Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on Tuesday, September 5, 2017. You can also find the re-balance calendar for 2017 on ‘Dashboard‘ page once you log in.

As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.

Please note that we now list the next re-balance date on every portfolio page.

Total Return Bond Fund Portfolios: Where Do They Fit?

We often received questions regarding our total return bond fund portfolios (see those listed on What We Do -> Brokerage Investors page). Users are especially interested in where these portfolios fit in, compared with various types of bond funds. In this newsletter, we will compare them with representative funds in popular categories. 

First, let’s look at their recent performance, compared with the popular total return bond funds: 

Recent performance

Performance Comparison (as of 8/28/2017)
Ticker/Portfolio NameYTD
1Yr AR3Yr AR5Yr AR10Yr AR10Yr Sharpe
Schwab Total Return Bond5.9%5.6%3.3%5.8%8.3%1.81
DLTNX (DoubleLine Total Return Bond N)2.5%0.7%2.5%2.9%  
LSBRX (Loomis Sayles Bond Retail)6.7%5.5%1.7%4.5%5.9%1.02
PONDX (PIMCO Income D)5.2%7.9%5.2%7.2%9.0%2.14
PTTDX (PIMCO Total Return D)4.9%2.7%2.7%2.5%5.6%1.28
MWTRX (Metropolitan West Total Return Bond M)2.9%0.3%2.2%3.0%5.7%1.38

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