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MyPlanIQ
Static Portfolio
60 Percent MyPlanIQ Diversified Core 40 Percent Schwab Total Bonds
60 Percent MyPlanIQ Diversified Core 40 Percent Schwab Total Bonds (Static Portfolio)
live (public) 0.20% May 03
Buy and Hold (Annually Rebalance)
stocks P_51098 60%
bonds P_46880 40%
Simulated from 01/02/2001
Holdings (As of 05/03/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
stocks | P_51098 (MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Most Aggressive) | 0.32% | 61.05% |
bonds | P_46880 (Schwab Total Return Bond) | 0.01% | 38.95% |
* Day change on 05/03/2024.
Performance (As of 05/03/2024)
Since 01/02/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
60 Percent MyPlanIQ Diversified Core 40 Percent Schwab Total Bonds | 0.3% | 3.8% | 2.8% | 6.3% | 4.1% | 7.6% |
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 01/02/2001 |
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(%) | -0.4 | 0.3 | 3.8 | 2.8 | 6.3 | 4.1 | 7.6 | 8.5 | 8.7 | 2.8 | -4.1 | 19.6 | 11.1 | 6.2 | -4.1 | 9.2 | 6.0 | -3.1 | 3.4 | 14.2 | 13.7 | 2.4 | 15.9 | 25.6 | -1.4 | 20.6 | 16.2 | 9.1 | 11.5 | 25.4 | 5.4 | 4.5 |
Sharpe Ratio | NA | -0.14 | 0.0 | 0.05 | 0.54 | 0.39 | NA | NA | 0.87 | -0.18 | -0.48 | 2.43 | 1.14 | 1.0 | -0.66 | 1.59 | 0.79 | -0.47 | 0.44 | 1.74 | 2.08 | 0.25 | 1.18 | 2.19 | -0.27 | 1.21 | 1.13 | 0.82 | 1.2 | 4.0 | 0.91 | 1.15 |
Draw Down(%) | NA | 3.3 | 5.8 | 13.2 | 13.2 | 13.8 | NA | NA | 14.3 | 7.7 | 13.2 | 4.3 | 12.8 | 3.6 | 11.7 | 2.5 | 7.6 | 8.2 | 8.0 | 9.3 | 6.2 | 10.2 | 10.0 | 5.1 | 10.9 | 9.8 | 14.3 | 5.6 | 8.5 | 4.0 | 5.2 | 1.7 |
Standard Deviation(%) | NA | 6.7 | 7.5 | 9.2 | 8.8 | 7.9 | NA | NA | 8.8 | 8.3 | 11.4 | 8.1 | 9.5 | 4.8 | 8.2 | 5.4 | 7.3 | 6.7 | 7.7 | 8.2 | 6.5 | 9.6 | 13.5 | 11.7 | 8.6 | 14.6 | 11.4 | 8.5 | 8.8 | 6.2 | 4.8 | 1.9 |
Treynor Ratio | NA | -0.03 | 0.0 | 0.02 | 0.23 | 0.13 | NA | NA | 0.36 | -0.04 | -0.2 | 0.45 | 1.0 | 0.35 | -0.15 | 0.16 | 0.24 | -0.1 | 0.06 | 0.22 | 0.35 | 0.1 | 0.24 | 1.51 | 2.81 | 0.22 | 0.14 | 0.11 | 0.17 | 2.52 | 5.64 | -1.28 |
Alpha | NA | -0.03 | -0.03 | 0.0 | 0.01 | 0.0 | NA | NA | 0.02 | -0.03 | 0.0 | 0.03 | 0.03 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | 0.03 | 0.01 | 0.03 | 0.08 | -0.01 | 0.06 | 0.01 | 0.02 | 0.02 | 0.08 | 0.02 | 0.01 |
Beta | NA | 0.3 | 0.35 | 0.32 | 0.2 | 0.24 | NA | NA | 0.21 | 0.38 | 0.28 | 0.44 | 0.11 | 0.13 | 0.37 | 0.52 | 0.24 | 0.3 | 0.57 | 0.64 | 0.39 | 0.23 | 0.65 | 0.17 | -0.01 | 0.79 | 0.93 | 0.63 | 0.61 | 0.1 | 0.01 | -0.02 |
RSquared | NA | 0.28 | 0.29 | 0.36 | 0.24 | 0.29 | NA | NA | 0.21 | 0.37 | 0.35 | 0.5 | 0.16 | 0.12 | 0.59 | 0.42 | 0.18 | 0.5 | 0.71 | 0.76 | 0.59 | 0.31 | 0.76 | 0.16 | 0.0 | 0.75 | 0.66 | 0.58 | 0.6 | 0.07 | 0.0 | 0.04 |
Sortino Ratio | NA | -0.18 | 0.0 | 0.07 | 0.74 | 0.52 | NA | NA | 1.21 | -0.25 | -0.65 | 3.47 | 1.48 | 1.36 | -0.86 | 2.34 | 1.06 | -0.62 | 0.6 | 2.45 | 3.17 | 0.33 | 1.69 | 3.37 | -0.37 | 1.67 | 1.62 | 1.19 | 1.7 | 6.68 | 1.33 | 1.65 |
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 01/02/2001
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |