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MyPlanIQ
Static Portfolio
My Alternative Hedge Fund
My Alternative Hedge Fund (Static Portfolio)
live (public) 0.44% May 02
Buy and Hold (Annually Rebalance)
stocks P_51098 42%
bonds P_46880 28%
balanced PRWCX 10%
permanent P_17551 10%
risk_parity ABRRX 5%
conservative BERIX 5%
Simulated from 06/05/2009
Holdings (As of 05/02/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
stocks | P_51098 (MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Most Aggressive) | 0.68% | 45.04% |
bonds | P_46880 (Schwab Total Return Bond) | 0.01% | 24.38% |
balanced | PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) | 0.46% | 12.67% |
permanent | P_17551 (Harry Browne Permanent Portfolio) | 0.24% | 9.63% |
risk_parity | ABRRX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS R) | 0.71% | 4.18% |
conservative | BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) | 0.39% | 4.10% |
* Day change on 05/02/2024.
Performance (As of 05/02/2024)
Since 06/05/2009
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
My Alternative Hedge Fund | 0.9% | 5.3% | 3.0% | 6.9% | 4.8% | |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.8% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.6% | 14.0% | 2.5% | 7.6% | 7.6% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/05/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 0.9 | 5.3 | 3.0 | 6.9 | 4.8 | 7.6 | 5.7 | -6.7 | 17.7 | 12.9 | 9.6 | -3.9 | 10.3 | 6.4 | -2.4 | 4.5 | 12.8 | 13.5 | 3.4 | 15.0 | 18.4 |
Sharpe Ratio | NA | -0.06 | 0.22 | 0.08 | 0.63 | 0.52 | 0.87 | 0.19 | -0.72 | 2.42 | 1.31 | 1.86 | -0.74 | 2.2 | 1.01 | -0.4 | 0.69 | 1.73 | 2.27 | 0.38 | 1.26 | 1.54 |
Draw Down(%) | NA | 3.1 | 5.9 | 13.6 | 14.4 | 14.4 | 14.4 | 6.3 | 13.6 | 3.9 | 14.4 | 2.7 | 10.1 | 2.3 | 6.1 | 7.3 | 6.2 | 8.0 | 5.1 | 8.4 | 8.5 | 4.4 |
Standard Deviation(%) | NA | 6.4 | 7.1 | 8.8 | 8.5 | 7.3 | 7.9 | 7.7 | 11.2 | 7.3 | 9.7 | 4.4 | 7.1 | 4.4 | 6.1 | 6.1 | 6.4 | 7.4 | 5.9 | 8.6 | 11.8 | 11.9 |
Treynor Ratio | NA | -2.31 | 0.29 | 5.91 | -5.52 | 1.39 | 5.14 | 0.31 | 12.72 | -5.66 | -5.44 | 3.37 | -0.18 | 0.22 | -3.23 | -0.85 | -8.42 | -7.98 | 12.35 | -1.95 | -3.83 | -6.71 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.03 | 0.0 | -0.03 | 0.07 | 0.05 | 0.03 | -0.01 | 0.01 | 0.02 | -0.01 | 0.02 | 0.05 | 0.05 | 0.01 | 0.06 | 0.12 |
Beta | NA | 0.0 | 0.05 | 0.0 | -0.01 | 0.03 | 0.01 | 0.05 | -0.01 | -0.03 | -0.02 | 0.02 | 0.29 | 0.44 | -0.02 | 0.03 | -0.01 | -0.02 | 0.01 | -0.02 | -0.04 | -0.03 |
RSquared | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.49 | 0.45 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Sortino Ratio | NA | -0.07 | 0.32 | 0.11 | 0.85 | 0.7 | 1.21 | 0.28 | -0.98 | 3.46 | 1.67 | 2.67 | -0.94 | 3.38 | 1.39 | -0.53 | 0.93 | 2.42 | 3.52 | 0.51 | 1.82 | 2.34 |
Yield(%) | N/A | 0.05 | 0.76 | 1.33 | 1.47 | 1.32 | 1.32 | 0.75 | 1.02 | 2.39 | 1.98 | 1.35 | 0.92 | 1.14 | 0.92 | 1.31 | 1.72 | 1.47 | 1.22 | 0.68 | 0.83 | 0.71 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/05/2009
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |