.77 0.62 0.99 2.1 3.89 0.06 4.64 4.05 0.42
DD(%) NA 8.3 8.3 10.6 15.2 22.5 NA 43.2 6.2 10.6 11.2 11.7 11.4 9.0 5.9 11.0 22.5 21.6 24.9 37.9 7.8 5.5 6.3 14.2 9.2 23.2 12.3 7.5 5.5 16.4 4.5 3.2 3.1 4.8 4.0 6.4 3.5 9.9 2.0 3.3 8.2
SD(%) NA 14.5 13.2 12.1 11.3 11.8 NA 12.4 10.8 12.1 7.7 11.5 10.8 10.0 9.0 10.3 19.0 16.8 23.0 27.2 12.3 10.7 10.2 10.5 10.9 15.3 15.0 18.7 8.1 13.8 7.2 5.4 4.9 6.8 6.0 6.1 7.1 7.3 4.2 6.8 18.4
TR NA 1.16 1.32 0.34 0.16 0.14 NA 0.23 0.19 0.03 -0.17 0.1 0.0 0.1 0.46 0.16 -0.19 0.05 -0.01 -0.77 0.06 0.11 0.24 0.16 0.92 -0.7 0.07 1.24 0.64 0.01 1.86 0.44 0.65 0.11 0.2 0.61 1.25 0.02 1.54 1.3 0.79
Alpha(%) NA 0.06 0.05 0.02 0.01 0.0 NA 0.02 -0.01 0.02 -0.07 0.0 0.0 0.0 0.03 0.01 -0.03 -0.02 -0.04 -0.05 0.01 0.0 0.05 0.01 0.07 -0.06 0.04 0.17 0.04 -0.03 0.09 0.02 0.03 0.02 0.02 0.05 0.08 0.01 0.06 0.09 0.13
Beta(%) NA 0.12 0.12 0.22 0.26 0.32 NA 0.32 0.54 0.43 0.5 0.54 0.38 0.43 0.41 0.42 0.43 0.6 0.51 0.35 0.42 0.61 0.58 0.47 0.33 0.29 0.37 0.38 0.22 0.39 0.17 0.18 0.21 0.37 0.3 0.21 0.22 0.2 0.13 0.21 0.1
RS NA 0.1 0.1 0.17 0.19 0.22 NA 0.24 0.39 0.37 0.19 0.38 0.3 0.25 0.25 0.27 0.27 0.42 0.37 0.29 0.3 0.32 0.34 0.25 0.26 0.24 0.28 0.21 0.24 0.33 0.18 0.16 0.11 0.29 0.19 0.11 0.2 0.2 0.15 0.29 0.08
SR NA 1.47 1.9 0.89 0.52 0.54 NA 0.85 1.42 0.12 -1.47 0.7 -0.02 0.6 3.23 0.99 -0.57 0.23 -0.02 -1.23 0.26 0.89 2.05 0.96 5.2 -1.69 0.27 4.33 2.76 0.04 8.18 2.13 4.44 0.86 1.21 3.22 8.38 0.07 8.31 6.79 0.78
Yield(%) N/A 0.11 0.27 0.67 0.48 0.25 N/A 1.38 0.93 0.85 0.35 0.13 0.02 0.01 0.02 0.03 0.02 0.06 0.05 0.45 1.92 2.02 1.43 0.65 0.45 0.62 1.42 3.12 2.23 2.05 2.54 2.29 2.48 1.91 1.42 1.57 2.75 3.44 3.92 3.38 0.83

*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/1987

Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 09/28/1992 when all charts have data
Strategies
Asset Strategy    Calendar Based Trading

comments powered by Disqus
Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
Community Comments

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.