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Static Portfolio
Permanent Income Portfolio Total Return Bond Funds As Cash
Permanent Income Portfolio Total Return Bond Funds As Cash (Static Portfolio)
live (public) 0.53% May 09
Buy and Hold (Annually Rebalance)
Dividend-Stocks VDIGX 12.5%
REITs VGSIX 12.5%
TIPS VIPSX 25%
Long-Treasury-Bonds VUSTX 12.5%
Long-Corp-Bonds VWESX 12.5%
Short-Term-Bonds P_46880 25%
Simulated from 01/02/2001
Holdings (As of 05/09/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Dividend-Stocks | VDIGX (VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES) | 0.63% | 21.22% |
REITs | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 2.07% | 11.96% |
TIPS | VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) | 0.34% | 21.61% |
Long-Treasury-Bonds | VUSTX (VANGUARD LONG-TERM TREASURY FUND INVESTOR SHARES) | 0.37% | 8.62% |
Long-Corp-Bonds | VWESX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) | 0.39% | 9.86% |
Short-Term-Bonds | P_46880 (Schwab Total Return Bond) | 0.01% | 26.73% |
* Day change on 05/09/2024.
Performance (As of 05/09/2024)
Since 01/02/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Permanent Income Portfolio Total Return Bond Funds As Cash | -0.8% | 2.5% | -1.2% | 3.5% | 4.1% | 6.6% |
VFINX (Vanguard (S&P 500) Index) | 10.0% | 28.0% | 9.2% | 14.5% | 12.8% | 14.3% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.7% | 16.0% | 3.3% | 8.3% | 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(%) | 1.5 | -0.8 | 2.5 | -1.2 | 3.5 | 4.1 | 6.6 | 6.2 | 6.4 | 5.6 | -13.8 | 9.4 | 10.3 | 16.3 | -1.8 | 5.4 | 7.9 | -0.6 | 13.1 | 0.4 | 11.1 | 13.0 | 12.9 | 14.2 | -5.9 | 5.5 | 9.5 | 3.9 | 11.2 | 18.0 | 7.3 | 3.9 |
Sharpe Ratio | NA | -0.3 | -0.18 | -0.45 | 0.25 | 0.47 | NA | NA | 0.85 | 0.18 | -1.61 | 1.84 | 1.04 | 3.12 | -0.72 | 1.18 | 1.39 | -0.11 | 3.47 | 0.06 | 3.07 | 2.34 | 2.1 | 1.36 | -0.68 | 0.48 | 1.31 | 0.36 | 1.72 | 3.36 | 1.4 | 0.33 |
Draw Down(%) | NA | 4.1 | 8.2 | 17.9 | 17.9 | 17.9 | NA | NA | 18.2 | 9.8 | 17.6 | 3.2 | 14.4 | 3.1 | 4.5 | 2.1 | 6.1 | 6.1 | 2.6 | 8.5 | 1.5 | 3.1 | 4.5 | 9.9 | 17.2 | 3.9 | 3.4 | 3.5 | 7.9 | 6.1 | 4.0 | 4.5 |
Standard Deviation(%) | NA | 7.0 | 7.4 | 7.7 | 7.8 | 6.5 | NA | NA | 6.3 | 7.6 | 9.4 | 5.1 | 9.7 | 4.8 | 4.4 | 4.1 | 5.5 | 5.9 | 3.8 | 5.8 | 3.6 | 5.5 | 6.1 | 10.4 | 10.0 | 5.3 | 4.7 | 4.9 | 6.0 | 5.1 | 4.4 | 4.8 |
Treynor Ratio | NA | -0.07 | -0.04 | -0.12 | 0.09 | 0.16 | NA | NA | 0.33 | 0.04 | -0.53 | 0.45 | 0.54 | 2.72 | -0.23 | 1.05 | 0.57 | -0.05 | 1.44 | 0.02 | 1.72 | 1.47 | 0.76 | 0.53 | -0.39 | 0.14 | 0.22 | 0.07 | 0.51 | 2.82 | 2.21 | 0.43 |
Alpha | NA | -0.05 | -0.03 | -0.02 | 0.0 | 0.0 | NA | NA | 0.02 | -0.02 | -0.04 | 0.02 | 0.02 | 0.05 | -0.01 | 0.02 | 0.02 | 0.0 | 0.04 | -0.02 | 0.04 | 0.05 | 0.04 | 0.03 | 0.0 | 0.01 | 0.01 | 0.01 | 0.03 | 0.06 | 0.03 | 0.01 |
Beta | NA | 0.31 | 0.37 | 0.29 | 0.22 | 0.19 | NA | NA | 0.16 | 0.34 | 0.29 | 0.21 | 0.19 | 0.05 | 0.14 | 0.05 | 0.13 | 0.12 | 0.09 | 0.23 | 0.06 | 0.09 | 0.17 | 0.26 | 0.18 | 0.18 | 0.29 | 0.25 | 0.2 | 0.06 | 0.03 | 0.04 |
RSquared | NA | 0.27 | 0.34 | 0.41 | 0.37 | 0.28 | NA | NA | 0.25 | 0.33 | 0.54 | 0.28 | 0.45 | 0.02 | 0.28 | 0.01 | 0.1 | 0.09 | 0.07 | 0.2 | 0.05 | 0.14 | 0.25 | 0.48 | 0.52 | 0.31 | 0.37 | 0.26 | 0.14 | 0.04 | 0.03 | 0.03 |
Sortino Ratio | NA | -0.37 | -0.25 | -0.62 | 0.33 | 0.63 | NA | NA | 1.19 | 0.27 | -2.12 | 2.69 | 1.33 | 4.69 | -0.92 | 1.6 | 2.02 | -0.14 | 5.22 | 0.08 | 4.92 | 3.67 | 3.07 | 2.1 | -0.93 | 0.65 | 1.99 | 0.5 | 2.56 | 5.14 | 2.09 | 0.48 |
Yield(%) | N/A | 0.72 | 2.87 | 3.24 | 3.28 | 3.0 | N/A | N/A | 3.26 | 2.58 | 3.35 | 3.69 | 3.49 | 2.94 | 2.58 | 0.4 | 4.92 | 2.75 | 3.29 | 2.51 | 3.2 | 3.74 | 3.05 | 3.17 | 3.48 | 3.66 | 3.18 | 4.02 | 3.84 | 3.71 | 2.92 | 3.77 |
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 |