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MyPlanIQ
Static Portfolio
MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate Composite
MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate Composite (Static Portfolio)
live (public) 0.75% May 03
Buy and Hold (Monthly Rebalance)
stocks P_64735 60%
bonds P_46880 40%
Simulated from 01/02/2001
Holdings (As of 05/03/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
stocks | P_64735 (MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Most Aggressive) | 1.23% | 60.29% |
bonds | P_46880 (Schwab Total Return Bond) | 0.01% | 39.71% |
* Day change on 05/03/2024.
Performance (As of 05/03/2024)
Since 01/02/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate Composite | 3.2% | 9.7% | 2.9% | 7.9% | 6.2% | 8.6% |
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 01/02/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 3.2 | 9.7 | 2.9 | 7.9 | 6.2 | 8.6 | 7.0 | 5.4 | 8.6 | -5.1 | 8.1 | 17.7 | 19.2 | -5.6 | 2.1 | 15.5 | -1.3 | 5.8 | 10.0 | 12.4 | 1.8 | 15.0 | 31.6 | -28.2 | 10.5 | 16.2 | 4.9 | 10.5 | 36.2 | -13.6 | -24.7 |
Sharpe Ratio | NA | 0.24 | 0.72 | 0.07 | 0.58 | 0.5 | NA | NA | 0.33 | 0.53 | -0.63 | 0.94 | 0.98 | 3.11 | -0.75 | 0.14 | 1.61 | -0.15 | 0.83 | 1.26 | 1.62 | 0.12 | 1.27 | 1.71 | -1.17 | 0.65 | 1.71 | 0.48 | 1.08 | 3.21 | -0.79 | -0.98 |
Draw Down(%) | NA | 3.7 | 7.3 | 11.7 | 20.2 | 20.2 | NA | NA | 42.7 | 7.5 | 11.7 | 4.5 | 20.2 | 2.5 | 11.9 | 10.3 | 4.7 | 8.6 | 5.4 | 9.0 | 6.5 | 13.0 | 9.3 | 17.9 | 38.7 | 7.5 | 8.7 | 4.4 | 7.5 | 6.8 | 25.1 | 35.6 |
Standard Deviation(%) | NA | 8.1 | 8.2 | 8.9 | 11.0 | 10.1 | NA | NA | 13.1 | 8.2 | 10.3 | 8.6 | 17.8 | 5.7 | 9.2 | 11.1 | 9.5 | 8.8 | 7.0 | 7.9 | 7.6 | 14.7 | 11.8 | 18.4 | 25.0 | 11.5 | 7.5 | 5.6 | 8.8 | 11.1 | 18.7 | 27.6 |
Treynor Ratio | NA | 0.03 | 0.1 | 0.01 | 0.14 | 0.11 | NA | NA | 0.07 | 0.08 | -0.17 | 0.14 | 0.36 | 0.48 | -0.14 | 0.03 | 0.29 | -0.03 | 0.1 | 0.16 | 0.22 | 0.03 | 0.24 | 0.49 | -0.5 | 0.11 | 0.2 | 0.06 | 0.14 | 0.59 | -0.22 | -0.27 |
Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | 0.01 | -0.02 | 0.03 | 0.03 | -0.01 | -0.03 | 0.04 | 0.0 | 0.0 | -0.03 | 0.02 | 0.0 | 0.02 | 0.05 | -0.03 | 0.03 | 0.02 | 0.01 | 0.01 | 0.06 | 0.01 | -0.06 |
Beta | NA | 0.61 | 0.62 | 0.44 | 0.47 | 0.48 | NA | NA | 0.59 | 0.54 | 0.38 | 0.56 | 0.49 | 0.37 | 0.5 | 0.6 | 0.52 | 0.52 | 0.56 | 0.64 | 0.55 | 0.61 | 0.62 | 0.65 | 0.58 | 0.68 | 0.65 | 0.48 | 0.71 | 0.6 | 0.67 | 1.0 |
RSquared | NA | 0.81 | 0.79 | 0.74 | 0.82 | 0.72 | NA | NA | 0.76 | 0.74 | 0.81 | 0.72 | 0.91 | 0.64 | 0.86 | 0.14 | 0.5 | 0.84 | 0.83 | 0.8 | 0.86 | 0.93 | 0.91 | 0.92 | 0.92 | 0.88 | 0.74 | 0.78 | 0.79 | 0.86 | 0.87 | 0.6 |
Sortino Ratio | NA | 0.34 | 1.05 | 0.1 | 0.78 | 0.67 | NA | NA | 0.45 | 0.77 | -0.86 | 1.32 | 1.27 | 5.01 | -0.98 | 0.14 | 2.79 | -0.21 | 1.16 | 1.78 | 2.47 | 0.16 | 1.82 | 2.54 | -1.53 | 0.88 | 2.68 | 0.7 | 1.54 | 5.07 | -1.12 | -1.3 |
Yield(%) | 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 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2001
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |