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Advanced Strategies
P Momentum Scoring Style ETFs and Treasuries
P Momentum Scoring Style ETFs and Treasuries
live (public) 1.28% June 13
Delayed
Holdings (As of 03/31/2025)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset0 | CASH (CASH) | 0.0% | 50.00% |
| Asset1 | CASH (CASH) | 0.0% | 50.00% |
* Day change on 03/31/2025.
Previous
Performance (As of 06/13/2025)
Since 01/01/2001
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| P Momentum Scoring Style ETFs and Treasuries | -8.1% | -0.6% | 1.4% | 9.3% | 5.8% | 7.5% |
| VFINX (Vanguard (S&P 500) Index) | 2.2% | 11.3% | 18.4% | 16.2% | 12.9% | 14.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.4% | 8.8% | 11.8% | 8.8% | 8.1% | 9.1% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2024 | 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 | -8.1 | -0.6 | 1.4 | 9.3 | 5.8 | 7.5 | 7.1 | 8.2 | 8.3 | 8.2 | 17.8 | 14.6 | -19.8 | 12.6 | 34.3 | 8.1 | -4.6 | 12.2 | 11.7 | -11.0 | 8.6 | 38.9 | 10.2 | -1.4 | 6.1 | 17.8 | 4.5 | 5.0 | 14.0 | 10.5 | 17.2 | 35.9 | -9.5 | -3.3 |
| Sharpe Ratio | NA | -0.58 | -0.5 | 0.12 | 0.39 | 0.28 | NA | NA | NA | NA | 0.47 | 0.85 | 0.91 | -1.52 | 0.6 | 1.79 | 0.6 | -0.34 | 1.03 | 0.85 | -0.81 | 0.68 | 2.82 | 1.07 | -0.07 | 0.29 | 1.03 | 0.37 | 0.12 | 0.75 | 0.69 | 1.05 | 2.11 | -0.8 | -0.58 |
| Draw Down(%) | NA | 15.5 | 16.9 | 16.9 | 24.7 | 24.7 | NA | NA | NA | NA | 24.7 | 13.3 | 10.3 | 21.3 | 11.9 | 13.1 | 7.9 | 22.9 | 5.3 | 9.0 | 14.2 | 8.3 | 5.7 | 6.7 | 21.3 | 22.2 | 8.5 | 12.1 | 11.0 | 12.7 | 7.4 | 11.0 | 7.6 | 19.7 | 14.9 |
| Standard Deviation(%) | NA | 15.9 | 17.6 | 14.1 | 16.8 | 15.5 | NA | NA | NA | NA | 15.0 | 16.6 | 12.0 | 14.0 | 21.0 | 19.1 | 11.0 | 17.5 | 11.2 | 13.6 | 13.6 | 12.7 | 13.8 | 9.5 | 20.9 | 20.9 | 17.2 | 9.3 | 15.7 | 14.1 | 12.0 | 15.4 | 16.7 | 13.3 | 10.0 |
| Treynor Ratio | NA | -0.36 | -0.17 | 0.03 | 0.1 | 0.08 | NA | NA | NA | NA | 0.16 | 0.11 | 0.14 | -0.56 | 0.1 | 1.8 | 0.11 | -0.06 | 0.08 | 0.14 | -0.16 | 0.08 | 0.34 | 0.19 | -0.03 | 0.06 | 0.74 | -0.47 | 0.02 | 0.08 | 0.08 | 0.13 | 0.65 | -0.38 | -0.26 |
| Alpha | NA | -0.08 | -0.05 | -0.02 | -0.01 | 0.0 | NA | NA | NA | NA | 0.02 | -0.04 | -0.02 | -0.06 | -0.07 | 0.11 | -0.03 | 0.0 | -0.06 | 0.01 | -0.05 | -0.02 | 0.01 | 0.01 | -0.01 | -0.03 | 0.04 | 0.0 | 0.0 | -0.02 | 0.02 | 0.02 | 0.07 | -0.02 | -0.01 |
| Beta | NA | 0.26 | 0.51 | 0.51 | 0.65 | 0.52 | NA | NA | NA | NA | 0.42 | 1.25 | 0.78 | 0.38 | 1.26 | 0.19 | 0.58 | 0.97 | 1.42 | 0.8 | 0.7 | 1.06 | 1.13 | 0.53 | 0.54 | 0.98 | 0.24 | -0.07 | 0.93 | 1.29 | 1.06 | 1.21 | 0.54 | 0.28 | 0.22 |
| RSquared | NA | 0.19 | 0.36 | 0.41 | 0.47 | 0.38 | NA | NA | NA | NA | 0.3 | 0.89 | 0.72 | 0.43 | 0.61 | 0.11 | 0.44 | 0.9 | 0.73 | 0.59 | 0.63 | 0.89 | 0.83 | 0.5 | 0.36 | 0.71 | 0.14 | 0.11 | 0.88 | 0.84 | 0.84 | 0.77 | 0.29 | 0.32 | 0.24 |
| Sortino Ratio | NA | -0.71 | -0.64 | 0.16 | 0.54 | 0.38 | NA | NA | NA | NA | 0.64 | 1.16 | 1.28 | -1.93 | 0.85 | 2.39 | 0.78 | -0.44 | 1.46 | 1.17 | -1.04 | 0.92 | 4.17 | 1.62 | -0.09 | 0.39 | 1.5 | 0.5 | 0.15 | 1.07 | 0.96 | 1.47 | 3.13 | -1.1 | -0.77 |
| Yield(%) | N/A | 0.2 | 0.7 | 1.3 | 1.6 | 1.6 | 2.4 | 2.4 | 3.5 | 3.5 | 0.0 | 0.9 | 1.4 | 1.7 | 1.0 | 0.9 | 1.2 | 1.4 | 1.1 | 1.5 | 1.2 | 1.5 | 1.5 | 2.2 | 1.1 | 1.0 | 2.0 | 3.0 | 1.7 | 1.7 | 1.7 | 1.7 | 1.1 | 0.9 | 2.2 |
| Dividend Growth(%) | N/A | -70.4 | -22.1 | 32.6 | 41.2 | 64.3 | N/A | N/A | N/A | N/A | N/A | -29.9 | -33.7 | 96.2 | 46.2 | -17.7 | -20.1 | 45.3 | -15.7 | 11.6 | -13.9 | 33.9 | -21.2 | 93.2 | 10.4 | -36.0 | -33.2 | 85.6 | 12.3 | 16.7 | 14.9 | 105.6 | 8.9 | -59.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/01/2001
Strategies
| Asset Allocation Strategy | Momentum Scoring |
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