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Static Portfolio
35 Stocks 65 Long Treasury Bonds
35 Stocks 65 Long Treasury Bonds (Static Portfolio)
live (public) 1.10% May 03
Buy and Hold (Annually Rebalance)
Stocks VFINX 35%
TBonds VUSTX 65%
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% | 38.84% |
TBonds | VUSTX (VANGUARD LONG-TERM TREASURY FUND INVESTOR SHARES) | 1.01% | 61.16% |
* 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** |
---|---|---|---|---|---|---|
35 Stocks 65 Long Treasury Bonds | -1.8% | 2.3% | -3.6% | 2.6% | 4.4% | 6.8% |
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(%) | 1.5 | -1.8 | 2.3 | -3.6 | 2.6 | 4.4 | 6.8 | 6.2 | 7.7 | 11.6 | -25.8 | 6.8 | 17.9 | 19.9 | -3.6 | 11.1 | 5.2 | -0.4 | 21.1 | 2.5 | 7.8 | 20.0 | 10.9 | 1.3 | 2.1 | 7.9 | 6.5 | 6.0 | 8.4 | 11.4 | 2.8 | -1.4 | 9.3 | 1.8 | 18.4 | 20.8 | 7.0 | 32.7 | -4.2 | 14.2 | 7.8 | 21.8 | 2.6 | 0.1 |
Sharpe Ratio | NA | -0.29 | -0.13 | -0.47 | 0.09 | 0.35 | NA | NA | 0.67 | 0.61 | -1.75 | 0.77 | 1.41 | 2.66 | -0.69 | 1.86 | 0.67 | -0.05 | 3.78 | 0.32 | 1.34 | 2.43 | 1.43 | 0.11 | 0.11 | 0.79 | 0.57 | 0.63 | 1.12 | 1.44 | 0.24 | -0.42 | 0.6 | -0.14 | 1.92 | 1.88 | 0.36 | 4.09 | -0.82 | 1.88 | 0.65 | 2.16 | -0.27 | -0.02 |
Draw Down(%) | NA | 5.7 | 13.4 | 29.8 | 29.8 | 29.8 | NA | NA | 29.8 | 13.4 | 29.6 | 7.6 | 14.2 | 4.1 | 6.6 | 2.8 | 9.2 | 7.8 | 3.1 | 8.5 | 2.7 | 2.9 | 5.8 | 13.7 | 12.3 | 4.0 | 5.1 | 4.5 | 7.2 | 9.2 | 6.9 | 8.6 | 6.2 | 7.0 | 4.1 | 6.6 | 7.3 | 3.1 | 9.9 | 4.5 | 4.1 | 3.5 | 9.2 | 0.8 |
Standard Deviation(%) | NA | 10.3 | 11.4 | 12.5 | 11.8 | 9.7 | NA | NA | 8.6 | 12.0 | 15.5 | 8.9 | 12.5 | 6.9 | 7.1 | 5.6 | 7.5 | 8.9 | 5.6 | 7.5 | 5.8 | 8.2 | 7.5 | 11.3 | 10.5 | 6.2 | 5.7 | 6.0 | 6.6 | 7.4 | 7.0 | 8.9 | 8.8 | 10.0 | 7.9 | 9.2 | 9.7 | 7.1 | 8.7 | 6.5 | 8.3 | 8.4 | 10.0 | 7.0 |
Treynor Ratio | NA | -0.06 | -0.03 | -0.16 | 0.05 | 0.16 | NA | NA | 0.25 | 0.16 | -0.74 | 0.23 | 1.67 | 2.15 | -0.18 | 2.25 | 0.48 | -0.03 | 2.71 | 0.1 | -4.27 | -4.45 | 1.59 | 0.05 | 0.08 | 0.21 | 0.08 | 0.11 | 0.23 | 0.49 | 0.11 | -0.14 | 0.16 | -0.03 | 0.55 | 0.39 | 0.05 | 0.42 | -0.1 | 0.23 | 0.13 | 0.38 | -0.05 | 0.0 |
Alpha | NA | -0.07 | -0.05 | -0.03 | 0.0 | 0.01 | NA | NA | 0.02 | 0.0 | -0.09 | 0.0 | 0.06 | 0.06 | -0.01 | 0.04 | 0.02 | 0.0 | 0.07 | -0.02 | 0.03 | 0.07 | 0.04 | -0.02 | 0.03 | 0.02 | 0.0 | 0.01 | 0.02 | 0.02 | 0.02 | 0.0 | 0.04 | -0.03 | 0.03 | 0.02 | -0.03 | 0.03 | -0.02 | 0.03 | 0.02 | 0.03 | 0.01 | -0.04 |
Beta | NA | 0.52 | 0.59 | 0.38 | 0.22 | 0.21 | NA | NA | 0.24 | 0.47 | 0.37 | 0.29 | 0.11 | 0.09 | 0.27 | 0.05 | 0.1 | 0.13 | 0.08 | 0.25 | -0.02 | -0.04 | 0.07 | 0.26 | 0.15 | 0.23 | 0.39 | 0.35 | 0.33 | 0.22 | 0.15 | 0.26 | 0.32 | 0.47 | 0.27 | 0.44 | 0.7 | 0.68 | 0.72 | 0.53 | 0.41 | 0.48 | 0.54 | 0.34 |
RSquared | NA | 0.36 | 0.37 | 0.28 | 0.16 | 0.14 | NA | NA | 0.25 | 0.26 | 0.33 | 0.18 | 0.09 | 0.02 | 0.42 | 0.0 | 0.03 | 0.05 | 0.03 | 0.14 | 0.0 | 0.02 | 0.03 | 0.38 | 0.35 | 0.36 | 0.46 | 0.36 | 0.3 | 0.25 | 0.3 | 0.39 | 0.67 | 0.73 | 0.5 | 0.75 | 0.73 | 0.57 | 0.67 | 0.5 | 0.23 | 0.68 | 0.73 | 0.43 |
Sortino Ratio | NA | -0.38 | -0.19 | -0.65 | 0.12 | 0.48 | NA | NA | 0.95 | 0.88 | -2.28 | 1.09 | 1.94 | 4.04 | -0.9 | 2.78 | 0.92 | -0.06 | 5.71 | 0.44 | 1.9 | 3.84 | 2.06 | 0.16 | 0.16 | 1.1 | 0.82 | 0.92 | 1.66 | 2.08 | 0.34 | -0.59 | 0.9 | -0.2 | 2.87 | 2.81 | 0.47 | 6.88 | -1.08 | 2.81 | 0.93 | 3.37 | -0.37 | -0.02 |
Yield(%) | N/A | 0.97 | 3.16 | 2.26 | 3.57 | 3.24 | N/A | N/A | 4.85 | 2.73 | 1.66 | 3.12 | 7.55 | 2.87 | 1.54 | 0.61 | 4.34 | 4.26 | 4.06 | 3.35 | 4.42 | 5.88 | 5.34 | 5.47 | 4.23 | 4.39 | 4.13 | 4.74 | 4.48 | 4.68 | 4.97 | 4.06 | 4.6 | 5.01 | 4.63 | 5.31 | 5.06 | 7.87 | 6.12 | 6.98 | 10.53 | 6.71 | 6.59 | 1.68 |
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 |