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MyPlanIQ
Static Portfolio
My Alternative Hedge Fund With Index Fund
My Alternative Hedge Fund With Index Fund (Static Portfolio)
live (public) 0.68% May 15
Buy and Hold (Annually Rebalance)
stocks P_51098 42%
bonds P_46880 28%
traditional_balance VBINX 30%
Simulated from 01/02/2001
Holdings (As of 05/15/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
stocks | P_51098 (MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Most Aggressive) | 0.90% | 37.58% |
bonds | P_46880 (Schwab Total Return Bond) | 0.01% | 27.62% |
traditional_balance | VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) | 0.97% | 34.80% |
* Day change on 05/15/2024.
Performance (As of 05/15/2024)
Since 01/02/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
My Alternative Hedge Fund With Index Fund | 3.9% | 9.6% | 3.5% | 7.6% | 5.9% | 8.3% |
VFINX (Vanguard (S&P 500) Index) | 11.6% | 30.7% | 9.8% | 15.0% | 12.8% | 14.8% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.0% | 18.2% | 3.8% | 8.6% | 7.9% | 9.8% |
* 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(%) | 1.6 | 3.9 | 9.6 | 3.5 | 7.6 | 5.9 | 8.3 | 8.5 | 8.2 | 7.3 | -8.4 | 16.9 | 12.8 | 11.2 | -3.4 | 10.0 | 10.9 | -1.1 | 4.6 | 14.7 | 11.4 | 3.0 | 13.4 | 23.6 | -7.7 | 16.3 | 14.7 | 7.8 | 10.9 | 23.7 | 1.0 | 2.8 |
Sharpe Ratio | NA | 0.38 | 0.82 | 0.14 | 0.54 | 0.52 | NA | NA | 0.8 | 0.39 | -0.87 | 2.38 | 1.16 | 0.62 | -0.6 | 2.08 | 1.45 | -0.16 | 0.64 | 1.88 | 1.8 | 0.3 | 1.08 | 2.11 | -1.0 | 1.04 | 1.17 | 0.74 | 1.24 | 3.87 | -0.03 | 0.12 |
Draw Down(%) | NA | 3.1 | 6.0 | 12.8 | 15.0 | 15.0 | NA | NA | 18.0 | 6.0 | 12.8 | 3.7 | 15.0 | 11.1 | 10.6 | 2.0 | 5.5 | 7.3 | 6.5 | 8.3 | 5.7 | 10.1 | 9.2 | 6.2 | 16.0 | 8.4 | 11.5 | 5.0 | 7.4 | 3.8 | 5.9 | 3.2 |
Standard Deviation(%) | NA | 6.6 | 7.1 | 8.7 | 11.0 | 9.1 | NA | NA | 8.9 | 7.7 | 11.2 | 7.1 | 10.9 | 15.7 | 7.9 | 4.5 | 7.4 | 6.8 | 7.1 | 7.8 | 6.3 | 9.7 | 12.3 | 11.2 | 8.6 | 12.7 | 9.7 | 7.6 | 8.0 | 6.0 | 5.3 | 3.7 |
Treynor Ratio | NA | 0.06 | 0.13 | 0.03 | 0.18 | 0.14 | NA | NA | 0.23 | 0.07 | -0.26 | 0.37 | 0.48 | 0.22 | -0.11 | 0.18 | 0.32 | -0.03 | 0.08 | 0.23 | 0.27 | 0.09 | 0.21 | 0.81 | -0.6 | 0.18 | 0.13 | 0.09 | 0.16 | 1.01 | -0.01 | 0.03 |
Alpha | NA | -0.02 | -0.02 | -0.01 | 0.01 | 0.0 | NA | NA | 0.02 | -0.02 | -0.01 | 0.02 | 0.03 | 0.0 | -0.01 | 0.0 | 0.03 | 0.0 | -0.01 | -0.01 | 0.02 | 0.01 | 0.02 | 0.06 | -0.01 | 0.05 | 0.01 | 0.02 | 0.02 | 0.06 | 0.01 | 0.01 |
Beta | NA | 0.43 | 0.46 | 0.4 | 0.34 | 0.35 | NA | NA | 0.32 | 0.46 | 0.38 | 0.46 | 0.26 | 0.45 | 0.41 | 0.51 | 0.34 | 0.37 | 0.57 | 0.64 | 0.43 | 0.33 | 0.63 | 0.29 | 0.14 | 0.72 | 0.85 | 0.62 | 0.61 | 0.23 | 0.15 | 0.15 |
RSquared | NA | 0.58 | 0.56 | 0.64 | 0.42 | 0.47 | NA | NA | 0.48 | 0.6 | 0.67 | 0.7 | 0.69 | 0.13 | 0.8 | 0.59 | 0.35 | 0.72 | 0.83 | 0.83 | 0.75 | 0.65 | 0.85 | 0.51 | 0.46 | 0.82 | 0.76 | 0.72 | 0.71 | 0.42 | 0.55 | 0.76 |
Sortino Ratio | NA | 0.51 | 1.22 | 0.19 | 0.75 | 0.73 | NA | NA | 1.13 | 0.59 | -1.18 | 3.5 | 1.48 | 0.88 | -0.77 | 3.12 | 2.32 | -0.22 | 0.87 | 2.69 | 2.71 | 0.4 | 1.54 | 3.23 | -1.33 | 1.43 | 1.7 | 1.07 | 1.76 | 6.47 | -0.04 | 0.17 |
Yield(%) | N/A | 0.66 | 1.89 | 1.27 | 1.14 | 0.85 | N/A | N/A | 0.84 | 1.49 | 0.75 | 1.2 | 0.97 | 0.81 | 0.64 | 0.14 | 0.67 | 0.72 | 0.59 | 0.59 | 0.66 | 0.67 | 0.74 | 0.92 | 0.84 | 0.94 | 0.91 | 0.83 | 0.83 | 0.86 | 0.88 | 1.01 |
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 |