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Static Portfolio
50 Stocks 50 Long Treasury Bonds
50 Stocks 50 Long Treasury Bonds (Static Portfolio)
live (public) 1.14% May 03
Buy and Hold (Annually Rebalance)
Stocks VFINX 50%
TBonds VUSTX 50%
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% | 54.11% |
TBonds | VUSTX (VANGUARD LONG-TERM TREASURY FUND INVESTOR SHARES) | 1.01% | 45.89% |
* Day change on 05/03/2024.
Performance (As of 05/03/2024)
Since 12/15/1989
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
50 Stocks 50 Long Treasury Bonds | 0.5% | 8.0% | -0.8% | 5.1% | 6.3% | 8.7% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 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(%) | 1.2 | 0.5 | 8.0 | -0.8 | 5.1 | 6.3 | 8.7 | 7.3 | 8.4 | 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 | -0.07 | 0.4 | -0.25 | 0.3 | 0.53 | NA | NA | 0.7 | 0.98 | -1.57 | 1.35 | 1.28 | 3.27 | -0.6 | 2.67 | 0.96 | 0.01 | 3.6 | 1.28 | 1.83 | 2.09 | 1.54 | 0.52 | -0.54 | 0.57 | 0.85 | 0.56 | 1.17 | 1.73 | -0.44 | -0.59 | 0.08 | 0.26 | 1.75 | 1.83 | 0.71 | 4.36 | -0.68 | 1.69 | 0.72 | 2.12 | -0.37 | 0.01 |
Draw Down(%) | NA | 5.4 | 12.4 | 28.0 | 28.0 | 28.0 | NA | NA | 28.0 | 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 | 9.8 | 10.6 | 12.4 | 12.0 | 9.8 | NA | NA | 9.4 | 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 | 0.06 | -0.06 | 0.09 | 0.14 | NA | NA | 0.16 | 0.18 | -0.51 | 0.26 | 0.62 | 0.72 | -0.12 | 0.47 | 0.22 | 0.0 | 0.67 | 0.21 | 0.42 | 0.92 | 0.42 | 0.16 | -0.25 | 0.11 | 0.1 | 0.07 | 0.16 | 0.36 | -0.13 | -0.15 | 0.02 | 0.05 | 0.39 | 0.35 | 0.09 | 0.4 | -0.08 | 0.17 | 0.1 | 0.34 | -0.06 | 0.0 |
Alpha | NA | -0.05 | -0.04 | -0.02 | 0.0 | 0.01 | NA | NA | 0.01 | 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 | -0.02 | 0.02 | 0.02 | -0.02 | 0.02 | -0.01 | 0.03 | 0.02 | 0.02 | 0.01 | -0.03 |
Beta | NA | 0.64 | 0.7 | 0.52 | 0.38 | 0.38 | NA | NA | 0.4 | 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 | 0.59 | 0.59 | 0.52 | 0.47 | 0.46 | NA | NA | 0.6 | 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 | -0.1 | 0.57 | -0.34 | 0.41 | 0.73 | NA | NA | 0.99 | 1.44 | -2.07 | 1.91 | 1.72 | 5.27 | -0.78 | 4.11 | 1.38 | 0.01 | 5.43 | 1.85 | 2.78 | 3.28 | 2.23 | 0.75 | -0.74 | 0.78 | 1.26 | 0.81 | 1.69 | 2.56 | -0.62 | -0.81 | 0.12 | 0.38 | 2.56 | 2.71 | 0.96 | 7.28 | -0.9 | 2.51 | 1.01 | 3.33 | -0.51 | 0.02 |
Yield(%) | N/A | 0.9 | 2.88 | 2.07 | 3.15 | 2.91 | N/A | N/A | 4.24 | 2.6 | 1.48 | 2.74 | 6.07 | 2.74 | 1.5 | 0.58 | 3.97 | 3.85 | 3.56 | 3.09 | 3.93 | 4.89 | 4.55 | 4.76 | 3.7 | 3.82 | 3.6 | 4.06 | 3.88 | 4.0 | 4.08 | 3.39 | 3.74 | 4.32 | 4.01 | 4.71 | 4.5 | 6.79 | 5.44 | 6.05 | 8.82 | 6.11 | 5.94 | 2.12 |
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 |