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Static Portfolio
60 Percent Six Core Asset SAA 40 Percent Schwab Total Bonds
60 Percent Six Core Asset SAA 40 Percent Schwab Total Bonds (Static Portfolio)
live (public) 0.61% May 03
Buy and Hold (Annually Rebalance)
stocks P_60159 60%
bonds P_46880 40%
Simulated from 01/02/2001
Holdings (As of 05/03/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
stocks | P_60159 (Six Core Asset ETFs Strategic Asset Allocation - Optimal Most Aggressive) | 0.94% | 64.98% |
bonds | P_46880 (Schwab Total Return Bond) | 0.01% | 35.02% |
* Day change on 05/03/2024.
Performance (As of 05/03/2024)
Since 01/02/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
60 Percent Six Core Asset SAA 40 Percent Schwab Total Bonds | 3.0% | 10.4% | 2.6% | 7.2% | 6.9% | 9.1% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 7.7% | 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 01/02/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 3.0 | 10.4 | 2.6 | 7.2 | 6.9 | 9.1 | 7.1 | 7.3 | 11.3 | -10.7 | 14.7 | 11.7 | 19.0 | -4.4 | 14.1 | 15.9 | -2.6 | 5.3 | 10.6 | 14.2 | -0.0 | 14.0 | 30.4 | -24.7 | 7.5 | 12.6 | 2.7 | 10.1 | 29.1 | -7.6 | 11.7 |
Sharpe Ratio | NA | 0.23 | 0.82 | 0.03 | 0.48 | 0.59 | NA | NA | 0.56 | 0.83 | -0.94 | 1.83 | 0.64 | 2.82 | -0.66 | 3.27 | 1.53 | -0.29 | 0.75 | 1.3 | 1.64 | 0.0 | 1.11 | 1.69 | -1.16 | 0.39 | 1.35 | 0.08 | 1.18 | 3.01 | -0.67 | 1.7 |
Draw Down(%) | NA | 3.7 | 7.9 | 16.0 | 22.5 | 22.5 | NA | NA | 38.6 | 7.9 | 15.8 | 3.8 | 22.5 | 3.1 | 10.1 | 1.4 | 5.7 | 9.5 | 5.5 | 8.3 | 7.8 | 14.1 | 10.1 | 16.4 | 33.3 | 7.4 | 5.4 | 5.1 | 6.9 | 6.5 | 16.4 | 2.8 |
Standard Deviation(%) | NA | 7.8 | 8.0 | 9.9 | 11.6 | 9.9 | NA | NA | 11.2 | 8.5 | 12.7 | 8.0 | 17.9 | 6.2 | 8.7 | 4.1 | 10.3 | 9.1 | 7.0 | 8.1 | 8.6 | 15.2 | 12.5 | 17.9 | 22.1 | 11.7 | 6.9 | 6.5 | 7.7 | 9.4 | 13.0 | 5.5 |
Treynor Ratio | NA | 0.03 | 0.11 | 0.01 | 0.11 | 0.11 | NA | NA | 0.12 | 0.12 | -0.24 | 0.26 | 0.23 | 0.38 | -0.12 | 0.27 | 0.26 | -0.05 | 0.09 | 0.16 | 0.22 | 0.0 | 0.21 | 0.48 | -0.49 | 0.06 | 0.14 | 0.01 | 0.15 | 0.55 | -0.18 | 1.16 |
Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.02 | -0.01 | 0.02 | 0.04 | -0.01 | 0.0 | -0.03 | 0.02 | 0.0 | 0.02 | 0.05 | -0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.05 | 0.02 | 0.04 |
Beta | NA | 0.57 | 0.6 | 0.53 | 0.51 | 0.51 | NA | NA | 0.53 | 0.58 | 0.51 | 0.56 | 0.5 | 0.46 | 0.47 | 0.5 | 0.61 | 0.55 | 0.56 | 0.67 | 0.64 | 0.64 | 0.67 | 0.63 | 0.52 | 0.71 | 0.66 | 0.61 | 0.63 | 0.52 | 0.49 | 0.08 |
RSquared | NA | 0.74 | 0.77 | 0.86 | 0.89 | 0.85 | NA | NA | 0.85 | 0.79 | 0.92 | 0.83 | 0.93 | 0.84 | 0.87 | 0.66 | 0.59 | 0.88 | 0.85 | 0.84 | 0.89 | 0.95 | 0.92 | 0.93 | 0.94 | 0.93 | 0.92 | 0.91 | 0.82 | 0.88 | 0.97 | 0.1 |
Sortino Ratio | NA | 0.31 | 1.2 | 0.05 | 0.65 | 0.81 | NA | NA | 0.78 | 1.23 | -1.3 | 2.65 | 0.82 | 4.28 | -0.86 | 5.29 | 2.6 | -0.39 | 1.06 | 1.84 | 2.5 | -0.01 | 1.6 | 2.51 | -1.54 | 0.52 | 2.03 | 0.11 | 1.67 | 4.68 | -0.97 | 2.69 |
Yield(%) | 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 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2001
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |