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Static Portfolio
Tactical Conservative Portfolio 30 Percent Stocks
Tactical Conservative Portfolio 30 Percent Stocks (Static Portfolio)
live (public) 0.86% April 30
Buy and Hold (Annually Rebalance)
Stocks P_61056 30%
Bonds P_46880 70%
Simulated from 01/02/2001
Holdings (As of 04/30/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Stocks | P_61056 (P SMA 200d VFINX Total Return Bond As Cash Monthly) | 1.57% | 34.74% |
Bonds | P_46880 (Schwab Total Return Bond) | 0.48% | 65.26% |
* Day change on 04/30/2024.
Performance (As of 04/30/2024)
Since 01/02/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Tactical Conservative Portfolio 30 Percent Stocks | 1.5% | 4.5% | 1.6% | 5.5% | 5.1% | 8.1% |
VFINX (Vanguard (S&P 500) Index) | 5.6% | 22.1% | 7.5% | 13.0% | 12.3% | 14.4% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.8% | 12.7% | 2.1% | 7.4% | 7.6% | 9.5% |
* 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(%) | -0.5 | 1.5 | 4.5 | 1.6 | 5.5 | 5.1 | 8.1 | 7.9 | 8.5 | 5.9 | -7.5 | 9.8 | 11.7 | 10.8 | -2.4 | 12.5 | 9.1 | -2.0 | 7.7 | 11.8 | 16.0 | 4.4 | 16.4 | 25.1 | -1.6 | 7.7 | 12.4 | 4.2 | 9.0 | 31.2 | 6.6 | 5.9 |
Sharpe Ratio | NA | 0.06 | 0.13 | -0.13 | 0.7 | 0.82 | NA | NA | 1.42 | 0.28 | -2.04 | 1.83 | 1.63 | 2.63 | -0.77 | 4.51 | 2.08 | -0.43 | 1.57 | 2.44 | 3.17 | 0.61 | 2.72 | 4.31 | -0.36 | 0.76 | 1.99 | 0.51 | 1.27 | 6.07 | 1.52 | 1.14 |
Draw Down(%) | NA | 3.3 | 5.6 | 8.3 | 10.2 | 10.2 | NA | NA | 10.2 | 5.6 | 8.3 | 2.7 | 10.2 | 1.4 | 6.5 | 0.9 | 2.8 | 5.4 | 3.5 | 5.1 | 4.3 | 7.1 | 6.1 | 2.2 | 7.3 | 4.4 | 3.8 | 3.6 | 6.6 | 5.3 | 3.3 | 2.9 |
Standard Deviation(%) | NA | 5.9 | 5.7 | 5.3 | 5.6 | 4.9 | NA | NA | 5.2 | 6.0 | 4.4 | 5.3 | 7.1 | 3.6 | 4.9 | 2.6 | 4.3 | 4.8 | 4.9 | 4.8 | 5.0 | 7.1 | 6.0 | 5.8 | 7.1 | 6.2 | 4.6 | 4.1 | 6.3 | 5.0 | 3.6 | 3.1 |
Treynor Ratio | NA | 0.01 | 0.02 | -0.04 | 0.3 | 0.26 | NA | NA | 0.66 | 0.05 | -1.15 | 0.29 | 1.54 | 0.61 | -0.14 | 0.4 | 0.55 | -0.08 | 0.19 | 0.3 | 0.44 | 0.23 | 0.8 | 6.32 | 1.29 | 0.14 | 0.23 | 0.06 | 0.23 | 4.66 | -1.36 | -1.66 |
Alpha | NA | -0.02 | -0.02 | -0.01 | 0.01 | 0.01 | NA | NA | 0.03 | -0.02 | -0.03 | 0.0 | 0.04 | 0.02 | -0.01 | 0.02 | 0.03 | -0.01 | 0.01 | 0.0 | 0.04 | 0.02 | 0.05 | 0.09 | -0.01 | 0.02 | 0.02 | 0.01 | 0.02 | 0.1 | 0.02 | 0.01 |
Beta | NA | 0.43 | 0.38 | 0.17 | 0.13 | 0.16 | NA | NA | 0.11 | 0.32 | 0.08 | 0.34 | 0.07 | 0.15 | 0.26 | 0.3 | 0.16 | 0.25 | 0.4 | 0.39 | 0.36 | 0.19 | 0.2 | 0.04 | -0.02 | 0.34 | 0.4 | 0.34 | 0.35 | 0.07 | -0.04 | -0.02 |
RSquared | NA | 0.76 | 0.62 | 0.31 | 0.24 | 0.33 | NA | NA | 0.17 | 0.48 | 0.18 | 0.68 | 0.13 | 0.29 | 0.84 | 0.58 | 0.24 | 0.66 | 0.87 | 0.81 | 0.84 | 0.4 | 0.38 | 0.03 | 0.01 | 0.77 | 0.77 | 0.72 | 0.38 | 0.05 | 0.08 | 0.02 |
Sortino Ratio | NA | 0.08 | 0.18 | -0.18 | 0.94 | 1.13 | NA | NA | 2.02 | 0.41 | -2.42 | 2.54 | 2.12 | 3.95 | -0.97 | 7.74 | 3.16 | -0.58 | 2.28 | 3.52 | 5.17 | 0.77 | 3.94 | 8.04 | -0.49 | 1.02 | 3.14 | 0.74 | 1.81 | 10.34 | 2.26 | 1.64 |
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 |