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 |