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P Floor and Ceiling 4 Percent On Vanguard 500 Equity VFINX
P Floor and Ceiling 4 Percent On Vanguard 500 Equity VFINX
live (public) 1.26% 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 | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.11% | 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 Vanguard 500 Equity VFINX | 8.2% | 18.4% | 5.7% | 12.3% | 11.6% | 6.3% |
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(%) | 4.2 | 8.2 | 18.4 | 5.7 | 12.3 | 11.6 | 6.3 | 2.4 | 0.8 | 29.0 | -12.6 | 38.6 | 27.5 | 43.0 | 2.3 | 31.3 | 20.8 | 8.7 | 22.4 | 44.8 | 27.4 | 11.1 | 25.6 | 40.0 | -33.4 | 11.2 | 22.5 | 10.7 | 17.1 | 37.3 | -18.4 | -13.8 |
Sharpe Ratio | NA | 0.59 | 1.02 | 0.18 | 0.47 | 0.55 | NA | NA | 0.2 | 1.6 | -0.54 | 2.63 | 0.77 | 2.92 | 0.06 | 3.15 | 1.36 | 0.5 | 1.63 | 3.46 | 1.91 | 0.44 | 1.29 | 1.39 | -0.82 | 0.48 | 1.67 | 0.72 | 1.31 | 2.06 | -0.73 | -0.75 |
Draw Down(%) | NA | 5.4 | 10.0 | 30.6 | 35.3 | 35.3 | NA | NA | 64.3 | 10.0 | 25.6 | 6.6 | 33.8 | 7.0 | 20.5 | 6.8 | 10.3 | 12.0 | 7.9 | 6.4 | 9.9 | 18.7 | 15.7 | 27.2 | 47.7 | 10.7 | 7.5 | 7.1 | 7.5 | 13.8 | 33.0 | 29.2 |
Standard Deviation(%) | NA | 11.9 | 14.3 | 19.1 | 22.6 | 19.3 | NA | NA | 20.6 | 15.5 | 25.8 | 14.6 | 35.3 | 14.2 | 18.4 | 9.7 | 15.1 | 17.5 | 13.7 | 12.9 | 14.3 | 25.1 | 19.7 | 28.7 | 41.7 | 17.1 | 11.5 | 11.9 | 12.3 | 17.8 | 26.7 | 21.6 |
Treynor Ratio | NA | 0.07 | 0.14 | 0.03 | 0.11 | 0.11 | NA | NA | 0.04 | 0.24 | -0.14 | 0.4 | 0.27 | 0.42 | 0.01 | 0.28 | 0.2 | 0.08 | 0.21 | 0.46 | 0.3 | 0.11 | 0.26 | 0.39 | -0.35 | 0.08 | 0.19 | 0.08 | 0.16 | 0.37 | -0.2 | -0.16 |
Alpha | NA | 0.01 | -0.02 | -0.02 | -0.02 | -0.02 | NA | NA | -0.02 | -0.02 | -0.03 | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.03 | -0.02 | -0.02 | -0.03 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 |
Beta | NA | 1.0 | 1.02 | 0.99 | 0.99 | 1.0 | NA | NA | 1.0 | 1.02 | 0.99 | 0.96 | 1.0 | 0.99 | 0.98 | 1.08 | 1.02 | 1.03 | 1.05 | 0.98 | 0.92 | 1.01 | 1.0 | 1.01 | 0.99 | 1.01 | 1.03 | 1.03 | 1.01 | 1.0 | 1.0 | 1.01 |
RSquared | NA | 1.0 | 0.72 | 0.82 | 0.89 | 0.86 | NA | NA | 0.89 | 0.76 | 0.88 | 0.74 | 0.96 | 0.77 | 0.83 | 0.57 | 0.79 | 0.84 | 0.78 | 0.72 | 0.67 | 0.89 | 0.85 | 0.93 | 0.95 | 0.91 | 0.81 | 0.8 | 0.83 | 0.92 | 0.95 | 0.96 |
Sortino Ratio | NA | 0.9 | 1.31 | 0.23 | 0.62 | 0.71 | NA | NA | 0.27 | 2.08 | -0.7 | 3.5 | 1.02 | 3.78 | 0.07 | 3.73 | 1.72 | 0.63 | 2.0 | 4.55 | 2.54 | 0.56 | 1.7 | 1.9 | -1.08 | 0.61 | 2.21 | 0.91 | 1.72 | 2.99 | -1.01 | -0.97 |
Yield(%) | N/A | 0.65 | 2.39 | 1.71 | 1.77 | 1.87 | N/A | N/A | 1.9 | 2.19 | 1.26 | 1.48 | 1.68 | 2.3 | 1.81 | 2.01 | 2.17 | 1.97 | 1.98 | 2.2 | 2.31 | 1.92 | 1.89 | 2.5 | 1.89 | 1.93 | 1.85 | 1.8 | 1.92 | 1.71 | 1.26 | 1.02 |
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 |