Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Advanced Investors
Advanced Strategies
P High Yield Bond Alpha on PRHYX
P High Yield Bond Alpha on PRHYX
live (public) 0.18% November 09
Delayed
Holdings (As of 09/29/2023)
sign up and login first and then customize a new portfolio for the latest current holdings
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| High Yield Bond | PRHYX (T. Rowe Price High Yield Fd In) | 0.0% | 93.90% |
| REINVEST | PRHYX (T. Rowe Price High Yield Fd In) | 0.0% | 6.10% |
* Day change on 08/31/2023.
Previous
Performance (As of 11/09/2023)
Since 12/31/1990
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| P High Yield Bond Alpha on PRHYX | 5.9% | 9.2% | 1.7% | 4.5% | 5.2% | 8.5% |
| VFINX (Vanguard (S&P 500) Index) | 6.7% | 21.6% | 20.9% | 12.9% | 15.0% | 14.3% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.3% | 14.9% | 13.9% | 7.1% | 9.4% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1990 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 9.2 | 1.7 | 4.5 | 5.2 | 8.5 | 8.5 | 9.4 | 5.1 | -5.4 | 1.6 | 11.0 | 10.7 | -0.9 | 2.3 | 18.6 | 1.6 | 3.9 | 9.9 | 13.4 | 1.0 | 12.4 | 47.2 | 7.6 | 8.2 | 9.1 | 5.5 | 8.1 | 19.5 | 6.3 | 11.5 | 2.5 | 6.5 | 9.6 | 12.7 | 8.0 | 11.1 | -0.8 | 21.8 | 14.9 | 25.2 | 0.0 |
| Sharpe Ratio | NA | 0.67 | -0.15 | 0.76 | 1.2 | NA | NA | 2.5 | 0.31 | -1.26 | 0.68 | 2.3 | 3.59 | -1.4 | 0.98 | 5.22 | 0.97 | 1.93 | 4.38 | 4.25 | 0.31 | 3.42 | 8.55 | 2.58 | 2.43 | 2.67 | 1.57 | 2.58 | 6.41 | 2.21 | 3.23 | -0.77 | 1.36 | 2.61 | 3.27 | 1.47 | 2.65 | -1.48 | 6.2 | 4.09 | 5.81 | NA |
| Draw Down(%) | NA | 3.3 | 12.0 | 12.0 | 12.0 | NA | NA | 12.0 | 3.3 | 10.9 | 2.5 | 4.4 | 1.2 | 2.3 | 1.4 | 1.9 | 1.5 | 1.7 | 1.6 | 2.2 | 4.4 | 3.3 | 3.2 | 0.6 | 1.2 | 0.7 | 0.9 | 3.7 | 1.3 | 1.3 | 1.0 | 1.7 | 1.2 | 1.4 | 1.7 | 1.8 | 1.1 | 3.8 | 0.8 | 0.7 | 1.2 | 0.0 |
| Standard Deviation(%) | NA | 4.6 | 4.2 | 4.0 | 3.3 | NA | NA | 3.1 | 4.3 | 5.4 | 2.3 | 4.7 | 2.6 | 1.6 | 1.7 | 3.5 | 1.7 | 2.0 | 2.2 | 3.1 | 3.0 | 3.6 | 5.5 | 2.6 | 2.1 | 2.2 | 2.1 | 2.8 | 2.9 | 2.3 | 2.8 | 2.1 | 2.4 | 2.4 | 2.8 | 3.1 | 2.7 | 2.5 | 3.2 | 3.1 | 3.7 | NA |
| Treynor Ratio | NA | 0.04 | 0.0 | 0.03 | 0.07 | NA | NA | 0.31 | 0.01 | -0.01 | 0.0 | 0.0 | 0.04 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.19 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | -1.29 | -0.03 | 0.57 | 0.01 | 0.0 | 1.08 | -0.09 | 0.02 | 0.02 | NA |
| Alpha | NA | 0.01 | 0.0 | 0.01 | 0.02 | NA | NA | 0.03 | 0.01 | -0.03 | 0.01 | 0.04 | 0.03 | -0.01 | 0.01 | 0.07 | 0.01 | 0.02 | 0.04 | 0.05 | 0.0 | 0.05 | 0.15 | 0.03 | 0.02 | 0.02 | 0.01 | 0.03 | 0.07 | 0.02 | 0.03 | -0.01 | 0.01 | 0.02 | 0.03 | 0.02 | 0.03 | -0.01 | 0.07 | 0.05 | 0.07 | NA |
| Beta | NA | 0.81 | 1.3 | 0.89 | 0.57 | NA | NA | 0.24 | 0.9 | 12.63 | -103.16 | -25.22 | 2.5 | 4.49 | -19.38 | -10.15 | -41.52 | 65.82 | -43.26 | -308.92 | 243.28 | 141.63 | -131.58 | -8.43 | 0.28 | 5.47 | 3.92 | 25.68 | 37.13 | -49.33 | 9.0 | 1.21 | -0.03 | -2.33 | 0.16 | 4.05 | 15.57 | -0.03 | -2.28 | 7.38 | 9.88 | NA |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 0.0 | 0.03 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | NA |
| Sortino Ratio | NA | 1.09 | -0.21 | 1.08 | 1.79 | NA | NA | 4.6 | 0.49 | -1.56 | 0.98 | 3.51 | 7.17 | -1.85 | 1.39 | 9.82 | 1.52 | 3.81 | 9.54 | 8.79 | 0.44 | 5.35 | 22.31 | 10.28 | 4.64 | 7.03 | 3.65 | 4.79 | 18.84 | 4.43 | 9.08 | -1.36 | 2.82 | 6.13 | 6.24 | 2.43 | 5.77 | -1.89 | 22.93 | 13.56 | 22.8 | NA |
| Yield(%) | N/A | 5.8 | 3.9 | 4.6 | 4.8 | 9.6 | 12.0 | 5.58 | 4.4 | 2.6 | 3.8 | 4.1 | 4.9 | 2.2 | 1.1 | 6.3 | 2.5 | 4.1 | 4.4 | 6.2 | 3.1 | 5.6 | 9.8 | 3.5 | 5.3 | 6.1 | 4.7 | 6.3 | 7.0 | 3.7 | 5.4 | 5.9 | 7.1 | 5.3 | 7.2 | 7.1 | 5.9 | 3.1 | 9.6 | 9.3 | 10.8 | 0.0 |
| Dividend Growth(%) | N/A | 169.5 | 31.7 | 57.7 | 61.5 | 212.7 | N/A | N/A | 58.8 | -29.7 | 1.4 | -6.8 | 117.2 | 108.6 | -79.2 | 158.7 | -37.5 | 1.4 | -18.6 | 98.1 | -37.1 | -15.6 | 204.9 | -29.4 | -5.3 | 37.2 | -19.2 | 7.5 | 101.7 | -24.2 | -5.4 | -11.7 | 46.7 | -17.4 | 10.8 | 33.4 | 88.8 | -60.9 | 18.5 | 8.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1990
Strategies
| Asset Strategy | High Yield Bond Alpha |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>