STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash
0.13%April 17 | 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: 01/31/2025.
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 2.77% -0.38% 5.65% 7.16% 9.29% 11.67% 10.06% 9.68%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 2.77% 26.20% 11.74% 15.10% 13.50% 14.13% 10.53% 8.60%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 2.11% 12.75% 4.27% 6.43% 6.23% 7.14% 6.01% 5.66%

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 04/17/2025, 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 04/17/2025, 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 04/17/2025, the worst annualized return of 10-year rolling returns for STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash is 8.23%.


Maximum Drawdown

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