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Static Portfolio
50 Stocks 50 Long Treasury Bonds
50 Stocks 50 Long Treasury Bonds (Static Portfolio)
live (public) 0.71% June 04
Buy and Hold (Annually Rebalance)
Stocks VFINX 50%
TBonds VUSTX 50%
Simulated from 12/15/1989
Holdings (As of 06/04/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Stocks | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.01% | 50.43% |
| TBonds | VUSTX (VANGUARD LONG-TERM TREASURY FUND INVESTOR SHARES) | 1.42% | 49.57% |
* Day change on 06/04/2025.
Previous
Performance (As of 06/04/2025)
Since 12/15/1989
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 50 Stocks 50 Long Treasury Bonds | 0.9% | 5.9% | 4.9% | 3.5% | 6.1% | 8.2% |
| VFINX (Vanguard (S&P 500) Index) | 6.1% | 15.0% | 19.5% | 16.6% | 13.5% | 14.7% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.8% | 10.9% | 11.6% | 9.4% | 8.4% | 9.5% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 12/15/1989 |
2024 | 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(%) | 1.2 | 0.9 | 5.9 | 4.9 | 3.5 | 6.1 | 8.2 | 8.2 | 7.2 | 7.1 | 8.4 | 9.2 | 15.1 | -24.2 | 11.8 | 17.8 | 22.4 | -3.9 | 13.1 | 6.9 | 0.1 | 19.3 | 9.2 | 9.7 | 16.0 | 11.8 | 7.1 | -6.8 | 7.3 | 8.6 | 5.7 | 8.9 | 15.2 | -3.1 | -3.8 | 5.0 | 6.3 | 20.7 | 23.7 | 10.6 | 33.8 | -2.9 | 13.1 | 7.9 | 23.8 | 1.2 | 0.3 |
| Sharpe Ratio | NA | -0.03 | 0.22 | 0.13 | 0.13 | 0.46 | NA | NA | NA | NA | 0.69 | 0.59 | 1.04 | -1.58 | 1.35 | 1.28 | 3.26 | -0.61 | 2.66 | 0.96 | 0.01 | 3.6 | 1.28 | 1.83 | 2.09 | 1.54 | 0.52 | -0.54 | 0.55 | 0.83 | 0.55 | 1.16 | 1.73 | -0.45 | -0.6 | 0.07 | 0.25 | 1.73 | 1.81 | 0.7 | 4.34 | -0.69 | 1.67 | 0.7 | 2.1 | -0.39 | 0.01 |
| Draw Down(%) | NA | 9.8 | 11.4 | 15.7 | 28.0 | 28.0 | NA | NA | NA | NA | 28.0 | 5.4 | 12.4 | 27.8 | 5.4 | 15.2 | 2.8 | 9.3 | 2.3 | 6.6 | 7.4 | 2.6 | 6.3 | 2.7 | 3.9 | 3.6 | 16.7 | 18.6 | 4.0 | 4.5 | 4.3 | 6.7 | 8.1 | 12.4 | 13.4 | 6.9 | 8.0 | 7.8 | 7.3 | 6.6 | 2.7 | 9.4 | 4.0 | 4.2 | 3.7 | 11.5 | 0.7 |
| Standard Deviation(%) | NA | 14.6 | 11.7 | 12.6 | 11.7 | 10.3 | NA | NA | NA | NA | 9.5 | 9.3 | 11.0 | 16.2 | 8.8 | 13.7 | 6.4 | 8.6 | 4.7 | 7.0 | 8.4 | 5.4 | 7.2 | 5.2 | 7.6 | 7.6 | 13.6 | 14.4 | 7.6 | 6.2 | 6.4 | 6.9 | 8.4 | 9.5 | 10.5 | 11.2 | 11.6 | 10.0 | 11.0 | 9.9 | 6.9 | 8.6 | 6.5 | 7.7 | 9.4 | 11.0 | 7.7 |
