STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash
0.63%May 01 | 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


The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
AR inception is since 01/02/2001.
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 1.42% -6.14% 6.26% 8.73% 8.62% 11.38% 9.88% 9.62%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 1.42% 18.88% 12.39% 16.78% 12.80% 13.83% 10.34% 8.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 2.49% 11.09% 5.14% 7.38% 6.01% 7.04% 5.95% 5.67%

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

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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 05/01/2025, 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 05/01/2025, 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 05/01/2025, the worst annualized return of 10-year rolling returns for STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash is 8.03%.


Maximum Drawdown

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