Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Static Portfolio
Wealthfront Portfolio
Wealthfront Portfolio (Static Portfolio)
live (public) 0.02% November 08
Buy and Hold (Monthly Rebalance)
Asset1 VTI 20%
Asset2 VEA 17%
Asset3 VWO 14%
Asset4 VIG 15%
Asset6 VNQ 13%
Asset7 LQD 13%
Asset EMB 8%
Simulated from 12/20/2007
Holdings (As of 11/08/2023)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Asset1 | VTI (Vanguard Total Stock Market Index Fund ETF Shares) | 0.01% | 22.12% |
Asset2 | VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares) | 0.23% | 17.20% |
Asset3 | VWO (Vanguard FTSE Emerging Markets Index Fund ETF Shares) | 0.45% | 13.45% |
Asset4 | VIG (Vanguard Dividend Appreciation Index Fund ETF Shares) | 0.06% | 16.34% |
Asset6 | VNQ (Vanguard Real Estate Index Fund ETF Shares) | 0.33% | 10.82% |
Asset7 | LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) | 0.51% | 12.26% |
Asset | EMB (iShares J.P. Morgan USD Emerging Markets Bond ETF) | 0.19% | 7.81% |
* Day change on 11/08/2023.
Performance (As of 11/08/2023)
Since 12/20/2007
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Wealthfront Portfolio | 4.9% | 8.6% | 2.4% | 5.7% | 6.2% | 9.1% |
VFINX (Vanguard (S&P 500) Index) | 10.5% | 29.0% | 10.4% | 15.1% | 12.7% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.8% | 16.0% | 3.5% | 8.2% | 7.9% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/20/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.9 | 8.6 | 2.4 | 5.7 | 6.2 | 9.1 | 5.9 | 4.9 | -17.5 | 15.8 | 11.9 | 24.9 | -8.1 | 16.6 | 10.9 | -1.5 | 9.3 | 13.1 | 16.1 | -0.6 | 16.0 | 29.8 | -30.2 | 0.9 |
Sharpe Ratio | NA | 0.35 | 0.05 | 0.26 | 0.39 | NA | 0.3 | 0.11 | -1.03 | 1.6 | 0.42 | 2.7 | -0.8 | 2.9 | 0.93 | -0.12 | 1.09 | 1.27 | 1.46 | -0.03 | 0.96 | 1.1 | -0.84 | 0.06 |
Draw Down(%) | NA | 10.6 | 25.4 | 30.8 | 30.8 | NA | 48.1 | 10.6 | 25.4 | 4.8 | 30.8 | 4.3 | 15.2 | 2.1 | 8.2 | 11.9 | 6.3 | 9.4 | 8.8 | 17.7 | 11.5 | 25.0 | 46.4 | 1.4 |
Standard Deviation(%) | NA | 12.5 | 13.6 | 16.9 | 13.9 | NA | 17.6 | 11.0 | 18.4 | 9.9 | 27.9 | 8.7 | 11.7 | 5.5 | 11.5 | 12.0 | 8.6 | 10.3 | 11.0 | 20.4 | 16.5 | 27.1 | 36.9 | 14.1 |
Treynor Ratio | NA | 0.06 | 0.01 | 0.06 | 0.1 | NA | 0.27 | 0.02 | -0.26 | 0.22 | 0.15 | 0.36 | -1.04 | -2.15 | -12.81 | 0.2 | 3.37 | -3.75 | 18.26 | 0.07 | -2.23 | -2.08 | 2.27 | 0.02 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.02 | -0.03 | -0.02 | -0.01 | 0.0 | 0.02 | -0.03 | 0.06 | 0.04 | 0.0 | 0.04 | 0.05 | 0.06 | 0.01 | 0.07 | 0.13 | -0.14 | 0.04 |
Beta | NA | 0.76 | 0.73 | 0.73 | 0.54 | NA | 0.19 | 0.75 | 0.73 | 0.71 | 0.78 | 0.66 | 0.09 | -0.07 | -0.01 | -0.07 | 0.03 | -0.03 | 0.01 | -0.09 | -0.07 | -0.14 | -0.14 | 0.35 |
RSquared | NA | 0.88 | 0.89 | 0.89 | 0.48 | NA | 0.05 | 0.84 | 0.92 | 0.88 | 0.94 | 0.89 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.02 | 0.16 |
Sortino Ratio | NA | 0.54 | 0.08 | 0.34 | 0.52 | NA | 0.41 | 0.16 | -1.42 | 2.28 | 0.54 | 3.98 | -1.02 | 4.63 | 1.3 | -0.17 | 1.55 | 1.83 | 2.22 | -0.04 | 1.38 | 1.59 | -1.14 | 0.1 |
Yield(%) | N/A | 3.24 | 2.94 | 2.91 | 2.99 | N/A | 3.28 | 2.21 | 2.43 | 3.16 | 2.4 | 3.52 | 2.28 | 1.15 | 4.68 | 3.6 | 4.21 | 3.36 | 3.17 | 3.01 | 3.07 | 3.32 | 3.06 | 0.58 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/2007
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |