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P High Yield Bond Alpha VWEHX
P High Yield Bond Alpha VWEHX
live (public) 0.01% April 17
Caution: this portfolio sometimes has frequent signals, resulting in many short term tradings. This is not feasible if you are just trading VWEHX, Vanguard High Yield Fund as it will cause too many frequent trades for VWEHX. You should use the signal to trade ETFs such as HYG or JNK.
To use ETF HYG as the underlying trading fund to avoid redemption restriction, please see P High Yield Bond Alpha VWEHX As Signal For HYG.
Delayed
Holdings (As of 02/29/2024)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| High Yield Bond | VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) | 0.0% | 99.52% |
| CASH | CASH (CASH) | 0.0% | 0.48% |
* Day change on 02/29/2024.
Previous
Performance (As of 04/17/2024)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| P High Yield Bond Alpha VWEHX | 0.3% | 7.7% | 2.8% | 3.9% | 4.0% | 6.5% |
| VFINX (Vanguard (S&P 500) Index) | 5.7% | 22.7% | 7.9% | 13.4% | 12.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.7% | 12.8% | 2.3% | 7.6% | 7.7% | 9.6% |
* 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 01/02/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 0.3 | 7.7 | 2.8 | 3.9 | 4.0 | 6.5 | 7.0 | 7.2 | 9.6 | -4.0 | 3.3 | 5.1 | 11.6 | -0.3 | 3.9 | 11.0 | -1.5 | 4.6 | 5.7 | 13.3 | 3.5 | 10.8 | 35.8 | 9.1 | 6.2 | 7.5 | 3.7 | 6.0 | 11.7 | 7.2 | 9.4 |
| Sharpe Ratio | NA | -0.18 | 0.9 | 0.13 | 0.51 | 0.78 | NA | NA | 1.85 | 1.06 | -0.95 | 1.8 | 0.85 | 3.86 | -0.78 | 1.46 | 2.79 | -0.7 | 2.24 | 2.66 | 4.79 | 1.21 | 3.25 | 6.43 | 2.64 | 1.41 | 1.98 | 0.77 | 1.83 | 4.01 | 2.33 | 2.52 |
| Draw Down(%) | NA | 1.3 | 2.6 | 9.5 | 9.5 | 9.5 | NA | NA | 9.5 | 4.5 | 9.5 | 1.0 | 7.4 | 0.8 | 2.0 | 1.8 | 2.3 | 4.0 | 1.3 | 1.9 | 1.4 | 3.0 | 2.1 | 3.3 | 1.4 | 1.9 | 1.4 | 1.4 | 3.7 | 1.8 | 1.5 | 2.0 |
| Standard Deviation(%) | NA | 4.0 | 4.4 | 4.7 | 4.5 | 3.7 | NA | NA | 3.3 | 5.1 | 5.7 | 1.8 | 5.7 | 2.7 | 2.0 | 2.2 | 3.9 | 2.2 | 2.0 | 2.1 | 2.8 | 2.9 | 3.3 | 5.5 | 3.1 | 2.3 | 2.1 | 2.0 | 2.8 | 2.8 | 2.6 | 2.8 |
| Treynor Ratio | NA | -0.01 | 0.05 | 0.01 | 0.05 | 0.06 | NA | NA | 0.15 | 0.07 | -0.1 | 0.06 | 0.17 | 0.17 | -0.05 | 0.05 | 0.18 | -0.05 | 0.13 | 0.13 | 0.17 | 0.12 | 0.19 | 0.45 | 0.6 | 0.1 | 0.06 | 0.03 | 0.07 | 0.17 | 0.19 | 0.46 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | NA | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.04 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.03 |
| Beta | NA | 1.01 | 0.8 | 0.66 | 0.47 | 0.46 | NA | NA | 0.42 | 0.8 | 0.56 | 0.6 | 0.29 | 0.61 | 0.31 | 0.59 | 0.59 | 0.3 | 0.35 | 0.44 | 0.78 | 0.29 | 0.55 | 0.8 | 0.14 | 0.31 | 0.68 | 0.45 | 0.76 | 0.65 | 0.32 | 0.16 |
| RSquared | NA | 0.83 | 0.75 | 0.65 | 0.46 | 0.46 | NA | NA | 0.42 | 0.79 | 0.56 | 0.6 | 0.29 | 0.6 | 0.31 | 0.59 | 0.59 | 0.3 | 0.35 | 0.44 | 0.78 | 0.29 | 0.55 | 0.79 | 0.15 | 0.32 | 0.68 | 0.45 | 0.75 | 0.64 | 0.33 | 0.16 |
| Sortino Ratio | NA | -0.26 | 1.56 | 0.18 | 0.69 | 1.11 | NA | NA | 3.02 | 1.81 | -1.22 | 2.9 | 1.04 | 8.0 | -1.04 | 2.44 | 4.41 | -0.96 | 4.68 | 4.85 | 10.41 | 1.85 | 5.11 | 14.98 | 9.62 | 2.49 | 4.95 | 1.53 | 3.07 | 9.07 | 4.9 | 5.81 |
| Yield(%) | N/A | 2.52 | 6.27 | 4.41 | 4.13 | 3.78 | N/A | N/A | 4.59 | 5.2 | 2.89 | 3.15 | 3.58 | 4.54 | 3.33 | 3.37 | 4.48 | 2.3 | 3.78 | 3.95 | 5.59 | 3.6 | 5.32 | 8.27 | 3.58 | 4.77 | 5.44 | 4.46 | 6.29 | 4.89 | 4.38 | 5.85 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Strategies
| Asset Strategy | High Yield Bond Alpha |
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