Buy and Hold (Annually Rebalance)
Bonds P_46880 30.0%
TacticalStocks P_76605 70.0%
Simulated from 01/02/2001
Historical Returns
The return data shown below all have the same latest date: 01/08/2025.
AR inception is since 01/02/2001.
AR inception is since 01/02/2001.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|
| Tactical Stock Balanced Portfolio | 0.47% | 14.83% | 6.50% | 9.94% | 9.52% | 10.98% | 10.94% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.64% | 25.78% | 9.74% | 14.44% | 13.04% | 13.59% | 10.37% |
| VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) | 0.25% | 11.24% | 2.20% | 6.03% | 6.99% | 8.26% | 7.06% |
| 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 (%) | Tactical Stoc...Portfolio | 0.63 | 14.83 | 6.50 | 9.94 | 9.52 | 10.98 | 10.94 | 10.67 | 0.47 | 14.14 | 18.93 | -12.99 | 20.92 | 12.61 | 22.02 | -3.39 | 17.73 | 10.52 | 0.46 | 11.02 | 23.37 | 15.92 | 3.34 | 19.59 | 28.75 | -1.67 | 6.38 | 14.25 | 4.54 | 9.80 | 34.43 | -3.95 | 2.29 | 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) | 0.86 | 25.78 | 9.74 | 14.44 | 13.04 | 13.59 | 10.37 | 8.50 | 0.64 | 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) | 0.33 | 11.24 | 2.20 | 6.03 | 6.99 | 8.26 | 7.06 | 6.53 | 0.25 | 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 | Tactical Stoc...Portfolio | NA | 82.34 | 19.21 | 51.10 | 64.56 | NA | NA | 88.01 | 3.77 | 75.13 | 149.56 | -88.61 | 217.35 | 54.69 | 240.92 | -39.39 | 358.89 | 112.10 | 3.90 | 129.23 | 280.14 | 169.71 | 20.10 | 165.23 | 291.65 | -36.42 | 29.37 | 146.09 | 32.02 | 105.96 | 414.55 | -82.03 | -0.48 | 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 | 21.81 | 32.62 | 103.09 | 59.35 | NA | NA | 44.84 | -108.60 | 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 | -25.45 | -8.49 | 64.05 | 44.25 | NA | NA | 56.67 | -85.86 | 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(%) | Tactical Stoc...Portfolio | NA | 10.06 | 12.39 | 14.61 | 12.28 | NA | NA | 10.69 | 11.03 | 10.05 | 9.81 | 16.22 | 9.61 | 22.63 | 8.56 | 11.94 | 4.77 | 9.20 | 10.99 | 8.51 | 8.33 | 9.35 | 16.46 | 11.80 | 9.83 | 7.13 | 11.54 | 7.52 | 7.41 | 8.36 | 8.14 | 6.16 | 4.94 | 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 | 13.76 | 17.05 | 18.39 | 17.92 | NA | NA | 18.01 | 16.10 | 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 | 9.68 | 11.73 | 12.06 | 11.13 | NA | NA | 10.98 | 10.10 | 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(%) | Tactical Stoc...Portfolio | NA | 6.05 | 16.52 | 25.12 | 25.12 | NA | NA | 25.12 | 0.90 | 6.05 | 8.23 | 17.70 | 4.06 | 25.12 | 4.37 | 13.89 | 1.56 | 6.64 | 8.84 | 5.33 | 5.39 | 7.33 | 13.28 | 9.44 | 4.04 | 7.29 | 7.23 | 5.71 | 5.43 | 6.20 | 4.73 | 8.65 | 4.78 | 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 | 10.05 | 22.14 | 24.59 | 33.83 | NA | NA | 55.25 | 10.05 | 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 | 9.07 | 17.70 | 23.05 | 23.05 | NA | NA | 35.97 | 5.98 | 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(%) | Tactical Stoc...Portfolio | 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 | |
| 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 01/02/2001 to 01/08/2025, the worst annualized return of 3-year rolling returns is 4.62%.
From 01/02/2001 to 01/08/2025, the worst annualized return of 5-year rolling returns is 5.73%.
From 01/02/2001 to 01/08/2025, the worst annualized return of 10-year rolling returns is 8.51%.