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Static Portfolio
Tactical Conservative Portfolio 50 Percent Stocks
Tactical Conservative Portfolio 50 Percent Stocks (Static Portfolio)
live (public) 0.70% May 03
Buy and Hold (Annually Rebalance)
Stocks P_61056 50%
Bonds P_46880 50%
Simulated from 01/02/2001
Holdings (As of 05/03/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Stocks | P_61056 (P SMA 200d VFINX Total Return Bond As Cash Monthly) | 1.26% | 55.72% |
Bonds | P_46880 (Schwab Total Return Bond) | 0.01% | 44.28% |
* Day change on 05/03/2024.
Performance (As of 05/03/2024)
Since 01/02/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Tactical Conservative Portfolio 50 Percent Stocks | 4.4% | 9.2% | 2.7% | 6.5% | 6.1% | 9.2% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 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(%) | 0.4 | 4.4 | 9.2 | 2.7 | 6.5 | 6.1 | 9.2 | 8.8 | 9.2 | 8.4 | -11.5 | 13.9 | 12.8 | 11.2 | -3.5 | 15.1 | 10.1 | -2.5 | 9.4 | 17.6 | 16.0 | 3.0 | 17.3 | 26.9 | -1.6 | 7.0 | 13.3 | 4.4 | 9.9 | 32.8 | 5.5 | 4.9 |
Sharpe Ratio | NA | 0.42 | 0.76 | 0.05 | 0.65 | 0.73 | NA | NA | 1.18 | 0.56 | -1.96 | 1.79 | 1.31 | 1.91 | -0.6 | 4.05 | 1.8 | -0.35 | 1.4 | 2.69 | 2.23 | 0.3 | 2.19 | 3.61 | -0.36 | 0.46 | 1.69 | 0.39 | 1.29 | 5.11 | 1.18 | 1.13 |
Draw Down(%) | NA | 4.0 | 6.8 | 12.5 | 12.7 | 12.7 | NA | NA | 12.7 | 6.8 | 12.5 | 3.4 | 12.7 | 2.6 | 10.8 | 1.1 | 3.2 | 7.0 | 4.2 | 5.2 | 5.8 | 9.8 | 7.6 | 2.6 | 7.3 | 5.8 | 4.5 | 4.4 | 6.4 | 5.0 | 3.1 | 2.1 |
Standard Deviation(%) | NA | 7.5 | 7.1 | 7.1 | 7.6 | 6.9 | NA | NA | 6.9 | 7.3 | 6.6 | 7.7 | 9.6 | 5.1 | 8.1 | 3.6 | 5.5 | 7.0 | 6.7 | 6.5 | 7.1 | 9.8 | 7.9 | 7.4 | 7.1 | 8.7 | 6.0 | 5.6 | 6.9 | 6.3 | 3.7 | 2.3 |
Treynor Ratio | NA | 0.05 | 0.1 | 0.01 | 0.25 | 0.2 | NA | NA | 0.45 | 0.09 | -1.03 | 0.26 | 1.05 | 0.32 | -0.11 | 0.29 | 0.39 | -0.06 | 0.16 | 0.31 | 0.29 | 0.1 | 0.58 | 2.86 | 1.28 | 0.08 | 0.18 | 0.04 | 0.17 | 2.08 | -1.4 | -1.65 |
Alpha | NA | -0.01 | -0.02 | 0.0 | 0.01 | 0.01 | NA | NA | 0.03 | -0.02 | -0.04 | 0.0 | 0.04 | 0.01 | -0.01 | 0.02 | 0.03 | -0.01 | 0.01 | 0.0 | 0.03 | 0.01 | 0.05 | 0.09 | -0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.1 | 0.01 | 0.01 |
Beta | NA | 0.61 | 0.55 | 0.26 | 0.2 | 0.25 | NA | NA | 0.18 | 0.46 | 0.12 | 0.53 | 0.12 | 0.31 | 0.45 | 0.5 | 0.26 | 0.4 | 0.57 | 0.57 | 0.55 | 0.28 | 0.3 | 0.09 | -0.02 | 0.53 | 0.57 | 0.53 | 0.52 | 0.15 | -0.03 | -0.02 |
RSquared | NA | 0.93 | 0.82 | 0.4 | 0.32 | 0.43 | NA | NA | 0.27 | 0.68 | 0.21 | 0.79 | 0.19 | 0.57 | 0.89 | 0.89 | 0.37 | 0.78 | 0.96 | 0.95 | 0.96 | 0.46 | 0.46 | 0.12 | 0.01 | 0.94 | 0.93 | 0.92 | 0.7 | 0.18 | 0.05 | 0.02 |
Sortino Ratio | NA | 0.62 | 1.1 | 0.07 | 0.87 | 0.98 | NA | NA | 1.66 | 0.83 | -2.33 | 2.49 | 1.68 | 2.71 | -0.76 | 6.59 | 2.66 | -0.48 | 2.0 | 3.95 | 3.51 | 0.38 | 3.11 | 5.92 | -0.49 | 0.62 | 2.63 | 0.57 | 1.85 | 8.57 | 1.72 | 1.63 |
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 |