This tool allows you to test different market timing and tactical asset allocation models based on moving averages, momentum, market valuation and target volatility. The supported models include:
You can find a summary of the selected tactical asset allocation model below, and a more detailed description in the FAQ section.
Tactical asset allocation model results from Jan 1997 to Dec 2020 are based on adaptive allocation model holding the top 2 best performing assets. The model uses a single performance window of 6 calendar month(s). Volatility based risk adjustments are done based on daily volatility over the past 3 calendar months. Inverse volatility weights based on the volatility window are used to set approximated risk parity asset weights for each lookback period. Tactical asset allocation model trades are executed using the end of month close price each month based on the end of month signals. The time period was constrained by the available data for Vanguard Real Estate Index Investor (VGSIX) [Jun 1996 - Dec 2020].
Portfolio | Initial Balance | Final Balance | CAGR | Stdev | Best Year | Worst Year | Max. Drawdown | Sharpe Ratio | Sortino Ratio | US Mkt Correlation |
---|---|---|---|---|---|---|---|---|---|---|
Adaptive Allocation Model | $10,000 | $96,222 | 9.89% | 10.60% | 31.12% | -9.48% | -16.37% | 0.76 | 1.15 | 0.64 |
Name | Annualized Return | Annualized Volatility | ||||||
---|---|---|---|---|---|---|---|---|
3 Month | 1 year | 3 year | 5 year | 10 year | Full | 3 year | 5 year | |
Adaptive Allocation Model | 15.90% | 8.63% | 2.12% | 6.94% | 7.79% | 9.89% | 13.05% | 10.60% |
Trailing annualized return and volatility are for full months ending in December 2020 excluding portfolio cashflows. |
Year | Inflation | Adaptive Allocation Model Return | Adaptive Allocation Model Balance | Vanguard Total Stock Mkt Idx Inv (VTSMX) | Vanguard Total Intl Stock Index Inv (VGTSX) | Vanguard Real Estate Index Investor (VGSIX) | Vanguard Total Bond Market Index Inv (VBMFX) |
---|---|---|---|---|---|---|---|
1997 | 1.70% | 17.41% | $11,741 | 30.99% | -0.77% | 18.77% | 9.44% |
1998 | 1.61% | -9.48% | $10,628 | 23.26% | 15.60% | -16.32% | 8.58% |
1999 | 2.68% | 22.84% | $13,055 | 23.81% | 29.92% | -4.04% | -0.76% |
2000 | 3.39% | 5.87% | $13,820 | -10.57% | -15.61% | 26.35% | 11.39% |
2001 | 1.55% | 9.87% | $15,185 | -10.97% | -20.15% | 12.35% | 8.43% |
2002 | 2.38% | 4.83% | $15,918 | -20.96% | -15.08% | 3.75% | 8.26% |
2003 | 1.88% | 31.12% | $20,871 | 31.35% | 40.34% | 35.65% | 3.97% |
2004 | 3.26% | 15.95% | $24,200 | 12.51% | 20.84% | 30.76% | 4.24% |
2005 | 3.42% | 0.35% | $24,285 | 5.98% | 15.57% | 11.89% | 2.40% |
2006 | 2.54% | 28.14% | $31,119 | 15.51% | 26.64% | 35.07% | 4.27% |
2007 | 4.08% | 10.32% | $34,332 | 5.49% | 15.52% | -16.46% | 6.92% |
2008 | 0.09% | -1.23% | $33,910 | -37.04% | -44.10% | -37.05% | 5.05% |
2009 | 2.72% | 27.90% | $43,370 | 28.70% | 36.73% | 29.58% | 5.93% |
2010 | 1.50% | 4.80% | $45,452 | 17.09% | 11.12% | 28.30% | 6.42% |
2011 | 2.96% | 7.96% | $49,070 | 0.96% | -14.56% | 8.47% | 7.56% |
2012 | 1.74% | 11.46% | $54,694 | 16.25% | 18.14% | 17.53% | 4.05% |
2013 | 1.50% | 20.36% | $65,831 | 33.35% | 15.04% | 2.31% | -2.26% |
2014 | 0.76% | 13.83% | $74,938 | 12.43% | -4.24% | 30.13% | 5.76% |
2015 | 0.73% | -8.20% | $68,792 | 0.29% | -4.37% | 2.22% | 0.30% |
2016 | 2.07% | 5.93% | $72,868 | 12.53% | 4.65% | 8.34% | 2.50% |
2017 | 2.11% | 23.99% | $90,350 | 21.05% | 27.40% | 4.83% | 3.46% |
