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MyPlanIQ
Static Portfolio
MyPlanIQ Core Two Assets
MyPlanIQ Core Two Assets (Static Portfolio)
live (public) 0.08% May 30
Buy and Hold (Monthly Rebalance)
USStocks VTSMX 60%
Bonds VBMFX 40.0%
Simulated from 04/27/1992
Holdings (As of 05/30/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| USStocks | VTSMX (VANGUARD TOTAL STOCK MARKET INDEX FUND INVESTOR SHARES) | 0.01% | 59.87% |
| Bonds | VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) | 0.21% | 40.13% |
* Day change on 05/30/2025.
Previous
Performance (As of 05/30/2025)
Since 04/27/1992
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| MyPlanIQ Core Two Assets | 0.9% | 9.7% | 8.2% | 8.4% | 7.9% | 9.0% |
| VFINX (Vanguard (S&P 500) Index) | 1.0% | 14.3% | 14.0% | 15.9% | 12.8% | 13.9% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -0.4% | 5.4% | 5.6% | 6.2% | 6.7% | 8.6% |
* 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 04/27/1992 |
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 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 0.9 | 9.7 | 8.2 | 8.4 | 7.9 | 9.0 | 9.1 | 7.6 | 7.6 | 8.2 | 13.7 | 17.5 | -16.8 | 14.0 | 16.5 | 21.7 | -3.0 | 13.7 | 8.8 | 0.4 | 9.7 | 17.9 | 11.3 | 4.2 | 13.0 | 19.6 | -21.2 | 6.3 | 11.1 | 4.6 | 9.0 | 19.8 | -9.6 | -3.0 | -1.7 | 13.5 | 17.5 | 22.0 | 13.5 | 28.1 | -1.5 | 9.4 | 9.4 |
| Sharpe Ratio | NA | -0.02 | 0.53 | 0.42 | 0.56 | 0.58 | NA | NA | NA | NA | 0.59 | 1.21 | 1.54 | -1.14 | 1.68 | 0.81 | 2.87 | -0.45 | 3.29 | 1.11 | 0.04 | 1.47 | 2.61 | 1.53 | 0.31 | 1.23 | 1.19 | -0.96 | 0.34 | 1.16 | 0.35 | 1.14 | 2.01 | -0.77 | -0.42 | -0.41 | 0.92 | 1.23 | 1.8 | 1.23 | 4.34 | -0.65 | 1.3 | 1.4 |
| Draw Down(%) | NA | 11.7 | 12.3 | 13.2 | 21.5 | 22.3 | NA | NA | NA | NA | 35.1 | 4.5 | 8.3 | 21.3 | 3.7 | 22.3 | 3.2 | 11.8 | 1.4 | 6.0 | 7.3 | 4.1 | 4.8 | 5.3 | 10.9 | 8.9 | 17.6 | 31.1 | 5.5 | 4.8 | 4.3 | 5.6 | 7.3 | 18.5 | 16.4 | 10.2 | 7.3 | 12.4 | 6.4 | 5.5 | 1.9 | 7.4 | 2.8 | 3.1 |
| Standard Deviation(%) | NA | 15.6 | 12.0 | 11.7 | 11.4 | 11.2 | NA | NA | NA | NA | 10.9 | 8.4 | 9.0 | 16.0 | 8.3 | 20.0 | 7.0 | 9.8 | 4.0 | 7.8 | 8.7 | 6.6 | 6.9 | 7.3 | 13.4 | 10.5 | 16.4 | 23.1 | 9.2 | 6.7 | 6.5 | 7.0 | 9.5 | 14.0 | 12.9 | 14.3 | 11.0 | 11.4 | 10.2 | 8.0 | 5.6 | 7.0 | 5.5 | 5.5 |
| Treynor Ratio | NA | -0.01 | 0.15 | 0.25 | 0.59 | -7.88 | NA | NA | NA | NA | -3.73 | 2.7 | 3.49 | -9.33 | -2.51 | -0.92 | -3.26 | -8.48 | -1.87 | -2.41 | 0.07 | -15.63 | -12.49 | 5.55 | -0.81 | -12.98 | -2.99 | 3.01 | -0.36 | 2.46 | -0.58 | -44.49 | -2.81 | 7.95 | -2.44 | -1.41 | 5.19 | 13.21 | 9.94 | 0.92 | 4.87 | -1.11 | 0.8 | 1.38 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.02 | 0.03 | NA | NA | NA | NA | 0.03 | 0.04 | 0.05 | -0.07 | 0.06 | 0.08 | 0.08 | -0.02 | 0.05 | 0.04 | 0.0 | 0.04 | 0.07 | 0.04 | 0.02 | 0.05 | 0.08 | -0.1 | 0.01 | 0.03 | 0.01 | 0.03 | 0.08 | -0.04 | -0.02 | -0.02 | 0.04 | 0.05 | 0.06 | 0.03 | 0.08 | -0.02 | 0.03 | 0.04 |
| Beta | NA | 0.58 | 0.43 | 0.2 | 0.11 | -0.01 | NA | NA | NA | NA | -0.02 | 0.04 | 0.04 | 0.02 | -0.06 | -0.18 | -0.06 | 0.01 | -0.07 | -0.04 | 0.04 | -0.01 | -0.01 | 0.02 | -0.05 | -0.01 | -0.07 | -0.07 | -0.09 | 0.03 | -0.04 | 0.0 | -0.07 | -0.01 | 0.02 | 0.04 | 0.02 | 0.01 | 0.02 | 0.11 | 0.05 | 0.04 | 0.09 | 0.06 |
| RSquared | NA | 0.95 | 0.51 | 0.09 | 0.03 | 0.0 | NA | NA | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.09 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.02 | 0.01 |
| Sortino Ratio | NA | -0.04 | 0.75 | 0.6 | 0.78 | 0.79 | NA | NA | NA | NA | 0.82 | 1.7 | 2.35 | -1.54 | 2.42 | 1.07 | 4.3 | -0.58 | 5.19 | 1.59 | 0.05 | 2.09 | 3.86 | 2.34 | 0.43 | 1.77 | 1.72 | -1.28 | 0.45 | 1.74 | 0.5 | 1.62 | 3.08 | -1.08 | -0.59 | -0.59 | 1.37 | 1.73 | 2.59 | 1.7 | 7.15 | -0.85 | 1.86 | 2.15 |
| Yield(%) | N/A | 0.3 | 1.5 | 2.0 | 2.1 | 2.7 | 4.2 | 4.2 | 4.5 | 4.5 | 0.0 | 1.9 | 2.3 | 1.6 | 1.7 | 1.9 | 2.5 | 2.1 | 2.2 | 2.2 | 2.0 | 2.2 | 2.2 | 2.6 | 2.6 | 2.7 | 3.1 | 2.8 | 3.2 | 3.2 | 2.7 | 2.6 | 2.8 | 2.7 | 3.1 | 3.8 | 3.9 | 3.8 | 4.6 | 3.9 | 4.5 | 3.8 | 3.9 | 3.6 |
| Dividend Growth(%) | N/A | -81.1 | -26.9 | 18.9 | 26.6 | 62.7 | 77.6 | 77.6 | N/A | N/A | N/A | -4.4 | 20.7 | 9.7 | -1.0 | -4.6 | 15.6 | 7.7 | 7.7 | 10.0 | 2.9 | 10.8 | -3.1 | 5.9 | 6.1 | 3.7 | -11.3 | -5.4 | 8.1 | 28.7 | 11.1 | 8.0 | -3.0 | -15.5 | -21.0 | 10.0 | 21.2 | 2.5 | 30.8 | 11.7 | 18.4 | 6.1 | 19.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/27/1992
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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