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Static Portfolio
Wealthfront Moderate Portfolio
Wealthfront Moderate Portfolio (Static Portfolio)
live (public) 0.64% April 26
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 04/26/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
USStocks | VTI (Vanguard Total Stock Market Index Fund ETF Shares) | 0.93% | 37.23% |
IntlStocks | VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares) | 0.74% | 17.23% |
EmStocks | VWO (Vanguard FTSE Emerging Markets Index Fund ETF Shares) | 1.15% | 9.05% |
REITs | VNQ (Vanguard Real Estate Index Fund ETF Shares) | 0.05% | 6.13% |
Commodities | DJP (iPath® Bloomberg Commodity Index Total Return(SM) ETN) | 0.06% | 4.41% |
Bonds | BND (Vanguard Total Bond Market Index Fund ETF Shares) | 0.23% | 25.95% |
* Day change on 04/26/2024.
Performance (As of 04/26/2024)
Since 07/27/2007
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Wealthfront Moderate Portfolio | 2.3% | 12.4% | 1.2% | 5.9% | 5.2% | 7.1% |
VFINX (Vanguard (S&P 500) Index) | 7.3% | 27.5% | 8.3% | 13.5% | 12.6% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.7% | 15.1% | 2.4% | 7.6% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/27/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | 2.3 | 12.4 | 1.2 | 5.9 | 5.2 | 7.1 | 5.1 | 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 | 0.14 | 0.95 | -0.09 | 0.32 | 0.38 | NA | 0.34 | 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 | 4.1 | 9.1 | 22.3 | 23.1 | 23.1 | NA | 36.7 | 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 | 8.4 | 9.0 | 11.7 | 13.4 | 10.9 | NA | 12.8 | 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 | 0.12 | -0.02 | 0.07 | 0.09 | NA | 0.26 | 0.15 | -0.28 | 0.22 | 0.2 | 0.36 | -1.29 | -2.23 | -18.67 | 0.53 | 4.87 | -3.16 | 62.37 | 0.16 | -2.68 | -2.28 | 3.75 | -0.39 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | 0.0 | NA | 0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.02 | -0.03 | 0.05 | 0.03 | -0.01 | 0.02 | 0.04 | 0.04 | 0.0 | 0.05 | 0.09 | -0.1 | 0.04 |
Beta | NA | 0.63 | 0.69 | 0.63 | 0.59 | 0.44 | NA | 0.16 | 0.66 | 0.63 | 0.62 | 0.57 | 0.49 | 0.07 | -0.05 | 0.0 | -0.04 | 0.01 | -0.03 | 0.0 | -0.07 | -0.05 | -0.1 | -0.06 | -0.11 |
RSquared | NA | 0.76 | 0.79 | 0.88 | 0.89 | 0.52 | NA | 0.07 | 0.82 | 0.91 | 0.87 | 0.92 | 0.88 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | 0.03 |
Sortino Ratio | NA | 0.19 | 1.41 | -0.12 | 0.43 | 0.51 | NA | 0.46 | 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 | 0.92 | 3.18 | 2.49 | 2.72 | 2.48 | N/A | 2.73 | 2.78 | 2.0 | 2.83 | 2.44 | 2.94 | 1.84 | 0.72 | 3.02 | 3.04 | 2.9 | 2.37 | 2.55 | 2.57 | 2.94 | 2.87 | 3.28 | 1.7 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/27/2007
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |