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Static Portfolio
High Yield Bond Surrogate
High Yield Bond Surrogate (Static Portfolio)
live (public) 0.24% June 04
Buy and Hold (Annually Rebalance)
Stocks NAESX 30%
Treasury VFITX 70%
Simulated from 06/21/1996
Holdings (As of 06/04/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| SmallStk | NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) | 0.09% | 44.97% |
| Treasury | VFITX (VANGUARD INTERMEDIATE-TERM TREASURY FUND INVESTOR SHARES) | 0.51% | 55.03% |
* Day change on 06/04/2025.
Previous
Performance (As of 06/04/2025)
Since 06/21/1996
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| High Yield Bond Surrogate | -0.5% | 5.1% | 3.5% | 3.2% | 3.5% | 4.9% |
| VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.4% | 19.2% | 16.2% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.1% | 9.3% | 11.5% | 8.8% | 8.4% | 9.4% |
* 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 06/21/1996 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | -0.5 | 5.1 | 3.5 | 3.2 | 3.5 | 4.9 | 4.9 | 5.0 | 5.0 | 6.0 | 6.2 | 9.9 | -13.5 | 5.4 | 11.9 | 12.9 | -3.2 | 4.8 | 6.0 | 0.1 | 5.4 | 8.8 | 7.2 | 6.0 | 13.3 | 7.8 | -1.7 | 7.9 | 6.9 | 3.8 | 8.5 | 13.9 | 3.5 | 6.2 | 9.1 | 3.9 | 6.6 | 13.5 | 6.9 |
| Sharpe Ratio | NA | -0.17 | 0.19 | 0.02 | 0.13 | 0.27 | NA | NA | NA | NA | 0.64 | 0.3 | 0.7 | -1.18 | 0.71 | 1.08 | 2.55 | -0.85 | 1.3 | 1.32 | 0.0 | 1.27 | 1.73 | 1.67 | 0.8 | 1.94 | 0.94 | -0.31 | 0.96 | 0.62 | 0.3 | 1.21 | 2.49 | 0.41 | 0.55 | 0.52 | 0.09 | 0.51 | 1.89 | 0.81 |
| Draw Down(%) | NA | 10.2 | 12.1 | 12.1 | 19.2 | 19.2 | NA | NA | NA | NA | 19.2 | 4.8 | 9.6 | 17.2 | 4.4 | 13.7 | 1.7 | 8.5 | 1.7 | 2.5 | 3.7 | 2.6 | 4.1 | 2.4 | 5.3 | 4.3 | 8.0 | 12.2 | 2.3 | 4.1 | 3.6 | 6.3 | 3.6 | 5.5 | 4.7 | 8.8 | 4.8 | 7.0 | 4.5 | 3.8 |
| Standard Deviation(%) | NA | 10.6 | 9.4 | 10.0 | 9.4 | 7.9 | NA | NA | NA | NA | 6.9 | 8.5 | 8.8 | 12.6 | 7.6 | 10.7 | 4.5 | 5.4 | 3.2 | 4.4 | 4.4 | 4.2 | 5.1 | 4.3 | 7.4 | 6.8 | 8.2 | 8.9 | 4.9 | 5.5 | 5.2 | 6.2 | 5.3 | 5.7 | 6.8 | 9.4 | 6.1 | 6.1 | 5.2 | 6.2 |
| Treynor Ratio | NA | -0.07 | 0.06 | 0.01 | 0.03 | 0.06 | NA | NA | NA | NA | 0.17 | 0.05 | 0.13 | -0.32 | 0.12 | 0.43 | 0.42 | -0.17 | 0.13 | 0.24 | 0.0 | 0.2 | 0.24 | 0.27 | 0.22 | 0.43 | 0.36 | -0.17 | 0.21 | 0.08 | 0.04 | 0.19 | 0.75 | 0.17 | 0.19 | 0.17 | 0.02 | 0.19 | 0.48 | 0.12 |
| Alpha | NA | -0.02 | 0.0 | -0.02 | -0.01 | 0.0 | NA | NA | NA | NA | 0.01 | -0.02 | -0.01 | -0.02 | -0.02 | 0.02 | 0.02 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.03 | 0.01 | 0.02 | 0.02 | 0.0 | 0.0 | 0.02 | 0.03 | 0.02 | 0.03 | 0.03 | -0.01 | 0.0 | 0.02 | 0.01 |
| Beta | NA | 0.25 | 0.3 | 0.42 | 0.41 | 0.33 | NA | NA | NA | NA | 0.25 | 0.49 | 0.49 | 0.47 | 0.47 | 0.27 | 0.27 | 0.27 | 0.31 | 0.24 | 0.2 | 0.27 | 0.36 | 0.26 | 0.27 | 0.31 | 0.21 | 0.16 | 0.22 | 0.46 | 0.39 | 0.4 | 0.18 | 0.14 | 0.2 | 0.29 | 0.22 | 0.16 | 0.2 | 0.4 |
| RSquared | NA | 0.37 | 0.41 | 0.56 | 0.61 | 0.59 | NA | NA | NA | NA | 0.5 | 0.52 | 0.53 | 0.8 | 0.64 | 0.77 | 0.58 | 0.73 | 0.42 | 0.52 | 0.49 | 0.51 | 0.63 | 0.62 | 0.71 | 0.67 | 0.51 | 0.58 | 0.51 | 0.69 | 0.6 | 0.53 | 0.33 | 0.38 | 0.39 | 0.46 | 0.43 | 0.29 | 0.5 | 0.58 |
| Sortino Ratio | NA | -0.22 | 0.26 | 0.03 | 0.18 | 0.37 | NA | NA | NA | NA | 0.9 | 0.41 | 1.07 | -1.6 | 1.0 | 1.41 | 3.98 | -1.1 | 1.94 | 1.98 | 0.01 | 1.86 | 2.47 | 2.54 | 1.15 | 2.91 | 1.41 | -0.42 | 1.34 | 0.92 | 0.43 | 1.7 | 3.85 | 0.57 | 0.82 | 0.76 | 0.13 | 0.73 | 2.76 | 1.22 |
| Yield(%) | N/A | 0.3 | 1.6 | 2.2 | 2.4 | 2.3 | 3.3 | 3.3 | 4.4 | 4.4 | 3.96 | 2.6 | 2.4 | 1.5 | 1.3 | 3.5 | 2.1 | 1.4 | 0.4 | 2.6 | 2.2 | 1.8 | 1.8 | 2.5 | 4.7 | 3.8 | 5.5 | 4.7 | 3.7 | 3.6 | 4.0 | 3.5 | 4.6 | 5.2 | 4.6 | 8.8 | 7.3 | 6.6 | 6.6 | 5.0 |
| Dividend Growth(%) | N/A | -85.9 | -47.1 | 8.1 | 66.3 | -3.1 | N/A | N/A | N/A | N/A | N/A | 17.4 | 41.0 | 22.3 | -59.3 | 93.3 | 47.3 | 281.8 | -84.7 | 19.7 | 25.7 | 8.6 | -22.6 | -44.1 | 40.5 | -24.7 | 13.5 | 39.4 | 7.9 | -5.7 | 22.9 | -12.8 | -7.8 | 20.2 | -42.9 | 25.0 | 17.4 | 15.1 | 39.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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