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Bernstein Cowards Lazy Portfolio
Bernstein Cowards Lazy Portfolio
live (public) 0.18% April 17
Holdings (As of 04/17/2024)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Fixed Income | VBISX (VANGUARD SHORT-TERM BOND INDEX FUND INVESTOR SHARES) | 0.20% | 39.54% |
| Europe Stocks | VEURX (VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES) | 0.23% | 5.04% |
| Pacific Stocks | VPACX (VANGUARD PACIFIC STOCK INDEX FUND INVESTOR SHARES) | 0.80% | 4.97% |
| Emerging Mkts | VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) | 0.19% | 5.02% |
| REITs | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 0.76% | 4.40% |
| U.S. Large Cap | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.58% | 15.87% |
| U.S. Large Value | VIVAX (VANGUARD VALUE INDEX FUND INVESTOR SHARES) | 0.17% | 10.42% |
| U.S. Small Cap | NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) | 0.77% | 4.90% |
| U.S. Small Value | VISVX (VANGUARD SMALL-CAP VALUE INDEX FUND INVESTOR SHARES) | 0.58% | 9.84% |
* Day change on 04/17/2024.
Previous
Performance (As of 04/17/2024)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Bernstein Cowards Lazy Portfolio | -0.1% | 7.0% | 0.7% | 4.3% | 4.1% | 6.5% |
| VFINX (Vanguard (S&P 500) Index) | 5.5% | 22.3% | 7.7% | 13.3% | 12.5% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.5% | 12.4% | 2.1% | 7.5% | 7.6% | 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(%) | -2.0 | -0.1 | 7.0 | 0.7 | 4.3 | 4.1 | 6.5 | 5.3 | 5.3 | 10.7 | -12.0 | 12.5 | 6.7 | 15.7 | -5.8 | 9.7 | 6.4 | -2.8 | 4.6 | 13.4 | 9.0 | -0.9 | 12.4 | 20.4 | -20.4 | 5.1 | 14.4 | 6.7 | 12.0 | 23.2 | -6.8 | 1.1 |
| Sharpe Ratio | NA | -0.16 | 0.42 | -0.16 | 0.24 | 0.31 | NA | NA | 0.39 | 0.79 | -1.05 | 1.58 | 0.35 | 2.12 | -0.84 | 2.15 | 0.76 | -0.33 | 0.72 | 1.82 | 1.08 | -0.06 | 1.05 | 1.09 | -1.01 | 0.21 | 1.56 | 0.7 | 1.62 | 2.75 | -0.73 | -0.12 |
| Draw Down(%) | NA | 3.7 | 7.8 | 17.3 | 22.4 | 22.4 | NA | NA | 36.7 | 7.8 | 17.3 | 4.0 | 22.4 | 3.7 | 11.5 | 1.5 | 6.3 | 8.8 | 5.1 | 5.9 | 6.8 | 13.8 | 9.3 | 18.9 | 30.0 | 6.4 | 6.6 | 4.0 | 6.5 | 7.7 | 16.6 | 12.6 |
| Standard Deviation(%) | NA | 7.2 | 7.7 | 9.7 | 11.7 | 9.7 | NA | NA | 10.9 | 8.1 | 12.7 | 7.9 | 18.6 | 6.7 | 8.4 | 4.2 | 8.2 | 8.5 | 6.3 | 7.4 | 8.3 | 14.7 | 11.8 | 18.7 | 21.2 | 10.1 | 7.1 | 6.5 | 6.8 | 8.2 | 10.8 | 9.8 |
| Treynor Ratio | NA | -0.02 | 0.06 | -0.03 | 0.05 | 0.06 | NA | NA | 0.08 | 0.11 | -0.26 | 0.23 | 0.12 | 0.27 | -0.15 | 0.16 | 0.1 | -0.05 | 0.08 | 0.21 | 0.14 | -0.01 | 0.19 | 0.3 | -0.42 | 0.03 | 0.17 | 0.08 | 0.2 | 0.5 | -0.2 | -0.03 |
| Alpha | NA | -0.05 | -0.02 | -0.02 | -0.01 | -0.01 | NA | NA | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.04 | 0.01 | 0.02 |
| Beta | NA | 0.53 | 0.57 | 0.52 | 0.52 | 0.52 | NA | NA | 0.54 | 0.56 | 0.51 | 0.55 | 0.52 | 0.52 | 0.48 | 0.58 | 0.6 | 0.53 | 0.54 | 0.64 | 0.63 | 0.62 | 0.64 | 0.67 | 0.51 | 0.62 | 0.67 | 0.59 | 0.55 | 0.45 | 0.4 | 0.44 |
| RSquared | NA | 0.72 | 0.76 | 0.87 | 0.91 | 0.91 | NA | NA | 0.91 | 0.82 | 0.93 | 0.82 | 0.94 | 0.93 | 0.96 | 0.83 | 0.92 | 0.94 | 0.93 | 0.93 | 0.94 | 0.97 | 0.97 | 0.96 | 0.96 | 0.95 | 0.89 | 0.87 | 0.79 | 0.89 | 0.91 | 0.9 |
| Sortino Ratio | NA | -0.21 | 0.61 | -0.22 | 0.32 | 0.42 | NA | NA | 0.54 | 1.19 | -1.43 | 2.28 | 0.45 | 3.06 | -1.06 | 3.24 | 1.05 | -0.44 | 0.99 | 2.62 | 1.61 | -0.08 | 1.51 | 1.58 | -1.33 | 0.28 | 2.38 | 1.03 | 2.3 | 4.33 | -1.02 | -0.17 |
| Yield(%) | N/A | 0.31 | 1.09 | 1.02 | 0.94 | 0.63 | N/A | N/A | 1.76 | 1.01 | 0.55 | 1.39 | 0.79 | 0.98 | 1.27 | 0.0 | 0.0 | 0.0 | 0.36 | 0.0 | 0.4 | 2.22 | 2.45 | 2.91 | 2.93 | 3.31 | 3.2 | 2.84 | 2.68 | 2.81 | 3.31 | 4.65 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Strategies
| Rebalancing Strategy | Fixed Time Interval Rebalancing |
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