This portfolio's candidate bond funds are the funds managed by Morningstar's fixed income managers of the year. Investors who prefer quarterly updates can look at P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year`s Funds Quarterly
The following are the list of funds and their low minimum no load fund alternatives
- PTTRX (low minimum PTTDX or ETF BOND)
- TGLMX (low minimum TGMNX)
- WATFX (low minimum WAPIX)
- MWTRX (minimum $5000)
- LSBDX (low minimum LSBRX)
- DODIX (minimum $2500)
- FPNIX (minimum $1500)
- PBDDX (minimum $1000) -- changed to PBDAX on 6/1/2018
- PONDX (minimum $1000) -- changed to PONAX on 6/1/2018
- FTBFX (minimum $2500)
- PDBZX (minimum $2500)
We also recommend using quarterly re-balance portfolio to avoid transaction charge.
For brokerage specific portfolios, please see Fixed Income Bond Fund Portfolios
Historical Returns
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 07/30/2000.
AR inception is since 07/30/2000.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr Ar | 15Yr Ar | 20Yr Ar |
|---|---|---|---|---|---|---|---|
| P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year`s Funds Monthly | 0.94% | 11.64% | 1.25% | 2.33% | 3.62% | 5.49% | 6.37% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | 37.82% | 8.86% | 15.20% | 12.89% | 14.04% | 10.46% |
| VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) | NA | 23.38% | 1.77% | 7.20% | 7.34% | 8.81% | 7.32% |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | P Bond Funds ...s Monthly | -0.27 | 11.64 | 1.25 | 2.33 | 3.62 | 5.49 | 6.37 | 7.63 | 0.94 | 5.35 | 5.45 | -7.36 | 6.96 | 0.49 | 11.89 | -1.58 | 6.34 | 6.89 | 2.36 | 4.51 | 5.53 | 16.90 | 4.20 | 11.95 | 24.01 | 1.09 | 6.17 | 11.29 | 4.28 | 8.91 | 29.19 | 12.51 | 10.38 | 4.23 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | -1.79 | 37.82 | 8.86 | 15.20 | 12.89 | 14.04 | 10.46 | 7.86 | NA | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VBINX (VANGUA...R SHARES) | -1.15 | 23.38 | 1.77 | 7.20 | 7.34 | 8.81 | 7.32 | 6.44 | NA | 10.42 | 14.70 | -17.67 | 12.02 | 15.05 | 21.67 | -2.97 | 13.75 | 8.64 | 0.36 | 9.81 | 17.96 | 11.33 | 4.14 | 13.13 | 20.09 | -22.21 | 6.17 | 11.03 | 4.65 | 10.58 | 19.86 | -9.55 | -3.03 | -0.32 | 15.30 | 19.18 | 21.05 | 12.97 | 28.14 | -1.55 | 11.55 | 3.69 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | P Bond Funds ...s Monthly | NA | 10.55 | -47.84 | -9.97 | 41.14 | NA | NA | 142.98 | 11.58 | -27.86 | 20.48 | -254.83 | 171.23 | 3.05 | 272.45 | -148.82 | 268.21 | 194.73 | 63.93 | 165.13 | 158.26 | 545.99 | 100.09 | 250.21 | 462.05 | 2.83 | 78.67 | 234.27 | 67.09 | 115.79 | 542.15 | 380.78 | 216.04 | 68.71 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 167.32 | 35.29 | 54.59 | 66.14 | NA | NA | 45.80 | 313.57 | 144.05 | 168.50 | -81.42 | 217.48 | 53.11 | 239.69 | -34.37 | 316.32 | 88.64 | 7.76 | 118.55 | 290.33 | 124.85 | 8.24 | 82.04 | 97.09 | -92.28 | 15.05 | 123.84 | 25.29 | 88.29 | 163.16 | -89.66 | -67.65 | -59.22 | 98.26 | 123.57 | 162.11 | 163.05 | 432.60 | -17.93 | 91.08 | 58.43 | 191.72 | -53.33 | 173.14 | 59.74 | -0.19 | 30.84 | 149.03 | -23.73 | 80.36 | 64.68 | -126.79 | 119.12 | -383.89 | |
