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P Floor and Ceiling 4 Percent On VBINX Moderate Portfolio
P Floor and Ceiling 4 Percent On VBINX Moderate Portfolio
live (public) 0.11% May 08
This portfolio assumes annual withdrawal rate 4% with floor 3.6% and ceiling 5%, rising with CPI inflation rate annually. See Floor and Ceiling Retirement Strategy with 4 Percent Fixed Percentage for more detailed description on this retirement income safe withdrawal strategy.
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
My Asset | VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) | 0.04% | 100.00% |
* Day change on 03/28/2024.
Performance (As of 05/08/2024)
Since 01/03/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
P Floor and Ceiling 4 Percent On VBINX Moderate Portfolio | 4.3% | 10.3% | 1.1% | 7.4% | 7.3% | 4.3% |
VFINX (Vanguard (S&P 500) Index) | 9.2% | 27.1% | 8.8% | 14.3% | 12.7% | 14.2% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.3% | 15.8% | 3.1% | 8.1% | 7.8% | 9.4% |
* 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 01/03/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.4 | 4.3 | 10.3 | 1.1 | 7.4 | 7.3 | 4.3 | 2.5 | 1.7 | 18.2 | -13.4 | 19.0 | 21.3 | 27.7 | 1.0 | 17.7 | 14.9 | 5.9 | 15.5 | 24.7 | 17.9 | 10.0 | 19.9 | 28.0 | -18.5 | 11.0 | 16.3 | 9.4 | 14.3 | 26.0 | -5.6 | -4.1 |
Sharpe Ratio | NA | 0.36 | 0.66 | -0.09 | 0.21 | 0.3 | NA | NA | 0.28 | 1.34 | -0.86 | 2.04 | 1.01 | 0.49 | -0.03 | 2.75 | 1.6 | 0.58 | 1.83 | 2.97 | 2.1 | 0.68 | 1.68 | 1.58 | -0.81 | 0.78 | 1.6 | 0.89 | 1.63 | 2.44 | -0.46 | -0.5 |
Draw Down(%) | NA | 4.4 | 8.3 | 24.7 | 32.0 | 32.0 | NA | NA | 42.3 | 8.3 | 21.4 | 4.3 | 22.8 | 32.0 | 12.5 | 5.0 | 6.0 | 7.3 | 5.3 | 4.7 | 5.8 | 10.9 | 8.8 | 17.5 | 31.9 | 6.7 | 4.8 | 5.2 | 5.5 | 7.1 | 18.1 | 15.9 |
Standard Deviation(%) | NA | 8.3 | 9.9 | 12.7 | 27.5 | 20.4 | NA | NA | 16.5 | 10.4 | 17.1 | 9.3 | 21.0 | 53.3 | 10.6 | 6.2 | 9.2 | 10.1 | 8.5 | 8.3 | 8.5 | 14.7 | 11.8 | 17.6 | 23.9 | 10.3 | 8.1 | 8.1 | 8.2 | 10.4 | 14.7 | 12.9 |
Treynor Ratio | NA | 0.04 | 0.09 | -0.02 | 0.09 | 0.1 | NA | NA | 0.08 | 0.21 | -0.23 | 0.35 | 0.36 | 0.22 | -0.01 | 0.27 | 0.25 | 0.1 | 0.25 | 0.42 | 0.35 | 0.17 | 0.34 | 0.46 | -0.35 | 0.14 | 0.19 | 0.11 | 0.22 | 0.47 | -0.13 | -0.11 |
Alpha | NA | -0.02 | -0.03 | -0.03 | -0.01 | -0.01 | NA | NA | -0.01 | -0.02 | -0.04 | -0.02 | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 |
Beta | NA | 0.67 | 0.7 | 0.63 | 0.65 | 0.63 | NA | NA | 0.59 | 0.66 | 0.64 | 0.55 | 0.59 | 1.22 | 0.56 | 0.64 | 0.6 | 0.57 | 0.61 | 0.59 | 0.51 | 0.58 | 0.58 | 0.61 | 0.56 | 0.58 | 0.68 | 0.64 | 0.6 | 0.54 | 0.53 | 0.58 |
RSquared | NA | 0.91 | 0.68 | 0.75 | 0.24 | 0.28 | NA | NA | 0.47 | 0.7 | 0.81 | 0.6 | 0.95 | 0.08 | 0.81 | 0.48 | 0.74 | 0.76 | 0.69 | 0.63 | 0.6 | 0.86 | 0.8 | 0.89 | 0.93 | 0.81 | 0.71 | 0.67 | 0.67 | 0.8 | 0.89 | 0.88 |
Sortino Ratio | NA | 0.53 | 0.86 | -0.12 | 0.29 | 0.42 | NA | NA | 0.38 | 1.78 | -1.12 | 2.69 | 1.31 | 0.7 | -0.03 | 3.18 | 2.01 | 0.72 | 2.21 | 3.77 | 2.75 | 0.87 | 2.2 | 2.16 | -1.06 | 0.96 | 2.04 | 1.09 | 2.06 | 3.4 | -0.61 | -0.65 |
Yield(%) | N/A | 0.98 | 4.81 | 3.5 | 3.24 | 2.53 | N/A | N/A | 2.68 | 4.83 | 2.2 | 3.47 | 2.89 | 2.63 | 1.61 | 0.47 | 2.66 | 2.4 | 1.95 | 1.95 | 2.2 | 2.23 | 2.47 | 3.08 | 2.79 | 3.12 | 3.03 | 2.77 | 2.77 | 2.86 | 2.94 | 3.27 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2001
Strategies
Cash Flow Strategy | Floor and Ceiling Retirement Strategy with 4 Percent Fixed Percentage |