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MyPlanIQ Static Portfolio Global US Centric Stock Benchmark Portfolio

Global US Centric Stock Benchmark Portfolio (Static Portfolio)

live (public) 0.13% June 04

Buy and Hold (Annually Rebalance)
USStocks VFINX 66%
EuropeStocks VEURX 17%
PacificStocks VPACX 17%

Simulated from 11/01/1990

Holdings (As of 06/04/2025)
Asset Fund in this portfolio Price change* Percentage
USStocks VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 0.01% 76.94%
EuropeStocks VEURX (VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES) 0.56% 12.94%
PacificStocks VPACX (VANGUARD PACIFIC STOCK INDEX FUND INVESTOR SHARES) 0.53% 10.12%

* Day change on 06/04/2025.

Monthly Holding Date: Total Transaction Times So Far:
Previous Next
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Holdings

Transactions

Performance (As of 06/04/2025)

Since 11/01/1990

Name YTD*
Return		 1Yr
AR**		 3Yr
AR**		 5Yr
AR**		 10Yr
AR**		 15Yr
AR**
Global US Centric Stock Benchmark Portfolio 5.3% 13.4% 13.8% 13.8% 10.6% 11.9%
VFINX (Vanguard (S&P 500) Index) 8.9% 25.4% 20.7% 13.2% 15.3% 14.4%
VBINX (Vanguard Balance (60% stocks/40% bonds) 5.8% 17.1% 13.9% 7.3% 9.6% 9.3%
*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
11/01/1990		 2025 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 1995 1994 1993 1992 1991 1990
Annualized Return(%) 0.8 13.4 13.8 13.8 10.6 11.9 8.9 9.6 5.3 19.2 24.3 -17.9 22.9 15.6 28.0 -8.2 21.5 9.0 0.8 6.9 28.2 16.7 -3.1 13.3 26.6 -37.7 6.8 18.0 8.5 13.8 32.4 -19.2 -16.0 -11.8 26.2 24.6 21.2 17.0 29.4 3.2 17.1 1.9 24.0 4.8
Sharpe Ratio NA 0.56 0.63 0.71 0.53 NA NA 0.45 0.17 1.29 1.67 -0.85 1.84 0.47 2.29 -0.62 3.29 0.64 0.05 0.64 2.5 1.25 -0.13 0.72 0.99 -0.96 0.22 1.35 0.67 1.22 2.14 -0.91 -0.96 -0.93 1.71 1.2 1.23 1.53 3.91 0.02 1.98 -0.06 1.55 0.31
Draw Down(%) NA 17.0 17.0 25.7 33.5 NA NA 56.3 17.0 8.3 10.4 25.7 5.4 33.5 6.2 19.0 2.2 11.1 12.9 8.2 7.3 11.5 20.3 15.6 27.6 49.1 9.8 10.6 6.7 7.6 13.2 30.1 29.8 16.7 7.4 18.9 10.0 6.4 2.3 7.7 4.1 9.0 6.1 2.8
Standard Deviation(%) NA 18.2 16.7 16.7 17.4 NA NA 17.0 23.5 12.1 12.4 22.8 12.4 32.6 11.6 15.4 6.3 13.8 14.9 10.8 11.3 13.4 23.9 18.4 26.7 40.4 16.1 10.7 9.4 10.6 14.8 22.3 19.3 17.2 13.4 17.6 14.3 8.7 6.5 7.9 7.5 9.0 12.9 12.9
Treynor Ratio NA 0.11 0.11 0.13 0.1 NA NA 0.08 0.04 0.17 0.22 -0.21 0.25 0.16 0.29 -0.11 0.23 0.09 0.01 0.07 0.28 0.16 -0.03 0.13 0.27 -0.4 0.04 0.14 0.07 0.15 0.38 -0.24 -0.21 -0.22 0.33 0.26 0.24 0.19 0.37 0.0 0.22 -0.01 0.25 0.05
Alpha NA 0.0 0.0 0.0 0.0 NA NA 0.0 0.03 -0.01 0.01 0.0 0.0 0.0 0.0 -0.01 0.01 0.0 0.01 -0.01 0.0 0.01 -0.01 0.0 0.01 0.0 0.01 0.01 0.02 0.02 0.03 0.0 -0.02 -0.02 0.04 0.01 -0.01 0.01 0.02 0.01 0.04 -0.01 0.01 -0.03
Beta NA 0.91 0.93 0.93 0.93 NA NA 0.9 0.91 0.94 0.93 0.93 0.9 0.93 0.92 0.89 0.91 1.03 0.94 0.93 0.99 1.03 1.01 1.01 0.97 0.98 0.99 1.01 0.86 0.87 0.83 0.84 0.87 0.74 0.69 0.81 0.74 0.71 0.7 0.7 0.69 0.78 0.81 0.79
RSquared NA 0.98 0.98 0.97 0.97 NA NA 0.94 0.98 0.97 0.97 0.98 0.9 0.99 0.98 0.98 0.92 0.95 0.96 0.96 0.96 0.96 0.98 0.98 0.98 0.98 0.97 0.89 0.89 0.84 0.92 0.95 0.94 0.92 0.88 0.88 0.89 0.92 0.7 0.76 0.63 0.71 0.8 0.74
Sortino Ratio NA 0.79 0.91 1.0 0.72 NA NA 0.62 0.25 1.81 2.54 -1.16 2.67 0.62 3.3 -0.79 5.3 0.88 0.08 0.87 3.71 1.9 -0.18 1.02 1.41 -1.28 0.3 2.04 0.98 1.75 3.35 -1.29 -1.3 -1.27 2.62 1.69 1.72 2.17 6.22 0.02 3.09 -0.09 2.45 0.47
Yield(%) N/A 2.2 2.4 2.6 3.0 5.0 4.5 2.26 1.1 1.8 2.5 1.3 2.0 1.3 2.7 1.8 0.4 2.9 2.2 2.4 2.5 2.7 2.4 2.5 2.9 2.2 2.2 2.1 1.9 2.0 2.1 1.7 1.1 1.1 2.1 2.0 2.5 2.4 2.8 2.8 2.5 2.8 3.4 1.8
Dividend Growth(%) N/A 1.1 60.8 75.6 96.4 185.5 N/A N/A -26.4 -9.4 62.8 -19.8 68.1 -36.1 37.5 401.3 -83.4 29.4 -1.3 21.7 7.8 7.8 9.2 8.4 -14.6 4.1 20.8 23.8 7.1 22.3 4.5 34.2 -15.9 -32.4 29.1 -0.8 19.9 10.2 2.7 35.0 -12.3 4.9 91.6 N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/1990

Tax Performance Analytics
Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 11/09/1992 when all charts have data
Strategies
Asset Allocation Strategy    Rebalance for Static Portfolios

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