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MyPlanIQ Advanced Investors Advanced Strategies P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year Quarterly

P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year Quarterly

live (public) 0.29% April 18

This portfolio's candidate bond funds are the funds managed by Morningstar's fixed income managers of the year. Investors can also look at a monthly update version P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year Monthly for performance reference.

The following are the list of funds and their low minimum no load fund alternatives

  • PTTRX (low minimum PTTDX or ETF BOND)
  • TGLMX (low minimum TGMNX)
  • WATFX (low minimum WAPIX)
  • MWTRX (minimum $5000)
  • LSBDX (low minimum LSBRX)
  • DODIX (minimum $2500)
  • FPNIX (minimum $1500)
  • PBDDX (minimum $1000) -- changed to PBDAX on 6/1/2018
  • PONDX (minimum $1000) -- changed to PONAX on 6/1/2018
  • FTBFX (minimum $2500)
  • PDBZX (minimum $2500)

For brokerage specific portfolios, please see Fixed Income Bond Fund Portfolios


Delayed Holdings (As of 02/29/2024)
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Asset Fund in this portfolio Price change* Percentage
Asset0 LSBDX (LOOMIS SAYLES BOND FUND INSTITUTIONAL CLASS) 0.17% 99.51%
CASH CASH (CASH) 0.0% 0.49%

* Day change on 02/29/2024.

Monthly Holding Date: Total Transaction Times So Far:
Previous Next
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Holdings

Transactions

Performance (As of 04/18/2024)

Since 07/30/2000

Name YTD*
Return		 1Yr
AR**		 3Yr
AR**		 5Yr
AR**		 10Yr
AR**		 15Yr
AR**
P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year Quarterly -0.9% 2.6% 0.5% 1.6% 2.2% 4.7%
VFINX (Vanguard (S&P 500) Index) 5.5% 22.3% 7.7% 13.3% 12.5% 14.5%
VBINX (Vanguard Balance (60% stocks/40% bonds) 1.5% 12.4% 2.1% 7.5% 7.6% 9.6%
*   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
07/31/2000		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return(%) -0.8 -0.9 2.6 0.5 1.6 2.2 4.7 4.8 6.4 6.5 -6.8 6.7 -5.3 10.6 -1.3 7.7 5.6 -0.8 4.9 5.5 9.8 1.1 7.6 19.2 1.1 8.5 11.3 4.3 4.6 29.2 12.5 9.2 6.8
Sharpe Ratio NA -0.36 -0.21 -0.39 0.0 0.27 NA NA 1.18 0.38 -2.66 2.0 -0.75 2.25 -1.16 3.19 1.5 -0.22 1.62 1.58 2.99 0.26 1.62 2.89 0.03 1.34 2.34 0.67 0.53 5.42 3.81 1.58 1.33
Draw Down(%) NA 2.4 5.2 8.9 16.6 16.6 NA NA 16.6 6.7 8.0 2.0 16.6 2.4 2.1 0.8 2.9 4.6 4.2 5.1 3.2 7.2 4.4 7.6 5.4 3.0 2.9 2.8 7.4 6.1 2.4 4.1 1.1
Standard Deviation(%) NA 5.5 5.7 4.4 5.1 4.3 NA NA 4.5 5.9 3.1 3.3 7.4 4.1 2.2 2.2 3.6 3.9 3.0 3.5 3.3 4.3 4.7 6.6 6.0 4.1 3.4 3.1 6.8 5.3 3.0 4.4 3.8
Treynor Ratio NA -0.02 -0.02 -0.04 0.0 0.02 NA NA 0.09 0.03 -0.31 0.22 -0.11 0.09 -0.06 0.19 0.07 -0.01 0.74 0.09 0.25 0.04 0.16 0.19 0.0 0.09 0.13 0.06 0.05 0.35 0.23 0.1 0.05
Alpha NA 0.02 0.01 0.0 0.0 0.0 NA NA 0.02 0.0 -0.02 0.03 -0.04 0.01 -0.01 0.02 0.01 0.0 0.02 0.03 0.03 0.0 0.02 0.05 -0.01 0.01 0.03 0.01 0.01 0.09 0.03 0.01 0.0
Beta NA 0.85 0.76 0.48 0.52 0.53 NA NA 0.59 0.71 0.26 0.31 0.49 1.01 0.41 0.37 0.73 0.69 0.07 0.64 0.39 0.26 0.48 1.0 0.76 0.61 0.62 0.38 0.72 0.82 0.49 0.69 1.01
RSquared NA 0.86 0.82 0.55 0.35 0.35 NA NA 0.34 0.79 0.43 0.12 0.11 0.77 0.28 0.24 0.52 0.52 0.0 0.39 0.11 0.07 0.17 0.49 0.63 0.35 0.37 0.15 0.2 0.52 0.48 0.63 0.89
Sortino Ratio NA -0.43 -0.29 -0.54 0.0 0.36 NA NA 1.68 0.57 -3.23 3.77 -0.87 3.31 -1.55 6.69 2.29 -0.31 2.42 2.32 4.93 0.33 2.23 4.58 0.04 1.9 3.69 0.94 0.76 8.83 6.11 2.34 2.61
Yield(%) N/A 1.69 5.65 3.72 4.13 4.15 N/A N/A 5.55 5.1 2.15 5.54 2.52 4.12 2.51 4.65 4.52 4.19 5.35 5.91 5.87 4.89 5.71 6.4 5.94 6.44 5.75 6.18 6.65 7.47 4.2 10.48 3.42
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 07/30/2000

Tax Performance Analytics
Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 07/31/2000 when all charts have data
Strategies
Asset Allocation Strategy    Momentum Scoring

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