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P Floor and Ceiling 4 Percent On Utility Sector Fund With Timing
P Floor and Ceiling 4 Percent On Utility Sector Fund With Timing
live (public) 0.84% April 26
This portfolio assumes annual withdrawal rate 4% with floor 3.6% and ceiling 5%, rising with CPI inflation rate annually. See Floor and Ceiling Retirement Strategy with 4 Percent Fixed Percentage for more detailed description on this retirement income safe withdrawal strategy.
Delayed
Holdings (As of 02/29/2024)
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Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
My Asset | P_75050 (P Composite Momentum Market Utility FSUTX) | 0.36% | 100.00% |
* Day change on 02/29/2024.
Performance (As of 04/26/2024)
Since 01/03/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
P Floor and Ceiling 4 Percent On Utility Sector Fund With Timing | 6.6% | 5.5% | 3.2% | 7.4% | 7.3% | 7.7% |
VFINX (Vanguard (S&P 500) Index) | 7.3% | 27.5% | 8.3% | 13.5% | 12.6% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.7% | 15.1% | 2.4% | 7.6% | 7.7% | 9.7% |
* 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 01/03/2001 |
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(%) | 1.2 | 6.6 | 5.5 | 3.2 | 7.4 | 7.3 | 7.7 | 8.3 | 8.4 | 3.5 | -4.6 | 16.6 | 12.3 | 25.1 | 10.7 | 20.6 | 6.6 | -8.7 | 24.4 | 23.7 | 9.9 | 16.3 | 6.3 | 21.8 | -1.8 | 21.8 | 35.1 | 13.6 | 29.6 | 27.5 | 13.1 | 8.1 |
Sharpe Ratio | NA | 0.32 | 0.1 | 0.06 | 0.4 | 0.45 | NA | NA | 0.82 | -0.04 | -0.39 | 1.07 | 0.97 | 2.17 | 0.67 | 2.16 | 0.47 | -0.63 | 1.84 | 1.97 | 0.99 | 0.87 | 0.52 | 1.72 | -0.26 | 1.01 | 3.07 | 0.95 | 2.39 | 2.15 | 2.12 | 1.0 |
Draw Down(%) | NA | 7.9 | 15.1 | 26.1 | 26.1 | 26.1 | NA | NA | 26.1 | 15.1 | 20.1 | 8.2 | 16.7 | 4.4 | 8.7 | 6.3 | 12.1 | 14.7 | 8.5 | 11.1 | 8.1 | 14.6 | 9.1 | 7.8 | 12.8 | 13.5 | 5.7 | 9.5 | 6.2 | 9.3 | 3.7 | 6.2 |
Standard Deviation(%) | NA | 17.0 | 16.2 | 15.5 | 14.5 | 13.7 | NA | NA | 12.9 | 15.9 | 15.3 | 15.5 | 12.4 | 10.9 | 14.0 | 9.2 | 13.5 | 13.9 | 13.2 | 12.0 | 9.9 | 18.6 | 11.9 | 12.6 | 10.6 | 18.6 | 10.4 | 12.0 | 12.0 | 12.5 | 5.7 | 5.8 |
Treynor Ratio | NA | 0.3 | 0.04 | 0.03 | 0.3 | 0.25 | NA | NA | 0.45 | -0.01 | -0.22 | 0.26 | 3.2 | 0.74 | 0.29 | 0.63 | 0.24 | -0.21 | 0.33 | 0.3 | 0.21 | 0.23 | 0.17 | 1.7 | 0.91 | 0.21 | 0.42 | 0.13 | 0.35 | 0.98 | -1.49 | -2.66 |
Alpha | NA | 0.06 | -0.02 | 0.0 | 0.01 | 0.01 | NA | NA | 0.02 | -0.04 | -0.01 | -0.01 | 0.03 | 0.04 | 0.03 | 0.04 | 0.0 | -0.05 | 0.04 | -0.02 | -0.01 | 0.04 | -0.01 | 0.05 | -0.04 | 0.04 | 0.05 | 0.01 | 0.04 | 0.04 | 0.0 | 0.01 |
Beta | NA | 0.18 | 0.4 | 0.35 | 0.19 | 0.25 | NA | NA | 0.23 | 0.49 | 0.27 | 0.65 | 0.04 | 0.32 | 0.33 | 0.32 | 0.26 | 0.42 | 0.73 | 0.8 | 0.46 | 0.7 | 0.36 | 0.13 | -0.03 | 0.9 | 0.75 | 0.9 | 0.81 | 0.27 | -0.08 | -0.02 |
RSquared | NA | 0.02 | 0.08 | 0.15 | 0.08 | 0.1 | NA | NA | 0.12 | 0.16 | 0.18 | 0.3 | 0.01 | 0.14 | 0.16 | 0.05 | 0.07 | 0.22 | 0.39 | 0.54 | 0.35 | 0.76 | 0.3 | 0.08 | 0.01 | 0.61 | 0.53 | 0.6 | 0.57 | 0.14 | 0.14 | 0.01 |
Sortino Ratio | NA | 0.46 | 0.14 | 0.08 | 0.54 | 0.61 | NA | NA | 1.11 | -0.06 | -0.53 | 1.44 | 1.29 | 3.12 | 0.9 | 3.19 | 0.6 | -0.81 | 2.65 | 2.88 | 1.43 | 1.21 | 0.7 | 2.41 | -0.33 | 1.31 | 4.62 | 1.26 | 3.35 | 3.07 | 2.54 | 1.26 |
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 |
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 01/03/2001
Strategies
Cash Flow Strategy | Floor and Ceiling Retirement Strategy with 4 Percent Fixed Percentage |