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Static Portfolio
P SP Good Sector Equal Weight
P SP Good Sector Equal Weight (Static Portfolio)
live (public) 1.19% May 03
Buy and Hold (Annually Rebalance)
Healthcare XLV 25%
Technology XLK 25%
ConsumerStaples XLP 25%
REITs IYR 25%
Simulated from 06/19/2000
Holdings (As of 05/03/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Healthcare | XLV (Health Care Select Sector SPDR® Fund) | 0.25% | 23.94% |
Technology | XLK (Technology Select Sector SPDR® Fund) | 2.79% | 32.91% |
ConsumerStaples | XLP (Consumer Staples Select Sector SPDR® Fund) | 0.30% | 22.92% |
REITs | IYR (iShares U.S. Real Estate ETF) | 0.76% | 20.23% |
* Day change on 05/03/2024.
Performance (As of 05/03/2024)
Since 06/19/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
P SP Good Sector Equal Weight | 2.7% | 14.0% | 6.2% | 11.4% | 11.6% | 14.4% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 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 06/19/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 2.7 | 14.0 | 6.2 | 11.4 | 11.6 | 14.4 | 10.3 | 8.4 | 16.5 | -15.3 | 29.0 | 15.3 | 31.2 | -1.3 | 19.6 | 6.3 | 5.5 | 21.2 | 23.5 | 15.4 | 8.6 | 14.3 | 28.9 | -29.8 | 3.8 | 17.0 | 4.7 | 11.2 | 25.1 | -13.8 | -5.2 | -5.9 |
Sharpe Ratio | NA | 0.13 | 0.94 | 0.26 | 0.5 | 0.66 | NA | NA | 0.43 | 1.03 | -0.8 | 2.53 | 0.46 | 2.78 | -0.17 | 3.04 | 0.51 | 0.37 | 2.11 | 2.2 | 1.49 | 0.43 | 0.85 | 1.18 | -0.88 | 0.06 | 1.39 | 0.25 | 0.96 | 1.71 | -0.74 | -0.44 | -0.63 |
Draw Down(%) | NA | 6.3 | 11.4 | 23.0 | 31.3 | 31.3 | NA | NA | 47.5 | 11.4 | 22.9 | 6.7 | 31.3 | 4.5 | 14.4 | 2.6 | 8.7 | 10.6 | 5.0 | 7.7 | 7.1 | 15.4 | 11.8 | 22.4 | 40.9 | 9.2 | 7.2 | 6.9 | 8.3 | 11.1 | 25.9 | 21.3 | 9.6 |
Standard Deviation(%) | NA | 11.1 | 10.9 | 15.2 | 19.4 | 16.1 | NA | NA | 16.9 | 11.9 | 20.8 | 11.5 | 32.5 | 10.7 | 15.1 | 6.2 | 12.0 | 14.6 | 10.0 | 10.6 | 10.3 | 20.0 | 16.7 | 24.4 | 34.8 | 14.1 | 9.8 | 9.9 | 10.6 | 14.2 | 20.1 | 17.0 | 12.8 |
Treynor Ratio | NA | 0.02 | 0.12 | 0.05 | 0.11 | 0.12 | NA | NA | 0.09 | 0.14 | -0.2 | 0.36 | 0.16 | 0.38 | -0.03 | 0.24 | 0.07 | 0.06 | 0.25 | 0.26 | 0.2 | 0.1 | 0.16 | 0.34 | -0.38 | 0.01 | 0.15 | 0.03 | 0.12 | 0.3 | -0.2 | -0.1 | -0.14 |
Alpha | NA | -0.04 | -0.03 | 0.0 | 0.0 | 0.01 | NA | NA | 0.01 | -0.02 | 0.0 | 0.03 | 0.0 | 0.03 | 0.02 | 0.02 | -0.01 | 0.02 | 0.04 | -0.01 | 0.02 | 0.03 | 0.01 | 0.03 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.0 |
Beta | NA | 0.86 | 0.86 | 0.83 | 0.88 | 0.87 | NA | NA | 0.83 | 0.86 | 0.82 | 0.8 | 0.92 | 0.78 | 0.84 | 0.78 | 0.84 | 0.9 | 0.83 | 0.9 | 0.77 | 0.84 | 0.9 | 0.86 | 0.81 | 0.82 | 0.89 | 0.88 | 0.86 | 0.8 | 0.74 | 0.73 | 0.59 |
RSquared | NA | 0.85 | 0.87 | 0.89 | 0.93 | 0.91 | NA | NA | 0.91 | 0.88 | 0.92 | 0.83 | 0.97 | 0.83 | 0.89 | 0.7 | 0.85 | 0.91 | 0.89 | 0.88 | 0.92 | 0.97 | 0.94 | 0.93 | 0.92 | 0.87 | 0.83 | 0.83 | 0.81 | 0.92 | 0.93 | 0.86 | 0.76 |
Sortino Ratio | NA | 0.19 | 1.39 | 0.36 | 0.69 | 0.9 | NA | NA | 0.6 | 1.51 | -1.09 | 3.79 | 0.62 | 4.08 | -0.22 | 4.79 | 0.71 | 0.52 | 3.15 | 3.27 | 2.27 | 0.58 | 1.21 | 1.7 | -1.19 | 0.08 | 2.13 | 0.36 | 1.39 | 2.63 | -1.04 | -0.59 | -0.84 |
Yield(%) | N/A | 0.8 | 2.47 | 1.8 | 2.03 | 2.29 | N/A | N/A | 2.45 | 2.09 | 1.0 | 2.03 | 2.04 | 2.89 | 2.35 | 2.63 | 2.7 | 2.51 | 2.73 | 2.71 | 2.96 | 2.64 | 2.57 | 3.21 | 2.34 | 2.12 | 2.17 | 2.16 | 2.58 | 2.53 | 2.22 | 1.24 | 1.1 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/19/2000
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |