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Static Portfolio
Wealthfront Moderate Portfolio
Wealthfront Moderate Portfolio (Static Portfolio)
live (public) 0.82% March 17
Buy and Hold (Quarterly Reblance)
USStocks VTI 22%
IntlStocks VEA 16%
EmStocks VWO 10%
REITs VNQ 7%
Commodities DJP 5%
Bonds BND 40%
Simulated from 7/27/2007
Holdings (As of 03/17/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| USStocks | VTI (Vanguard Total Stock Market ETF) | 0.83% | 37.66% |
| IntlStocks | VEA (Vanguard FTSE Developed Markets ETF) | 1.19% | 17.28% |
| EmStocks | VWO (Vanguard FTSE Emerging Markets ETF) | 1.37% | 9.31% |
| REITs | VNQ (Vanguard Real Estate ETF) | 1.71% | 6.53% |
| Commodities | DJP (iPath Bloomberg Commodity Index Total Return ETN) | 0.69% | 4.27% |
| Bonds | BND (Vanguard Total Bond Market ETF) | 0.14% | 24.95% |
* Day change on 03/17/2025.
Previous
Performance (As of 03/17/2025)
Since 07/27/2007
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Wealthfront Moderate Portfolio | 1.9% | 10.1% | 4.8% | 10.6% | 5.9% | 6.1% |
| VFINX (Vanguard (S&P 500) Index) | -3.9% | 10.8% | 12.1% | 17.5% | 12.5% | 13.1% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -1.8% | 4.3% | 4.5% | 7.8% | 6.7% | 8.0% |
* 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 07/27/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 1.9 | 10.1 | 4.8 | 10.6 | 5.9 | 6.1 | 6.1 | 0.0 | 5.4 | 11.2 | 14.2 | -16.0 | 13.5 | 11.4 | 19.1 | -7.2 | 12.0 | 7.5 | -2.0 | 5.1 | 8.2 | 10.7 | -1.0 | 12.6 | 21.7 | -21.4 | 5.3 |
| Sharpe Ratio | NA | 0.12 | 0.4 | 0.05 | 0.67 | 0.38 | NA | NA | NA | 0.34 | 0.52 | 1.04 | -1.1 | 1.55 | 0.54 | 2.69 | -0.94 | 2.65 | 0.85 | -0.24 | 0.85 | 1.07 | 1.34 | -0.08 | 1.06 | 1.15 | -0.87 | 0.34 |
| Draw Down(%) | NA | 4.5 | 5.0 | 19.3 | 22.3 | 23.1 | NA | NA | NA | 36.7 | 5.0 | 9.1 | 22.0 | 4.0 | 23.1 | 3.3 | 13.0 | 1.7 | 5.7 | 9.1 | 4.6 | 7.4 | 6.5 | 12.3 | 8.3 | 18.1 | 34.9 | 5.2 |
| Standard Deviation(%) | NA | 10.2 | 9.3 | 11.6 | 12.0 | 11.1 | NA | NA | NA | 12.6 | 8.9 | 9.6 | 15.9 | 8.7 | 20.8 | 6.6 | 9.1 | 4.3 | 8.6 | 8.5 | 6.0 | 7.6 | 7.9 | 13.8 | 11.7 | 18.9 | 25.6 | 12.5 |
| Treynor Ratio | NA | 0.02 | 0.06 | 0.01 | 0.13 | 0.07 | NA | NA | NA | 0.07 | 0.07 | 0.15 | -0.28 | 0.22 | 0.2 | 0.36 | -0.17 | 0.23 | 0.12 | -0.04 | 0.11 | 0.13 | 0.18 | -0.02 | 0.2 | 0.32 | -0.37 | 0.07 |
| Alpha | NA | 0.07 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | NA | 0.0 | -0.02 | -0.01 | -0.02 | -0.01 | 0.0 | 0.02 | -0.02 | 0.01 | 0.01 | -0.01 | 0.0 | -0.03 | 0.01 | -0.01 | 0.02 | 0.02 | 0.01 | 0.04 |
| Beta | NA | 0.6 | 0.61 | 0.64 | 0.6 | 0.58 | NA | NA | NA | 0.59 | 0.62 | 0.66 | 0.63 | 0.62 | 0.57 | 0.49 | 0.5 | 0.49 | 0.59 | 0.51 | 0.47 | 0.61 | 0.58 | 0.57 | 0.63 | 0.67 | 0.6 | 0.59 |
| RSquared | NA | 0.9 | 0.82 | 0.87 | 0.87 | 0.87 | NA | NA | NA | 0.89 | 0.79 | 0.82 | 0.91 | 0.87 | 0.92 | 0.88 | 0.9 | 0.58 | 0.8 | 0.85 | 0.79 | 0.8 | 0.89 | 0.94 | 0.93 | 0.93 | 0.91 | 0.9 |
| Sortino Ratio | NA | 0.17 | 0.55 | 0.06 | 0.96 | 0.51 | NA | NA | NA | 0.47 | 0.72 | 1.55 | -1.5 | 2.22 | 0.69 | 3.99 | -1.19 | 4.22 | 1.2 | -0.33 | 1.2 | 1.52 | 2.06 | -0.1 | 1.54 | 1.66 | -1.2 | 0.48 |
| Yield(%) | N/A | 0.2 | 2.7 | 2.6 | 3.6 | 3.1 | 3.8 | 3.8 | 3.4 | 2.74 | 3.0 | 2.8 | 2.0 | 2.8 | 2.4 | 2.9 | 1.8 | 0.7 | 3.0 | 3.0 | 2.9 | 2.4 | 2.5 | 2.6 | 2.9 | 2.9 | 3.3 | 1.7 |
| Dividend Growth(%) | N/A | -94.2 | -0.9 | 15.0 | 59.1 | N/A | N/A | N/A | N/A | N/A | 23.7 | 16.8 | -19.5 | 28.2 | -0.6 | 47.2 | 188.5 | -74.2 | -3.4 | 10.9 | 30.0 | 3.0 | -1.3 | -2.4 | 25.0 | -30.4 | 102.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/27/2007
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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