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Static Portfolio
50 To 70 Percent Static Balanced Portfolio
50 To 70 Percent Static Balanced Portfolio (Static Portfolio)
live (public) 0.90% April 26
Buy and Hold (Annually Rebalance)
Bonds P_46880 30.0%
Stocks VFINX 70.0%
Simulated from 01/02/2001
Holdings (As of 04/26/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Bonds | P_46880 (Schwab Total Return Bond) | 0.39% | 19.04% |
Tactical | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 1.02% | 80.96% |
* Day change on 04/26/2024.
Performance (As of 04/26/2024)
Since 01/02/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
50 To 70 Percent Static Balanced Portfolio | 5.9% | 21.5% | 6.8% | 11.4% | 10.3% | 12.5% |
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 | 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(%) | 2.2 | 5.9 | 21.5 | 6.8 | 11.4 | 10.3 | 12.5 | 9.1 | 8.2 | 20.7 | -14.6 | 22.4 | 16.2 | 25.1 | -2.7 | 16.5 | 10.5 | 0.5 | 11.0 | 23.4 | 15.9 | 3.3 | 15.2 | 24.8 | -26.5 | 6.4 | 13.3 | 3.1 | 9.8 | 28.2 | -11.8 | -4.3 |
Sharpe Ratio | NA | 0.5 | 1.84 | 0.34 | 0.62 | 0.71 | NA | NA | 0.53 | 1.57 | -0.86 | 2.18 | 0.65 | 2.68 | -0.32 | 3.32 | 1.12 | 0.04 | 1.29 | 2.8 | 1.7 | 0.2 | 1.19 | 1.38 | -1.08 | 0.29 | 1.34 | 0.12 | 1.06 | 2.44 | -0.8 | -0.47 |
Draw Down(%) | NA | 4.8 | 8.5 | 19.8 | 26.4 | 26.4 | NA | NA | 41.5 | 8.5 | 19.8 | 4.3 | 26.4 | 4.5 | 14.2 | 1.6 | 6.6 | 8.8 | 5.3 | 5.4 | 7.3 | 13.3 | 11.5 | 19.0 | 34.1 | 7.2 | 5.7 | 5.4 | 6.2 | 8.3 | 20.7 | 19.1 |
Standard Deviation(%) | NA | 9.6 | 9.6 | 13.5 | 15.8 | 13.1 | NA | NA | 13.4 | 10.5 | 18.7 | 10.3 | 24.6 | 8.8 | 12.4 | 4.8 | 9.2 | 11.0 | 8.5 | 8.3 | 9.3 | 16.5 | 12.7 | 17.9 | 25.5 | 11.5 | 7.5 | 7.3 | 8.4 | 11.3 | 16.1 | 14.2 |
Treynor Ratio | NA | 0.06 | 0.22 | 0.06 | 0.13 | 0.13 | NA | NA | 0.1 | 0.21 | -0.21 | 0.3 | 0.23 | 0.34 | -0.05 | 0.23 | 0.15 | 0.01 | 0.15 | 0.31 | 0.22 | 0.05 | 0.22 | 0.38 | -0.44 | 0.05 | 0.14 | 0.01 | 0.12 | 0.42 | -0.21 | -0.1 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | NA | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | 0.02 | 0.03 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.04 | 0.01 | 0.01 |
Beta | NA | 0.83 | 0.8 | 0.77 | 0.73 | 0.73 | NA | NA | 0.68 | 0.79 | 0.77 | 0.74 | 0.71 | 0.7 | 0.72 | 0.7 | 0.7 | 0.71 | 0.75 | 0.75 | 0.73 | 0.7 | 0.7 | 0.65 | 0.62 | 0.72 | 0.74 | 0.71 | 0.73 | 0.66 | 0.62 | 0.66 |
RSquared | NA | 0.99 | 0.96 | 0.96 | 0.98 | 0.98 | NA | NA | 0.98 | 0.96 | 0.99 | 0.89 | 0.99 | 0.99 | 0.99 | 0.96 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.94 | 0.98 | 0.99 | 0.99 |
Sortino Ratio | NA | 0.76 | 2.84 | 0.47 | 0.85 | 0.97 | NA | NA | 0.74 | 2.39 | -1.17 | 3.19 | 0.86 | 3.93 | -0.41 | 5.24 | 1.61 | 0.06 | 1.82 | 4.18 | 2.62 | 0.27 | 1.69 | 2.0 | -1.42 | 0.39 | 2.05 | 0.17 | 1.51 | 3.81 | -1.14 | -0.65 |
Yield(%) | N/A | 0.52 | 1.86 | 1.35 | 1.35 | 1.28 | N/A | N/A | 1.31 | 1.66 | 1.0 | 1.12 | 1.25 | 1.63 | 1.02 | 0.65 | 1.5 | 1.39 | 1.38 | 1.54 | 1.63 | 1.36 | 1.33 | 1.73 | 1.33 | 1.34 | 1.3 | 1.26 | 1.34 | 1.2 | 0.9 | 0.76 |
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 |