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MyPlanIQ
Static Portfolio
MyPlanIQ Core Three Assets
MyPlanIQ Core Three Assets (Static Portfolio)
live (public) 0.78% May 02
Buy and Hold (Annually Rebalance)
USStocks VTSMX 42.0%
IntlStocks VGTSX 18.0%
Bonds VBMFX 40.0%
Simulated from 05/13/1996
Holdings (As of 05/02/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| USStocks | VTSMX (VANGUARD TOTAL STOCK MARKET INDEX FUND INVESTOR SHARES) | 1.56% | 42.90% |
| IntlStocks | VGTSX (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INVESTOR SHARES) | 1.81% | 18.17% |
| Bonds | VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) | 0.52% | 38.93% |
* Day change on 05/02/2025.
Previous
Performance (As of 05/02/2025)
Since 05/13/1996
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| MyPlanIQ Core Three Assets | 0.4% | 8.6% | 6.9% | 8.4% | 6.5% | 7.3% |
| VFINX (Vanguard (S&P 500) Index) | -3.0% | 13.7% | 12.6% | 16.7% | 12.3% | 13.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -2.8% | 5.0% | 5.0% | 6.8% | 6.5% | 7.7% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 05/13/1996 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | 0.4 | 8.6 | 6.9 | 8.4 | 6.5 | 7.3 | 7.2 | 6.9 | 6.9 | 6.9 | 10.7 | 15.8 | -16.6 | 12.1 | 15.0 | 19.7 | -4.7 | 15.1 | 7.3 | -0.6 | 6.7 | 15.3 | 11.4 | 0.9 | 11.7 | 21.2 | -21.8 | 8.0 | 13.5 | 6.1 | 10.4 | 21.7 | -8.5 | -4.8 | -2.9 | 14.7 | 16.0 | 16.3 | 7.2 |
| Sharpe Ratio | NA | -0.04 | 0.21 | 0.22 | 0.53 | 0.46 | NA | NA | NA | NA | 0.51 | 0.51 | 1.34 | -1.2 | 1.47 | 0.79 | 2.84 | -0.66 | 3.7 | 0.89 | -0.07 | 1.04 | 2.18 | 1.51 | 0.07 | 1.06 | 1.53 | -1.13 | 0.52 | 1.48 | 0.65 | 1.38 | 2.65 | -0.83 | -0.67 | -0.59 | 1.3 | 1.28 | 1.49 | 0.79 |
| Draw Down(%) | NA | 10.6 | 11.1 | 13.2 | 22.5 | 22.5 | NA | NA | NA | NA | 33.4 | 4.3 | 8.6 | 22.0 | 3.7 | 21.9 | 3.0 | 11.5 | 1.2 | 5.8 | 8.0 | 4.7 | 5.7 | 6.1 | 11.6 | 8.7 | 13.8 | 30.7 | 5.8 | 6.4 | 4.3 | 6.3 | 6.3 | 16.4 | 16.4 | 8.8 | 5.9 | 11.9 | 6.0 | 4.6 |
| Standard Deviation(%) | NA | 15.1 | 10.9 | 11.2 | 10.9 | 10.5 | NA | NA | NA | NA | 10.4 | 8.0 | 8.6 | 15.0 | 8.2 | 18.7 | 6.5 | 9.1 | 3.9 | 7.9 | 8.3 | 6.4 | 7.0 | 7.5 | 13.0 | 11.0 | 13.8 | 20.1 | 9.5 | 7.0 | 6.1 | 6.9 | 7.9 | 11.5 | 10.6 | 11.8 | 8.8 | 9.9 | 8.6 | 6.3 |
| Treynor Ratio | NA | -0.01 | 0.06 | 0.16 | 0.62 | -11.81 | NA | NA | NA | NA | -245.66 | 1.65 | 2.88 | -5.83 | -2.62 | -0.99 | -3.27 | -8.08 | -2.86 | -2.81 | -0.13 | -34.85 | -15.8 | 6.76 | -0.23 | -7.81 | -4.33 | 4.19 | -0.57 | 1.85 | -2.91 | 2.02 | -19.74 | -5.1 | -1.46 | -0.8 | 1.55 | 2.18 | 1.39 | 0.3 |
| Alpha | NA | 0.02 | 0.0 | 0.01 | 0.02 | 0.02 | NA | NA | NA | NA | 0.02 | 0.01 | 0.04 | -0.07 | 0.05 | 0.07 | 0.07 | -0.02 | 0.06 | 0.03 | 0.0 | 0.03 | 0.06 | 0.04 | 0.01 | 0.05 | 0.08 | -0.1 | 0.02 | 0.04 | 0.02 | 0.03 | 0.08 | -0.03 | -0.02 | -0.02 | 0.04 | 0.04 | 0.04 | 0.02 |
| Beta | NA | 0.52 | 0.37 | 0.15 | 0.09 | 0.0 | NA | NA | NA | NA | 0.0 | 0.02 | 0.04 | 0.03 | -0.05 | -0.15 | -0.06 | 0.01 | -0.05 | -0.03 | 0.05 | 0.0 | -0.01 | 0.02 | -0.04 | -0.01 | -0.05 | -0.05 | -0.09 | 0.06 | -0.01 | 0.05 | -0.01 | 0.02 | 0.05 | 0.09 | 0.07 | 0.06 | 0.09 | 0.17 |
| RSquared | NA | 0.93 | 0.44 | 0.06 | 0.02 | 0.0 | NA | NA | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.08 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.03 | 0.02 | 0.01 | 0.04 | 0.08 |
| Sortino Ratio | NA | -0.05 | 0.29 | 0.32 | 0.74 | 0.62 | NA | NA | NA | NA | 0.71 | 0.71 | 2.03 | -1.62 | 2.09 | 1.03 | 4.23 | -0.84 | 6.09 | 1.24 | -0.1 | 1.46 | 3.17 | 2.31 | 0.09 | 1.51 | 2.23 | -1.49 | 0.7 | 2.24 | 0.96 | 1.95 | 4.16 | -1.17 | -0.92 | -0.83 | 1.97 | 1.82 | 2.09 | 1.15 |
| Yield(%) | N/A | 0.0 | 1.2 | 2.0 | 2.4 | 2.8 | 3.8 | 3.8 | 4.7 | 4.7 | 0.0 | 1.9 | 2.6 | 1.8 | 1.9 | 2.0 | 2.7 | 2.2 | 2.4 | 2.4 | 2.1 | 2.4 | 2.4 | 2.8 | 2.7 | 2.6 | 3.4 | 2.9 | 3.3 | 3.4 | 2.7 | 2.6 | 3.2 | 3.0 | 3.4 | 3.8 | 3.8 | 3.9 | 4.3 | 2.7 |
| Dividend Growth(%) | N/A | N/A | -46.5 | 8.0 | 20.0 | 49.7 | N/A | N/A | N/A | N/A | N/A | -14.4 | 20.3 | 4.6 | 7.8 | -8.9 | 17.2 | 5.2 | 8.2 | 10.6 | -3.2 | 13.2 | -4.8 | 4.9 | 14.1 | -5.5 | -8.9 | -6.1 | 11.9 | 32.7 | 13.2 | -0.9 | -1.7 | -13.6 | -15.4 | 14.5 | 14.7 | 6.5 | 68.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/13/1996
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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