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William Bernstein Smart Money
William Bernstein Smart Money
live (public) 0.93% May 02
Delayed
Holdings (As of 02/28/2025)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| US Stocks | VTSMX (VANGUARD TOTAL STOCK MARKET INDEX FUND INVESTOR SHARES) | 1.57% | 24.79% |
| Emergin Markets | VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) | 1.60% | 9.88% |
| International | VGTSX (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INVESTOR SHARES) | 0.25% | 25.79% |
| Bond Index | VFSTX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) | 0.10% | 39.54% |
* Day change on 02/28/2025.
Previous
Performance (As of 05/02/2025)
Since 12/31/1999
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| William Bernstein Smart Money | 2.1% | 9.8% | 4.9% | 6.9% | 5.6% | 5.9% |
| VFINX (Vanguard (S&P 500) Index) | -3.0% | 13.7% | 12.6% | 16.7% | 12.3% | 13.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -2.8% | 5.0% | 5.0% | 6.8% | 6.5% | 7.7% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 12/31/1999 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 2.1 | 9.8 | 4.9 | 6.9 | 5.6 | 5.9 | 6.1 | 6.2 | 6.0 | 5.4 | 9.3 | 13.6 | -13.0 | 8.3 | 11.6 | 17.3 | -6.1 | 16.0 | 6.6 | -2.2 | 2.7 | 11.9 | 12.3 | -4.5 | 11.0 | 29.9 | -27.4 | 11.7 | 15.8 | 9.8 | 12.2 | 26.4 | -7.6 | -4.8 | -6.0 | 0.0 |
| Sharpe Ratio | NA | 0.1 | 0.23 | 0.27 | 0.58 | 0.38 | NA | NA | NA | NA | 0.38 | 0.37 | 1.23 | -1.15 | 1.05 | 0.65 | 2.38 | -0.85 | 3.73 | 0.73 | -0.25 | 0.43 | 1.68 | 1.41 | -0.32 | 0.96 | 1.79 | -1.38 | 0.8 | 1.62 | 1.3 | 1.67 | 3.22 | -0.82 | -0.7 | -1.02 | NA |
| Draw Down(%) | NA | 9.1 | 9.2 | 11.6 | 19.8 | 22.2 | NA | NA | NA | NA | 39.8 | 4.4 | 7.3 | 19.1 | 3.5 | 22.2 | 4.2 | 12.5 | 1.2 | 6.7 | 10.2 | 5.7 | 6.4 | 8.1 | 15.1 | 9.6 | 15.9 | 34.7 | 7.2 | 9.3 | 4.4 | 6.8 | 7.8 | 16.5 | 16.8 | 10.4 | 0.0 |
| Standard Deviation(%) | NA | 12.9 | 9.7 | 9.6 | 9.5 | 9.8 | NA | NA | NA | NA | 10.5 | 7.3 | 7.6 | 12.6 | 7.9 | 17.4 | 6.7 | 8.6 | 4.1 | 8.7 | 8.8 | 6.4 | 7.1 | 8.7 | 14.3 | 11.3 | 16.6 | 20.5 | 10.9 | 7.7 | 5.9 | 6.8 | 8.0 | 10.6 | 10.2 | 9.9 | NA |
| Treynor Ratio | NA | 0.03 | 0.07 | 0.21 | 0.72 | 11.4 | NA | NA | NA | NA | 12.18 | 5.32 | 2.82 | -4.37 | -1.78 | -1.06 | -2.85 | -21.74 | -4.81 | -7.51 | -0.49 | 10.3 | -15.56 | 8.44 | 1.34 | -5.18 | -5.49 | 5.64 | -1.05 | 1.16 | 3.38 | 0.99 | 4.73 | -1.54 | -0.9 | -0.8 | NA |
| Alpha | NA | 0.04 | 0.0 | 0.01 | 0.02 | 0.02 | NA | NA | NA | NA | 0.02 | 0.01 | 0.03 | -0.06 | 0.04 | 0.06 | 0.06 | -0.03 | 0.06 | 0.03 | -0.01 | 0.01 | 0.05 | 0.05 | -0.01 | 0.04 | 0.11 | -0.13 | 0.04 | 0.04 | 0.03 | 0.04 | 0.09 | -0.03 | -0.02 | -0.03 | NA |
| Beta | NA | 0.43 | 0.3 | 0.12 | 0.08 | 0.0 | NA | NA | NA | NA | 0.0 | 0.01 | 0.03 | 0.03 | -0.05 | -0.11 | -0.06 | 0.0 | -0.03 | -0.01 | 0.04 | 0.0 | -0.01 | 0.01 | -0.03 | -0.02 | -0.05 | -0.05 | -0.08 | 0.11 | 0.02 | 0.11 | 0.05 | 0.06 | 0.08 | 0.13 | NA |
| RSquared | NA | 0.86 | 0.37 | 0.05 | 0.02 | 0.0 | NA | NA | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.05 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | 0.04 | 0.01 | 0.02 | 0.03 | 0.08 | NA |
| Sortino Ratio | NA | 0.14 | 0.32 | 0.38 | 0.82 | 0.52 | NA | NA | NA | NA | 0.53 | 0.52 | 1.85 | -1.57 | 1.47 | 0.84 | 3.43 | -1.09 | 6.25 | 1.0 | -0.34 | 0.59 | 2.37 | 2.14 | -0.42 | 1.38 | 2.64 | -1.78 | 1.09 | 2.41 | 1.96 | 2.35 | 5.12 | -1.15 | -0.93 | -1.4 | NA |
| Yield(%) | N/A | 0.0 | 1.5 | 2.4 | 2.6 | 2.8 | 3.5 | 3.5 | 4.7 | 4.7 | 0.0 | 2.3 | 2.9 | 1.9 | 2.0 | 2.1 | 3.0 | 2.4 | 2.3 | 2.4 | 2.2 | 2.3 | 2.3 | 2.7 | 2.5 | 2.5 | 3.5 | 3.1 | 3.6 | 3.4 | 3.0 | 3.0 | 3.6 | 3.1 | 3.5 | 3.7 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -44.6 | 15.9 | 19.3 | 39.7 | N/A | N/A | N/A | N/A | N/A | -12.5 | 30.6 | 7.1 | 5.2 | -17.3 | 16.7 | 18.4 | 6.4 | 5.8 | -3.1 | 9.6 | -4.6 | 4.5 | 12.2 | -10.0 | -14.8 | -4.6 | 22.2 | 25.9 | 11.0 | 4.5 | 7.9 | -14.7 | -13.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1999
Strategies
| Rebalancing Strategy | Fixed Time Interval Rebalancing |
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