2018 | 1.91% | -8.02% | $83,104 | -5.26% | -14.44% | -6.11% | -0.13% |
2019 | 2.29% | 6.59% | $88,577 | 30.65% | 21.43% | 28.78% | 8.61% |
2020 | 1.36% | 8.63% | $96,222 | 20.87% | 11.16% | -4.78% | 7.61% |
Year | Month | Adaptive Allocation Model Return | Adaptive Allocation Model Balance | Vanguard Total Stock Mkt Idx Inv (VTSMX) | Vanguard Total Intl Stock Index Inv (VGTSX) | Vanguard Real Estate Index Investor (VGSIX) | Vanguard Total Bond Market Index Inv (VBMFX) |
---|---|---|---|---|---|---|---|
1997 | 1 | 2.44% | $10,244 | 5.46% | -2.37% | 0.16% | 0.25% |
1997 | 2 | -0.22% | $10,222 | -0.11% | 1.82% | -0.32% | 0.11% |
1997 | 3 | -1.73% | $10,045 | -4.45% | -0.10% | 0.38% | -0.97% |
1997 | 4 | 0.01% | $10,046 | 4.50% | 0.20% | -3.10% | 1.49% |
1997 | 5 | 4.49% | $10,497 | 7.10% | 6.54% | 2.95% | 0.87% |
1997 | 6 | 4.85% | $11,005 | 4.37% | 5.40% | 5.13% | 1.16% |
1997 | 7 | 4.10% | $11,456 | 7.77% | 1.59% | 2.85% | 2.80% |
1997 | 8 | -6.53% | $10,708 | -3.72% | -8.60% | -0.75% | -0.85% |
1997 | 9 | 8.13% | $11,579 | 5.77% | 5.51% | 9.24% | 1.45% |
1997 | 10 | -2.98% | $11,234 | -3.40% | -9.10% | -2.80% | 1.45% |
1997 | 11 | 2.24% | $11,486 | 3.33% | -1.19% | 1.73% | 0.33% |
1997 | 12 | 2.22% | $11,741 | 1.70% | 0.92% | 2.48% | 1.04% |
1998 | 1 | -0.71% | $11,658 | 0.44% | 3.04% | -1.27% | 1.32% |
1998 | 2 | -0.63% | $11,585 | 7.34% | 6.88% | -1.65% | -0.10% |
1998 | 3 | 3.34% | $11,971 | 5.06% | 3.22% | 2.55% | 0.33% |
1998 | 4 | 0.66% | $12,050 | 1.10% | 0.53% | -3.36% | 0.51% |
1998 | 5 | -2.17% | $11,788 | -2.71% | -1.51% | -0.89% | 1.02% |
1998 | 6 | 1.86% | $12,007 | 3.54% | -0.27% | -0.03% | 0.81% |
1998 | 7 | -0.80% | $11,911 | -2.27% | 1.08% | -6.90% | 0.23% |
1998 | 8 | -14.76% | $10,153 | -15.65% | -13.66% | -9.21% | 1.90% |
1998 | 9 | 1.45% | $10,300 | 6.68% | -2.07% | 5.99% | 1.96% |
1998 | 10 | 0.38% | $10,338 | 7.51% | 10.77% | -1.81% | -0.55% |
1998 | 11 | 1.30% | $10,473 | 6.17% | 5.34% | 1.58% | 0.49% |
1998 | 12 | 1.47% | $10,628 | 6.45% | 3.26% | -1.80% | 0.38% |
1999 | 1 | 1.38% | $10,775 | 3.65% | -0.63% | -2.44% | 0.79% |
1999 | 2 | -2.15% | $10,543 | -3.73% | -2.16% | -1.57% | -1.77% |
1999 | 3 | 4.52% | $11,019 | 3.93% | 4.97% | -0.44% | 0.56% |
1999 | 4 | 4.90% | $11,559 | 4.68% | 5.08% | 9.55% | 0.40% |
1999 | 5 | -3.73% | $11,128 | -2.00% | -5.00% | 2.09% | -0.88% |
1999 | 6 | 4.73% | $11,654 | 5.16% | 4.39% | -1.87% | -0.50% |
1999 | 7 | 0.09% | $11,664 | -3.20% | 2.27% | -2.91% | -0.39% |
1999 | 8 | -0.19% | $11,642 | -0.92% | 0.33% | -1.00% | -0.08% |
1999 | 9 | -0.57% | $11,575 | -2.44% | 0.82% | -4.12% | 1.26% |
1999 | 10 | -0.04% | $11,571 | 6.29% | 3.74% | -2.25% | 0.33% |
1999 | 11 | 3.82% | $12,013 | 3.42% | 4.08% | -1.50% | 0.02% |
1999 | 12 | 8.67% | $13,055 | 7.59% | 9.37% | 3.07% | -0.48% |
2000 | 1 | -5.39% | $12,351 | -4.18% | -6.22% | 0.61% | -0.17% |
2000 | 2 | 2.71% | $12,685 | 2.54% | 2.83% | -1.51% | 1.18% |
2000 | 3 | 4.46% | $13,250 | 5.69% | 3.48% | 3.50% | 1.40% |
2000 | 4 | -5.32% | $12,544 | -5.21% | -5.41% | 6.73% | -0.49% |
2000 | 5 | 0.05% | $12,551 | -3.41% | -2.67% | 1.03% | -0.16% |
2000 | 6 | 2.91% | $12,916 | 4.42% | 4.27% | 2.49% | 2.15% |
2000 | 7 | 3.43% | $13,360 | -1.95% | -4.46% | 8.77% | 0.88% |
2000 | 8 | -0.16% | $13,338 | 7.28% | 1.00% | -3.99% | 1.40% |
2000 | 9 | -0.32% | $13,296 | -4.67% | -5.00% | 2.93% | 0.76% |
2000 | 10 | -0.69% | $13,203 | -2.04% | -3.03% | -4.63% | 0.57% |
2000 | 11 | 1.62% | $13,417 | -9.90% | -4.44% | 1.74% | 1.58% |
2000 | 12 | 3.01% | $13,820 | 1.78% | 3.72% | 6.88% | 1.79% |
2001 | 1 | 1.45% | $14,020 | 3.83% | 1.10% | 0.43% | 1.76% |
2001 | 2 | 0.04% | $14,026 | -9.41% | -7.61% | -1.72% | 0.91% |
2001 | 3 | 0.63% | $14,114 | -6.72% | -7.15% | 0.81% | 0.54% |
2001 | 4 | 0.57% | $14,194 | 8.16% | 7.89% | 2.28% | -0.46% |
2001 | 5 | 1.18% | $14,362 | 1.01% | -3.52% | 2.15% | 0.73% |
2001 | 6 | 2.36% | $14,701 | -1.64% | -3.84% | 5.92% | 0.52% |
2001 | 7 | 0.72% | $14,806 | -1.71% | -2.43% | -2.10% | 2.23% |
2001 | 8 | 2.06% | $15,111 | -6.00% | -2.30% | 3.54% | 1.11% |
2001 | 9 | -0.61% | $15,018 | -9.00% | -10.73% | -3.87% | 0.89% |
2001 | 10 | 0.67% | $15,119 | 2.52% | 2.97% | -3.37% | 1.86% |
2001 | 11 | 0.23% | $15,153 | 7.63% | 3.56% | 5.76% | -1.34% |
2001 | 12 | 0.21% | $15,185 | 1.78% | 1.35% | 2.47% | -0.58% |
2002 | 1 | 0.36% | $15,239 | -1.24% | -4.63% | -0.25% | 0.69% |
2002 | 2 | 1.30% | $15,438 | -2.05% | 0.90% | 1.98% | 0.85% |
2002 | 3 | 1.48% | $15,667 | 4.38% | 5.71% | 6.24% | -1.46% |
2002 | 4 | -1.25% | $15,471 | -4.90% | 0.42% | 0.62% | 1.69% |
2002 | 5 | 1.24% | $15,662 | -1.22% | 1.16% | 1.30% | 0.80% |
2002 | 6 | -0.61% | $15,567 | -7.06% | -4.28% | 2.81% | 0.29% |
2002 | 7 | -0.99% | $15,413 | -8.02% | -9.80% | -5.28% | 0.48% |
2002 | 8 | 1.37% | $15,624 | 0.53% | -0.12% | 0.16% | 1.66% |
2002 | 9 | 0.56% | $15,712 | -10.07% | -10.88% | -3.53% | 1.53% |
2002 | 10 | -1.44% | $15,486 | 7.65% | 5.70% | -4.95% | -0.61% |
2002 | 11 | 0.97% | $15,636 | 6.06% | 4.75% | 4.43% | 0.02% |
2002 | 12 | 1.80% | $15,918 | -5.57% | -3.43% | 0.85% | 2.07% |
2003 | 1 | -0.53% | $15,834 | -2.54% | -3.76% | -2.70% | 0.05% |
2003 | 2 | 0.89% | $15,975 | -1.69% | -2.42% | 1.74% | 1.38% |
2003 | 3 | 0.42% | $16,042 | 1.09% | -1.93% | 2.04% | -0.13% |
2003 | 4 | 1.99% | $16,361 | 8.21% | 9.70% | 4.05% | 0.87% |
2003 | 5 | 5.74% | $17,301 | 6.11% | 6.15% | 5.52% | 1.82% |
2003 | 6 | 0.38% | $17,367 | 1.43% | 2.66% | 2.25% | -0.13% |
2003 | 7 | 3.92% | $18,048 | 2.36% | 3.18% | 5.18% | -3.34% |
2003 | 8 | 1.45% | $18,310 | 2.39% | 2.51% | 0.65% | 0.61% |
2003 | 9 | 0.91% | $18,476 | -1.15% | 2.78% | 3.41% | 2.71% |
2003 | 10 | 3.95% | $19,206 | 6.12% | 6.49% | 1.63% | -0.96% |
2003 | 11 | 3.30% | $19,839 | 1.38% | 2.13% | 4.31% | 0.27% |
2003 | 12 | 5.20% | $20,871 | 4.48% | 7.80% | 3.08% | 0.88% |
2004 | 1 | 3.08% | $21,515 | 2.23% | 1.60% | 4.28% | 0.86% |
2004 | 2 | 2.00% | $21,945 | 1.43% | 2.50% | 1.64% | 1.03% |
2004 | 3 | 3.10% | $22,626 | -1.07% | 0.45% | 5.43% | 0.80% |
2004 | 4 | -9.54% | $20,468 | -2.11% | -3.14% | -14.56% | -2.61% |
2004 | 5 | 0.93% | $20,658 | 1.35% | 0.46% | 7.09% | -0.43% |
2004 | 6 | 2.22% | $21,117 | 2.09% | 2.40% | 2.79% | 0.56% |
2004 | 7 | -1.75% | $20,747 | -3.80% | -3.34% | 0.51% | 0.96% |
2004 | 8 | 3.23% | $21,417 | 0.31% | 0.75% | 7.83% | 1.94% |
2004 | 9 | 0.07% | $21,433 | 1.74% | 2.96% | -0.23% | 0.16% |
2004 | 10 | 1.80% | $21,818 | 1.68% | 3.24% | 5.39% | 0.85% |
2004 | 11 | 6.05% | $23,139 | 4.68% | 7.23% | 4.15% | -0.81% |
2004 | 12 | 4.59% | $24,200 | 3.63% | 4.44% | 4.83% | 0.92% |
2005 | 1 | -4.30% | $23,160 | -2.68% | -1.67% | -8.46% | 0.65% |
2005 | 2 | 4.02% | $24,092 | 2.07% | 4.68% | 2.85% | -0.63% |
2005 | 3 | -2.36% | $23,523 | -1.75% | -2.93% | -1.58% | -0.49% |
2005 | 4 | -2.19% | $23,009 | -2.32% | -2.07% | 5.81% | 1.35% |
2005 | 5 | 1.41% | $23,333 | 3.77% | 0.08% | 3.24% | 1.05% |
2005 | 6 | 1.42% | $23,663 | 0.81% | 1.30% | 4.96% | 0.55% |