| VBINX (VANGUA...R SHARES) | NA | 71.05 | -11.97 | 25.17 | 50.51 | NA | NA | 57.90 | 271.94 | 41.44 | 111.33 | -119.10 | 142.11 | 71.50 | 285.34 | -43.90 | 329.21 | 107.95 | 3.85 | 147.07 | 261.51 | 154.65 | 30.31 | 123.20 | 121.00 | -98.17 | 34.78 | 117.15 | 38.04 | 137.91 | 204.46 | -76.83 | -43.65 | -30.73 | 108.09 | 137.09 | 174.84 | 120.29 | 454.07 | -66.00 | 157.21 | 574.16 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | P Bond Funds ...s Monthly | NA | 4.44 | 4.69 | 5.52 | 4.48 | NA | NA | 4.41 | 4.59 | 4.46 | 5.84 | 3.43 | 4.05 | 8.33 | 3.85 | 1.94 | 2.13 | 3.43 | 3.64 | 2.72 | 3.47 | 3.09 | 4.17 | 4.74 | 5.18 | 5.95 | 4.04 | 3.42 | 3.14 | 6.88 | 5.26 | 3.00 | 3.73 | 3.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 12.89 | 17.52 | 21.47 | 17.88 | NA | NA | 18.02 | 15.57 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VBINX (VANGUA...R SHARES) | NA | 9.35 | 12.04 | 13.68 | 11.10 | NA | NA | 10.99 | 10.99 | 9.23 | 9.47 | 16.06 | 8.44 | 20.63 | 7.10 | 9.80 | 4.00 | 7.81 | 8.67 | 6.66 | 6.86 | 7.35 | 13.57 | 10.59 | 16.52 | 23.49 | 9.17 | 6.65 | 6.52 | 6.99 | 9.38 | 13.87 | 12.48 | 14.34 | 11.17 | 11.57 | 9.98 | 7.81 | 5.35 | 6.83 | 6.00 | 4.65 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | P Bond Funds ...s Monthly | NA | 3.16 | 6.74 | 16.36 | 16.36 | NA | NA | 16.36 | 0.77 | 2.75 | 5.62 | 8.59 | 2.01 | 16.36 | 2.37 | 2.52 | 1.36 | 2.44 | 2.04 | 2.72 | 5.09 | 1.02 | 4.04 | 4.41 | 3.45 | 5.40 | 3.15 | 2.92 | 2.81 | 7.44 | 6.12 | 2.37 | 3.15 | 1.78 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 8.45 | 22.46 | 33.83 | 33.83 | NA | NA | 55.25 | 2.46 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VBINX (VANGUA...R SHARES) | NA | 7.08 | 19.80 | 23.05 | 23.05 | NA | NA | 35.97 | 1.82 | 6.25 | 8.27 | 21.71 | 3.67 | 22.78 | 3.26 | 11.95 | 1.35 | 5.99 | 7.27 | 4.07 | 4.70 | 5.28 | 10.87 | 8.83 | 17.50 | 31.87 | 5.50 | 4.77 | 4.03 | 4.98 | 7.07 | 18.14 | 15.94 | 9.94 | 7.19 | 12.20 | 6.83 | 5.51 | 1.82 | 7.21 | 2.78 | 0.87 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | P Bond Funds ...s Monthly | NA | 7.22 | 4.37 | 5.02 | 4.55 | NA | NA | 5.61 | NA | 2.64 | 5.67 | 2.79 | 7.46 | 3.56 | 3.84 | 3.36 | 4.55 | 3.21 | 3.83 | 5.83 | 5.91 | 6.54 | 5.45 | 5.97 | 5.78 | 5.94 | 5.33 | 5.75 | 6.18 | 6.69 | 7.47 | 4.20 | 8.36 | 2.85 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VBINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
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Rolling Returns
From 07/30/2000 to 01/22/2025, the worst annualized return of 3-year rolling returns is -0.58%.
From 07/30/2000 to 01/22/2025, the worst annualized return of 5-year rolling returns is 1.76%.
From 07/30/2000 to 01/22/2025, the worst annualized return of 10-year rolling returns is 3.02%.