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Static Portfolio
20 Stocks 80 Long Treasury Bonds
20 Stocks 80 Long Treasury Bonds (Static Portfolio)
live (public) 1.06% May 03
Buy and Hold (Annually Rebalance)
Stocks VFINX 20%
TBonds VUSTX 80%
Simulated from 12/15/1989
Holdings (As of 05/03/2024)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Stocks | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 1.26% | 22.77% |
| TBonds | VUSTX (VANGUARD LONG-TERM TREASURY FUND INVESTOR SHARES) | 1.01% | 77.23% |
* Day change on 05/03/2024.
Previous
Performance (As of 05/03/2024)
Since 12/15/1989
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 20 Stocks 80 Long Treasury Bonds | -4.1% | -3.4% | -6.5% | 0.0% | 2.6% | 4.8% |
| VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.8% | 12.5% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.9% | 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 12/15/1989 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | -4.1 | -3.4 | -6.5 | 0.0 | 2.6 | 4.8 | 5.1 | 6.8 | 8.0 | -27.4 | 1.8 | 17.9 | 17.4 | -3.4 | 9.1 | 3.5 | -0.9 | 22.9 | -4.2 | 6.0 | 24.0 | 9.9 | -4.4 | 10.9 | 8.5 | 4.4 | 6.3 | 7.9 | 7.6 | 8.7 | 1.1 | 13.7 | -2.7 | 16.1 | 17.8 | 3.4 | 31.6 | -5.4 | 15.3 | 7.6 | 19.9 | 4.0 | -0.1 |
| Sharpe Ratio | NA | -0.47 | -0.56 | -0.64 | -0.12 | 0.14 | NA | NA | 0.54 | 0.27 | -1.79 | 0.18 | 1.24 | 1.87 | -0.68 | 1.2 | 0.36 | -0.08 | 3.3 | -0.48 | 0.73 | 2.1 | 1.04 | -0.4 | 1.0 | 0.89 | 0.21 | 0.65 | 0.97 | 0.87 | 1.09 | -0.15 | 1.33 | -0.66 | 1.78 | 1.82 | -0.01 | 3.73 | -0.94 | 1.99 | 0.57 | 2.1 | -0.14 | -0.05 |
| Draw Down(%) | NA | 6.6 | 14.9 | 34.6 | 34.6 | 34.6 | NA | NA | 34.6 | 15.8 | 31.8 | 10.5 | 14.0 | 5.5 | 8.0 | 3.5 | 12.7 | 10.7 | 3.8 | 11.6 | 4.9 | 5.8 | 8.4 | 11.7 | 8.7 | 4.7 | 5.7 | 4.8 | 8.1 | 10.4 | 3.6 | 7.8 | 5.6 | 8.0 | 4.8 | 5.9 | 8.5 | 3.7 | 10.6 | 5.0 | 4.8 | 3.3 | 8.1 | 1.2 |
| Standard Deviation(%) | NA | 11.4 | 12.9 | 13.6 | 13.1 | 11.0 | NA | NA | 9.2 | 13.8 | 16.1 | 10.0 | 14.3 | 8.6 | 6.9 | 7.0 | 9.1 | 10.8 | 6.9 | 8.9 | 8.0 | 11.4 | 9.4 | 11.3 | 9.9 | 6.2 | 5.7 | 6.3 | 7.1 | 8.0 | 6.9 | 8.7 | 7.3 | 8.9 | 7.2 | 7.8 | 9.8 | 7.4 | 8.9 | 6.7 | 9.2 | 7.7 | 9.4 | 7.0 |
| Treynor Ratio | NA | -0.13 | -0.15 | -0.37 | -0.24 | 0.39 | NA | NA | 0.64 | 0.11 | -1.27 | 0.16 | -2.97 | -1.33 | -0.51 | -0.48 | -0.37 | 0.12 | -1.73 | -0.79 | -0.22 | -0.95 | -0.71 | -0.57 | 8.35 | 1.05 | 0.05 | 0.2 | 0.4 | 1.76 | -10.42 | -0.12 | 0.55 | -0.18 | 1.2 | 0.49 | 0.0 | 0.46 | -0.13 | 0.31 | 0.19 | 0.45 | -0.03 | -0.02 |
| Alpha | NA | -0.09 | -0.06 | -0.04 | -0.01 | 0.01 | NA | NA | 0.02 | -0.01 | -0.11 | 0.0 | 0.07 | 0.07 | -0.02 | 0.05 | 0.02 | 0.0 | 0.09 | -0.02 | 0.04 | 0.09 | 0.05 | -0.02 | 0.04 | 0.02 | 0.0 | 0.02 | 0.02 | 0.02 | 0.03 | 0.0 | 0.04 | -0.04 | 0.04 | 0.02 | -0.04 | 0.03 | -0.02 | 0.04 | 0.02 | 0.03 | 0.01 | -0.05 |
| Beta | NA | 0.4 | 0.49 | 0.24 | 0.06 | 0.04 | NA | NA | 0.08 | 0.33 | 0.23 | 0.12 | -0.06 | -0.12 | 0.09 | -0.18 | -0.09 | -0.07 | -0.13 | 0.05 | -0.27 | -0.25 | -0.14 | 0.08 | 0.01 | 0.05 | 0.24 | 0.21 | 0.17 | 0.04 | -0.01 | 0.11 | 0.17 | 0.33 | 0.11 | 0.29 | 0.63 | 0.61 | 0.66 | 0.43 | 0.27 | 0.36 | 0.43 | 0.19 |
| RSquared | NA | 0.17 | 0.2 | 0.09 | 0.01 | 0.0 | NA | NA | 0.02 | 0.1 | 0.12 | 0.02 | 0.02 | 0.03 | 0.05 | 0.03 | 0.02 | 0.01 | 0.05 | 0.0 | 0.18 | 0.26 | 0.07 | 0.04 | 0.0 | 0.02 | 0.18 | 0.11 | 0.07 | 0.01 | 0.0 | 0.07 | 0.28 | 0.46 | 0.09 | 0.45 | 0.58 | 0.41 | 0.53 | 0.31 | 0.08 | 0.45 | 0.54 | 0.13 |
| Sortino Ratio | NA | -0.59 | -0.76 | -0.88 | -0.16 | 0.19 | NA | NA | 0.76 | 0.39 | -2.33 | 0.26 | 1.77 | 2.73 | -0.88 | 1.76 | 0.5 | -0.11 | 5.0 | -0.62 | 1.01 | 3.25 | 1.49 | -0.58 | 1.54 | 1.27 | 0.29 | 0.94 | 1.46 | 1.21 | 1.58 | -0.2 | 2.02 | -0.92 | 2.66 | 2.75 | -0.01 | 6.33 | -1.23 | 2.98 | 0.82 | 3.27 | -0.2 | -0.06 |
| Yield(%) | N/A | 1.05 | 3.33 | 2.42 | 3.97 | 3.56 | N/A | N/A | 5.46 | 2.86 | 1.84 | 3.5 | 9.04 | 2.99 | 1.57 | 0.64 | 4.69 | 4.66 | 4.57 | 3.59 | 4.91 | 6.92 | 6.13 | 6.18 | 4.76 | 4.96 | 4.65 | 5.42 | 5.09 | 5.36 | 5.88 | 4.73 | 5.48 | 5.71 | 5.26 | 5.92 | 5.62 | 8.94 | 6.81 | 7.89 | 12.23 | 7.3 | 7.25 | 1.23 |
| 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 | 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 12/15/1989
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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