2005 | 7 | 0.80% | $23,851 | 4.11% | 3.68% | 6.97% | -0.99% |
2005 | 8 | -2.14% | $23,341 | -0.94% | 2.85% | -3.74% | 1.36% |
2005 | 9 | 0.75% | $23,517 | 0.86% | 4.73% | 0.57% | -1.10% |
2005 | 10 | -2.97% | $22,818 | -1.86% | -3.37% | -2.35% | -0.81% |
2005 | 11 | 3.28% | $23,567 | 3.97% | 2.67% | 4.25% | 0.48% |
2005 | 12 | 3.05% | $24,285 | 0.14% | 5.14% | -0.10% | 0.99% |
2006 | 1 | 5.20% | $25,548 | 3.50% | 6.87% | 7.53% | -0.11% |
2006 | 2 | 0.55% | $25,690 | 0.00% | -0.72% | 1.83% | 0.37% |
2006 | 3 | 4.06% | $26,733 | 1.80% | 3.17% | 4.83% | -1.00% |
2006 | 4 | 0.83% | $26,956 | 1.11% | 5.12% | -3.63% | -0.21% |
2006 | 5 | -3.77% | $25,941 | -3.23% | -4.45% | -2.80% | -0.09% |
2006 | 6 | 2.22% | $26,516 | 0.17% | -0.38% | 5.29% | 0.10% |
2006 | 7 | 2.42% | $27,158 | -0.13% | 1.15% | 3.49% | 1.35% |
2006 | 8 | 3.20% | $28,027 | 2.31% | 2.53% | 3.72% | 1.64% |
2006 | 9 | 1.18% | $28,359 | 2.27% | 0.25% | 1.90% | 0.81% |
2006 | 10 | 5.08% | $29,800 | 3.53% | 4.00% | 6.11% | 0.72% |
2006 | 11 | 3.28% | $30,776 | 2.23% | 3.73% | 4.69% | 1.11% |
2006 | 12 | 1.12% | $31,119 | 1.13% | 3.09% | -1.81% | -0.48% |
2007 | 1 | 3.68% | $32,265 | 1.88% | 0.96% | 8.52% | -0.08% |
2007 | 2 | -0.90% | $31,975 | -1.61% | 0.06% | -2.41% | 1.50% |
2007 | 3 | 0.49% | $32,131 | 1.11% | 2.80% | -2.37% | 0.02% |
2007 | 4 | 2.18% | $32,832 | 4.01% | 3.92% | -0.04% | 0.51% |
2007 | 5 | 3.42% | $33,956 | 3.69% | 3.09% | -0.11% | -0.78% |
2007 | 6 | -0.66% | $33,731 | -1.67% | 0.61% | -9.26% | -0.39% |
2007 | 7 | -2.30% | $32,955 | -3.41% | -1.06% | -7.77% | 0.84% |
2007 | 8 | 0.41% | $33,090 | 1.45% | -0.72% | 6.49% | 1.34% |
2007 | 9 | 4.92% | $34,718 | 3.59% | 6.38% | 4.25% | 0.72% |
2007 | 10 | 3.75% | $36,022 | 1.85% | 5.90% | 1.22% | 0.93% |
2007 | 11 | -4.52% | $34,392 | -4.49% | -4.57% | -9.32% | 1.91% |
2007 | 12 | -0.17% | $34,332 | -0.60% | -2.28% | -5.11% | 0.22% |
2008 | 1 | -0.11% | $34,293 | -6.08% | -8.55% | -0.34% | 1.69% |
2008 | 2 | -0.28% | $34,197 | -3.07% | 0.33% | -3.73% | 0.19% |
2008 | 3 | 0.09% | $34,227 | -0.58% | -0.71% | 6.45% | 0.30% |
2008 | 4 | 0.96% | $34,557 | 5.02% | 5.85% | 5.89% | -0.30% |
2008 | 5 | -0.63% | $34,338 | 2.09% | 1.51% | 0.14% | -0.79% |
2008 | 6 | -1.83% | $33,710 | -8.19% | -8.99% | -10.77% | -0.01% |
2008 | 7 | 0.50% | $33,878 | -0.77% | -3.67% | 3.15% | 0.00% |
2008 | 8 | 0.89% | $34,179 | 1.58% | -5.10% | 2.25% | 0.70% |
2008 | 9 | -1.00% | $33,839 | -9.26% | -13.09% | -0.11% | -1.10% |
2008 | 10 | -5.22% | $32,074 | -17.63% | -22.09% | -31.23% | -2.53% |
2008 | 11 | 2.47% | $32,867 | -7.90% | -6.29% | -23.39% | 3.64% |
2008 | 12 | 3.17% | $33,910 | 1.86% | 8.16% | 17.39% | 3.32% |
2009 | 1 | -1.39% | $33,438 | -8.26% | -11.96% | -17.39% | -0.70% |
2009 | 2 | -1.42% | $32,964 | -10.45% | -9.58% | -20.76% | -0.42% |
2009 | 3 | 2.20% | $33,688 | 8.65% | 9.31% | 3.76% | 1.48% |
2009 | 4 | 1.45% | $34,175 | 10.61% | 12.78% | 31.31% | 0.36% |
2009 | 5 | 2.31% | $34,966 | 5.38% | 14.35% | 2.36% | 0.85% |
2009 | 6 | -1.85% | $34,320 | 0.34% | -1.32% | -3.25% | 0.54% |
2009 | 7 | 8.86% | $37,362 | 7.82% | 9.96% | 10.64% | 1.43% |
2009 | 8 | 3.57% | $38,695 | 3.63% | 3.50% | 13.99% | 1.01% |
2009 | 9 | 5.68% | $40,893 | 4.23% | 5.15% | 6.69% | 1.19% |
2009 | 10 | -2.95% | $39,686 | -2.57% | -2.17% | -4.64% | 0.41% |
2009 | 11 | 4.86% | $41,617 | 5.63% | 3.86% | 6.85% | 1.36% |
2009 | 12 | 4.21% | $43,370 | 2.86% | 1.53% | 7.03% | -1.68% |
