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Static Portfolio
Stock ETFs And Bond Mutual Funds Moderate Schwab
Stock ETFs And Bond Mutual Funds Moderate Schwab (Static Portfolio)
live (public) 0.51% February 28
Buy and Hold (Annually Rebalance)
Stocks P_74945 60%
Bonds P_73808 40%
Simulated from 01/02/2001
Holdings (As of 02/28/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Stocks | P_74945 (Core ETFs Asset Allocation Composite All Stocks) | 0.69% | 60.00% |
| Bonds | P_73808 (Schwab Total Return Bond Plus) | 0.25% | 40.00% |
* Day change on 02/28/2025.
Previous
Performance (As of 02/28/2025)
Since 01/02/2001
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Stock ETFs And Bond Mutual Funds Moderate Schwab | 2.8% | 11.0% | 2.2% | 4.5% | 5.6% | 7.8% |
| 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 01/02/2001 |
2024 | 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(%) | -0.2 | 2.8 | 11.0 | 2.2 | 4.5 | 5.6 | 7.8 | 7.8 | 7.7 | 7.7 | 8.3 | 10.2 | 6.9 | -17.4 | 16.4 | 4.2 | 21.0 | -3.7 | 15.0 | 10.4 | -1.5 | 11.3 | 16.0 | 18.2 | 2.0 | 13.4 | 23.6 | -8.3 | 3.4 | 13.5 | 5.5 | 12.1 | 27.5 | 2.9 | 5.5 |
| Sharpe Ratio | NA | 0.3 | 0.6 | -0.23 | 0.23 | 0.5 | NA | NA | NA | NA | 0.85 | 0.48 | 0.33 | -1.85 | 1.95 | 0.41 | 2.94 | -0.55 | 3.32 | 1.56 | -0.21 | 1.74 | 2.04 | 2.29 | 0.13 | 1.3 | 2.25 | -1.34 | 0.04 | 1.5 | 0.51 | 1.49 | 4.09 | 0.7 | 1.44 |
| Draw Down(%) | NA | 1.7 | 4.3 | 17.7 | 22.1 | 22.1 | NA | NA | NA | NA | 22.1 | 4.3 | 9.0 | 18.3 | 4.0 | 17.4 | 2.8 | 11.0 | 1.7 | 4.6 | 8.3 | 4.0 | 7.2 | 5.2 | 13.9 | 9.2 | 6.5 | 10.1 | 7.5 | 5.1 | 4.5 | 5.9 | 4.4 | 2.0 | 1.3 |
| Standard Deviation(%) | NA | 7.8 | 7.5 | 8.4 | 8.7 | 7.9 | NA | NA | NA | NA | 8.2 | 7.5 | 8.0 | 10.2 | 8.4 | 9.6 | 6.7 | 9.0 | 4.3 | 6.5 | 7.4 | 6.5 | 7.8 | 7.9 | 15.4 | 10.3 | 10.4 | 6.9 | 10.9 | 6.8 | 6.4 | 7.5 | 6.5 | 2.6 | 2.2 |
| Treynor Ratio | NA | 0.05 | 0.09 | -0.05 | 0.07 | 0.12 | NA | NA | NA | NA | 0.23 | 0.07 | 0.05 | -0.6 | 0.26 | 0.21 | 0.39 | -0.1 | 0.25 | 0.28 | -0.04 | 0.21 | 0.24 | 0.3 | 0.03 | 0.3 | 0.99 | -0.79 | 0.01 | 0.16 | 0.05 | 0.18 | 0.99 | 0.2 | 3.05 |
| Alpha | NA | 0.05 | 0.0 | -0.02 | -0.01 | 0.0 | NA | NA | NA | NA | 0.02 | -0.02 | -0.03 | -0.05 | 0.0 | 0.0 | 0.02 | -0.01 | 0.01 | 0.03 | -0.01 | 0.02 | -0.01 | 0.04 | 0.01 | 0.03 | 0.06 | -0.02 | 0.0 | 0.01 | 0.01 | 0.02 | 0.07 | 0.02 | 0.01 |
| Beta | NA | 0.51 | 0.51 | 0.38 | 0.3 | 0.34 | NA | NA | NA | NA | 0.31 | 0.51 | 0.5 | 0.32 | 0.62 | 0.19 | 0.51 | 0.52 | 0.57 | 0.37 | 0.38 | 0.55 | 0.67 | 0.6 | 0.65 | 0.45 | 0.24 | 0.12 | 0.65 | 0.65 | 0.6 | 0.62 | 0.27 | 0.09 | 0.01 |
| RSquared | NA | 0.78 | 0.77 | 0.59 | 0.52 | 0.59 | NA | NA | NA | NA | 0.52 | 0.74 | 0.67 | 0.56 | 0.93 | 0.45 | 0.9 | 0.95 | 0.79 | 0.54 | 0.65 | 0.92 | 0.89 | 0.94 | 0.97 | 0.63 | 0.38 | 0.49 | 0.92 | 0.9 | 0.92 | 0.84 | 0.49 | 0.83 | 0.01 |
| Sortino Ratio | NA | 0.44 | 0.83 | -0.31 | 0.31 | 0.67 | NA | NA | NA | NA | 1.18 | 0.65 | 0.48 | -2.28 | 2.83 | 0.53 | 4.38 | -0.71 | 5.33 | 2.2 | -0.27 | 2.51 | 2.94 | 3.62 | 0.17 | 1.83 | 3.43 | -1.76 | 0.05 | 2.26 | 0.73 | 2.15 | 6.66 | 1.06 | 2.23 |
| 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 | 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 | 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 |
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