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P Floor and Ceiling 4 Percent On Six Core Asset SAA Optimal Moderate Portfolio
P Floor and Ceiling 4 Percent On Six Core Asset SAA Optimal Moderate Portfolio
live (public) 0.55% April 26
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 02/29/2024)
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Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
My Asset | P_40493 (Six Core Asset Index Funds Strategic Asset Allocation - Optimal Moderate) | 0.57% | 100.00% |
* Day change on 02/29/2024.
Performance (As of 04/26/2024)
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 SAA Optimal Moderate Portfolio | 0.5% | 4.3% | -1.2% | 4.3% | 4.1% | 2.4% |
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 | 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(%) | 3.6 | 0.5 | 4.3 | -1.2 | 4.3 | 4.1 | 2.4 | 1.6 | 1.6 | 13.1 | -11.0 | 15.7 | 16.0 | 23.2 | -2.4 | 16.8 | 12.8 | 0.7 | 8.9 | 12.3 | 16.5 | 4.0 | 17.6 | 32.1 | -20.5 | 14.5 | 20.7 | 14.0 | 18.4 | 30.8 | -0.8 | -2.4 |
Sharpe Ratio | NA | -0.09 | 0.05 | -0.33 | 0.22 | 0.3 | NA | NA | 0.42 | 0.92 | -0.9 | 1.9 | 0.89 | 3.1 | -0.42 | 2.82 | 1.39 | 0.07 | 1.25 | 1.56 | 2.0 | 0.29 | 1.49 | 1.69 | -0.92 | 1.02 | 2.05 | 1.6 | 2.25 | 3.65 | -0.18 | -0.44 |
Draw Down(%) | NA | 4.0 | 8.7 | 23.9 | 23.9 | 23.9 | NA | NA | 43.0 | 8.7 | 20.2 | 4.6 | 21.6 | 4.1 | 13.2 | 4.0 | 5.8 | 11.8 | 6.8 | 7.2 | 6.5 | 12.7 | 8.3 | 17.2 | 36.0 | 7.4 | 7.8 | 4.4 | 7.9 | 6.6 | 15.2 | 15.3 |
Standard Deviation(%) | NA | 7.6 | 9.5 | 10.7 | 12.0 | 10.2 | NA | NA | 11.4 | 9.7 | 13.7 | 8.3 | 17.8 | 7.0 | 8.7 | 5.7 | 9.1 | 9.3 | 7.1 | 7.9 | 8.2 | 13.9 | 11.8 | 19.0 | 23.1 | 11.3 | 8.5 | 7.4 | 7.8 | 8.2 | 10.9 | 10.7 |
Treynor Ratio | NA | -0.01 | 0.01 | -0.07 | 0.06 | 0.06 | NA | NA | 0.1 | 0.16 | -0.26 | 0.32 | 0.33 | 0.53 | -0.09 | 0.33 | 0.22 | 0.01 | 0.19 | 0.23 | 0.32 | 0.07 | 0.3 | 0.49 | -0.4 | 0.18 | 0.26 | 0.23 | 0.38 | 0.82 | -0.06 | -0.11 |
Alpha | NA | -0.05 | -0.04 | -0.03 | -0.02 | -0.02 | NA | NA | -0.01 | -0.03 | -0.05 | -0.02 | -0.01 | 0.0 | -0.04 | -0.01 | -0.01 | -0.03 | -0.02 | -0.04 | 0.0 | -0.02 | 0.0 | 0.02 | -0.03 | 0.01 | 0.0 | 0.01 | 0.02 | 0.03 | -0.01 | -0.01 |
Beta | NA | 0.53 | 0.59 | 0.49 | 0.48 | 0.48 | NA | NA | 0.51 | 0.55 | 0.48 | 0.49 | 0.48 | 0.41 | 0.42 | 0.49 | 0.56 | 0.49 | 0.47 | 0.54 | 0.51 | 0.55 | 0.59 | 0.66 | 0.54 | 0.63 | 0.67 | 0.52 | 0.46 | 0.37 | 0.35 | 0.43 |
RSquared | NA | 0.66 | 0.54 | 0.64 | 0.73 | 0.7 | NA | NA | 0.75 | 0.56 | 0.71 | 0.6 | 0.87 | 0.54 | 0.69 | 0.33 | 0.67 | 0.68 | 0.57 | 0.58 | 0.63 | 0.86 | 0.83 | 0.9 | 0.91 | 0.81 | 0.63 | 0.54 | 0.44 | 0.58 | 0.7 | 0.71 |
Sortino Ratio | NA | -0.12 | 0.06 | -0.42 | 0.28 | 0.38 | NA | NA | 0.55 | 1.2 | -1.15 | 2.42 | 1.11 | 3.94 | -0.51 | 3.33 | 1.81 | 0.08 | 1.5 | 1.95 | 2.77 | 0.37 | 2.06 | 2.41 | -1.21 | 1.32 | 2.72 | 2.03 | 2.87 | 5.02 | -0.23 | -0.57 |
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 |