2010 | 1 | -5.17% | $41,129 | -3.50% | -5.07% | -5.32% | 1.57% |
2010 | 2 | 4.14% | $42,831 | 3.36% | 0.22% | 5.55% | 0.20% |
2010 | 3 | 7.80% | $46,172 | 6.27% | 6.71% | 10.09% | -0.08% |
2010 | 4 | 4.19% | $48,109 | 2.17% | -1.71% | 7.09% | 1.06% |
2010 | 5 | -7.07% | $44,707 | -8.00% | -10.78% | -5.41% | 0.87% |
2010 | 6 | -5.50% | $42,248 | -5.66% | -1.17% | -5.24% | 1.61% |
2010 | 7 | 1.75% | $42,986 | 6.99% | 10.33% | 9.73% | 0.94% |
2010 | 8 | 1.24% | $43,520 | -4.75% | -3.22% | -1.24% | 1.48% |
2010 | 9 | 0.46% | $43,720 | 9.47% | 10.41% | 4.37% | -0.01% |
2010 | 10 | 0.90% | $44,116 | 3.94% | 3.55% | 4.80% | 0.36% |
2010 | 11 | -3.40% | $42,616 | 0.58% | -4.52% | -2.04% | -0.57% |
2010 | 12 | 6.65% | $45,452 | 6.81% | 8.34% | 4.63% | -1.15% |
2011 | 1 | 1.57% | $46,165 | 2.19% | 0.70% | 3.32% | 0.08% |
2011 | 2 | 3.22% | $47,652 | 3.60% | 2.71% | 4.58% | 0.16% |
2011 | 3 | 0.06% | $47,681 | 0.45% | -0.43% | -1.44% | -0.01% |
2011 | 4 | 4.18% | $49,675 | 2.99% | 5.24% | 5.66% | 1.32% |
2011 | 5 | -0.01% | $49,672 | -1.16% | -2.87% | 1.36% | 1.30% |
2011 | 6 | -2.49% | $48,434 | -1.79% | -1.51% | -3.35% | -0.39% |
2011 | 7 | -0.57% | $48,158 | -2.28% | -1.53% | 1.55% | 1.58% |
2011 | 8 | 0.27% | $48,286 | -5.99% | -8.45% | -5.53% | 1.46% |
2011 | 9 | -0.51% | $48,040 | -7.75% | -12.29% | -10.98% | 0.89% |
2011 | 10 | 1.78% | $48,894 | 11.51% | 10.22% | 14.39% | 0.16% |
2011 | 11 | -0.67% | $48,565 | -0.29% | -2.88% | -3.73% | -0.30% |
2011 | 12 | 1.04% | $49,070 | 0.80% | -2.64% | 4.61% | 1.08% |
2012 | 1 | 1.49% | $49,804 | 5.08% | 7.27% | 6.49% | 0.87% |
2012 | 2 | -0.17% | $49,717 | 4.26% | 5.14% | -1.12% | -0.05% |
2012 | 3 | 4.00% | $51,706 | 3.07% | -0.75% | 5.14% | -0.58% |
2012 | 4 | 0.90% | $52,172 | -0.65% | -1.78% | 2.88% | 1.14% |
2012 | 5 | -5.48% | $49,313 | -6.24% | -11.14% | -4.60% | 0.95% |
2012 | 6 | 4.70% | $51,632 | 3.91% | 6.03% | 5.64% | 0.04% |
2012 | 7 | 1.45% | $52,383 | 1.03% | 0.44% | 1.93% | 1.39% |
2012 | 8 | 1.21% | $53,019 | 2.48% | 2.72% | -0.14% | 0.03% |
2012 | 9 | 0.31% | $53,181 | 2.58% | 3.62% | -1.83% | 0.11% |
2012 | 10 | -0.09% | $53,131 | -1.76% | 0.56% | -0.83% | 0.11% |
2012 | 11 | 0.31% | $53,295 | 0.74% | 1.82% | -0.37% | 0.19% |
2012 | 12 | 2.62% | $54,694 | 1.19% | 4.17% | 3.69% | -0.20% |
2013 | 1 | 4.37% | $57,082 | 5.50% | 3.34% | 3.71% | -0.71% |
2013 | 2 | -0.07% | $57,044 | 1.28% | -1.23% | 1.24% | 0.54% |
2013 | 3 | 2.25% | $58,328 | 3.88% | 0.77% | 2.89% | 0.08% |
2013 | 4 | 4.42% | $60,909 | 1.70% | 3.58% | 6.70% | 0.91% |
2013 | 5 | -1.99% | $59,700 | 2.32% | -2.95% | -5.96% | -1.71% |
2013 | 6 | -1.59% | $58,750 | -1.27% | -3.75% | -1.96% | -1.65% |
2013 | 7 | 3.52% | $60,820 | 5.49% | 4.56% | 0.83% | 0.20% |
2013 | 8 | -4.37% | $58,161 | -2.82% | -1.63% | -6.86% | -0.64% |
2013 | 9 | 5.31% | $61,250 | 3.66% | 7.21% | 3.28% | 0.96% |
2013 | 10 | 3.87% | $63,619 | 4.22% | 3.41% | 4.46% | 0.78% |
2013 | 11 | 1.51% | $64,578 | 2.88% | 0.12% | -5.23% | -0.35% |
2013 | 12 | 1.94% | $65,831 | 2.63% | 1.25% | 0.26% | -0.65% |
2014 | 1 | -4.00% | $63,200 | -3.11% | -4.78% | 4.19% | 1.54% |
2014 | 2 | 5.07% | $66,404 | 4.73% | 5.39% | 4.96% | 0.48% |
2014 | 3 | 0.46% | $66,709 | 0.51% | 0.41% | 0.49% | -0.15% |
2014 | 4 | 1.77% | $67,890 | 0.06% | 1.31% | 3.37% | 0.77% |
2014 | 5 | 2.27% | $69,430 | 2.17% | 1.88% | 2.35% | 1.05% |
2014 | 6 | 1.81% | $70,685 | 2.54% | 1.74% | 1.14% | 0.11% |
2014 | 7 | -0.91% | $70,040 | -1.98% | -1.61% | 0.04% | -0.26% |
