Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Advanced Investors
Advanced Strategies
P Floor and Ceiling 4 Percent On Six Core Asset SAA Equal Weight Moderate Portfolio
P Floor and Ceiling 4 Percent On Six Core Asset SAA Equal Weight Moderate Portfolio
live (public) 0.85% April 30
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)
sign up and login first and then customize a new portfolio for the latest current holdings
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
My Asset | P_17547 (Six Core Asset Index Funds Strategic Asset Allocation - Equal Weight Moderate) | 0.25% | 100.00% |
* Day change on 02/29/2024.
Performance (As of 04/30/2024)
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 Equal Weight Moderate Portfolio | 1.6% | 2.7% | 1.2% | 5.3% | 3.5% | 2.0% |
VFINX (Vanguard (S&P 500) Index) | 6.6% | 24.7% | 8.1% | 13.4% | 12.4% | 14.5% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.8% | 12.7% | 2.1% | 7.4% | 7.6% | 9.6% |
* 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(%) | 3.5 | 1.6 | 2.7 | 1.2 | 5.3 | 3.5 | 2.0 | 1.6 | 1.7 | 9.1 | -2.8 | 17.8 | 13.8 | 21.3 | -3.0 | 15.4 | 13.3 | -3.1 | 5.6 | 8.2 | 15.2 | 3.9 | 18.5 | 29.9 | -21.4 | 16.7 | 22.3 | 15.9 | 20.3 | 31.5 | 1.9 | -0.1 |
Sharpe Ratio | NA | 0.07 | -0.13 | -0.11 | 0.34 | 0.26 | NA | NA | 0.46 | 0.57 | -0.37 | 2.05 | 0.81 | 2.94 | -0.5 | 2.45 | 1.45 | -0.36 | 0.81 | 1.08 | 1.91 | 0.29 | 1.51 | 1.51 | -0.96 | 1.31 | 2.13 | 1.7 | 2.34 | 3.98 | 0.08 | -0.25 |
Draw Down(%) | NA | 2.6 | 6.7 | 15.4 | 23.3 | 28.3 | NA | NA | 42.4 | 5.6 | 12.2 | 4.3 | 21.0 | 4.1 | 13.5 | 3.9 | 5.6 | 14.4 | 8.3 | 7.5 | 6.5 | 12.9 | 8.3 | 17.2 | 37.8 | 6.3 | 8.6 | 4.6 | 9.4 | 5.9 | 13.9 | 12.5 |
Standard Deviation(%) | NA | 5.8 | 8.1 | 9.4 | 11.0 | 9.6 | NA | NA | 11.1 | 8.5 | 11.4 | 8.7 | 16.7 | 6.7 | 8.6 | 6.0 | 9.0 | 8.9 | 6.9 | 7.6 | 7.9 | 13.4 | 12.2 | 19.8 | 23.2 | 10.5 | 8.9 | 8.1 | 8.3 | 7.8 | 9.8 | 9.6 |
Treynor Ratio | NA | 0.12 | -0.13 | -2.94 | -0.58 | -7.05 | NA | NA | -3.45 | 0.84 | 7.74 | -3.02 | -1.1 | -51.6 | -0.13 | 0.33 | 45.68 | -0.5 | 32.38 | 18.3 | 4.31 | -1.1 | -9.71 | -2.85 | 2.66 | -3.04 | 1.39 | 2.36 | 1.74 | 6.08 | 0.15 | -0.28 |
Alpha | NA | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | -0.05 | 0.04 | 0.03 | 0.04 | -0.04 | -0.01 | 0.02 | -0.04 | -0.01 | 0.0 | 0.02 | -0.01 | 0.04 | 0.09 | -0.14 | 0.02 | 0.03 | 0.02 | 0.03 | 0.07 | -0.02 | -0.02 |
Beta | NA | 0.03 | 0.08 | 0.0 | -0.07 | 0.0 | NA | NA | -0.01 | 0.06 | -0.01 | -0.06 | -0.12 | 0.0 | 0.34 | 0.45 | 0.0 | 0.06 | 0.0 | 0.0 | 0.04 | -0.04 | -0.02 | -0.1 | -0.08 | -0.05 | 0.14 | 0.06 | 0.11 | 0.05 | 0.05 | 0.08 |
RSquared | NA | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.01 | 0.07 | 0.0 | 0.45 | 0.25 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.02 | 0.0 | 0.02 | 0.01 | 0.02 | 0.01 | 0.02 | 0.03 |
Sortino Ratio | NA | 0.09 | -0.16 | -0.14 | 0.43 | 0.32 | NA | NA | 0.6 | 0.71 | -0.47 | 2.65 | 1.0 | 3.73 | -0.6 | 2.92 | 1.91 | -0.43 | 0.95 | 1.31 | 2.59 | 0.37 | 2.08 | 2.13 | -1.25 | 1.68 | 2.88 | 2.18 | 3.0 | 5.4 | 0.1 | -0.31 |
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 |