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Static Portfolio
Harry Browne Permanent Portfolio Total Return Bond Fund As Cash
Harry Browne Permanent Portfolio Total Return Bond Fund As Cash (Static Portfolio)
live (public) 0.24% May 10
Buy and Hold (Annually Rebalance)
Stocks VFINX 25%
Gold GLD 25%
LongBonds VUSTX 25%
CASH P_46880 25%
Simulated from 01/02/2001
Holdings (As of 05/10/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Stocks | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.18% | 37.57% |
Gold | GLD (SPDR® Gold Shares) | 0.81% | 28.97% |
LongBonds | VUSTX (VANGUARD LONG-TERM TREASURY FUND INVESTOR SHARES) | 0.49% | 13.07% |
CASH | P_46880 (Schwab Total Return Bond) | 0.01% | 20.39% |
* Day change on 05/10/2024.
Performance (As of 05/10/2024)
Since 01/02/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Harry Browne Permanent Portfolio Total Return Bond Fund As Cash | 6.6% | 12.5% | 3.7% | 8.3% | 6.5% | 8.2% |
VFINX (Vanguard (S&P 500) Index) | 10.0% | 28.0% | 9.2% | 14.4% | 12.7% | 14.3% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.7% | 16.0% | 3.3% | 8.2% | 7.9% | 9.5% |
* 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 | 6.6 | 12.5 | 3.7 | 8.3 | 6.5 | 8.2 | 8.1 | 8.0 | 13.1 | -12.8 | 6.8 | 18.0 | 18.5 | -1.6 | 11.5 | 7.9 | -3.0 | 10.3 | -1.6 | 10.5 | 11.8 | 17.1 | 14.6 | -2.9 | 13.5 | 11.9 | 7.1 | 8.3 | 21.4 | 5.6 | 0.7 |
Sharpe Ratio | NA | 0.71 | 1.13 | 0.16 | 0.75 | 0.73 | NA | NA | 0.95 | 1.1 | -1.31 | 0.97 | 1.59 | 3.16 | -0.55 | 2.5 | 1.2 | -0.48 | 2.14 | -0.23 | 1.85 | 1.63 | 2.36 | 1.55 | -0.34 | 1.41 | 1.05 | 0.97 | 1.49 | 3.6 | 0.88 | -0.27 |
Draw Down(%) | NA | 2.9 | 7.7 | 17.5 | 17.5 | 17.5 | NA | NA | 17.5 | 7.7 | 17.5 | 5.4 | 12.9 | 2.9 | 5.6 | 2.5 | 7.8 | 7.2 | 2.8 | 7.6 | 3.9 | 3.9 | 3.4 | 7.0 | 16.5 | 3.7 | 8.3 | 3.0 | 5.3 | 5.2 | 4.1 | 5.3 |
Standard Deviation(%) | NA | 7.5 | 7.7 | 8.7 | 8.9 | 7.4 | NA | NA | 7.3 | 8.0 | 10.9 | 7.0 | 11.1 | 5.4 | 5.4 | 4.3 | 6.4 | 6.3 | 4.8 | 7.1 | 5.7 | 7.2 | 7.2 | 9.4 | 11.2 | 7.4 | 8.3 | 5.1 | 5.0 | 5.7 | 5.1 | 5.9 |
Treynor Ratio | NA | 0.11 | 0.18 | 0.04 | 0.25 | 0.23 | NA | NA | 0.35 | 0.23 | -0.38 | 0.21 | 0.89 | 1.79 | -0.13 | 2.57 | 2.3 | -0.19 | 0.83 | -0.05 | 0.51 | 1.27 | 0.91 | 0.78 | -0.27 | 0.33 | 0.22 | 0.19 | 0.28 | 1.12 | 0.33 | -0.08 |
Alpha | NA | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | NA | NA | 0.02 | 0.01 | -0.03 | 0.0 | 0.05 | 0.05 | -0.01 | 0.04 | 0.03 | -0.01 | 0.03 | -0.04 | 0.03 | 0.04 | 0.05 | 0.04 | 0.01 | 0.04 | 0.02 | 0.02 | 0.02 | 0.06 | 0.03 | 0.0 |
Beta | NA | 0.5 | 0.48 | 0.37 | 0.27 | 0.24 | NA | NA | 0.2 | 0.38 | 0.37 | 0.33 | 0.2 | 0.1 | 0.24 | 0.04 | 0.03 | 0.16 | 0.12 | 0.32 | 0.21 | 0.09 | 0.19 | 0.19 | 0.14 | 0.32 | 0.4 | 0.26 | 0.27 | 0.18 | 0.14 | 0.2 |
RSquared | NA | 0.59 | 0.53 | 0.53 | 0.41 | 0.32 | NA | NA | 0.28 | 0.38 | 0.68 | 0.38 | 0.38 | 0.05 | 0.55 | 0.0 | 0.0 | 0.15 | 0.09 | 0.26 | 0.22 | 0.09 | 0.22 | 0.29 | 0.27 | 0.46 | 0.23 | 0.28 | 0.35 | 0.3 | 0.47 | 0.51 |
Sortino Ratio | NA | 1.05 | 1.7 | 0.22 | 1.05 | 1.03 | NA | NA | 1.37 | 1.67 | -1.76 | 1.36 | 2.17 | 4.96 | -0.72 | 3.98 | 1.77 | -0.65 | 3.16 | -0.3 | 2.78 | 2.42 | 3.43 | 2.41 | -0.48 | 1.95 | 1.5 | 1.45 | 2.29 | 6.95 | 1.41 | -0.39 |
Yield(%) | N/A | 0.45 | 1.37 | 1.0 | 1.54 | 1.47 | N/A | N/A | 1.79 | 1.21 | 0.73 | 1.33 | 3.0 | 1.35 | 0.87 | 0.29 | 2.42 | 1.8 | 1.81 | 1.53 | 1.95 | 2.57 | 2.25 | 2.41 | 1.84 | 1.92 | 1.78 | 2.04 | 1.96 | 2.0 | 2.11 | 1.67 |
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 |