Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Major Brokerage Investor
Vanguard Brokerage Total Return Bond Plus Plan
Vanguard Brokerage Total Return Bond Plus
Vanguard Brokerage Total Return Bond Plus
live (public) 0.19% May 10
Delayed
Holdings (As of 03/28/2024)
sign up and login first and then customize a new portfolio for the latest current holdings
Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
General Bond | VWAHX (VANGUARD HIGH-YIELD TAX-EXEMPT FUND INVESTOR SHARES) | 0.09% | Vanguard High-Yield Tax-Exempt | 98.35% |
General Bond | PONAX (PIMCO INCOME FUND CLASS A) | 0.19% | PIMCO Income A | 1.64% |
CASH | CASH (CASH) | 0.0% | CASH | 0.01% |
* Day change on 03/28/2024.
Beta
Performance (As of 05/10/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Vanguard Brokerage Total Return Bond Plus | 1.0% | 2.2% | -1.8% | -0.1% | 2.1% | 5.2% |
VFINX (Vanguard (S&P 500) Index) | 10.0% | 28.0% | 9.2% | 14.4% | 12.7% | 14.3% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.7% | 16.0% | 3.3% | 8.2% | 7.9% | 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(%) | -0.1 | 1.0 | 2.2 | -1.8 | -0.1 | 2.1 | 5.2 | 5.6 | 6.0 | -0.4 | -7.9 | 6.1 | -6.4 | 11.2 | -0.4 | 7.0 | 4.7 | 2.7 | 8.3 | 5.3 | 10.9 | 7.7 | 13.9 | 20.8 | 0.6 | 4.1 | 11.0 | 4.0 | 7.6 | 28.8 | 9.9 | -3.5 |
Sharpe Ratio | NA | -0.08 | -0.27 | -0.94 | -0.33 | 0.26 | NA | NA | 0.98 | -0.76 | -3.19 | 1.87 | -0.89 | 2.67 | -0.86 | 2.75 | 1.45 | 0.78 | 3.58 | 1.51 | 3.3 | 1.94 | 2.77 | 3.37 | -0.06 | 0.27 | 2.23 | 0.59 | 0.94 | 5.3 | 2.66 | -0.46 |
Draw Down(%) | NA | 2.2 | 7.0 | 16.3 | 17.0 | 17.0 | NA | NA | 17.0 | 9.5 | 9.2 | 2.2 | 16.7 | 2.4 | 2.0 | 1.3 | 3.4 | 3.3 | 1.3 | 5.1 | 3.3 | 3.6 | 4.4 | 7.6 | 3.7 | 3.1 | 2.9 | 2.8 | 7.6 | 6.2 | 2.6 | 11.1 |
Standard Deviation(%) | NA | 4.3 | 5.9 | 4.3 | 5.1 | 4.1 | NA | NA | 5.0 | 6.2 | 2.9 | 3.2 | 7.5 | 3.7 | 2.0 | 2.3 | 3.1 | 3.4 | 2.3 | 3.5 | 3.3 | 4.0 | 5.0 | 6.1 | 4.8 | 4.2 | 3.5 | 3.1 | 7.1 | 5.3 | 3.3 | 12.7 |
Treynor Ratio | NA | -0.08 | -0.12 | -0.69 | -0.2 | 0.16 | NA | NA | 1.91 | -0.42 | -2.45 | 0.8 | -0.53 | -1.17 | -6.06 | 0.7 | 11.11 | 1.51 | 6.33 | 0.52 | 1.5 | 1.66 | 2.88 | -304.14 | 0.17 | 2.35 | 0.53 | 0.32 | 0.73 | -4.0 | -1.8 | -32.98 |
Alpha | NA | -0.01 | -0.02 | -0.02 | -0.01 | 0.0 | NA | NA | 0.02 | -0.03 | -0.04 | 0.02 | -0.04 | 0.05 | -0.01 | 0.02 | 0.02 | 0.01 | 0.03 | 0.01 | 0.04 | 0.03 | 0.05 | 0.08 | 0.0 | 0.0 | 0.02 | 0.01 | 0.02 | 0.11 | 0.03 | -0.02 |
Beta | NA | 0.04 | 0.13 | 0.06 | 0.09 | 0.06 | NA | NA | 0.03 | 0.11 | 0.04 | 0.08 | 0.13 | -0.08 | 0.0 | 0.09 | 0.0 | 0.02 | 0.01 | 0.1 | 0.07 | 0.05 | 0.05 | 0.0 | -0.02 | 0.0 | 0.15 | 0.06 | 0.09 | -0.07 | -0.05 | 0.0 |
RSquared | NA | 0.01 | 0.07 | 0.06 | 0.13 | 0.08 | NA | NA | 0.01 | 0.06 | 0.1 | 0.09 | 0.34 | 0.08 | 0.0 | 0.07 | 0.0 | 0.01 | 0.0 | 0.11 | 0.08 | 0.07 | 0.03 | 0.0 | 0.02 | 0.0 | 0.18 | 0.04 | 0.02 | 0.05 | 0.15 | 0.0 |
Sortino Ratio | NA | -0.11 | -0.38 | -1.27 | -0.43 | 0.34 | NA | NA | 1.27 | -1.06 | -3.65 | 3.58 | -1.03 | 4.1 | -1.28 | 4.92 | 2.15 | 1.12 | 6.15 | 2.21 | 5.5 | 2.71 | 4.07 | 5.52 | -0.08 | 0.38 | 3.57 | 0.82 | 1.38 | 8.6 | 4.03 | -0.48 |
Yield(%) | N/A | 1.23 | 4.82 | 3.32 | 3.78 | 3.67 | N/A | N/A | 5.1 | 4.71 | 1.84 | 5.67 | 2.4 | 3.35 | 3.4 | 3.58 | 3.42 | 3.9 | 4.22 | 5.83 | 6.06 | 4.99 | 6.19 | 7.26 | 4.0 | 5.91 | 5.52 | 5.98 | 6.75 | 7.24 | 6.34 | 7.51 |
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 12/31/2000
Portfolio Description
The risk profile of this portfolio is 100%. The total allocation of the fixed income asset should be at least 100%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to Vanguard Brokerage Total Return Bond Plus Plan