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MyPlanIQ
Static Portfolio
Permanent Income Portfolio
Permanent Income Portfolio (Static Portfolio)
live (public) 0.64% April 30
Buy and Hold (Annually Rebalance)
Dividend-Stocks VDIGX 12.5%
REITs VGSIX 12.5%
TIPS VIPSX 25%
Long-Treasury-Bonds VUSTX 12.5%
Long-Corp-Bonds VWESX 12.5%
Short-Term-Bonds VFSTX 25%
Simulated from 7/18/2000
Holdings (As of 04/30/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Dividend-Stocks | VDIGX (VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES) | 0.82% | 18.22% |
TIPS | VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) | 0.43% | 25.01% |
Long-Treasury-Bonds | VUSTX (VANGUARD LONG-TERM TREASURY FUND INVESTOR SHARES) | 0.76% | 9.04% |
Long-Corp-Bonds | VWESX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) | 0.66% | 10.46% |
Short-Term-Bonds | VFSTX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) | 0.10% | 24.82% |
REITs | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 1.75% | 12.45% |
* Day change on 04/30/2024.
Performance (As of 04/30/2024)
Since 07/18/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Permanent Income Portfolio | -3.0% | -0.1% | -2.1% | 2.0% | 3.4% | 5.6% |
VFINX (Vanguard (S&P 500) Index) | 6.0% | 22.5% | 7.9% | 13.2% | 12.4% | 14.5% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.0% | 14.4% | 2.6% | 7.7% | 7.7% | 9.5% |
* 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 07/18/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | -3.0 | -0.1 | -2.1 | 2.0 | 3.4 | 5.6 | 5.1 | 5.5 | 6.6 | -15.4 | 7.9 | 9.0 | 14.9 | -2.0 | 6.3 | 6.9 | -0.1 | 11.9 | -0.2 | 8.2 | 12.1 | 10.3 | 12.8 | -6.6 | 4.8 | 8.6 | 4.9 | 9.8 | 11.6 | 5.4 | 3.9 | 6.7 |
Sharpe Ratio | NA | -0.63 | -0.54 | -0.56 | 0.06 | 0.37 | NA | NA | 0.73 | 0.31 | -1.67 | 1.63 | 0.99 | 3.06 | -0.78 | 1.44 | 1.28 | -0.02 | 3.36 | -0.05 | 2.36 | 2.34 | 1.67 | 1.46 | -0.78 | 0.37 | 1.22 | 0.57 | 1.67 | 2.34 | 0.95 | 0.35 | 1.46 |
Draw Down(%) | NA | 3.8 | 7.6 | 19.7 | 19.7 | 19.7 | NA | NA | 19.7 | 8.7 | 19.7 | 3.4 | 13.6 | 2.8 | 4.1 | 2.1 | 5.8 | 5.6 | 2.3 | 7.7 | 1.7 | 2.3 | 4.0 | 8.2 | 17.5 | 3.3 | 3.0 | 3.1 | 6.8 | 5.1 | 4.8 | 4.0 | 1.3 |
Standard Deviation(%) | NA | 6.8 | 7.3 | 7.9 | 7.6 | 6.3 | NA | NA | 5.9 | 7.5 | 10.1 | 4.8 | 8.9 | 4.4 | 4.2 | 3.9 | 5.2 | 5.7 | 3.5 | 5.5 | 3.5 | 5.2 | 6.1 | 8.7 | 9.6 | 4.8 | 4.3 | 4.7 | 5.3 | 4.7 | 4.5 | 4.6 | 3.3 |
Treynor Ratio | NA | -0.15 | -0.12 | -0.16 | 0.02 | 0.13 | NA | NA | 0.29 | 0.07 | -0.58 | 0.42 | 0.51 | 2.97 | -0.27 | 1.59 | 0.54 | -0.01 | 2.42 | -0.01 | 3.99 | 1.78 | 0.5 | 0.64 | -0.44 | 0.11 | 0.21 | 0.11 | 0.48 | 1.68 | 0.97 | 0.38 | 1.15 |
Alpha | NA | -0.07 | -0.04 | -0.02 | -0.01 | 0.0 | NA | NA | 0.01 | -0.01 | -0.05 | 0.01 | 0.02 | 0.05 | -0.01 | 0.02 | 0.02 | 0.0 | 0.04 | -0.02 | 0.03 | 0.04 | 0.03 | 0.03 | 0.0 | 0.01 | 0.01 | 0.01 | 0.03 | 0.04 | 0.02 | 0.01 | 0.04 |
Beta | NA | 0.27 | 0.34 | 0.28 | 0.21 | 0.18 | NA | NA | 0.15 | 0.31 | 0.29 | 0.19 | 0.17 | 0.05 | 0.12 | 0.04 | 0.12 | 0.1 | 0.05 | 0.2 | 0.02 | 0.07 | 0.21 | 0.2 | 0.17 | 0.16 | 0.26 | 0.25 | 0.19 | 0.07 | 0.04 | 0.04 | 0.04 |
RSquared | NA | 0.23 | 0.29 | 0.38 | 0.35 | 0.26 | NA | NA | 0.24 | 0.3 | 0.49 | 0.25 | 0.44 | 0.02 | 0.25 | 0.0 | 0.1 | 0.08 | 0.02 | 0.16 | 0.01 | 0.09 | 0.37 | 0.38 | 0.53 | 0.28 | 0.35 | 0.28 | 0.15 | 0.06 | 0.07 | 0.04 | 0.06 |
Sortino Ratio | NA | -0.75 | -0.74 | -0.76 | 0.08 | 0.5 | NA | NA | 1.02 | 0.46 | -2.19 | 2.4 | 1.25 | 4.6 | -1.01 | 1.95 | 1.89 | -0.02 | 5.05 | -0.06 | 3.62 | 3.7 | 2.45 | 2.29 | -1.05 | 0.5 | 1.83 | 0.8 | 2.43 | 3.54 | 1.38 | 0.51 | 2.32 |
Yield(%) | N/A | 0.92 | 3.89 | 3.94 | 3.93 | 3.86 | N/A | N/A | 4.33 | 3.46 | 3.99 | 4.02 | 4.03 | 3.66 | 3.64 | 3.03 | 5.46 | 3.29 | 3.77 | 3.07 | 3.92 | 4.52 | 3.83 | 4.4 | 4.7 | 4.88 | 4.29 | 4.92 | 4.66 | 4.71 | 4.27 | 5.39 | 2.83 |
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 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/18/2000
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |