- 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 more details. For a longer history portfolio that uses standard cash, see P SMA 200d VFINX Monthly.
The portfolio buys VFINX (Vanguard S&P 500 index fund) when it's total return is above its 200 days moving average and sells VFINX and buys 'cash' (in this case, P_46880 (Schwab Total Return Bond) or any other total return bond portfolio for other brokerages (see Brokerage Investors ) when its total return is below its 200 days simple moving average. It does the above adjustment on the last day of every month.
Holdings
Historical Performance
P SMA 200d VFINX Total Return Bond As Cash Monthly Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| P SMA 200d VFINX Total Return Bond As Cash Monthly | -3.94% | 12.82% | 9.31% | 12.21% | 8.46% | 10.42% | 11.04% | 10.94% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | -4.97% | 11.94% | 11.80% | 15.55% | 12.21% | 12.85% | 10.16% | 8.24% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | 1.15% | 10.14% | 6.94% | 7.68% | 5.84% | 6.64% | 6.00% | 5.62% |
| 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 SMA 200d VF...h Monthly | 0.05 | 12.82 | 9.31 | 12.21 | 8.46 | 10.42 | 11.04 | 10.94 | -3.94 | 24.84 | 14.91 | -19.87 | 28.53 | 15.63 | 12.85 | -6.30 | 21.66 | 12.80 | -3.59 | 13.52 | 32.17 | 15.82 | -0.62 | 19.43 | 31.54 | -1.67 | 5.39 | 15.64 | 4.77 | 12.15 | 36.83 | -1.69 | 2.31 | NA | 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) | 3.60 | 11.94 | 11.80 | 15.55 | 12.21 | 12.85 | 10.16 | 8.24 | -4.97 | 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 | |
| VSMGX (VANGUA...R SHARES) | 2.26 | 10.14 | 6.94 | 7.68 | 5.84 | 6.64 | 6.00 | 5.62 | 1.15 | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | P SMA 200d VF...h Monthly | NA | 0.44 | 0.71 | 0.84 | 0.61 | NA | NA | 0.81 | 0.08 | 1.68 | 0.94 | -1.79 | 2.18 | 0.90 | 1.06 | -0.47 | 3.15 | 1.32 | -0.27 | 1.19 | 2.90 | 1.24 | -0.04 | 1.39 | 2.26 | -0.37 | 0.14 | 1.22 | 0.24 | 1.03 | 3.19 | -0.47 | -2.43 | NA | 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 | 0.58 | 0.95 | 0.84 | 0.66 | NA | NA | 0.45 | 0.51 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA...R SHARES) | NA | 0.72 | 0.74 | 0.55 | 0.50 | NA | NA | 0.51 | 0.97 | 0.87 | 1.45 | -1.22 | 1.32 | 0.70 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | P SMA 200d VF...h Monthly | NA | 13.34 | 11.62 | 12.91 | 12.69 | NA | NA | 12.09 | 12.19 | 12.66 | 11.94 | 11.89 | 13.08 | 17.18 | 10.70 | 16.22 | 6.68 | 9.54 | 13.58 | 11.39 | 11.07 | 12.74 | 17.27 | 13.90 | 13.94 | 7.13 | 16.02 | 10.04 | 10.29 | 10.82 | 11.33 | 6.07 | 0.05 | NA | 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 | 19.84 | 17.20 | 17.42 | 18.48 | NA | NA | 18.10 | 24.09 | 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 | |
| VSMGX (VANGUA...R SHARES) | NA | 10.49 | 10.11 | 10.08 | 10.41 | NA | NA | 11.48 | 12.31 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | P SMA 200d VF...h Monthly | NA | 10.05 | 10.05 | 21.62 | 21.62 | NA | NA | 21.62 | 10.05 | 8.45 | 9.97 | 21.56 | 5.14 | 18.54 | 7.47 | 20.89 | 2.60 | 5.53 | 12.05 | 7.30 | 5.59 | 9.60 | 17.48 | 12.09 | 6.93 | 7.29 | 9.88 | 7.47 | 7.01 | 7.47 | 4.41 | 10.05 | 0.00 | NA | 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 | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 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 | |
| VSMGX (VANGUA...R SHARES) | NA | 9.62 | 12.88 | 22.29 | 22.43 | NA | NA | 41.18 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | P SMA 200d VF...h Monthly | NA | 2.30 | 1.10 | 1.22 | 1.49 | NA | NA | 1.52 | NA | 0.65 | 1.68 | 0.00 | 1.48 | 1.28 | 1.52 | 1.80 | 2.01 | 1.64 | 1.47 | 1.98 | 2.20 | 2.31 | 0.89 | 0.92 | 2.02 | 0.00 | 1.93 | 1.85 | 1.80 | 1.52 | 1.50 | 0.28 | 2.31 | NA | 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 | |
| VSMGX (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 |
Data as of 04/30/2025, AR inception is 01/02/2001
Calculate Performance
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P SMA 200d VFINX Total Return Bond As Cash Monthly Historical Return Chart
Calculators
Dollar Cost Average Calculator for P SMA 200d VFINX Total Return Bond As Cash Monthly
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Retirement Spending Calculator for P SMA 200d VFINX Total Return Bond As Cash Monthly
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Rolling Returns
From 01/02/2001 to 07/03/2025, the worst annualized return of 3-year rolling returns for P SMA 200d VFINX Total Return Bond As Cash Monthly is
3.02%.
From 01/02/2001 to 07/03/2025, the worst annualized return of 5-year rolling returns for P SMA 200d VFINX Total Return Bond As Cash Monthly is
4.35%.
From 01/02/2001 to 07/03/2025, the worst annualized return of 10-year rolling returns for P SMA 200d VFINX Total Return Bond As Cash Monthly is
7.82%.
From 01/02/2001 to 07/03/2025, the worst annualized return of 20-year rolling returns for P SMA 200d VFINX Total Return Bond As Cash Monthly is
10.43%.
Maximum Drawdown
P SMA 200d VFINX Total Return Bond As Cash Monthly Maximum Drawdown