| Treynor Ratio | NA | -0.01 | 0.05 | 0.03 | 0.03 | 0.12 | NA | NA | NA | NA | 0.16 | 0.1 | 0.19 | -0.51 | 0.26 | 0.62 | 0.71 | -0.12 | 0.46 | 0.22 | 0.0 | 0.67 | 0.21 | 0.42 | 0.92 | 0.42 | 0.16 | -0.25 | 0.1 | 0.1 | 0.07 | 0.16 | 0.36 | -0.13 | -0.15 | 0.02 | 0.05 | 0.39 | 0.35 | 0.09 | 0.39 | -0.08 | 0.17 | 0.1 | 0.33 | -0.07 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | NA | NA | NA | NA | 0.01 | -0.02 | 0.0 | -0.07 | 0.0 | 0.04 | 0.05 | -0.01 | 0.03 | 0.01 | 0.0 | 0.06 | -0.01 | 0.03 | 0.06 | 0.03 | -0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.02 | 0.02 | 0.02 | 0.0 | 0.03 | -0.03 | 0.02 | 0.01 | -0.02 | 0.02 | -0.01 | 0.03 | 0.02 | 0.02 | 0.01 | -0.03 |
| Beta | NA | 0.5 | 0.5 | 0.54 | 0.5 | 0.4 | NA | NA | NA | NA | 0.4 | 0.57 | 0.6 | 0.5 | 0.46 | 0.28 | 0.29 | 0.45 | 0.27 | 0.3 | 0.33 | 0.29 | 0.44 | 0.23 | 0.17 | 0.28 | 0.43 | 0.31 | 0.41 | 0.53 | 0.5 | 0.49 | 0.4 | 0.32 | 0.42 | 0.47 | 0.6 | 0.44 | 0.58 | 0.78 | 0.76 | 0.78 | 0.63 | 0.55 | 0.6 | 0.64 | 0.49 |
| RSquared | NA | 0.78 | 0.72 | 0.58 | 0.56 | 0.5 | NA | NA | NA | NA | 0.6 | 0.59 | 0.5 | 0.56 | 0.47 | 0.51 | 0.32 | 0.77 | 0.15 | 0.32 | 0.38 | 0.38 | 0.46 | 0.3 | 0.28 | 0.43 | 0.75 | 0.76 | 0.75 | 0.73 | 0.65 | 0.62 | 0.66 | 0.75 | 0.73 | 0.88 | 0.89 | 0.81 | 0.9 | 0.85 | 0.73 | 0.8 | 0.69 | 0.47 | 0.82 | 0.87 | 0.72 |
| Sortino Ratio | NA | -0.04 | 0.31 | 0.18 | 0.18 | 0.63 | NA | NA | NA | NA | 0.97 | 0.83 | 1.52 | -2.07 | 1.91 | 1.72 | 5.25 | -0.79 | 4.1 | 1.38 | 0.01 | 5.43 | 1.85 | 2.78 | 3.28 | 2.23 | 0.75 | -0.75 | 0.75 | 1.22 | 0.79 | 1.68 | 2.56 | -0.62 | -0.83 | 0.1 | 0.36 | 2.54 | 2.68 | 0.94 | 7.24 | -0.92 | 2.48 | 0.99 | 3.29 | -0.53 | 0.01 |
| Yield(%) | N/A | 0.3 | 1.4 | 2.1 | 3.0 | 3.6 | 6.1 | 6.1 | 6.7 | 6.7 | 4.25 | 2.4 | 2.6 | 1.5 | 2.7 | 6.1 | 2.7 | 1.5 | 0.6 | 4.0 | 3.9 | 3.6 | 3.1 | 3.9 | 4.9 | 4.6 | 4.8 | 3.7 | 3.8 | 3.6 | 4.1 | 3.9 | 4.0 | 4.1 | 3.4 | 3.7 | 4.3 | 4.0 | 4.7 | 4.5 | 6.8 | 5.4 | 6.0 | 8.8 | 6.1 | 5.9 | 2.1 |
| Dividend Growth(%) | N/A | -84.7 | -47.3 | -39.7 | 67.6 | 49.8 | 123.4 | 123.4 | N/A | N/A | N/A | 3.3 | 35.0 | -39.4 | -47.9 | 172.9 | 75.8 | 193.0 | -84.3 | 2.2 | 29.8 | 24.9 | -13.3 | -6.7 | 19.3 | 2.5 | 20.7 | 3.8 | 14.3 | -5.1 | 14.4 | 10.5 | -4.1 | 16.2 | -4.8 | -8.7 | 28.9 | 6.8 | 14.6 | -10.9 | 21.5 | 1.2 | -25.8 | 78.1 | 3.5 | 183.2 | 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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