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Total Return Bond ETFs
Total Return Bond ETFs
live (public) 0.24% April 26
This portfolio rotates total return bond ETFs and a few of additional bond ETFs.
Delayed
Holdings (As of 02/29/2024)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | VCIT (Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares) | 0.16% | 100.00% |
* Day change on 02/29/2024.
Previous
Performance (As of 04/26/2024)
Since 02/27/2015
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Total Return Bond ETFs | -2.5% | 2.6% | 0.1% | 1.6% | N/A | |
| 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 02/27/2015 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | -2.5 | 2.6 | 0.1 | 1.6 | NA | 2.0 | 2.8 | -1.1 | 0.0 | 1.4 | 12.2 | -1.2 | 3.2 | 4.9 | -1.1 |
| Sharpe Ratio | NA | -0.64 | -0.23 | -0.56 | 0.0 | NA | 0.17 | -0.3 | -1.64 | 0.0 | 0.11 | 3.06 | -1.64 | 0.91 | 1.33 | -0.32 |
| Draw Down(%) | NA | 3.4 | 3.5 | 7.3 | 16.8 | NA | 16.8 | 5.7 | 2.8 | 3.3 | 16.8 | 2.2 | 2.5 | 1.6 | 3.7 | 2.6 |
| Standard Deviation(%) | NA | 5.7 | 5.1 | 3.8 | 5.8 | NA | 4.7 | 4.8 | 1.5 | 3.7 | 10.5 | 3.5 | 1.6 | 2.9 | 3.6 | 3.5 |
| Treynor Ratio | NA | -0.23 | -0.14 | -1.06 | 0.0 | NA | 0.25 | -0.24 | -9.33 | 0.0 | 0.15 | -2.15 | 15.57 | -0.27 | -1.83 | 1.66 |
| Alpha | NA | -0.06 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.05 | -0.01 | 0.02 | 0.02 | -0.01 |
| Beta | NA | 0.16 | 0.08 | 0.02 | 0.05 | NA | 0.03 | 0.06 | 0.0 | 0.03 | 0.08 | -0.05 | 0.0 | -0.1 | -0.03 | -0.01 |
| RSquared | NA | 0.11 | 0.04 | 0.01 | 0.03 | NA | 0.01 | 0.03 | 0.0 | 0.01 | 0.06 | 0.03 | 0.0 | 0.05 | 0.01 | 0.0 |
| Sortino Ratio | NA | -0.77 | -0.32 | -0.74 | 0.0 | NA | 0.23 | -0.42 | -1.75 | 0.0 | 0.16 | 4.83 | -2.02 | 1.35 | 1.91 | -0.43 |
| Yield(%) | N/A | 1.05 | 4.09 | 2.91 | 3.16 | N/A | 2.98 | 4.03 | 1.35 | 3.38 | 2.87 | 3.71 | 1.75 | 3.0 | 2.83 | 2.87 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2015
Strategies
| Asset Allocation Strategy | Goldman Sachs Global Tactical Asset Allocation Benchmark Based |
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