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Static Portfolio
50 To 70 Percent Tactical Balanced Portfolio
50 To 70 Percent Tactical Balanced Portfolio (Static Portfolio)
live (public) 0.24% April 18
Buy and Hold (Annually Rebalance)
Bonds P_46880 30.0%
Tactical P_61056 70.0%
Simulated from 01/02/2001
Holdings (As of 04/18/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Bonds | P_46880 (Schwab Total Return Bond) | 0.29% | 28.51% |
Tactical | P_61056 (P SMA 200d VFINX Total Return Bond As Cash Monthly) | 0.22% | 71.49% |
* Day change on 04/18/2024.
Performance (As of 04/18/2024)
Since 01/02/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
50 To 70 Percent Tactical Balanced Portfolio | 3.6% | 10.0% | 3.1% | 8.0% | 7.3% | 10.4% |
VFINX (Vanguard (S&P 500) Index) | 5.5% | 22.3% | 7.7% | 13.3% | 12.5% | 14.5% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.5% | 12.4% | 2.1% | 7.5% | 7.6% | 9.6% |
* 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 01/02/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.8 | 3.6 | 10.0 | 3.1 | 8.0 | 7.3 | 10.4 | 9.5 | 9.8 | 11.2 | -14.1 | 20.9 | 14.0 | 12.1 | -4.6 | 17.7 | 11.2 | -2.9 | 11.0 | 23.4 | 15.9 | 1.5 | 18.1 | 28.8 | -1.7 | 6.4 | 14.2 | 4.5 | 10.8 | 34.4 | 1.3 | 3.8 |
Sharpe Ratio | NA | 0.3 | 0.73 | 0.1 | 0.67 | 0.69 | NA | NA | 1.0 | 0.77 | -1.9 | 2.19 | 1.11 | 1.49 | -0.53 | 3.59 | 1.56 | -0.31 | 1.29 | 2.8 | 1.7 | 0.12 | 1.76 | 2.92 | -0.36 | 0.29 | 1.46 | 0.32 | 1.2 | 4.15 | 0.04 | 1.12 |
Draw Down(%) | NA | 3.9 | 8.2 | 15.4 | 15.4 | 15.4 | NA | NA | 15.4 | 8.2 | 15.4 | 4.1 | 14.9 | 4.1 | 15.0 | 1.6 | 3.8 | 8.8 | 5.3 | 5.4 | 7.3 | 12.9 | 9.4 | 4.0 | 7.3 | 7.2 | 5.7 | 5.4 | 6.2 | 4.7 | 7.9 | 1.2 |
Standard Deviation(%) | NA | 8.6 | 8.5 | 8.7 | 9.6 | 9.0 | NA | NA | 8.8 | 9.1 | 8.2 | 9.6 | 12.3 | 7.2 | 11.3 | 4.7 | 7.0 | 9.6 | 8.5 | 8.3 | 9.3 | 12.7 | 10.2 | 9.8 | 7.1 | 11.5 | 7.5 | 7.4 | 8.2 | 8.1 | 5.0 | 1.4 |
Treynor Ratio | NA | 0.03 | 0.09 | 0.03 | 0.24 | 0.18 | NA | NA | 0.35 | 0.11 | -0.98 | 0.31 | 0.85 | 0.23 | -0.09 | 0.24 | 0.31 | -0.05 | 0.15 | 0.31 | 0.22 | 0.04 | 0.41 | 1.94 | 1.31 | 0.05 | 0.15 | 0.03 | 0.14 | 1.39 | -0.08 | -1.63 |
Alpha | NA | -0.01 | -0.02 | 0.0 | 0.01 | 0.01 | NA | NA | 0.03 | -0.02 | -0.05 | 0.01 | 0.04 | -0.01 | -0.01 | 0.01 | 0.03 | -0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.04 | 0.09 | -0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.09 | 0.0 | 0.01 |
Beta | NA | 0.74 | 0.68 | 0.33 | 0.27 | 0.34 | NA | NA | 0.25 | 0.61 | 0.16 | 0.68 | 0.16 | 0.47 | 0.63 | 0.7 | 0.35 | 0.55 | 0.75 | 0.75 | 0.73 | 0.38 | 0.44 | 0.15 | -0.02 | 0.72 | 0.74 | 0.72 | 0.69 | 0.24 | -0.03 | -0.01 |
RSquared | NA | 0.97 | 0.88 | 0.43 | 0.35 | 0.46 | NA | NA | 0.31 | 0.77 | 0.22 | 0.88 | 0.21 | 0.67 | 0.9 | 0.98 | 0.43 | 0.8 | 0.99 | 0.99 | 0.99 | 0.48 | 0.59 | 0.17 | 0.01 | 0.99 | 0.98 | 0.98 | 0.88 | 0.26 | 0.02 | 0.02 |
Sortino Ratio | NA | 0.44 | 1.06 | 0.14 | 0.9 | 0.94 | NA | NA | 1.38 | 1.12 | -2.26 | 3.2 | 1.42 | 2.03 | -0.67 | 5.74 | 2.26 | -0.42 | 1.82 | 4.18 | 2.61 | 0.15 | 2.48 | 4.48 | -0.5 | 0.39 | 2.24 | 0.46 | 1.73 | 6.73 | 0.05 | 1.62 |
Yield(%) | 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 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2001
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |