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STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash
0.53%June 27 | MyPlanIQ portfolio symbol P_67233

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Portfolio Overview


This portfolio uses a total return bond fund portfolio P_46880 (Schwab Total Return Bond) as cash instead. See May 9, 2016: Boost Your Dull Summer Investments for details. For a longer history portfolio that uses standard cash, see STS Seasonal Timing Using VFINX.

See a more detailed discussion on the strategy and this portfolio in May 9, 2016: Boost Your Dull Summer Investments

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Holdings




Historical Performance


STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash -4.30% -14.46% 2.97% 10.34% 8.23% 10.59% 9.66% 9.35%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, AR inception is 01/02/2001

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STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash Historical Return Chart


Calculators


Dollar Cost Average Calculator for STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash

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Retirement Spending Calculator for STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash

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Rolling Returns


From 01/02/2001 to 06/27/2025, the worst annualized return of 3-year rolling returns for STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash is -4.09%.
From 01/02/2001 to 06/27/2025, the worst annualized return of 5-year rolling returns for STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash is 0.47%.
From 01/02/2001 to 06/27/2025, the worst annualized return of 10-year rolling returns for STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash is 8.03%.
From 01/02/2001 to 06/27/2025, the worst annualized return of 20-year rolling returns for STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash is 9.66%.

Maximum Drawdown

STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash Maximum Drawdown