Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Static Portfolio
Balanced Global Stocks and Bonds
Balanced Global Stocks and Bonds (Static Portfolio)
live (public) 0.55% May 14
Buy and Hold (Annually Rebalance)
USStocks VFINX 25%
EuropeStocks VEURX 25%
AsiaStocks VPACX 25%
USBonds VBMFX 25%
Simulated from 11/01/1990
Holdings (As of 05/14/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
USStocks | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.50% | 39.00% |
EuropeStocks | VEURX (VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES) | 0.76% | 25.60% |
AsiaStocks | VPACX (VANGUARD PACIFIC STOCK INDEX FUND INVESTOR SHARES) | 0.57% | 21.11% |
USBonds | VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) | 0.32% | 14.29% |
* Day change on 05/14/2024.
Performance (As of 05/14/2024)
Since 11/01/1990
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Balanced Global Stocks and Bonds | 6.9% | 17.4% | 3.8% | 8.4% | 6.2% | 8.1% |
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) | 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 11/01/1990 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 6.9 | 17.4 | 3.8 | 8.4 | 6.2 | 8.1 | 6.8 | 7.2 | 18.5 | -16.5 | 12.9 | 12.1 | 21.0 | -9.4 | 17.9 | 5.0 | 0.4 | 1.9 | 17.9 | 14.1 | -4.3 | 10.5 | 21.1 | -27.8 | 7.9 | 16.2 | 9.8 | 13.7 | 27.7 | -10.3 | -11.9 | -8.6 | 23.3 | 17.5 | 9.9 | 9.5 | 20.7 | 3.3 | 21.2 | -1.3 | 17.3 | 2.0 |
Sharpe Ratio | NA | 0.6 | 1.37 | 0.12 | 0.45 | 0.4 | NA | NA | 0.44 | 1.37 | -0.98 | 1.3 | 0.51 | 2.37 | -0.97 | 3.47 | 0.44 | 0.04 | 0.25 | 1.93 | 1.32 | -0.24 | 0.74 | 1.1 | -1.05 | 0.4 | 1.35 | 1.02 | 1.41 | 2.63 | -0.79 | -1.1 | -1.14 | 2.15 | 1.1 | 0.64 | 1.01 | 2.73 | 0.05 | 2.59 | -0.43 | 1.25 | 0.1 |
Draw Down(%) | NA | 4.9 | 10.0 | 25.3 | 26.8 | 26.8 | NA | NA | 44.7 | 10.0 | 25.3 | 4.8 | 26.8 | 5.1 | 17.1 | 2.0 | 8.3 | 11.1 | 7.5 | 7.7 | 9.8 | 15.7 | 12.4 | 21.1 | 39.1 | 7.9 | 10.4 | 5.0 | 7.9 | 9.3 | 19.4 | 21.3 | 11.9 | 5.0 | 15.0 | 8.4 | 4.5 | 3.0 | 6.7 | 5.4 | 9.9 | 6.7 | 3.3 |
Standard Deviation(%) | NA | 9.4 | 9.9 | 13.2 | 15.1 | 12.6 | NA | NA | 12.4 | 10.4 | 18.2 | 10.0 | 23.1 | 8.3 | 11.0 | 5.0 | 10.9 | 10.9 | 7.8 | 9.2 | 10.6 | 17.9 | 13.9 | 19.1 | 27.4 | 12.3 | 9.6 | 7.4 | 9.1 | 10.2 | 14.4 | 12.9 | 11.1 | 9.3 | 13.0 | 9.9 | 6.0 | 6.2 | 6.7 | 7.4 | 8.5 | 10.8 | 12.1 |
Treynor Ratio | NA | 0.08 | 0.17 | 0.02 | 0.1 | 0.1 | NA | NA | 0.33 | 0.2 | -0.25 | 0.19 | 0.18 | 0.31 | -1.16 | -2.84 | 2.2 | -0.07 | 0.64 | -7.64 | -21.2 | 0.71 | -2.95 | -2.97 | 3.75 | -0.4 | 1.66 | 10.69 | 1.2 | 5.08 | -3.13 | -3.92 | -0.84 | 1.05 | 1.15 | 0.28 | 0.33 | 0.8 | 0.02 | 1.44 | -0.18 | 0.71 | 0.05 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.02 | 0.0 | -0.01 | -0.02 | 0.0 | 0.01 | -0.04 | 0.07 | 0.02 | 0.0 | 0.01 | 0.07 | 0.05 | -0.01 | 0.04 | 0.09 | -0.13 | 0.02 | 0.05 | 0.03 | 0.05 | 0.09 | -0.04 | -0.06 | -0.04 | 0.06 | 0.04 | 0.0 | 0.01 | 0.04 | 0.01 | 0.07 | -0.02 | 0.04 | -0.01 |
Beta | NA | 0.74 | 0.79 | 0.72 | 0.67 | 0.5 | NA | NA | 0.16 | 0.72 | 0.72 | 0.69 | 0.64 | 0.62 | 0.09 | -0.06 | 0.02 | -0.06 | 0.03 | -0.02 | -0.01 | -0.06 | -0.04 | -0.07 | -0.08 | -0.12 | 0.08 | 0.01 | 0.11 | 0.05 | 0.04 | 0.04 | 0.15 | 0.19 | 0.12 | 0.22 | 0.18 | 0.21 | 0.19 | 0.13 | 0.2 | 0.19 | 0.25 |
RSquared | NA | 0.84 | 0.84 | 0.88 | 0.9 | 0.5 | NA | NA | 0.06 | 0.82 | 0.91 | 0.83 | 0.94 | 0.89 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.09 | 0.14 | 0.04 | 0.17 | 0.12 | 0.07 | 0.07 | 0.02 | 0.05 | 0.06 | 0.08 |
Sortino Ratio | NA | 0.88 | 2.05 | 0.16 | 0.6 | 0.54 | NA | NA | 0.61 | 2.08 | -1.36 | 1.84 | 0.66 | 3.48 | -1.23 | 5.86 | 0.59 | 0.05 | 0.33 | 2.8 | 2.01 | -0.32 | 1.07 | 1.56 | -1.4 | 0.53 | 2.0 | 1.56 | 1.99 | 4.15 | -1.12 | -1.5 | -1.55 | 3.35 | 1.59 | 0.9 | 1.39 | 4.13 | 0.07 | 4.03 | -0.59 | 1.89 | 0.14 |
Yield(%) | N/A | 0.89 | 3.12 | 2.46 | 2.36 | 2.18 | N/A | N/A | 2.94 | 2.72 | 1.69 | 2.36 | 1.59 | 3.0 | 1.85 | 0.44 | 2.87 | 2.42 | 2.88 | 2.66 | 3.07 | 3.08 | 3.23 | 3.56 | 3.2 | 3.13 | 2.99 | 2.61 | 2.71 | 3.07 | 3.05 | 2.54 | 2.55 | 3.02 | 3.21 | 3.26 | 3.16 | 3.7 | 3.47 | 3.56 | 3.96 | 4.16 | 1.4 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/1990
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |