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Static Portfolio
Global Equal Weight Stock Bond REITs Gold Benchmark Portfolio
Global Equal Weight Stock Bond REITs Gold Benchmark Portfolio (Static Portfolio)
live (public) 0.73% May 03
Buy and Hold (Annually Rebalance)
USStocks VFINX 13.4%
USREITs VGSIX 13.4%
EuropeStocks VEURX 13.4%
PacificStocks VPACX 13.4%
Gold GLD 13.4%
USBonds VBMFX 33%
Simulated from 07/01/1996
Holdings (As of 05/03/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
USStocks | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 1.26% | 23.89% |
USREITs | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 0.71% | 12.09% |
EuropeStocks | VEURX (VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES) | 0.90% | 13.26% |
PacificStocks | VPACX (VANGUARD PACIFIC STOCK INDEX FUND INVESTOR SHARES) | 1.13% | 12.68% |
Gold | GLD (SPDR® Gold Shares) | 0.08% | 16.11% |
USBonds | VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) | 0.43% | 21.97% |
* Day change on 05/03/2024.
Performance (As of 05/03/2024)
Since 07/01/1996
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Global Equal Weight Stock Bond REITs Gold Benchmark Portfolio | 3.2% | 11.6% | 2.1% | 6.0% | 4.9% | 7.3% |
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 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(%) | 0.8 | 3.2 | 11.6 | 2.1 | 6.0 | 4.9 | 7.3 | 6.6 | 6.6 | 15.0 | -15.9 | 11.3 | 10.6 | 19.2 | -6.3 | 11.3 | 5.6 | -0.9 | 5.7 | 5.3 | 11.5 | 2.0 | 14.9 | 20.5 | -18.6 | 7.4 | 17.5 | 10.0 | 13.4 | 23.6 | -1.1 | -3.0 | -0.0 | 11.2 | 9.2 | 6.9 | 6.5 |
Sharpe Ratio | NA | 0.23 | 0.88 | -0.02 | 0.37 | 0.4 | NA | NA | 0.52 | 1.18 | -1.19 | 1.46 | 0.58 | 3.21 | -1.02 | 2.4 | 0.74 | -0.12 | 1.06 | 0.65 | 1.53 | 0.16 | 1.24 | 1.35 | -0.93 | 0.43 | 1.67 | 1.27 | 1.83 | 3.51 | -0.26 | -0.71 | -0.61 | 1.26 | 0.77 | 0.55 | 1.05 |
Draw Down(%) | NA | 3.4 | 8.4 | 22.9 | 22.9 | 22.9 | NA | NA | 32.3 | 8.4 | 22.9 | 4.2 | 21.1 | 2.2 | 11.2 | 2.1 | 5.8 | 7.9 | 4.4 | 7.9 | 5.5 | 9.5 | 7.2 | 13.0 | 32.3 | 5.9 | 9.5 | 3.5 | 7.5 | 4.8 | 11.2 | 10.3 | 5.6 | 3.6 | 9.0 | 5.9 | 2.4 |
Standard Deviation(%) | NA | 8.6 | 8.8 | 10.9 | 12.0 | 9.7 | NA | NA | 9.8 | 9.1 | 14.5 | 7.7 | 17.7 | 5.5 | 7.5 | 4.5 | 7.2 | 7.8 | 5.3 | 8.1 | 7.5 | 12.6 | 11.9 | 15.1 | 21.0 | 10.2 | 8.5 | 6.2 | 6.8 | 6.5 | 8.4 | 7.5 | 6.8 | 6.3 | 7.6 | 6.1 | 4.5 |
Treynor Ratio | NA | 0.03 | 0.13 | 0.0 | 0.09 | 0.08 | NA | NA | 0.12 | 0.19 | -0.31 | 0.22 | 0.21 | 0.52 | -0.19 | 0.32 | 0.13 | -0.02 | 0.16 | 0.09 | 0.22 | 0.04 | 0.24 | 0.41 | -0.41 | 0.08 | 0.23 | 0.18 | 0.3 | 0.78 | -0.08 | -0.19 | -0.19 | 0.39 | 0.22 | 0.15 | 0.16 |
Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | -0.03 | -0.01 | 0.01 | 0.03 | -0.02 | 0.02 | 0.01 | 0.0 | 0.01 | -0.04 | 0.02 | 0.01 | 0.02 | 0.03 | 0.0 | 0.01 | 0.03 | 0.03 | 0.03 | 0.05 | 0.02 | 0.0 | 0.0 | 0.02 | 0.0 | -0.01 | 0.02 |
Beta | NA | 0.59 | 0.62 | 0.55 | 0.5 | 0.47 | NA | NA | 0.42 | 0.56 | 0.55 | 0.51 | 0.48 | 0.34 | 0.4 | 0.33 | 0.42 | 0.42 | 0.36 | 0.59 | 0.51 | 0.49 | 0.62 | 0.49 | 0.48 | 0.58 | 0.62 | 0.44 | 0.41 | 0.29 | 0.27 | 0.28 | 0.22 | 0.2 | 0.26 | 0.22 | 0.3 |
RSquared | NA | 0.66 | 0.67 | 0.77 | 0.81 | 0.76 | NA | NA | 0.7 | 0.66 | 0.84 | 0.74 | 0.89 | 0.59 | 0.82 | 0.25 | 0.57 | 0.69 | 0.6 | 0.65 | 0.77 | 0.81 | 0.87 | 0.8 | 0.87 | 0.81 | 0.53 | 0.53 | 0.44 | 0.58 | 0.73 | 0.67 | 0.52 | 0.34 | 0.49 | 0.41 | 0.63 |
Sortino Ratio | NA | 0.31 | 1.29 | -0.02 | 0.5 | 0.54 | NA | NA | 0.73 | 1.79 | -1.63 | 2.1 | 0.74 | 5.04 | -1.28 | 3.56 | 1.08 | -0.16 | 1.5 | 0.89 | 2.36 | 0.22 | 1.8 | 1.95 | -1.24 | 0.58 | 2.53 | 1.95 | 2.65 | 6.15 | -0.37 | -0.97 | -0.88 | 2.03 | 1.08 | 0.77 | 1.63 |
Yield(%) | N/A | 0.85 | 2.94 | 2.12 | 2.12 | 2.06 | N/A | N/A | 2.99 | 2.6 | 1.31 | 2.01 | 1.77 | 2.7 | 1.9 | 0.45 | 2.95 | 2.29 | 2.68 | 2.45 | 2.83 | 2.78 | 3.11 | 3.62 | 3.17 | 3.25 | 3.27 | 3.15 | 3.16 | 3.48 | 3.7 | 3.63 | 3.73 | 3.86 | 3.97 | 3.95 | 2.23 |
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 |