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Investment Portfolios As of 03.02.2016

PORTFOLIO 1Y
%
3Y ann
%
5Y ann
%
Yield
%
Risk
(St dev 3y)
%
Sharpe
ratio
(3y)
Long-term
1 Long Term Extra 20+ -7.58 7.18 9.28 1.94 9.4 0.83
2 Long Term Aggressive -6.87 5.36 7.97 2.42 8.1 0.73
3 Long Term Aggressive E -8.22 4.82 7.58 2.4 8.3 0.65
4 Long Term Balanced -7.84 4.05 6.6 3.17 7.8 0.58
5 Long Term Balanced E -7.97 4.61 7.36 2.86 7.7 0.65
6 Long Term Conservative -6.99 4.39 6.34 3.31 7.3 0.66
7 Long Term Conservative E -7.36 4.39 6.33 3.23 7.4 0.65
Mid-term
8 Mid Term Aggressive -4.83 4.18 5.92 3.09 6.1 0.72
9 Mid Term Aggressive E -5.17 3.91 5.74 3.05 6.1 0.68
10 Mid Term Balanced -2.71 3.94 5.03 2.56 4.3 0.91
11 Mid Term Conservative -2.63 2.63 3.89 2.24 3.6 0.74
Short-term
12 Short Term Aggressive -1.21 1.03 1.82 1.76 1.6 0.62
13 Short Term Balanced -1.37 0.44 1.31 1.84 1.3 0.29
14 Short Term Protective -0.63 0.28 0.75 1 0.7 0.33
Miscellanueous
15 High Yield Portfolio -7.08 1.24 5.43 7.1 7.6 0.14
16 Beginner’s Favorite -5.87 6.31 8.9 2.46 7.5 0.86
17 All Bonds -2.76 1.19 4.01 3.33 4.4 0.22