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MyPlanIQ
Static Portfolio
My 60 TAA Stocks 40 Total Return Bond Portfolio
My 60 TAA Stocks 40 Total Return Bond Portfolio (Static Portfolio)
live (public) 0.28% November 08
Buy and Hold (Annually Rebalance)
Stocks P_51098 60%
Bonds P_48596 40%
Simulated from 01/02/2001
Delayed
Holdings (As of 09/29/2023)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Stocks | P_51098 (MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Most Aggressive) | 0.0% | 53.61% |
| Bonds | P_48596 (Fidelity Total Return Bond) | 0.50% | 46.39% |
* Day change on 08/31/2023.
Previous
Performance (As of 11/08/2023)
Since 01/02/2001
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| My 60 TAA Stocks 40 Total Return Bond Portfolio | 1.9% | -1.0% | 7.1% | 4.7% | 6.3% | 7.7% |
| VFINX (Vanguard (S&P 500) Index) | -3.0% | 14.7% | 11.4% | 15.8% | 12.3% | 13.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -2.8% | 5.8% | 4.2% | 6.2% | 6.4% | 7.7% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
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(%) | 1.2 | -1.0 | 7.1 | 4.7 | 6.3 | 7.7 | 7.7 | 8.7 | 9.1 | 8.6 | -1.4 | -3.8 | 17.5 | 11.0 | 6.7 | -5.5 | 8.2 | 22.3 | -3.1 | 3.2 | 13.1 | 11.4 | 2.0 | 14.1 | 24.1 | -0.5 | 19.8 | 15.0 | 9.6 | 10.9 | 20.0 | 4.6 | 4.6 |
| Sharpe Ratio | NA | -0.72 | 0.48 | 0.46 | 0.51 | NA | NA | NA | NA | 0.84 | -0.67 | -0.5 | 2.41 | 1.24 | 1.19 | -0.99 | 1.51 | 1.28 | -0.47 | 0.42 | 1.7 | 1.91 | 0.22 | 1.07 | 2.04 | -0.17 | 1.21 | 1.08 | 0.9 | 1.25 | 3.11 | 0.72 | 1.27 |
| Draw Down(%) | NA | 7.5 | 11.8 | 12.0 | 13.2 | NA | NA | NA | NA | 13.6 | 7.5 | 11.8 | 3.9 | 12.0 | 3.1 | 12.0 | 2.1 | 7.7 | 8.1 | 7.9 | 8.4 | 5.6 | 9.5 | 9.1 | 4.9 | 9.6 | 9.0 | 13.6 | 5.4 | 7.1 | 3.7 | 5.3 | 1.3 |
| Standard Deviation(%) | NA | 8.1 | 8.4 | 7.8 | 8.8 | NA | NA | NA | NA | 9.0 | 7.6 | 10.2 | 7.2 | 8.7 | 4.4 | 6.9 | 5.0 | 17.2 | 6.7 | 7.7 | 7.7 | 6.0 | 9.0 | 13.1 | 11.8 | 8.5 | 13.9 | 10.9 | 8.3 | 7.9 | 6.2 | 4.8 | 1.8 |
| Treynor Ratio | NA | -0.16 | 0.14 | 0.2 | 0.2 | NA | NA | NA | NA | 0.39 | -0.15 | -0.21 | 0.45 | 1.12 | 0.5 | -0.21 | 0.16 | 1.11 | -0.1 | 0.06 | 0.21 | 0.33 | 0.1 | 0.22 | 1.41 | 0.99 | 0.22 | 0.13 | 0.12 | 0.17 | 1.8 | 23.72 | -1.48 |
| Alpha | NA | -0.04 | 0.01 | 0.01 | 0.01 | NA | NA | NA | NA | 0.03 | -0.04 | 0.0 | 0.03 | 0.03 | 0.01 | -0.02 | 0.0 | 0.08 | -0.01 | -0.01 | -0.01 | 0.03 | 0.01 | 0.02 | 0.07 | -0.01 | 0.06 | 0.01 | 0.03 | 0.02 | 0.06 | 0.01 | 0.01 |
| Beta | NA | 0.35 | 0.29 | 0.18 | 0.22 | NA | NA | NA | NA | 0.19 | 0.34 | 0.25 | 0.39 | 0.1 | 0.11 | 0.32 | 0.47 | 0.2 | 0.3 | 0.57 | 0.61 | 0.35 | 0.2 | 0.64 | 0.17 | -0.01 | 0.75 | 0.88 | 0.62 | 0.58 | 0.11 | 0.0 | -0.02 |
| RSquared | NA | 0.46 | 0.38 | 0.24 | 0.19 | NA | NA | NA | NA | 0.17 | 0.36 | 0.35 | 0.49 | 0.15 | 0.09 | 0.62 | 0.39 | 0.02 | 0.48 | 0.7 | 0.76 | 0.55 | 0.26 | 0.77 | 0.16 | 0.0 | 0.75 | 0.67 | 0.59 | 0.66 | 0.09 | 0.0 | 0.03 |
| Sortino Ratio | NA | -1.01 | 0.67 | 0.62 | 0.84 | NA | NA | NA | NA | 1.27 | -0.93 | -0.67 | 3.45 | 1.6 | 1.64 | -1.24 | 2.26 | 4.33 | -0.62 | 0.57 | 2.42 | 2.89 | 0.29 | 1.54 | 3.12 | -0.23 | 1.68 | 1.54 | 1.3 | 1.78 | 5.13 | 1.03 | 1.82 |
| 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 | 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 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2001
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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