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Total Return Bond with High Yield Bond ETFs 2
Total Return Bond with High Yield Bond ETFs 2
live (public) 0.11% May 10
This portfolio rotates total return bond ETFs and a few of additional bond ETFs.
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Asset1 | JNK (SPDR® Bloomberg High Yield Bond ETF) | 0.16% | 50.00% |
Asset2 | VCIT (Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares) | 0.06% | 50.00% |
* Day change on 03/28/2024.
Performance (As of 05/10/2024)
Since 02/27/2015
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Total Return Bond with High Yield Bond ETFs 2 | -0.2% | 6.7% | 2.3% | 3.4% | N/A | |
VFINX (Vanguard (S&P 500) Index) | 10.0% | 28.0% | 9.2% | 14.4% | 12.7% | 14.3% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.7% | 16.0% | 3.3% | 8.2% | 7.9% | 9.5% |
* 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(%) | -0.1 | -0.2 | 6.7 | 2.3 | 3.4 | NA | 11.3 | 6.9 | -1.3 | 2.2 | 6.8 | 114.3 | -1.4 | 4.9 | 8.5 | -2.9 |
Sharpe Ratio | NA | -0.3 | 0.6 | 0.01 | 0.35 | NA | 0.44 | 0.51 | -2.08 | 0.69 | 0.71 | 1.64 | -1.46 | 1.63 | 2.25 | -0.9 |
Draw Down(%) | NA | 2.6 | 2.6 | 5.2 | 11.9 | NA | 11.9 | 5.2 | 2.8 | 2.0 | 11.9 | 2.2 | 2.5 | 1.9 | 3.2 | 3.3 |
Standard Deviation(%) | NA | 5.1 | 4.9 | 3.8 | 5.3 | NA | 23.1 | 5.1 | 1.3 | 3.2 | 9.2 | 68.8 | 1.9 | 2.6 | 3.7 | 3.3 |
Treynor Ratio | NA | -0.07 | 0.12 | 0.01 | 0.23 | NA | 2.4 | 0.13 | -4.89 | 0.16 | 0.77 | -2.27 | -0.57 | 0.29 | 2.04 | -2.07 |
Alpha | NA | -0.04 | -0.01 | 0.0 | 0.0 | NA | 0.05 | -0.01 | -0.01 | -0.01 | 0.02 | 0.47 | -0.01 | 0.01 | 0.03 | -0.01 |
Beta | NA | 0.23 | 0.24 | 0.07 | 0.08 | NA | 0.04 | 0.2 | 0.01 | 0.14 | 0.08 | -0.5 | 0.05 | 0.15 | 0.04 | 0.01 |
RSquared | NA | 0.28 | 0.31 | 0.09 | 0.1 | NA | 0.0 | 0.26 | 0.01 | 0.31 | 0.1 | 0.0 | 0.19 | 0.15 | 0.02 | 0.0 |
Sortino Ratio | NA | -0.38 | 0.86 | 0.01 | 0.47 | NA | 3.16 | 0.74 | -2.21 | 0.94 | 0.94 | 50.92 | -1.85 | 2.41 | 3.31 | -1.2 |
Yield(%) | N/A | 1.95 | 5.99 | 3.78 | 3.5 | N/A | 3.78 | 5.53 | 1.34 | 4.05 | 2.54 | 5.13 | 2.35 | 4.37 | 3.87 | 2.9 |
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 |