2014 | 8 | 1.88% | $71,358 | 4.18% | 1.05% | 2.93% | 1.13% |
2014 | 9 | -3.98% | $68,517 | -2.14% | -5.01% | -5.96% | -0.72% |
2014 | 10 | 6.02% | $72,639 | 2.74% | -0.31% | 9.93% | 0.94% |
2014 | 11 | 2.19% | $74,233 | 2.41% | -0.25% | 1.98% | 0.65% |
2014 | 12 | 0.95% | $74,938 | -0.01% | -3.65% | 1.93% | 0.09% |
2015 | 1 | 2.44% | $76,763 | -2.77% | 0.13% | 6.72% | 2.31% |
2015 | 2 | -1.64% | $75,505 | 5.76% | 5.52% | -3.59% | -1.08% |
2015 | 3 | 0.28% | $75,719 | -1.04% | -1.54% | 1.72% | 0.41% |
2015 | 4 | -2.33% | $73,952 | 0.42% | 5.08% | -5.92% | -0.36% |
2015 | 5 | 0.30% | $74,175 | 1.39% | -0.94% | -0.27% | -0.45% |
2015 | 6 | -2.17% | $72,568 | -1.71% | -2.69% | -4.60% | -1.01% |
2015 | 7 | 0.52% | $72,949 | 1.63% | -0.80% | 5.60% | 0.76% |
2015 | 8 | -6.58% | $68,150 | -6.03% | -7.29% | -6.25% | -0.36% |
2015 | 9 | 0.03% | $68,170 | -2.93% | -3.90% | 3.02% | 0.76% |
2015 | 10 | 1.27% | $69,036 | 7.84% | 6.26% | 5.78% | 0.01% |
2015 | 11 | -0.33% | $68,811 | 0.54% | -1.32% | -0.64% | -0.27% |
2015 | 12 | -0.03% | $68,792 | -2.03% | -2.07% | 1.79% | -0.38% |
2016 | 1 | 0.60% | $69,204 | -5.67% | -5.59% | -3.36% | 1.43% |
2016 | 2 | 0.50% | $69,551 | -0.04% | -2.27% | -0.43% | 0.66% |
2016 | 3 | 2.41% | $71,227 | 7.01% | 8.19% | 10.41% | 0.94% |
2016 | 4 | -0.83% | $70,636 | 0.63% | 2.22% | -2.41% | 0.38% |
2016 | 5 | 0.41% | $70,925 | 1.79% | -1.02% | 2.36% | 0.01% |
2016 | 6 | 2.79% | $72,900 | 0.23% | -0.94% | 6.88% | 1.94% |
2016 | 7 | 1.34% | $73,878 | 3.95% | 4.41% | 4.18% | 0.64% |
2016 | 8 | -1.73% | $72,596 | 0.26% | 0.74% | -3.68% | -0.17% |
2016 | 9 | -0.89% | $71,948 | 0.15% | 1.37% | -1.83% | -0.09% |
2016 | 10 | -1.99% | $70,517 | -2.21% | -1.72% | -5.72% | -0.81% |
2016 | 11 | 1.34% | $71,462 | 4.44% | -2.15% | -1.73% | -2.64% |
2016 | 12 | 1.97% | $72,868 | 1.92% | 2.02% | 4.66% | 0.24% |
2017 | 1 | 2.87% | $74,963 | 1.91% | 3.87% | -0.04% | 0.29% |
2017 | 2 | 2.64% | $76,938 | 3.71% | 1.50% | 3.43% | 0.66% |
2017 | 3 | 1.37% | $77,995 | 0.07% | 2.82% | -2.36% | -0.07% |
2017 | 4 | 1.62% | $79,260 | 1.05% | 2.20% | 0.15% | 0.76% |
2017 | 5 | 1.98% | $80,829 | 1.01% | 3.01% | -0.65% | 0.67% |
2017 | 6 | 0.73% | $81,418 | 0.92% | 0.52% | 2.10% | 0.01% |
2017 | 7 | 2.61% | $83,545 | 1.87% | 3.42% | 1.23% | 0.39% |
2017 | 8 | 0.39% | $83,873 | 0.15% | 0.64% | -0.25% | 0.85% |
2017 | 9 | 2.12% | $85,650 | 2.45% | 1.81% | -0.13% | -0.54% |
2017 | 10 | 2.04% | $87,400 | 2.16% | 1.94% | -1.01% | 0.11% |
2017 | 11 | 1.86% | $89,029 | 3.04% | 0.78% | 2.64% | -0.17% |
2017 | 12 | 1.48% | $90,350 | 0.99% | 2.01% | -0.23% | 0.44% |
2018 | 1 | 5.45% | $95,270 | 5.31% | 5.59% | -4.21% | -1.09% |
2018 | 2 | -4.40% | $91,074 | -3.72% | -5.14% | -7.65% | -1.03% |
2018 | 3 | -1.27% | $89,914 | -1.99% | -0.64% | 3.83% | 0.63% |
2018 | 4 | 0.63% | $90,478 | 0.38% | 0.83% | 0.84% | -0.83% |
2018 | 5 | 0.09% | $90,561 | 2.79% | -1.92% | 3.60% | 0.61% |
2018 | 6 | -0.96% | $89,688 | 0.68% | -2.08% | 4.13% | 0.03% |
2018 | 7 | 2.03% | $91,508 | 3.34% | 2.48% | 0.74% | 0.03% |
2018 | 8 | 3.00% | $94,257 | 3.44% | -2.19% | 2.46% | 0.52% |
2018 | 9 | -1.07% | $93,253 | 0.16% | 0.30% | -2.63% | -0.54% |
2018 | 10 | -5.69% | $87,945 | -7.40% | -8.35% | -2.98% | -0.73% |
2018 | 11 | 3.38% | $90,913 | 2.06% | 1.26% | 4.73% | 0.53% |
2018 | 12 | -8.59% | $83,104 | -9.29% | -4.85% | -7.97% | 1.80% |
2019 | 1 | 2.34% | $85,053 | 8.59% | 7.58% | 11.74% | 1.01% |
2019 | 2 | 0.04% | $85,088 | 3.50% | 1.72% | 0.72% | -0.06% |
