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Israelsen 7Twelve
Israelsen 7Twelve Asset Allocation Composite Moderate
Israelsen 7Twelve Asset Allocation Composite Moderate
live (public) 0.04% May 01
Delayed
Holdings (As of 10/31/2025)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | AGG (iShares Core U.S. Aggregate Bond ETF) | 0.06% | iShares Barclays Aggregate Bond | 39.61% |
| US Equity | VO (Vanguard Mid-Cap ETF) | 0.45% | Vanguard Mid Cap ETF | 10.39% |
| US Equity | VTI (Vanguard Total Stock Market ETF) | 0.40% | Vanguard Total Stock Market ETF | 10.66% |
| Real Estate | RWX (SPDR Dow Jones International Real Estate ETF) | 0.58% | SPDR DJ Wilshire Intl Real Estate | 9.73% |
| Emerging Market Equity | VWO (Vanguard FTSE Emerging Markets ETF) | 0.40% | Vanguard Emerging Markets Stock ETF | 9.07% |
| International Equity | EFA (iShares MSCI EAFE ETF) | 0.22% | iShares MSCI EAFE Index | 20.54% |
* Day change on 10/31/2025.
Previous
Beta
Performance (As of 05/01/2026)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Israelsen 7Twelve Asset Allocation Composite Moderate | 4.5% | 17.5% | 10.4% | 3.7% | 6.5% | 6.0% |
| VFINX (Vanguard (S&P 500) Index) | 8.4% | 25.7% | 21.5% | 13.2% | 15.2% | 14.2% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.2% | 17.0% | 14.2% | 7.3% | 9.5% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2025 | 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 | 4.5 | 17.5 | 10.4 | 3.7 | 6.5 | 6.0 | 6.8 | 6.9 | 15.4 | 3.5 | 4.7 | -14.3 | 9.0 | 11.6 | 19.1 | -4.1 | 11.1 | 10.3 | -3.9 | 7.4 | 11.9 | 12.8 | -0.4 | 9.6 | 15.6 | 3.3 | 4.3 | 13.5 | 6.0 | 9.2 | 17.7 | 1.1 | 2.3 |
| Sharpe Ratio | NA | 0.23 | 1.48 | 0.67 | 0.07 | 0.49 | NA | NA | 0.63 | 1.27 | -0.01 | 0.14 | -1.61 | 1.08 | 1.05 | 2.81 | -0.62 | 2.27 | 1.24 | -0.54 | 1.15 | 1.46 | 1.53 | -0.03 | 0.84 | 1.33 | 0.18 | 0.11 | 1.31 | 0.6 | 1.18 | 2.66 | -4.84 | -2.43 |
| Draw Down(%) | NA | 8.5 | 8.5 | 9.9 | 18.7 | 18.7 | NA | NA | 18.7 | 8.5 | 5.9 | 7.4 | 15.0 | 3.7 | 14.0 | 2.6 | 11.3 | 2.0 | 6.5 | 9.2 | 4.4 | 7.6 | 5.9 | 16.0 | 7.9 | 5.4 | 13.3 | 6.7 | 6.4 | 4.0 | 4.7 | 2.4 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 12.0 | 9.0 | 9.1 | 9.0 | 8.6 | NA | NA | 8.9 | 9.8 | 8.2 | 7.7 | 9.8 | 8.3 | 10.8 | 6.3 | 8.7 | 4.6 | 8.2 | 7.3 | 6.5 | 8.1 | 8.3 | 17.2 | 11.3 | 11.7 | 12.7 | 10.9 | 7.7 | 6.3 | 7.0 | 6.4 | 0.0 | 0.0 |
| Treynor Ratio | NA | 0.04 | 0.24 | 0.12 | 0.01 | 0.13 | NA | NA | 0.21 | 0.28 | 0.0 | 0.02 | -0.53 | 0.16 | 0.98 | 0.39 | -0.11 | 0.22 | 0.29 | -0.12 | 0.15 | 0.18 | 0.21 | -0.01 | 0.24 | 1.0 | 1.98 | 0.02 | 0.14 | 0.07 | 0.14 | 0.73 | 84.63 | 13.03 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | NA | NA | 0.02 | 0.02 | -0.03 | -0.03 | -0.04 | -0.02 | 0.04 | 0.02 | -0.01 | 0.01 | 0.03 | -0.02 | 0.01 | -0.02 | 0.02 | 0.0 | 0.02 | 0.04 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.04 | 0.0 | 0.0 |
| Beta | NA | 0.72 | 0.55 | 0.5 | 0.41 | 0.32 | NA | NA | 0.27 | 0.44 | 0.49 | 0.47 | 0.3 | 0.56 | 0.12 | 0.45 | 0.47 | 0.48 | 0.35 | 0.33 | 0.51 | 0.66 | 0.61 | 0.71 | 0.4 | 0.15 | 0.01 | 0.64 | 0.71 | 0.57 | 0.6 | 0.23 | 0.0 | 0.0 |
| RSquared | NA | 0.71 | 0.58 | 0.65 | 0.6 | 0.46 | NA | NA | 0.33 | 0.71 | 0.57 | 0.64 | 0.54 | 0.76 | 0.14 | 0.8 | 0.85 | 0.48 | 0.32 | 0.5 | 0.8 | 0.81 | 0.89 | 0.93 | 0.41 | 0.13 | 0.0 | 0.88 | 0.84 | 0.86 | 0.91 | 0.38 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.32 | 2.15 | 0.95 | 0.09 | 0.66 | NA | NA | 0.87 | 1.87 | -0.02 | 0.19 | -2.03 | 1.52 | 1.35 | 4.22 | -0.8 | 3.55 | 1.7 | -0.71 | 1.62 | 2.06 | 2.32 | -0.03 | 1.2 | 1.95 | 0.24 | 0.15 | 2.0 | 0.87 | 1.67 | 4.32 | -3.0 | -2.5 |
| Yield(%) | N/A | 0.6 | 3.6 | 3.7 | 2.8 | 3.4 | 3.8 | 5.6 | 2.54 | 3.7 | 3.4 | 3.3 | 2.0 | 1.8 | 1.9 | 2.8 | 2.4 | 2.3 | 2.2 | 2.2 | 2.5 | 2.4 | 3.4 | 2.4 | 2.8 | 3.0 | 4.3 | 3.5 | 3.4 | 2.7 | 1.4 | 1.3 | 1.1 | 2.3 |
| Dividend Growth(%) | N/A | -82.5 | 25.2 | 70.8 | 63.0 | 71.6 | N/A | N/A | N/A | 11.3 | 9.1 | 41.4 | 17.9 | 6.0 | -17.9 | 9.9 | 15.6 | 19.5 | -5.9 | -3.2 | 15.3 | -21.0 | 42.6 | -6.4 | 9.6 | -28.9 | 28.3 | 14.4 | 38.2 | 103.2 | 29.0 | 18.7 | -51.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
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 Israelsen 7Twelve
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