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New Portfolio_Fix_Transaction
New Portfolio_Fix_Transaction
(public) 0(0.0%) April 09
Delayed
Holdings (As of 02/26/2010)
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Previous
Performance (As of 04/09/2010)
Since 08/08/2009
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| New Portfolio_Fix_Transaction | 0.0% | N/A | N/A | N/A | N/A | N/A |
| VFINX (Vanguard (S&P 500) Index) | 8.4% | 25.7% | 21.5% | 13.2% | 15.2% | 14.2% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.2% | 17.0% | 14.2% | 7.3% | 9.5% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| 1 Yr | 3 Yr | 5 Yr | 15 Yr | 20 Yr | Since 08/08/2009 |
2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | NA | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | NA | NA | NA | NA | 0.0 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | 0.0 | 0.0 | 0.0 |
| Treynor Ratio | NA | NA | NA | NA | NA | NA | NA | NA |
| Alpha | NA | NA | NA | NA | NA | 0.0 | 0.0 | 0.0 |
| Beta | NA | NA | NA | NA | NA | 0.0 | 0.0 | 0.0 |
| RSquared | NA | NA | NA | NA | NA | NA | NA | NA |
| Sortino Ratio | NA | NA | NA | NA | NA | -12.43 | NA | -5.44 |
| Yield(%) | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/08/2009
Strategies
| Asset Allocation Strategy | Fix Transactions |
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