2019 | 3 | 2.26% | $87,013 | 1.44% | 0.72% | 4.18% | 1.96% |
2019 | 4 | 0.01% | $87,024 | 3.98% | 2.76% | -0.10% | 0.04% |
2019 | 5 | -3.49% | $83,989 | -6.45% | -5.55% | 0.10% | 1.83% |
2019 | 6 | 1.26% | $85,047 | 6.97% | 5.83% | 1.69% | 1.15% |
2019 | 7 | 1.51% | $86,328 | 1.44% | -1.89% | 1.58% | 0.23% |
2019 | 8 | 0.78% | $87,000 | -2.03% | -2.35% | 3.76% | 2.78% |
2019 | 9 | -0.07% | $86,942 | 1.70% | 2.72% | 1.89% | -0.60% |
2019 | 10 | 0.43% | $87,316 | 2.10% | 3.38% | 1.06% | 0.21% |
2019 | 11 | -0.41% | $86,962 | 3.77% | 1.11% | -1.28% | -0.06% |
2019 | 12 | 1.86% | $88,577 | 2.85% | 4.27% | 0.81% | -0.15% |
2020 | 1 | 0.50% | $89,019 | -0.08% | -3.30% | 1.17% | 2.11% |
2020 | 2 | -7.72% | $82,148 | -8.18% | -6.72% | -7.08% | 1.71% |
2020 | 3 | -3.01% | $79,676 | -13.78% | -16.11% | -19.30% | -0.59% |
2020 | 4 | 3.20% | $82,229 | 13.25% | 8.09% | 8.87% | 1.69% |
2020 | 5 | 1.13% | $83,155 | 5.38% | 4.80% | 1.74% | 0.54% |
2020 | 6 | 0.89% | $83,896 | 2.28% | 4.24% | 2.44% | 0.70% |
2020 | 7 | 1.91% | $85,500 | 5.64% | 4.10% | 3.56% | 1.55% |
2020 | 8 | -0.16% | $85,360 | 7.18% | 4.31% | 0.44% | -1.02% |
2020 | 9 | -2.74% | $83,020 | -3.57% | -1.96% | -2.64% | 0.08% |
2020 | 10 | -2.18% | $81,206 | -2.16% | -2.21% | -3.09% | -0.61% |
2020 | 11 | 12.62% | $91,451 | 12.19% | 12.93% | 9.67% | 1.11% |
2020 | 12 | 5.22% | $96,222 | 4.45% | 5.82% | 2.78% | 0.15% |
Metric | Adaptive Allocation Model |
---|---|
Arithmetic Mean (monthly) | 0.84% |
Arithmetic Mean (annualized) | 10.51% |
Geometric Mean (monthly) | 0.79% |
Geometric Mean (annualized) | 9.89% |
Volatility (monthly) | 3.06% |
Volatility (annualized) | 10.60% |
Downside Deviation (monthly) | 1.94% |
Max. Drawdown | -16.37% |
US Market Correlation | 0.64 |
Beta(*) | 0.43 |
Alpha (annualized) | 5.75% |
R2 | 40.86% |
Sharpe Ratio | 0.76 |
Sortino Ratio | 1.15 |
Treynor Ratio (%) | 18.89 |
Calmar Ratio | 0.13 |
Active Return | 0.73% |
Tracking Error | 12.26% |
Information Ratio | 0.06 |
Skewness | -0.64 |
Excess Kurtosis | 3.31 |
Historical Value-at-Risk (5%) | -4.48% |
Analytical Value-at-Risk (5%) | -4.20% |
Conditional Value-at-Risk (5%) | -6.87% |
Upside Capture Ratio (%) | 58.94 |
Downside Capture Ratio (%) | 41.57 |
Safe Withdrawal Rate | 9.63% |
Perpetual Withdrawal Rate | 7.10% |
Positive Periods | 197 out of 288 (68.40%) |
Gain/Loss Ratio | 0.97 |
* US stock market is used as the benchmark for calculations. Value-at-risk metrics are based on monthly values. |
Stress Period | Start | End | Adaptive Allocation Model |
---|---|---|---|
Asian Crisis | Jul 1997 | Jan 1998 | -6.53% |
Russian Debt Default | Jul 1998 | Oct 1998 | -15.45% |
Dotcom Crash | Mar 2000 | Oct 2002 | -5.32% |
Subprime Crisis | Nov 2007 | Mar 2009 | -10.96% |
Rank | Start | End | Length | Recovery By | Recovery Time | Underwater Period | Drawdown |
---|---|---|---|---|---|---|---|
1 | Feb 2018 | Mar 2020 | 2 years 2 months | Dec 2020 | 9 months | 2 years 11 months | -16.37% |
2 | May 1998 | Aug 1998 | 4 months | Dec 1999 | 1 year 4 months | 1 year 8 months | -15.74% |
3 | May 2010 | Jun 2010 | 2 months | Apr 2011 | 10 months | 1 year | -12.18% |
4 | Feb 2015 | Aug 2015 | 7 months | Feb 2017 | 1 year 6 months | 2 years 1 month | -11.22% |
5 | Nov 2007 | Oct 2008 | 1 year | Jul 2009 | 9 months | 1 year 9 months | -10.96% |
6 | Apr 2004 | Apr 2004 | 1 month | Nov 2004 | 7 months | 8 months | -9.54% |
7 | Aug 1997 | Aug 1997 | 1 month | Sep 1997 | 1 month | 2 months | -6.53% |
