Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Static Portfolio
Permanent Income Portfolio with Long TIPS
Permanent Income Portfolio with Long TIPS (Static Portfolio)
live (public) 0.29% April 26
Buy and Hold (Annually Rebalance)
Dividend-Stocks VDIGX 12.5%
REITs VGSIX 12.5%
TIPS LTPZ 25%
Long-Treasury-Bonds VUSTX 12.5%
Long-Corp-Bonds VWESX 12.5%
Short-Term-Bonds VFSTX 25%
Simulated from 09/09/2009
Holdings (As of 04/26/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Dividend-Stocks | VDIGX (VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES) | 0.0% | 22.04% |
REITs | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 0.08% | 12.84% |
TIPS | LTPZ (PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund) | 0.82% | 21.26% |
Long-Treasury-Bonds | VUSTX (VANGUARD LONG-TERM TREASURY FUND INVESTOR SHARES) | 0.51% | 9.05% |
Long-Corp-Bonds | VWESX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) | 0.0% | 10.44% |
Short-Term-Bonds | VFSTX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) | 0.0% | 24.37% |
* Day change on 04/26/2024.
Performance (As of 04/26/2024)
Since 09/09/2009
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Permanent Income Portfolio with Long TIPS | -3.6% | -1.0% | -3.7% | 1.6% | 3.1% | |
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 | Since 09/09/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | -3.6 | -1.0 | -3.7 | 1.6 | 3.1 | 5.0 | 5.9 | -20.5 | 9.5 | 12.1 | 17.2 | -4.4 | 6.4 | 6.8 | -1.8 | 16.0 | -3.1 | 9.5 | 14.5 | 10.9 | 4.4 |
Sharpe Ratio | NA | -0.58 | -0.51 | -0.59 | 0.01 | 0.25 | 0.56 | 0.17 | -1.69 | 1.42 | 1.04 | 2.75 | -1.07 | 1.12 | 0.99 | -0.23 | 3.08 | -0.45 | 2.16 | 2.34 | 1.68 | 0.67 |
Draw Down(%) | NA | 4.8 | 10.4 | 25.9 | 25.9 | 25.9 | 25.9 | 11.8 | 25.1 | 5.4 | 17.1 | 3.7 | 6.0 | 2.8 | 7.8 | 8.2 | 3.5 | 10.4 | 2.5 | 2.5 | 5.0 | 1.8 |
Standard Deviation(%) | NA | 8.2 | 9.2 | 10.1 | 9.8 | 8.2 | 7.6 | 9.5 | 13.0 | 6.6 | 11.5 | 5.7 | 5.3 | 5.1 | 6.7 | 7.8 | 5.2 | 6.9 | 4.4 | 6.2 | 6.4 | 6.5 |
Treynor Ratio | NA | -0.16 | -0.12 | -0.19 | 0.0 | 0.11 | 0.27 | 0.04 | -0.66 | 0.48 | 0.71 | 5.9 | -0.49 | -42.01 | 0.54 | -0.31 | -5.15 | -0.18 | -4.51 | 3.1 | 0.66 | 0.18 |
Alpha | NA | -0.08 | -0.05 | -0.03 | -0.01 | 0.0 | 0.01 | -0.02 | -0.07 | 0.02 | 0.03 | 0.06 | -0.02 | 0.02 | 0.02 | -0.01 | 0.06 | -0.03 | 0.04 | 0.05 | 0.03 | 0.03 |
Beta | NA | 0.3 | 0.39 | 0.32 | 0.22 | 0.18 | 0.16 | 0.36 | 0.33 | 0.2 | 0.17 | 0.03 | 0.12 | 0.0 | 0.12 | 0.06 | -0.03 | 0.18 | -0.02 | 0.05 | 0.16 | 0.24 |
RSquared | NA | 0.18 | 0.25 | 0.29 | 0.23 | 0.15 | 0.13 | 0.24 | 0.38 | 0.15 | 0.25 | 0.0 | 0.14 | 0.0 | 0.06 | 0.01 | 0.0 | 0.08 | 0.0 | 0.03 | 0.21 | 0.34 |
Sortino Ratio | NA | -0.71 | -0.7 | -0.8 | 0.01 | 0.34 | 0.77 | 0.25 | -2.23 | 2.13 | 1.36 | 4.11 | -1.37 | 1.53 | 1.39 | -0.31 | 4.6 | -0.58 | 3.28 | 3.68 | 2.42 | 1.2 |
Yield(%) | N/A | 1.13 | 3.71 | 3.76 | 3.8 | 3.41 | 3.62 | 3.07 | 3.6 | 4.38 | 3.86 | 3.33 | 2.68 | 1.52 | 4.2 | 3.23 | 3.74 | 2.83 | 3.36 | 4.41 | 3.85 | 1.45 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/09/2009
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |