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test_eqyun_plan_testmpiqe Strategic Asset Allocation - Equal Weight Moderate
test_eqyun_plan_testmpiqe Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.12% November 08
Delayed
Holdings (As of 09/29/2023)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| CASH | CASH (CASH) | 0.0% | CASH | 34.80% |
| Emerging Market Equity | VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) | 1.15% | VEIEX | 65.20% |
* Day change on 08/31/2023.
Previous
Beta
Performance (As of 11/08/2023)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| test_eqyun_plan_testmpiqe Strategic Asset Allocation - Equal Weight Moderate | 3.3% | 2.3% | 0.1% | 2.8% | 4.8% | 6.6% |
| VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.4% | 19.2% | 16.2% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.1% | 9.5% | 11.8% | 8.6% | 8.4% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 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 | 2.3 | 0.1 | 2.8 | 4.8 | 6.6 | 5.0 | 6.1 | 6.4 | 6.0 | 3.1 | -12.0 | -0.4 | 14.1 | 15.1 | -3.7 | 18.8 | 8.6 | -4.5 | 5.2 | 7.2 | 12.3 | -3.3 | 13.1 | 33.6 | -28.7 | 16.9 | 14.7 | 11.6 | 12.6 | 27.3 | -6.2 | 0.1 |
| Sharpe Ratio | NA | 0.34 | -0.29 | 0.16 | 0.32 | NA | NA | NA | NA | 0.43 | -0.08 | -1.0 | -0.04 | 0.85 | 1.84 | -0.53 | 3.87 | 0.92 | -0.47 | 0.76 | 1.02 | 1.46 | -0.23 | 1.13 | 1.96 | -1.22 | 1.17 | 1.43 | 1.47 | 1.58 | 3.48 | -0.68 | -0.19 |
| Draw Down(%) | NA | 7.2 | 24.6 | 24.6 | 24.6 | NA | NA | NA | NA | 39.7 | 7.2 | 20.2 | 9.9 | 21.1 | 5.9 | 11.3 | 1.5 | 6.4 | 12.5 | 5.9 | 7.6 | 7.3 | 14.8 | 8.6 | 15.2 | 38.2 | 8.5 | 10.0 | 5.3 | 9.6 | 7.5 | 17.9 | 17.7 |
| Standard Deviation(%) | NA | 8.7 | 11.3 | 11.9 | 10.2 | NA | NA | NA | NA | 11.4 | 8.2 | 13.5 | 11.7 | 16.3 | 7.5 | 9.5 | 4.7 | 9.1 | 9.5 | 6.9 | 7.1 | 8.4 | 14.4 | 11.5 | 17.1 | 24.2 | 11.8 | 8.0 | 6.4 | 7.4 | 7.6 | 10.8 | 11.5 |
| Treynor Ratio | NA | 0.08 | -0.11 | 0.05 | 0.08 | NA | NA | NA | NA | 0.1 | -0.02 | -0.51 | -0.01 | 0.36 | 0.32 | -0.11 | 0.32 | 0.13 | -0.08 | 0.1 | 0.13 | 0.2 | -0.06 | 0.22 | 0.56 | -0.52 | 0.2 | 0.17 | 0.18 | 0.25 | 0.73 | -0.21 | -0.05 |
| Alpha | NA | 0.0 | -0.02 | 0.0 | 0.0 | NA | NA | NA | NA | 0.01 | -0.02 | -0.03 | -0.04 | 0.02 | 0.01 | -0.01 | 0.03 | 0.01 | -0.02 | 0.0 | -0.03 | 0.01 | -0.02 | 0.02 | 0.06 | -0.03 | 0.05 | 0.02 | 0.03 | 0.03 | 0.06 | 0.01 | 0.01 |
| Beta | NA | 0.35 | 0.31 | 0.36 | 0.41 | NA | NA | NA | NA | 0.49 | 0.38 | 0.26 | 0.39 | 0.39 | 0.43 | 0.46 | 0.57 | 0.63 | 0.56 | 0.54 | 0.57 | 0.62 | 0.59 | 0.6 | 0.6 | 0.57 | 0.69 | 0.68 | 0.51 | 0.47 | 0.36 | 0.35 | 0.45 |
| RSquared | NA | 0.39 | 0.23 | 0.42 | 0.51 | NA | NA | NA | NA | 0.71 | 0.39 | 0.22 | 0.19 | 0.69 | 0.51 | 0.69 | 0.66 | 0.82 | 0.83 | 0.78 | 0.81 | 0.89 | 0.93 | 0.9 | 0.92 | 0.93 | 0.86 | 0.72 | 0.67 | 0.5 | 0.66 | 0.73 | 0.72 |
| Sortino Ratio | NA | 0.5 | -0.4 | 0.21 | 0.44 | NA | NA | NA | NA | 0.59 | -0.12 | -1.39 | -0.05 | 1.09 | 2.66 | -0.7 | 6.22 | 1.32 | -0.64 | 1.06 | 1.42 | 2.23 | -0.3 | 1.63 | 2.99 | -1.61 | 1.62 | 2.07 | 2.15 | 2.21 | 5.45 | -0.93 | -0.25 |
| Yield(%) | N/A | 3.5 | 2.4 | 2.8 | 3.0 | 4.8 | 4.8 | 5.4 | 5.4 | 2.73 | 2.2 | 2.6 | 1.8 | 2.1 | 3.2 | 2.1 | 2.2 | 2.3 | 2.3 | 2.1 | 1.9 | 2.7 | 2.5 | 2.5 | 3.1 | 3.2 | 3.2 | 2.8 | 2.9 | 2.8 | 3.0 | 3.0 | 3.6 |
| Dividend Growth(%) | N/A | 33.7 | 18.2 | 52.0 | 53.2 | N/A | N/A | N/A | N/A | N/A | -25.9 | 42.5 | -1.5 | -24.2 | 42.8 | 14.9 | 4.2 | -4.1 | 15.9 | 16.9 | -20.3 | 5.0 | 10.0 | 7.2 | -28.8 | 14.5 | 29.6 | 12.2 | 14.9 | 19.5 | -6.4 | -16.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Equal Weight
. The allocations are diversified by investing in the 2 major asset classes: Fixed Income, Emerging Market Equity
that are covered in test_eqyun_plan_testmpiqe. It then selects one or two funds for each of the 2 major asset classes.
1.Risk allocation: the risk profile of this portfolio 40.
The total allocation of the fixed income assets should be at least 40%.
2.Asset weights: risk assets selected are equally weighted by
default.
3.Fund selection: about one or two top performing funds among 3 available funds in the plan are chosen for each asset selected. They are usually equally weighted within
the asset by default.
4.Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public on
07/22/2018
are obtained from historical simulation. They are hypothetical.
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