- Portfolio Overview
- Asset Allocation and ETFs
- Performance
- Calculators
- Rolling Returns
- Drawdowns
Portfolio Overview
Buy and Hold (Annually Rebalance)
Conservative-Static P_68733 50%
Balanced-Active P_69402 50%
Simulated from 01/02/2001
Asset Allocation
| Symbol | Category/Sector | Target Weight |
|---|---|---|
|
P_68733 Schwab Conservative Total Return Dividend Portfolio |
50% | |
|
P_69402 50 To 70 Percent Tactical Balanced Portfolio |
50% |
Historical Performance
Conservative Core Satellite Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Conservative Core Satellite | 0.68% | -0.84% | 3.23% | 5.37% | 5.74% | 7.90% | 8.09% | 8.70% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 2.03% | 14.20% | 14.72% | 15.60% | 12.92% | 14.19% | 10.37% | 8.56% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | 5.23% | 10.75% | 8.37% | 7.42% | 6.31% | 7.36% | 6.07% | 5.79% |
| 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 (%) | Conservative ...Satellite | 1.52 | -0.84 | 3.23 | 5.37 | 5.74 | 7.90 | 8.09 | 8.70 | 0.68 | 3.63 | 7.33 | -9.73 | 14.83 | 11.29 | 13.90 | -2.36 | 13.47 | 9.57 | -1.53 | 10.11 | 16.03 | 15.54 | 4.43 | 17.03 | 25.88 | -5.82 | 6.11 | 14.21 | 3.96 | 10.69 | 31.91 | 3.51 | 3.40 | 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) | 1.42 | 14.20 | 14.72 | 15.60 | 12.92 | 14.19 | 10.37 | 8.56 | 2.03 | 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) | 1.13 | 10.75 | 8.37 | 7.42 | 6.31 | 7.36 | 6.07 | 5.79 | 5.23 | 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 | Conservative ...Satellite | NA | -0.45 | -0.01 | 0.44 | 0.61 | NA | NA | 1.06 | -0.08 | 0.00 | 0.53 | -1.68 | 2.09 | 1.06 | 2.48 | -0.50 | 3.75 | 1.74 | -0.22 | 1.60 | 2.50 | 2.28 | 0.45 | 2.11 | 3.15 | -0.91 | 0.34 | 1.86 | 0.31 | 1.43 | 5.43 | 0.67 | 0.37 | 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 | 0.59 | 0.94 | 0.83 | 0.66 | NA | NA | 0.45 | 0.41 | 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 | 0.82 | 0.73 | 0.60 | 0.49 | NA | NA | 0.51 | 1.05 | 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(%) | Conservative ...Satellite | NA | 9.15 | 7.34 | 7.70 | 7.11 | NA | NA | 6.93 | 7.25 | 8.87 | 6.93 | 6.62 | 7.07 | 10.38 | 5.00 | 7.51 | 3.41 | 5.38 | 6.97 | 6.30 | 6.41 | 6.78 | 9.77 | 8.02 | 8.19 | 7.48 | 8.64 | 5.81 | 5.55 | 6.79 | 5.75 | 3.53 | 2.64 | 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 | 19.83 | 17.23 | 17.43 | 18.48 | NA | NA | 18.10 | 24.35 | 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 | 10.47 | 10.12 | 10.09 | 10.41 | NA | NA | 11.48 | 12.44 | 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(%) | Conservative ...Satellite | NA | 10.95 | 10.95 | 10.95 | 14.71 | NA | NA | 14.71 | 5.50 | 8.20 | 6.90 | 10.51 | 3.58 | 14.71 | 2.02 | 9.58 | 1.08 | 3.80 | 6.88 | 3.84 | 5.70 | 5.44 | 9.81 | 7.54 | 4.70 | 11.62 | 5.85 | 4.25 | 4.16 | 6.70 | 4.63 | 4.23 | 2.14 | 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(%) | Conservative ...Satellite | 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 |
| 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 06/04/2025, AR inception is 01/02/2001
Calculate Performance
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Calculators
Dollar Cost Average Calculator for Conservative Core Satellite
Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on
Retirement Spending Calculator for Conservative Core Satellite
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Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
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Rolling Returns
From 01/02/2001 to 06/04/2025, the worst annualized return of 3-year rolling returns for Conservative Core Satellite is
0.13%.
From 01/02/2001 to 06/04/2025, the worst annualized return of 5-year rolling returns for Conservative Core Satellite is
4.64%.
From 01/02/2001 to 06/04/2025, the worst annualized return of 10-year rolling returns for Conservative Core Satellite is
5.44%.
From 01/02/2001 to 06/04/2025, the worst annualized return of 20-year rolling returns for Conservative Core Satellite is
8.05%.
Maximum Drawdown
Conservative Core Satellite Maximum Drawdown