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P Floor and Ceiling 4 Percent On Six Core Asset TAA Moderate Portfolio
P Floor and Ceiling 4 Percent On Six Core Asset TAA Moderate Portfolio
live (public) 0.56% May 03
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 | P_17541 (Six Core Asset Index Funds Tactical Asset Allocation Moderate) | 0.03% | 100.00% |
* Day change on 03/28/2024.
Performance (As of 05/03/2024)
Since 01/03/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
P Floor and Ceiling 4 Percent On Six Core Asset TAA Moderate Portfolio | 1.3% | 2.4% | 3.2% | 6.5% | 3.2% | 2.4% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 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 | 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(%) | 2.6 | 1.3 | 2.4 | 3.2 | 6.5 | 3.2 | 2.4 | 3.9 | 4.0 | 4.2 | 5.3 | 16.8 | 18.1 | 11.1 | -4.7 | 10.0 | 8.6 | -1.8 | 7.3 | 14.8 | 11.1 | 2.8 | 17.2 | 23.5 | 2.7 | 28.6 | 21.0 | 15.8 | 15.4 | 27.3 | 10.6 | 5.7 |
Sharpe Ratio | NA | 0.01 | -0.17 | 0.1 | 0.56 | 0.27 | NA | NA | 0.84 | -0.01 | 0.4 | 1.72 | 1.95 | 1.55 | -0.71 | 1.65 | 1.15 | -0.28 | 1.06 | 1.99 | 1.9 | 0.27 | 1.31 | 2.19 | 0.18 | 2.02 | 1.76 | 1.61 | 1.5 | 4.09 | 1.45 | 0.64 |
Draw Down(%) | NA | 4.0 | 6.9 | 13.8 | 13.8 | 23.3 | NA | NA | 23.3 | 5.8 | 10.4 | 4.6 | 8.6 | 3.6 | 16.5 | 4.2 | 7.9 | 11.1 | 6.9 | 7.0 | 3.9 | 12.0 | 8.5 | 5.3 | 13.6 | 10.0 | 12.9 | 5.8 | 12.8 | 3.9 | 7.3 | 4.6 |
Standard Deviation(%) | NA | 8.6 | 8.3 | 8.8 | 8.8 | 7.9 | NA | NA | 8.7 | 7.5 | 9.7 | 9.7 | 9.2 | 6.2 | 8.5 | 5.7 | 7.3 | 6.7 | 6.9 | 7.4 | 5.8 | 10.3 | 13.1 | 10.7 | 10.0 | 12.7 | 10.1 | 8.5 | 9.6 | 6.5 | 6.6 | 5.3 |
Treynor Ratio | NA | 0.0 | -0.03 | 0.04 | 0.32 | 0.11 | NA | NA | 0.39 | 0.0 | 0.27 | 0.33 | 3.08 | 0.52 | -0.17 | 0.2 | 0.47 | -0.08 | 0.17 | 0.26 | 0.4 | 0.11 | 0.27 | 1.47 | 0.69 | 0.41 | 0.26 | 0.29 | 0.36 | 6.73 | 2.23 | 0.5 |
Alpha | NA | -0.04 | -0.04 | -0.01 | 0.0 | -0.01 | NA | NA | 0.01 | -0.04 | 0.0 | -0.01 | 0.03 | -0.01 | -0.04 | -0.02 | 0.0 | -0.03 | -0.02 | -0.03 | 0.0 | -0.02 | 0.01 | 0.04 | -0.02 | 0.06 | 0.0 | 0.02 | 0.01 | 0.06 | 0.01 | 0.0 |
Beta | NA | 0.59 | 0.51 | 0.24 | 0.15 | 0.19 | NA | NA | 0.19 | 0.33 | 0.14 | 0.51 | 0.06 | 0.18 | 0.36 | 0.46 | 0.18 | 0.22 | 0.44 | 0.56 | 0.28 | 0.26 | 0.63 | 0.16 | 0.03 | 0.63 | 0.69 | 0.47 | 0.4 | 0.04 | 0.04 | 0.07 |
RSquared | NA | 0.68 | 0.52 | 0.22 | 0.14 | 0.18 | NA | NA | 0.17 | 0.34 | 0.13 | 0.47 | 0.05 | 0.14 | 0.51 | 0.3 | 0.1 | 0.27 | 0.53 | 0.71 | 0.37 | 0.35 | 0.75 | 0.16 | 0.01 | 0.64 | 0.47 | 0.33 | 0.22 | 0.01 | 0.03 | 0.07 |
Sortino Ratio | NA | 0.01 | -0.21 | 0.13 | 0.71 | 0.34 | NA | NA | 1.09 | -0.01 | 0.5 | 2.26 | 2.56 | 1.88 | -0.85 | 2.04 | 1.46 | -0.33 | 1.29 | 2.65 | 2.47 | 0.35 | 1.86 | 3.14 | 0.23 | 2.75 | 2.35 | 2.05 | 1.95 | 5.3 | 1.82 | 0.75 |
Yield(%) | 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 |
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 |