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Static Portfolio
70 Percent Static Stock REIT Balanced Portfolio
70 Percent Static Stock REIT Balanced Portfolio (Static Portfolio)
live (public) 0.88% May 15
Buy and Hold (Annually Rebalance)
Bonds P_46880 30.0%
Stocks VFINX 47.0%
REIT VGSIX 23%
Simulated from 01/02/2001
Holdings (As of 05/15/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Bonds | P_46880 (Schwab Total Return Bond) | 0.01% | 29.46% |
Stocks | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 1.19% | 52.79% |
REITs | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 1.44% | 17.75% |
* Day change on 05/15/2024.
Performance (As of 05/15/2024)
Since 01/02/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
70 Percent Static Stock REIT Balanced Portfolio | 5.2% | 16.1% | 5.1% | 9.4% | 8.8% | 11.8% |
VFINX (Vanguard (S&P 500) Index) | 11.7% | 29.3% | 9.9% | 15.0% | 12.9% | 14.8% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.0% | 17.4% | 3.9% | 8.6% | 8.0% | 9.8% |
* 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(%) | 2.0 | 5.2 | 16.1 | 5.1 | 9.4 | 8.8 | 11.8 | 9.1 | 8.5 | 15.3 | -14.9 | 23.6 | 10.5 | 24.5 | -3.7 | 13.9 | 9.7 | 0.7 | 15.2 | 16.5 | 16.3 | 4.8 | 18.0 | 25.8 | -26.6 | 1.4 | 18.6 | 5.9 | 13.7 | 30.0 | -7.0 | 0.4 |
Sharpe Ratio | NA | 0.43 | 1.35 | 0.24 | 0.53 | 0.64 | NA | NA | 0.53 | 1.12 | -1.04 | 2.63 | 0.42 | 3.01 | -0.48 | 2.85 | 1.03 | 0.07 | 1.96 | 1.9 | 1.81 | 0.27 | 1.2 | 1.03 | -0.9 | -0.13 | 1.94 | 0.47 | 1.5 | 3.14 | -0.64 | -0.18 |
Draw Down(%) | NA | 5.0 | 9.0 | 19.4 | 27.2 | 27.2 | NA | NA | 45.6 | 9.0 | 19.4 | 4.7 | 27.2 | 3.0 | 12.1 | 1.9 | 6.6 | 9.4 | 4.5 | 7.7 | 6.8 | 14.2 | 11.7 | 22.3 | 38.5 | 8.9 | 4.6 | 5.2 | 8.4 | 6.2 | 17.4 | 12.5 |
Standard Deviation(%) | NA | 9.0 | 9.1 | 11.8 | 14.7 | 12.1 | NA | NA | 13.8 | 9.9 | 15.6 | 9.0 | 24.2 | 7.7 | 10.6 | 4.6 | 9.2 | 10.6 | 7.8 | 8.7 | 9.0 | 17.6 | 14.9 | 25.0 | 30.6 | 12.6 | 7.9 | 8.0 | 8.5 | 9.3 | 12.8 | 10.9 |
Treynor Ratio | NA | 1.34 | 2.14 | 1.41 | -0.72 | 1.05 | NA | NA | 0.16 | 4.82 | -7.97 | -5.56 | -0.47 | -9.04 | -0.11 | 0.22 | 0.15 | 0.01 | 0.24 | 0.22 | 0.24 | 0.06 | 0.22 | 0.3 | -0.38 | -0.02 | 0.21 | 0.05 | 0.2 | 0.56 | -0.17 | -0.04 |
Alpha | NA | 0.04 | 0.04 | 0.01 | 0.04 | 0.03 | NA | NA | 0.02 | 0.04 | -0.06 | 0.09 | 0.07 | 0.09 | -0.01 | 0.01 | 0.01 | 0.0 | 0.03 | -0.02 | 0.03 | 0.02 | 0.03 | 0.02 | 0.01 | -0.01 | 0.03 | 0.01 | 0.03 | 0.05 | 0.02 | 0.02 |
Beta | NA | 0.03 | 0.06 | 0.02 | -0.11 | 0.07 | NA | NA | 0.47 | 0.02 | 0.02 | -0.04 | -0.22 | -0.03 | 0.47 | 0.6 | 0.65 | 0.65 | 0.64 | 0.74 | 0.68 | 0.74 | 0.8 | 0.87 | 0.72 | 0.76 | 0.72 | 0.71 | 0.65 | 0.52 | 0.47 | 0.49 |
RSquared | NA | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | NA | NA | 0.43 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.57 | 0.75 | 0.85 | 0.9 | 0.89 | 0.89 | 0.92 | 0.97 | 0.93 | 0.91 | 0.92 | 0.92 | 0.84 | 0.85 | 0.72 | 0.92 | 0.93 | 0.95 |
Sortino Ratio | NA | 0.61 | 2.0 | 0.34 | 0.72 | 0.87 | NA | NA | 0.74 | 1.68 | -1.4 | 3.92 | 0.55 | 4.52 | -0.62 | 4.46 | 1.46 | 0.09 | 2.92 | 2.73 | 2.77 | 0.37 | 1.74 | 1.5 | -1.19 | -0.17 | 3.06 | 0.67 | 2.19 | 5.05 | -0.89 | -0.25 |
Yield(%) | N/A | 0.47 | 1.91 | 1.56 | 1.64 | 1.81 | N/A | N/A | 1.93 | 1.81 | 1.22 | 1.48 | 1.61 | 2.04 | 1.82 | 1.9 | 2.15 | 1.78 | 2.35 | 1.98 | 1.99 | 1.73 | 1.84 | 2.46 | 2.02 | 1.83 | 1.96 | 2.02 | 1.77 | 2.35 | 2.06 | 1.79 |
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 |