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Static Portfolio
Cash Or Short Term Bond Ladder 4 Years Aggressive
Cash Or Short Term Bond Ladder 4 Years Aggressive (Static Portfolio)
live (public) 0.05% December 30
Buy and Hold (Annually Rebalance)
Rung1 BSJD 25%
Rung2 BSJE 25%
Rung3 BSJF 25%
Rung4 BSJG 25%
Simulated from 5/11/2012
Holdings (As of 12/30/2015)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Rung3 | BSJF (GUGGENHEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF GUGGENHEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF) | 24.91% | |
Rung4 | BSJG (GUGGENHEIM BULLETSHARES 2016 HIGH YIELD CORPORATE BOND ETF GUGGENHEIM BULLETSHARES 2016 HIGH YIELD CORPORATE BOND ETF) | 0.23% | 25.05% |
* Day change on 12/30/2015.
Performance (As of 12/30/2015)
Since 05/11/2012
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Cash Or Short Term Bond Ladder 4 Years Aggressive | 0.9% | 0.9% | 9.7% | N/A | N/A | |
VFINX (Vanguard (S&P 500) Index) | 11.8% | 30.7% | 9.7% | 15.2% | 12.8% | 14.7% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.8% | 18.2% | 3.6% | 8.7% | 7.9% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/11/2012 |
2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 0.9 | 9.7 | NA | NA | 9.4 | 0.9 | 24.6 | 4.7 | 5.3 |
Sharpe Ratio | NA | 1.04 | 0.76 | NA | NA | 0.82 | 1.11 | 1.13 | 2.4 | 2.32 |
Draw Down(%) | NA | 0.5 | 2.9 | NA | NA | 2.9 | 0.5 | 1.7 | 2.9 | 1.6 |
Standard Deviation(%) | NA | 0.8 | 12.7 | NA | NA | 11.6 | 0.8 | 21.8 | 2.0 | 2.3 |
Treynor Ratio | NA | 0.34 | 1.01 | NA | NA | 0.96 | 0.36 | 1.05 | 0.55 | 0.49 |
Alpha | NA | 0.0 | 0.03 | NA | NA | 0.03 | 0.0 | 0.09 | 0.01 | 0.03 |
Beta | NA | 0.03 | 0.1 | NA | NA | 0.1 | 0.03 | 0.24 | 0.09 | 0.11 |
RSquared | NA | 0.23 | 0.01 | NA | NA | 0.01 | 0.23 | 0.01 | 0.24 | 0.42 |
Sortino Ratio | NA | 1.59 | 10.02 | NA | NA | 8.99 | 1.69 | 27.41 | 3.6 | 3.83 |
Yield(%) | N/A | 1.3 | 2.7 | 2.4 | 1.2 | 3.63 | 1.3 | 2.4 | 3.8 | 3.4 |
Dividend Growth(%) | N/A | -34.4 | N/A | N/A | N/A | N/A | -34.4 | -34.1 | 20.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/11/2012
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |