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Static Portfolio
Amerivest Guided Portfolio Growth
Amerivest Guided Portfolio Growth (Static Portfolio)
live (public) 0.23% June 04
Buy and Hold (Annually Reblance)
USStocks VTI 38%
InternationalStocks VEU 21%
Fixed Income BND 29%
RealEstate VNQ 11%
Cash CASH 1%
Simulated from 4/11/2007
Holdings (As of 06/04/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| USStocks | VTI (Vanguard Total Stock Market ETF) | 0.01% | 57.61% |
| InternationalStocks | VEU (Vanguard FTSE All-World ex-US Index Fund) | 0.64% | 17.58% |
| Fixed Income | BND (Vanguard Total Bond Market ETF) | 0.62% | 15.47% |
| RealEstate | VNQ (Vanguard Real Estate ETF) | 0.28% | 8.75% |
| Cash | CASH (CASH) | 0.0% | 0.59% |
* Day change on 06/04/2025.
Previous
Performance (As of 06/04/2025)
Since 04/11/2007
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Amerivest Guided Portfolio Growth | 3.7% | 12.1% | 9.9% | 9.9% | 7.8% | 8.9% |
| VFINX (Vanguard (S&P 500) Index) | 8.9% | 17.9% | 19.1% | 16.3% | 13.6% | 14.4% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.5% | 7.8% | 9.2% | 6.6% | 7.4% | 8.6% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | Since 04/11/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 3.7 | 12.1 | 9.9 | 9.9 | 7.8 | 8.9 | 8.9 | 0.0 | 6.8 | 15.1 | 18.6 | -18.3 | 18.3 | 13.4 | 22.7 | -6.4 | 13.2 | 7.9 | -0.2 | 8.6 | 14.9 | 12.7 | 0.6 | 14.4 | 24.1 | -26.0 | 2.4 |
| Sharpe Ratio | NA | 0.12 | 0.59 | 0.47 | 0.57 | 0.47 | NA | NA | NA | 0.4 | 1.13 | 1.36 | -1.04 | 1.8 | 0.52 | 2.67 | -0.72 | 2.68 | 0.82 | -0.03 | 1.15 | 1.73 | 1.39 | 0.04 | 1.02 | 1.17 | -0.97 | 0.02 |
| Draw Down(%) | NA | 14.4 | 14.4 | 15.5 | 24.4 | 27.3 | NA | NA | NA | 41.6 | 5.9 | 10.1 | 24.4 | 4.5 | 27.3 | 3.7 | 13.3 | 1.9 | 7.2 | 9.1 | 5.2 | 7.3 | 7.1 | 14.3 | 9.7 | 18.4 | 38.0 | 7.2 |
| Standard Deviation(%) | NA | 19.8 | 15.1 | 14.2 | 13.8 | 13.6 | NA | NA | NA | 14.6 | 10.1 | 11.0 | 19.0 | 10.1 | 25.1 | 7.9 | 10.9 | 4.7 | 9.4 | 10.1 | 7.4 | 8.6 | 9.1 | 16.5 | 14.0 | 20.4 | 27.8 | 12.7 |
| Treynor Ratio | NA | 0.03 | 0.12 | 0.09 | 0.1 | 0.09 | NA | NA | NA | 0.08 | 0.15 | 0.19 | -0.26 | 0.24 | 0.19 | 0.35 | -0.12 | 0.2 | 0.11 | 0.0 | 0.14 | 0.2 | 0.18 | 0.01 | 0.19 | 0.33 | -0.41 | 0.0 |
| Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | NA | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | 0.02 | 0.02 | 0.0 | 0.0 |
| Beta | NA | 0.76 | 0.75 | 0.78 | 0.76 | 0.71 | NA | NA | NA | 0.7 | 0.76 | 0.8 | 0.77 | 0.75 | 0.71 | 0.61 | 0.62 | 0.61 | 0.68 | 0.62 | 0.62 | 0.73 | 0.69 | 0.7 | 0.76 | 0.72 | 0.67 | 0.71 |
| RSquared | NA | 0.97 | 0.95 | 0.94 | 0.95 | 0.94 | NA | NA | NA | 0.94 | 0.89 | 0.91 | 0.97 | 0.94 | 0.96 | 0.94 | 0.96 | 0.77 | 0.88 | 0.93 | 0.92 | 0.9 | 0.95 | 0.97 | 0.96 | 0.93 | 0.96 | 0.94 |
| Sortino Ratio | NA | 0.18 | 0.84 | 0.67 | 0.81 | 0.64 | NA | NA | NA | 0.55 | 1.57 | 2.04 | -1.41 | 2.62 | 0.68 | 3.92 | -0.91 | 4.21 | 1.15 | -0.04 | 1.63 | 2.49 | 2.14 | 0.05 | 1.48 | 1.7 | -1.3 | 0.03 |
| Yield(%) | N/A | 0.4 | 2.2 | 2.6 | 3.1 | 3.3 | 4.8 | 4.8 | 3.7 | 2.56 | 2.9 | 2.7 | 1.9 | 2.8 | 2.6 | 2.9 | 1.9 | 0.8 | 3.1 | 2.7 | 2.9 | 2.5 | 2.8 | 2.6 | 2.9 | 2.9 | 2.7 | 1.8 |
| Dividend Growth(%) | N/A | -83.5 | -14.0 | 14.3 | 72.9 | N/A | N/A | N/A | N/A | N/A | 25.5 | 18.0 | -20.9 | 20.6 | 10.3 | 41.6 | 182.9 | -73.0 | 15.1 | 1.8 | 31.8 | 0.6 | 7.4 | 2.8 | 22.9 | -19.3 | 55.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/11/2007
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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