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cog Conservative BOND ETFs plus SH GLD SLV
cog Conservative BOND ETFs plus SH GLD SLV
live (public) 0.41% November 09
Delayed
Holdings (As of 09/29/2023)
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Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Asset1 | CASH (CASH) | 0.0% | 33.33% |
Asset2 | CASH (CASH) | 0.0% | 33.33% |
Asset3 | CASH (CASH) | 0.0% | 33.34% |
* Day change on 09/29/2023.
Performance (As of 11/09/2023)
Since 07/01/2006
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
cog Conservative BOND ETFs plus SH GLD SLV | -5.4% | -6.9% | -5.7% | 0.9% | 0.3% | 2.3% |
VFINX (Vanguard (S&P 500) Index) | 7.3% | 27.5% | 8.3% | 13.6% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.7% | 15.1% | 2.4% | 7.7% | 7.6% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/03/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | -6.9 | -5.7 | 0.9 | 0.3 | 2.3 | 3.6 | -5.4 | -2.9 | -9.5 | 17.1 | 7.2 | -3.3 | -0.9 | 0.9 | -4.6 | 7.5 | -3.8 | -0.6 | 18.1 | 13.0 | -4.2 | 25.5 | 14.2 | 1.8 |
Sharpe Ratio | NA | -2.0 | -1.24 | -0.06 | -0.08 | NA | 0.3 | -1.77 | -0.57 | -1.88 | 1.37 | 0.69 | -1.44 | -0.37 | 0.08 | -0.58 | 1.31 | -1.28 | -0.09 | 1.6 | 1.42 | -0.32 | 1.21 | 1.7 | 0.02 |
Draw Down(%) | NA | 7.3 | 17.7 | 22.0 | 22.0 | NA | 22.0 | 7.2 | 5.0 | 11.1 | 10.5 | 5.9 | 4.1 | 4.2 | 8.7 | 10.5 | 2.7 | 4.6 | 5.7 | 5.6 | 4.5 | 13.7 | 9.7 | 3.5 | 4.8 |
Standard Deviation(%) | NA | 5.5 | 6.0 | 8.1 | 7.2 | NA | 9.2 | 5.1 | 7.4 | 5.1 | 12.2 | 8.4 | 3.2 | 4.1 | 7.9 | 8.0 | 5.7 | 3.0 | 7.7 | 11.3 | 9.1 | 13.4 | 20.4 | 6.6 | 7.2 |
Treynor Ratio | NA | 0.77 | 0.45 | 0.03 | 0.06 | NA | -1.68 | 0.72 | 0.2 | 3.75 | -1.59 | -0.17 | -2.36 | -0.4 | -0.24 | -0.89 | -4.3 | 4.82 | 0.3 | 2.53 | 4.27 | -1.34 | 3.06 | -158.14 | 0.02 |
Alpha | NA | -0.04 | -0.03 | 0.0 | 0.0 | NA | 0.01 | -0.04 | -0.03 | -0.04 | 0.07 | 0.06 | -0.02 | -0.01 | 0.0 | -0.02 | 0.03 | -0.01 | 0.0 | 0.07 | 0.05 | -0.02 | 0.11 | 0.04 | 0.0 |
Beta | NA | -0.14 | -0.16 | -0.14 | -0.1 | NA | -0.02 | -0.13 | -0.22 | -0.03 | -0.11 | -0.33 | 0.02 | 0.04 | -0.03 | 0.05 | -0.02 | -0.01 | -0.02 | 0.07 | 0.03 | 0.03 | 0.08 | 0.0 | 0.06 |
RSquared | NA | 0.16 | 0.23 | 0.14 | 0.06 | NA | 0.0 | 0.11 | 0.5 | 0.0 | 0.09 | 0.24 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.03 | 0.0 | 0.01 |
Sortino Ratio | NA | -2.49 | -1.6 | -0.08 | -0.11 | NA | 0.42 | -2.29 | -0.76 | -2.26 | 1.98 | 0.97 | -1.78 | -0.52 | 0.12 | -0.76 | 1.92 | -1.43 | -0.12 | 2.42 | 2.06 | -0.43 | 1.76 | 2.46 | 0.03 |
Yield(%) | N/A | 2.94 | 1.43 | 1.34 | 1.32 | N/A | 1.88 | 2.72 | 0.94 | 0.53 | 0.82 | 1.48 | 1.03 | 0.24 | 1.1 | 1.85 | 2.42 | 0.46 | 1.08 | 1.41 | 2.54 | 1.8 | 7.08 | 2.83 | 1.58 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2006
Strategies
Asset Allocation Strategy | Goldman Sachs Global Tactical Asset Allocation |