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MyPlanIQ
Static Portfolio
MPIQ AllStk
MPIQ AllStk (Static Portfolio)
live (public) 1.50% May 02
Buy and Hold (Annually Rebalance)
USStk VFINX 50%
USREIT VGSIX 29%
IntlStk VGTSX 14%
EmStk VEIEX 7%
Simulated from 05/13/1996
Holdings (As of 05/02/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| USStk | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 1.48% | 62.22% |
| USREIT | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 1.29% | 20.80% |
| IntlStk | VGTSX (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INVESTOR SHARES) | 1.81% | 11.84% |
| EmStk | VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) | 1.95% | 5.14% |
* Day change on 05/02/2025.
Previous
Performance (As of 05/02/2025)
Since 05/13/1996
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| MPIQ AllStk | -0.4% | 12.7% | 8.5% | 13.3% | 8.9% | 10.0% |
| VFINX (Vanguard (S&P 500) Index) | -3.0% | 14.7% | 11.4% | 15.8% | 12.3% | 13.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -2.8% | 5.8% | 4.2% | 6.2% | 6.4% | 7.7% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 05/13/1996 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.0 | -0.4 | 12.7 | 8.5 | 13.3 | 8.9 | 10.0 | 9.9 | 8.7 | 8.7 | 9.0 | 16.6 | 20.8 | -20.1 | 26.6 | 10.5 | 28.0 | -6.9 | 18.2 | 10.1 | -0.4 | 14.6 | 18.4 | 17.1 | -0.2 | 19.5 | 33.0 | -39.3 | 2.4 | 24.2 | 10.4 | 19.3 | 34.7 | -12.5 | -5.5 | -2.7 | 17.4 | 9.5 | 20.3 | 16.0 |
| Sharpe Ratio | NA | -0.06 | 0.38 | 0.25 | 0.65 | 0.42 | NA | NA | NA | NA | 0.39 | 0.88 | 1.26 | -1.0 | 2.27 | 0.3 | 2.6 | -0.57 | 2.35 | 0.75 | -0.03 | 1.46 | 1.61 | 1.36 | -0.01 | 0.94 | 0.91 | -0.84 | -0.03 | 1.94 | 0.8 | 1.75 | 2.69 | -0.75 | -0.52 | -0.46 | 1.22 | 0.39 | 1.36 | 1.91 |
| Draw Down(%) | NA | 16.5 | 16.7 | 18.9 | 27.0 | 35.9 | NA | NA | NA | NA | 60.4 | 6.7 | 11.5 | 27.0 | 5.6 | 35.9 | 4.8 | 16.1 | 3.5 | 10.5 | 12.8 | 6.8 | 9.8 | 9.5 | 21.1 | 14.1 | 30.6 | 54.0 | 11.6 | 8.6 | 6.0 | 10.1 | 10.7 | 25.6 | 21.4 | 10.4 | 9.2 | 20.3 | 9.5 | 5.1 |
| Standard Deviation(%) | NA | 24.1 | 16.7 | 16.7 | 16.3 | 17.2 | NA | NA | NA | NA | 18.8 | 11.4 | 13.1 | 21.6 | 11.7 | 34.3 | 10.2 | 14.3 | 7.5 | 13.2 | 14.5 | 10.0 | 11.4 | 12.6 | 25.0 | 20.6 | 36.0 | 47.8 | 18.2 | 10.7 | 10.3 | 10.5 | 12.6 | 18.3 | 15.1 | 14.6 | 11.7 | 16.0 | 12.3 | 7.2 |
| Treynor Ratio | NA | -0.02 | 0.08 | 0.05 | 0.12 | 0.08 | NA | NA | NA | NA | 0.08 | 0.12 | 0.17 | -0.25 | 0.32 | 0.11 | 0.34 | -0.1 | 0.21 | 0.1 | 0.0 | 0.18 | 0.19 | 0.18 | 0.0 | 0.17 | 0.26 | -0.36 | -0.01 | 0.21 | 0.09 | 0.23 | 0.48 | -0.2 | -0.12 | -0.11 | 0.23 | 0.08 | 0.26 | 0.22 |
| Alpha | NA | 0.03 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | NA | NA | 0.01 | -0.01 | -0.01 | -0.02 | 0.01 | -0.02 | 0.02 | -0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.03 | 0.02 | 0.0 | 0.02 | 0.01 | 0.03 | 0.0 | 0.04 | 0.03 | 0.04 | 0.05 | 0.01 | 0.01 | 0.01 | 0.01 | -0.04 | 0.0 | 0.04 |
| Beta | NA | 0.85 | 0.84 | 0.87 | 0.87 | 0.9 | NA | NA | NA | NA | 0.91 | 0.85 | 0.95 | 0.85 | 0.84 | 0.97 | 0.78 | 0.81 | 0.83 | 0.95 | 0.89 | 0.83 | 0.98 | 0.95 | 1.05 | 1.12 | 1.28 | 1.13 | 1.09 | 0.99 | 0.92 | 0.8 | 0.71 | 0.68 | 0.67 | 0.62 | 0.61 | 0.74 | 0.64 | 0.61 |
| RSquared | NA | 0.97 | 0.95 | 0.91 | 0.91 | 0.92 | NA | NA | NA | NA | 0.89 | 0.9 | 0.91 | 0.9 | 0.87 | 0.97 | 0.89 | 0.93 | 0.55 | 0.89 | 0.91 | 0.9 | 0.9 | 0.93 | 0.97 | 0.95 | 0.94 | 0.95 | 0.93 | 0.85 | 0.84 | 0.72 | 0.91 | 0.92 | 0.92 | 0.9 | 0.89 | 0.89 | 0.9 | 0.89 |
| Sortino Ratio | NA | -0.08 | 0.54 | 0.35 | 0.92 | 0.56 | NA | NA | NA | NA | 0.54 | 1.21 | 1.87 | -1.35 | 3.32 | 0.39 | 3.81 | -0.74 | 3.37 | 1.05 | -0.04 | 2.13 | 2.3 | 2.05 | -0.01 | 1.35 | 1.32 | -1.12 | -0.04 | 3.03 | 1.17 | 2.54 | 4.21 | -1.05 | -0.69 | -0.65 | 1.82 | 0.52 | 1.84 | 3.07 |
| Yield(%) | N/A | 0.2 | 1.4 | 2.3 | 3.2 | 3.5 | 5.2 | 5.2 | 6.0 | 6.0 | 2.93 | 2.1 | 2.9 | 1.9 | 2.3 | 2.3 | 2.5 | 2.7 | 2.9 | 3.1 | 2.6 | 3.3 | 2.9 | 2.9 | 2.4 | 2.5 | 3.5 | 2.6 | 2.7 | 3.0 | 3.2 | 3.3 | 3.4 | 2.8 | 3.0 | 3.1 | 3.7 | 3.3 | 3.7 | 2.4 |
| Dividend Growth(%) | N/A | -88.8 | -50.1 | 28.6 | 33.1 | 101.2 | N/A | N/A | N/A | N/A | N/A | -15.6 | 22.8 | 8.1 | 7.0 | 20.2 | -14.7 | 8.4 | 3.8 | 16.7 | -8.1 | 33.7 | 14.7 | 19.5 | 18.4 | -6.7 | -17.3 | -1.6 | 11.2 | 4.4 | 15.1 | 28.1 | 7.7 | -8.5 | -6.9 | -2.2 | 20.9 | 11.0 | 73.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/13/1996
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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