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P Dow Theory DJI
P Dow Theory DJI
live (public) 1.18% May 03
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
us equity | ^DJI (Dow Jones Industrial Average) | 0.12% | 100.00% |
* Day change on 03/28/2024.
Performance (As of 05/03/2024)
Since 01/04/1960
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
P Dow Theory DJI | 2.6% | 15.7% | 4.3% | 7.8% | 8.9% | 8.9% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/04/1960 |
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 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | 1972 | 1971 | 1970 | 1969 | 1968 | 1967 | 1966 | 1965 | 1964 | 1963 | 1962 | 1961 | 1960 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 2.6 | 15.7 | 4.3 | 7.8 | 8.9 | 8.9 | 6.5 | 5.7 | 13.7 | -8.8 | 18.7 | 7.2 | 22.3 | -5.6 | 25.1 | 13.5 | -2.2 | 7.5 | 26.3 | 7.3 | -2.4 | 1.0 | 1.6 | -13.8 | 6.4 | 16.3 | -0.6 | 3.1 | 22.1 | -15.7 | 2.3 | -10.6 | 20.1 | 16.1 | 22.6 | 26.0 | 15.5 | -0.9 | 9.3 | 3.5 | 20.3 | -14.0 | 26.9 | 6.8 | 15.7 | 22.6 | 26.3 | -5.5 | 14.3 | 27.0 | 4.2 | 14.9 | -1.1 | -11.8 | -17.3 | 17.8 | 4.8 | -8.8 | -6.3 | 14.6 | 6.1 | 2.2 | -15.2 | -4.3 | 8.5 | -19.4 | 10.9 | 14.6 | 9.2 | -6.9 | 18.7 | -9.3 |
Sharpe Ratio | NA | 0.14 | 1.19 | 0.13 | 0.3 | 0.45 | NA | NA | 0.25 | 0.83 | -0.51 | 1.51 | 0.19 | 1.68 | -0.39 | 3.78 | 1.06 | -0.14 | 0.7 | 2.58 | 0.61 | -0.12 | 0.06 | 0.12 | -1.14 | 0.24 | 1.32 | -0.27 | 0.2 | 2.09 | -1.45 | -0.03 | -0.79 | 1.15 | 0.64 | 1.02 | 1.88 | 1.83 | -0.37 | 0.88 | 0.13 | 1.13 | -1.47 | 1.48 | 0.12 | 0.71 | 1.2 | 2.12 | -1.68 | 0.63 | 1.37 | -0.6 | 0.43 | -0.83 | -2.28 | -2.02 | 1.16 | 0.15 | -2.02 | -1.44 | 1.27 | 0.28 | 0.73 | -1.44 | -0.87 | 0.94 | -1.93 | 1.43 | 2.43 | 1.12 | -1.42 | 2.06 | -0.83 |
Draw Down(%) | NA | 5.2 | 9.0 | 21.9 | 37.1 | 37.1 | NA | NA | 40.7 | 9.0 | 21.9 | 6.6 | 37.1 | 6.9 | 18.8 | 3.4 | 9.9 | 14.4 | 7.3 | 5.8 | 8.9 | 18.9 | 19.0 | 12.0 | 16.0 | 10.0 | 8.0 | 8.5 | 9.2 | 4.0 | 18.3 | 0.0 | 16.4 | 9.2 | 19.3 | 13.3 | 7.5 | 3.3 | 9.7 | 4.1 | 4.7 | 6.9 | 19.1 | 8.0 | 9.8 | 19.9 | 8.6 | 4.5 | 12.1 | 7.5 | 7.1 | 7.3 | 16.0 | 11.2 | 12.8 | 20.3 | 8.9 | 4.9 | 14.4 | 12.3 | 6.3 | 16.1 | 4.4 | 20.5 | 7.6 | 9.9 | 22.9 | 10.5 | 3.8 | 6.4 | 8.1 | 4.8 | 17.4 |
Standard Deviation(%) | NA | 9.8 | 10.0 | 14.8 | 20.9 | 17.5 | NA | NA | 12.8 | 11.4 | 19.8 | 12.4 | 37.0 | 12.5 | 17.9 | 6.5 | 12.5 | 15.4 | 10.8 | 10.2 | 11.8 | 20.1 | 15.2 | 12.6 | 12.9 | 14.6 | 9.9 | 10.3 | 10.8 | 10.3 | 11.5 | 0.0 | 18.6 | 14.7 | 19.9 | 18.8 | 12.0 | 6.4 | 10.4 | 8.2 | 8.4 | 14.6 | 13.1 | 14.3 | 17.4 | 16.5 | 15.4 | 9.9 | 7.3 | 13.1 | 14.2 | 9.7 | 15.7 | 9.9 | 7.3 | 10.4 | 12.4 | 5.5 | 7.1 | 7.8 | 9.3 | 11.1 | 3.0 | 10.5 | 4.9 | 9.0 | 10.1 | 7.6 | 6.0 | 8.2 | 4.8 | 9.1 | 11.2 |
Treynor Ratio | NA | 0.01 | 0.12 | 0.02 | 0.06 | 0.08 | NA | NA | 0.05 | 0.09 | -0.1 | 0.19 | 0.07 | 0.21 | -0.07 | 0.25 | 0.13 | -0.02 | 0.07 | 0.26 | 0.08 | -0.03 | 0.01 | 0.06 | -1.28 | 0.03 | 0.13 | -0.03 | 0.02 | 0.56 | -0.82 | 0.15 | -0.18 | 0.2 | 0.13 | 0.19 | 0.23 | 0.22 | -0.04 | 0.08 | 0.02 | 0.17 | -0.3 | 0.21 | 0.02 | 0.51 | 0.18 | 0.23 | -0.44 | 0.09 | 0.33 | -0.11 | 0.07 | -0.11 | -0.63 | -0.21 | 0.14 | 0.08 | -1.52 | -0.59 | 0.12 | 0.03 | 0.61 | -0.15 | -0.17 | 0.09 | -0.27 | 0.11 | 0.15 | 0.12 | -0.75 | 0.19 | -0.09 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | -0.03 | -0.01 | -0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.04 | -0.06 | 0.0 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.06 | 0.0 | -0.02 | 0.04 | 0.0 | 0.0 | -0.04 | -0.01 | 0.04 | 0.02 | 0.0 | -0.02 | -0.06 | 0.0 | 0.0 | -0.01 | -0.04 | -0.03 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 | -0.02 | -0.03 | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.62 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | 0.96 | 0.91 | 0.88 | 0.27 | 0.11 | 1.0 | 1.0 | 1.0 | 1.0 | 0.38 | 0.2 | 0.0 | 0.8 | 0.83 | 1.0 | 1.0 | 1.0 | 0.53 | 0.91 | 0.89 | 0.66 | 1.0 | 0.64 | 1.0 | 0.91 | 0.23 | 1.0 | 0.92 | 0.28 | 0.87 | 0.59 | 0.51 | 1.0 | 0.73 | 0.27 | 1.0 | 1.0 | 0.1 | 0.09 | 0.19 | 1.0 | 1.0 | 0.04 | 1.0 | 0.26 | 0.93 | 0.72 | 1.0 | 1.0 | 0.77 | 0.09 | 1.0 | 1.0 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.62 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.91 | 0.91 | 0.88 | 0.27 | 0.11 | 1.0 | 1.0 | 1.0 | 1.0 | 0.38 | 0.21 | 0.0 | 0.8 | 0.83 | 1.0 | 1.0 | 1.0 | 0.52 | 0.91 | 0.89 | 0.66 | 1.0 | 0.65 | 1.0 | 0.91 | 0.23 | 1.0 | 0.93 | 0.28 | 0.87 | 0.59 | 0.51 | 1.0 | 0.74 | 0.27 | 1.0 | 1.0 | 0.1 | 0.09 | 0.19 | 1.0 | 1.0 | 0.04 | 1.0 | 0.26 | 0.93 | 0.72 | 1.0 | 1.0 | 0.77 | 0.09 | 1.0 | 1.0 |
Sortino Ratio | NA | 0.19 | 1.78 | 0.19 | 0.4 | 0.61 | NA | NA | 0.34 | 1.2 | -0.7 | 2.17 | 0.25 | 2.36 | -0.5 | 6.26 | 1.5 | -0.2 | 0.96 | 3.95 | 0.9 | -0.16 | 0.08 | 0.16 | -1.45 | 0.31 | 1.95 | -0.37 | 0.29 | 3.35 | -1.93 | -15.34 | -1.04 | 1.77 | 0.88 | 1.42 | 2.7 | 2.79 | -0.49 | 1.23 | 0.18 | 1.78 | -1.8 | 2.01 | 0.16 | 0.97 | 1.66 | 3.66 | -2.17 | 0.94 | 2.36 | -0.83 | 0.6 | -1.11 | -2.7 | -2.52 | 1.76 | 0.2 | -2.22 | -1.85 | 1.95 | 0.42 | 0.97 | -1.91 | -1.08 | 1.41 | -2.4 | 2.06 | 3.62 | 1.8 | -1.74 | 3.23 | -1.14 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | N/A | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.05 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.26 | 0.59 | 2.32 | 0.78 | 0.51 | 0.0 | 0.0 | 0.0 | 1.8 | 0.36 | 0.2 | 0.78 | 0.0 | 1.41 | 0.0 | 0.76 | 0.85 | 0.0 | 0.26 | 4.52 | 0.96 | 5.46 | 4.67 | 0.0 | 1.6 | 2.94 | 0.0 | 0.0 | 3.36 | 5.0 | 3.24 | 0.0 | 0.0 | 3.92 | 0.0 | 1.91 | 0.11 | 0.71 | 0.0 | 0.0 | 0.53 | 1.22 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/04/1960
Strategies
Asset Strategy | Dow Theory |