Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Static Portfolio
70 Percent Static Balanced Portfolio
70 Percent Static Balanced Portfolio (Static Portfolio)
live (public) 0.84% April 26
Buy and Hold (Annually Rebalance)
Bonds P_46880 30.0%
Stocks VFINX 70.0%
Simulated from 01/02/2001
Holdings (As of 04/26/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Bonds | P_46880 (Schwab Total Return Bond) | 0.39% | 27.91% |
Tactical | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 1.02% | 72.09% |
* Day change on 04/26/2024.
Performance (As of 04/26/2024)
Since 01/02/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
70 Percent Static Balanced Portfolio | 5.2% | 18.5% | 6.2% | 10.9% | 10.1% | 12.3% |
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 01/02/2001 |
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(%) | 1.9 | 5.2 | 18.5 | 6.2 | 10.9 | 10.1 | 12.3 | 9.1 | 8.1 | 18.2 | -13.0 | 20.9 | 15.8 | 25.1 | -3.4 | 17.7 | 10.5 | 0.5 | 11.0 | 23.4 | 15.9 | 3.3 | 14.9 | 24.8 | -26.6 | 6.4 | 14.2 | 4.5 | 9.8 | 28.3 | -13.0 | -4.4 |
Sharpe Ratio | NA | 0.46 | 1.7 | 0.33 | 0.64 | 0.74 | NA | NA | 0.54 | 1.48 | -0.88 | 2.21 | 0.68 | 2.71 | -0.39 | 3.59 | 1.12 | 0.04 | 1.29 | 2.8 | 1.7 | 0.2 | 1.15 | 1.38 | -1.08 | 0.29 | 1.46 | 0.32 | 1.06 | 2.44 | -0.87 | -0.47 |
Draw Down(%) | NA | 4.5 | 7.9 | 17.7 | 25.1 | 25.1 | NA | NA | 41.5 | 7.9 | 17.7 | 4.1 | 25.1 | 4.4 | 13.9 | 1.6 | 6.6 | 8.8 | 5.3 | 5.4 | 7.3 | 13.3 | 11.7 | 19.0 | 34.2 | 7.2 | 5.7 | 5.4 | 6.2 | 8.3 | 22.1 | 19.1 |
Standard Deviation(%) | NA | 8.8 | 8.7 | 12.0 | 14.5 | 12.2 | NA | NA | 13.1 | 9.4 | 16.3 | 9.5 | 23.1 | 8.7 | 11.9 | 4.8 | 9.2 | 11.0 | 8.5 | 8.3 | 9.3 | 16.5 | 12.9 | 17.9 | 25.5 | 11.5 | 7.5 | 7.4 | 8.4 | 11.3 | 16.3 | 14.3 |
Treynor Ratio | NA | 0.05 | 0.21 | 0.06 | 0.14 | 0.13 | NA | NA | 0.11 | 0.2 | -0.22 | 0.31 | 0.24 | 0.34 | -0.07 | 0.24 | 0.15 | 0.01 | 0.15 | 0.31 | 0.22 | 0.05 | 0.21 | 0.38 | -0.44 | 0.05 | 0.15 | 0.03 | 0.12 | 0.42 | -0.23 | -0.1 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | NA | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | 0.02 | 0.03 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.04 | 0.01 | 0.01 |
Beta | NA | 0.75 | 0.72 | 0.68 | 0.67 | 0.68 | NA | NA | 0.67 | 0.7 | 0.67 | 0.68 | 0.66 | 0.69 | 0.7 | 0.7 | 0.7 | 0.71 | 0.75 | 0.75 | 0.73 | 0.7 | 0.71 | 0.65 | 0.62 | 0.72 | 0.74 | 0.72 | 0.73 | 0.66 | 0.62 | 0.66 |
RSquared | NA | 0.97 | 0.94 | 0.96 | 0.98 | 0.98 | NA | NA | 0.98 | 0.94 | 0.98 | 0.89 | 0.99 | 0.99 | 1.0 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 0.94 | 0.98 | 0.99 | 0.99 |
Sortino Ratio | NA | 0.7 | 2.59 | 0.46 | 0.88 | 1.01 | NA | NA | 0.74 | 2.26 | -1.2 | 3.25 | 0.9 | 3.97 | -0.51 | 5.72 | 1.6 | 0.05 | 1.82 | 4.18 | 2.61 | 0.27 | 1.64 | 2.0 | -1.42 | 0.39 | 2.24 | 0.46 | 1.52 | 3.82 | -1.21 | -0.66 |
Yield(%) | N/A | 0.46 | 1.62 | 1.18 | 1.24 | 1.32 | N/A | N/A | 1.33 | 1.44 | 0.89 | 1.03 | 1.17 | 1.61 | 1.27 | 1.41 | 1.51 | 1.38 | 1.39 | 1.54 | 1.63 | 1.35 | 1.33 | 1.75 | 1.32 | 1.35 | 1.3 | 1.26 | 1.34 | 1.2 | 0.88 | 0.75 |
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 01/02/2001
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |