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Vanguard 500 VFINX SMA 50 and 200 Crossover Golden Cross
Vanguard 500 VFINX SMA 50 and 200 Crossover Golden Cross
live (public) 0.50% May 14
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Asset1 | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.11% | 99.74% |
CASH | CASH (CASH) | 0.0% | 0.26% |
* Day change on 03/28/2024.
Performance (As of 05/14/2024)
Since 03/31/1988
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Vanguard 500 VFINX SMA 50 and 200 Crossover Golden Cross | 10.5% | 29.4% | 12.6% | 12.0% | 8.5% | 9.9% |
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) | 5.2% | 16.9% | 4.2% | 8.6% | 7.8% | 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 03/31/1988 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 10.5 | 29.4 | 12.6 | 12.0 | 8.5 | 9.9 | 9.1 | 10.3 | 21.0 | -7.0 | 28.4 | -4.4 | 16.7 | 0.0 | 20.0 | -0.1 | -3.8 | 13.5 | 32.2 | 10.6 | -4.0 | 2.9 | 22.8 | 0.9 | 6.1 | 12.6 | 4.8 | 8.5 | 19.2 | 1.0 | 2.3 | -1.3 | 21.1 | 8.1 | 33.2 | 22.9 | 37.4 | -3.2 | 9.1 | 8.2 | 19.8 | -10.0 | 31.4 | 3.6 |
Sharpe Ratio | NA | 0.79 | 2.22 | 0.91 | 0.6 | 0.51 | NA | NA | 0.63 | 1.35 | -0.85 | 2.18 | -0.15 | 1.44 | -0.08 | 2.88 | -0.03 | -0.29 | 1.19 | 2.89 | 0.84 | -0.25 | 0.18 | 1.78 | 0.14 | 0.2 | 0.96 | 0.25 | 0.74 | 1.73 | -0.01 | -0.01 | -0.27 | 0.99 | 0.26 | 1.63 | 1.64 | 4.32 | -0.71 | 0.82 | 0.6 | 1.24 | -1.31 | 1.97 | -0.01 |
Draw Down(%) | NA | 5.4 | 9.9 | 12.8 | 33.7 | 33.7 | NA | NA | 33.7 | 9.9 | 12.8 | 5.1 | 33.7 | 6.6 | 10.2 | 2.6 | 12.0 | 12.0 | 7.3 | 5.6 | 9.6 | 17.5 | 15.7 | 5.6 | 0.0 | 9.9 | 7.5 | 7.0 | 7.5 | 4.4 | 5.2 | 0.0 | 12.5 | 11.8 | 19.2 | 10.8 | 7.5 | 2.5 | 9.4 | 4.8 | 5.6 | 5.4 | 16.4 | 7.3 | 6.6 |
Standard Deviation(%) | NA | 11.5 | 11.5 | 11.4 | 17.4 | 14.7 | NA | NA | 13.2 | 12.4 | 9.9 | 13.0 | 30.6 | 10.6 | 15.6 | 6.7 | 10.5 | 13.2 | 11.4 | 11.1 | 12.5 | 15.7 | 15.7 | 12.7 | 0.0 | 16.0 | 9.7 | 10.3 | 10.1 | 10.7 | 6.2 | 0.0 | 20.2 | 18.0 | 18.6 | 18.2 | 11.8 | 7.8 | 8.6 | 8.6 | 9.7 | 13.0 | 11.7 | 13.1 | 11.2 |
Treynor Ratio | NA | 0.09 | 0.26 | 0.24 | 0.16 | 0.11 | NA | NA | 0.15 | 0.19 | -0.52 | 0.3 | -0.06 | 0.21 | -0.02 | 0.19 | 0.0 | -0.05 | 0.14 | 0.32 | 0.11 | -0.09 | 0.04 | 1.04 | -9.75 | 0.03 | 0.1 | 0.03 | 0.09 | 0.47 | -0.01 | 0.03 | -0.07 | 0.18 | 0.06 | 0.3 | 0.19 | 0.34 | -0.08 | 0.07 | 0.06 | 0.2 | -0.29 | 0.26 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.03 | 0.01 | 0.0 | NA | NA | 0.01 | -0.01 | -0.02 | 0.01 | -0.07 | -0.02 | 0.01 | -0.01 | -0.03 | -0.02 | 0.0 | 0.0 | -0.02 | -0.02 | -0.03 | 0.06 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.03 | 0.01 | 0.0 | 0.02 | 0.0 | -0.05 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.02 | -0.04 | 0.01 | -0.01 |
Beta | NA | 1.0 | 1.0 | 0.42 | 0.66 | 0.68 | NA | NA | 0.54 | 0.9 | 0.16 | 0.94 | 0.78 | 0.71 | 0.83 | 1.0 | 0.63 | 0.72 | 1.0 | 1.0 | 0.97 | 0.45 | 0.76 | 0.22 | 0.0 | 1.0 | 0.94 | 1.0 | 0.83 | 0.39 | 0.06 | 0.0 | 0.83 | 0.99 | 0.82 | 1.0 | 1.0 | 1.0 | 0.75 | 0.96 | 0.95 | 0.79 | 0.53 | 0.99 | 0.53 |
RSquared | NA | 1.0 | 1.0 | 0.41 | 0.65 | 0.68 | NA | NA | 0.54 | 0.9 | 0.16 | 0.9 | 0.78 | 0.71 | 0.82 | 0.98 | 0.63 | 0.72 | 1.0 | 1.0 | 0.97 | 0.45 | 0.76 | 0.22 | 0.0 | 1.0 | 0.94 | 1.0 | 0.83 | 0.39 | 0.06 | 0.0 | 0.83 | 0.99 | 0.83 | 1.0 | 1.0 | 1.0 | 0.75 | 0.97 | 0.95 | 0.8 | 0.53 | 0.98 | 0.48 |
Sortino Ratio | NA | 1.23 | 3.4 | 1.32 | 0.8 | 0.68 | NA | NA | 0.87 | 2.01 | -1.14 | 3.2 | -0.19 | 1.97 | -0.11 | 4.48 | -0.03 | -0.39 | 1.66 | 4.39 | 1.26 | -0.32 | 0.25 | 2.62 | 47.39 | 0.26 | 1.43 | 0.36 | 1.07 | 2.65 | -0.02 | -15.69 | -0.38 | 1.48 | 0.34 | 2.36 | 2.34 | 7.25 | -0.93 | 1.19 | 0.88 | 1.9 | -1.62 | 2.68 | -0.01 |
Yield(%) | N/A | 0.33 | 2.04 | 1.65 | 1.63 | 1.56 | N/A | N/A | 2.24 | 2.27 | 1.23 | 1.48 | 1.08 | 1.89 | 0.99 | 0.46 | 1.92 | 1.98 | 1.97 | 2.2 | 2.24 | 0.89 | 1.36 | 1.92 | 0.93 | 1.93 | 2.16 | 1.8 | 1.7 | 1.58 | 1.01 | 2.32 | 1.31 | 2.13 | 2.32 | 2.79 | 2.66 | 3.17 | 3.55 | 2.86 | 3.13 | 4.24 | 2.62 | 7.38 | 4.84 |
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 | 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 03/31/1988
Strategies
Asset Strategy | Moving Average Crossover |