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Static Portfolio
Global Equal Weight Stock Bond REITs Benchmark Portfolio
Global Equal Weight Stock Bond REITs Benchmark Portfolio (Static Portfolio)
live (public) 0.55% April 26
Buy and Hold (Annually Rebalance)
USStocks VFINX 16.75%
USREITs VGSIX 16.75%
EuropeStocks VEURX 16.75%
PacificStocks VPACX 16.75%
USBonds VBMFX 33%
Simulated from 07/01/1996
Holdings (As of 04/26/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
USStocks | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 1.02% | 30.27% |
USREITs | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 0.08% | 15.17% |
EuropeStocks | VEURX (VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES) | 0.68% | 16.79% |
PacificStocks | VPACX (VANGUARD PACIFIC STOCK INDEX FUND INVESTOR SHARES) | 0.44% | 15.61% |
USBonds | VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) | 0.22% | 22.16% |
* Day change on 04/26/2024.
Performance (As of 04/26/2024)
Since 07/01/1996
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Global Equal Weight Stock Bond REITs Benchmark Portfolio | 0.7% | 11.4% | 0.9% | 5.2% | 5.1% | 7.7% |
VFINX (Vanguard (S&P 500) Index) | 7.3% | 27.5% | 8.3% | 13.5% | 12.6% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.7% | 15.1% | 2.4% | 7.6% | 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 07/01/1996 |
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(%) | 1.7 | 0.7 | 11.4 | 0.9 | 5.2 | 5.1 | 7.7 | 6.1 | 6.5 | 16.0 | -18.4 | 15.2 | 8.5 | 20.3 | -7.4 | 11.9 | 5.4 | 0.6 | 7.0 | 11.9 | 13.0 | 0.3 | 13.3 | 20.9 | -24.7 | 3.4 | 17.3 | 9.2 | 15.1 | 24.7 | -4.6 | -4.7 | -0.3 | 14.5 | 10.5 | 11.5 | 8.3 |
Sharpe Ratio | NA | -0.05 | 0.77 | -0.11 | 0.26 | 0.35 | NA | NA | 0.43 | 1.14 | -1.18 | 1.76 | 0.38 | 2.85 | -0.96 | 2.26 | 0.57 | 0.06 | 1.09 | 1.41 | 1.57 | 0.01 | 0.94 | 1.1 | -0.97 | 0.04 | 1.71 | 1.03 | 1.75 | 3.13 | -0.54 | -0.75 | -0.53 | 1.61 | 0.76 | 1.07 | 1.26 |
Draw Down(%) | NA | 5.2 | 10.3 | 25.3 | 25.7 | 25.7 | NA | NA | 40.9 | 10.3 | 25.3 | 4.5 | 25.7 | 3.3 | 12.8 | 2.3 | 6.8 | 8.7 | 4.9 | 8.4 | 6.5 | 12.9 | 10.3 | 18.1 | 37.3 | 7.3 | 7.9 | 4.0 | 8.9 | 6.2 | 14.4 | 13.4 | 6.6 | 4.3 | 11.6 | 6.4 | 3.0 |
Standard Deviation(%) | NA | 9.2 | 9.8 | 12.4 | 14.1 | 11.4 | NA | NA | 11.7 | 10.3 | 16.8 | 8.6 | 21.7 | 6.6 | 9.1 | 5.0 | 9.1 | 9.2 | 6.4 | 8.4 | 8.3 | 15.7 | 14.1 | 18.9 | 26.4 | 11.4 | 8.2 | 6.9 | 8.1 | 7.7 | 10.6 | 9.4 | 8.3 | 7.0 | 9.5 | 7.4 | 5.2 |
Treynor Ratio | NA | -0.01 | 0.1 | -0.02 | 0.06 | 0.07 | NA | NA | 0.1 | 0.17 | -0.3 | 0.25 | 0.14 | 0.4 | -0.17 | 0.23 | 0.09 | 0.01 | 0.14 | 0.18 | 0.22 | 0.0 | 0.18 | 0.32 | -0.41 | 0.01 | 0.2 | 0.13 | 0.28 | 0.65 | -0.16 | -0.19 | -0.16 | 0.45 | 0.21 | 0.29 | 0.19 |
Alpha | NA | -0.05 | -0.03 | -0.02 | -0.01 | -0.01 | NA | NA | 0.01 | -0.01 | -0.03 | 0.0 | -0.01 | 0.02 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | -0.03 | 0.02 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 0.02 | 0.02 | 0.04 | 0.05 | 0.01 | -0.01 | 0.0 | 0.03 | 0.0 | 0.0 | 0.03 |
Beta | NA | 0.68 | 0.73 | 0.66 | 0.62 | 0.59 | NA | NA | 0.53 | 0.7 | 0.66 | 0.6 | 0.6 | 0.47 | 0.5 | 0.48 | 0.61 | 0.53 | 0.49 | 0.68 | 0.6 | 0.64 | 0.75 | 0.65 | 0.62 | 0.67 | 0.7 | 0.54 | 0.51 | 0.37 | 0.35 | 0.36 | 0.27 | 0.25 | 0.33 | 0.28 | 0.35 |
RSquared | NA | 0.73 | 0.76 | 0.85 | 0.88 | 0.85 | NA | NA | 0.78 | 0.79 | 0.9 | 0.83 | 0.93 | 0.8 | 0.88 | 0.42 | 0.77 | 0.8 | 0.77 | 0.79 | 0.87 | 0.92 | 0.92 | 0.89 | 0.93 | 0.87 | 0.72 | 0.65 | 0.49 | 0.66 | 0.75 | 0.7 | 0.54 | 0.41 | 0.51 | 0.46 | 0.64 |
Sortino Ratio | NA | -0.06 | 1.14 | -0.16 | 0.35 | 0.47 | NA | NA | 0.6 | 1.73 | -1.61 | 2.53 | 0.48 | 4.31 | -1.2 | 3.24 | 0.79 | 0.09 | 1.56 | 2.02 | 2.4 | 0.02 | 1.35 | 1.59 | -1.29 | 0.05 | 2.6 | 1.56 | 2.49 | 5.04 | -0.77 | -1.01 | -0.75 | 2.49 | 1.06 | 1.52 | 1.95 |
Yield(%) | N/A | 0.99 | 3.56 | 2.51 | 2.51 | 2.41 | N/A | N/A | 3.41 | 3.08 | 1.53 | 2.42 | 2.03 | 3.15 | 2.21 | 0.51 | 3.44 | 2.65 | 3.1 | 2.9 | 3.31 | 3.18 | 3.54 | 4.16 | 3.56 | 3.63 | 3.66 | 3.57 | 3.59 | 3.98 | 4.1 | 3.99 | 4.11 | 4.34 | 4.38 | 4.42 | 2.51 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/1996
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |