Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Static Portfolio
Tyler Golden Butterfly Portfolio
Tyler Golden Butterfly Portfolio (Static Portfolio)
live (public) 0.07% May 19
Tyler Golden Butterfly Portfolio: ETF allocation and returns
Holdings (As of 05/19/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Equity, U.S., Small Cap, Value (USD) | IJS (iShares S&P Small-Cap 600 Value ETF) | 0.75% | 17.65% |
| Equity, U.S., Large Cap (USD) | VTI (Vanguard Total Stock Market ETF) | 0.08% | 20.91% |
| Bond, U.S., Short Term (USD) | SHY (iShares 1-3 Year Treasury Bond ETF) | 0.04% | 19.54% |
| Bond, U.S., Long-Term (USD) | TLT (iShares 20+ Year Treasury Bond ETF) | 0.29% | 18.45% |
| Commodity, Gold (USD) | GLD (SPDR Gold Shares) | 1.29% | 18.18% |
* Day change on 05/19/2025.
Previous
Performance (As of 05/19/2025)
Since 07/31/2002
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Tyler Golden Butterfly Portfolio | 2.9% | 9.2% | 7.4% | 7.2% | 6.5% | 7.1% |
| VFINX (Vanguard (S&P 500) Index) | 1.8% | 13.8% | 15.7% | 17.5% | 12.8% | 13.8% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 0.0% | 4.6% | 6.8% | 7.2% | 6.7% | 8.2% |
* 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 07/31/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 2.9 | 9.2 | 7.4 | 7.2 | 6.5 | 7.1 | 7.1 | 7.3 | 7.3 | 7.8 | 10.5 | 12.5 | -13.4 | 8.9 | 15.8 | 18.4 | -3.7 | 10.8 | 11.0 | -3.3 | 8.8 | 3.5 | 8.9 | 9.4 | 17.2 | 10.4 | -6.2 | 9.2 | 12.4 | 8.2 | 10.4 | 19.7 | 1.8 |
| Sharpe Ratio | NA | 0.15 | 0.29 | 0.28 | 0.46 | 0.54 | NA | NA | NA | NA | 0.73 | 0.45 | 0.91 | -1.19 | 1.17 | 1.08 | 3.19 | -0.78 | 2.42 | 1.73 | -0.52 | 1.67 | 0.47 | 1.38 | 0.99 | 1.95 | 0.79 | -0.46 | 0.74 | 1.12 | 1.0 | 1.57 | 2.69 | 0.15 |
| Draw Down(%) | NA | 8.3 | 8.4 | 11.5 | 19.5 | 19.5 | NA | NA | NA | NA | 21.2 | 4.0 | 9.2 | 18.4 | 3.5 | 17.0 | 2.3 | 8.4 | 2.5 | 4.2 | 6.9 | 3.7 | 5.8 | 4.0 | 4.4 | 5.2 | 14.2 | 20.7 | 4.3 | 8.0 | 3.5 | 5.3 | 4.7 | 6.3 |
| Standard Deviation(%) | NA | 12.4 | 10.2 | 10.5 | 9.9 | 8.9 | NA | NA | NA | NA | 8.9 | 8.8 | 9.1 | 12.4 | 7.6 | 14.4 | 5.3 | 6.5 | 4.2 | 6.3 | 6.5 | 5.3 | 7.5 | 6.4 | 9.5 | 8.8 | 13.1 | 15.4 | 8.4 | 8.2 | 6.0 | 6.0 | 7.0 | 9.4 |
| Treynor Ratio | NA | 0.05 | 0.1 | 0.21 | 0.58 | 2.35 | NA | NA | NA | NA | -10.87 | 0.85 | 2.11 | -4.32 | -1.08 | -2.49 | -2.45 | -2.98 | -7.51 | 6.04 | -0.74 | -16.29 | -4.29 | -3.81 | -7.24 | 16.74 | -2.24 | 3.02 | -0.95 | 0.84 | -4.91 | -6.49 | -5.12 | -0.28 |
| Alpha | NA | 0.02 | 0.0 | 0.01 | 0.02 | 0.02 | NA | NA | NA | NA | 0.03 | 0.01 | 0.03 | -0.06 | 0.04 | 0.07 | 0.07 | -0.02 | 0.04 | 0.04 | -0.01 | 0.03 | 0.02 | 0.04 | 0.04 | 0.06 | 0.05 | -0.03 | 0.03 | 0.03 | 0.02 | 0.04 | 0.07 | 0.01 |
| Beta | NA | 0.4 | 0.3 | 0.14 | 0.08 | 0.02 | NA | NA | NA | NA | -0.01 | 0.05 | 0.04 | 0.03 | -0.08 | -0.06 | -0.07 | 0.02 | -0.01 | 0.02 | 0.05 | -0.01 | -0.01 | -0.02 | -0.01 | 0.01 | -0.05 | -0.02 | -0.07 | 0.11 | -0.01 | -0.01 | -0.04 | -0.05 |
| RSquared | NA | 0.75 | 0.33 | 0.06 | 0.02 | 0.0 | NA | NA | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.02 | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.02 | 0.0 | 0.0 | 0.01 | 0.02 |
| Sortino Ratio | NA | 0.22 | 0.41 | 0.4 | 0.65 | 0.75 | NA | NA | NA | NA | 1.04 | 0.61 | 1.4 | -1.61 | 1.7 | 1.44 | 5.31 | -1.02 | 3.94 | 2.64 | -0.7 | 2.44 | 0.62 | 2.06 | 1.47 | 2.9 | 1.16 | -0.64 | 1.01 | 1.65 | 1.5 | 2.33 | 4.42 | 0.21 |
| Yield(%) | N/A | 0.5 | 2.2 | 2.0 | 1.8 | 2.0 | 2.5 | 2.5 | 3.4 | 3.4 | 0.0 | 2.4 | 2.0 | 1.2 | 1.0 | 1.1 | 1.7 | 1.4 | 1.3 | 1.3 | 1.1 | 1.2 | 1.2 | 1.3 | 1.5 | 1.6 | 1.9 | 2.1 | 2.4 | 2.3 | 2.0 | 1.8 | 1.9 | 0.8 |
| Dividend Growth(%) | N/A | -77.4 | 13.7 | 96.1 | 65.2 | 74.4 | N/A | N/A | N/A | N/A | N/A | 31.9 | 48.3 | 30.2 | 2.5 | -20.8 | 14.9 | 20.0 | 12.3 | 7.3 | 0.8 | 6.4 | 2.9 | -9.3 | 8.3 | -4.4 | -13.1 | -7.1 | 15.4 | 28.3 | 21.8 | 12.1 | 146.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2002
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>