8 | Jan 2005 | Oct 2005 | 10 months | Dec 2005 | 2 months | 1 year | -5.71% |
9 | May 2012 | May 2012 | 1 month | Jul 2012 | 2 months | 3 months | -5.48% |
10 | Jan 2000 | Jan 2000 | 1 month | Mar 2000 | 2 months | 3 months | -5.39% |
Worst 10 drawdowns included above |
Roll Period | Average | High | Low |
---|---|---|---|
1 year | 9.88% | 41.05% | -11.04% |
3 years | 10.36% | 18.56% | -2.42% |
5 years | 10.68% | 18.39% | 1.02% |
7 years | 11.10% | 16.66% | 3.55% |
10 years | 11.23% | 14.39% | 5.51% |
15 years | 11.19% | 13.05% | 8.47% |
# | Start | End | Months | Assets | Asset Performance | Adaptive Allocation Model |
---|---|---|---|---|---|---|
1 | Jan 1997 | Jan 1997 | 1 | 56.89% Vanguard Real Estate Index Investor (VGSIX) 43.11% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 0.16% VTSMX: 5.46% | 2.44% |
2 | Feb 1997 | Feb 1997 | 1 | 53.78% Vanguard Real Estate Index Investor (VGSIX) 46.22% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -0.32% VTSMX: -0.11% | -0.22% |
3 | Mar 1997 | Mar 1997 | 1 | 56.34% Vanguard Real Estate Index Investor (VGSIX) 43.66% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 0.38% VTSMX: -4.45% | -1.73% |
4 | Apr 1997 | Apr 1997 | 1 | 59.10% Vanguard Real Estate Index Investor (VGSIX) 40.90% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -3.10% VTSMX: 4.50% | 0.01% |
5 | May 1997 | May 1997 | 1 | 63.01% Vanguard Real Estate Index Investor (VGSIX) 36.99% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 2.95% VTSMX: 7.10% | 4.49% |
6 | Jun 1997 | Jun 1997 | 1 | 62.45% Vanguard Real Estate Index Investor (VGSIX) 37.55% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 5.13% VTSMX: 4.37% | 4.85% |
7 | Jul 1997 | Jul 1997 | 1 | 59.42% Vanguard Total Intl Stock Index Inv (VGTSX) 40.58% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 1.59% VTSMX: 7.77% | 4.10% |
8 | Aug 1997 | Aug 1997 | 1 | 57.62% Vanguard Total Intl Stock Index Inv (VGTSX) 42.38% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -8.60% VTSMX: -3.72% | -6.53% |
9 | Sep 1997 | Sep 1997 | 1 | 68.12% Vanguard Real Estate Index Investor (VGSIX) 31.88% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 9.24% VTSMX: 5.77% | 8.13% |
10 | Oct 1997 | Oct 1997 | 1 | 69.98% Vanguard Real Estate Index Investor (VGSIX) 30.02% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -2.80% VTSMX: -3.40% | -2.98% |
11 | Nov 1997 | Nov 1997 | 1 | 67.86% Vanguard Real Estate Index Investor (VGSIX) 32.14% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 1.73% VTSMX: 3.33% | 2.24% |
12 | Dec 1997 | Dec 1997 | 1 | 67.15% Vanguard Real Estate Index Investor (VGSIX) 32.85% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 2.48% VTSMX: 1.70% | 2.22% |
13 | Jan 1998 | Jan 1998 | 1 | 67.26% Vanguard Real Estate Index Investor (VGSIX) 32.74% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -1.27% VTSMX: 0.44% | -0.71% |
14 | Feb 1998 | Feb 1998 | 1 | 65.63% Vanguard Total Bond Market Index Inv (VBMFX) 34.37% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.10% VGSIX: -1.65% | -0.63% |
15 | Mar 1998 | Mar 1998 | 1 | 68.60% Vanguard Real Estate Index Investor (VGSIX) 31.40% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 2.55% VTSMX: 5.06% | 3.34% |
16 | Apr 1998 | Apr 1998 | 1 | 75.04% Vanguard Total Bond Market Index Inv (VBMFX) 24.96% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 0.51% VTSMX: 1.10% | 0.66% |
17 | May 1998 | May 1998 | 1 | 44.73% Vanguard Total Intl Stock Index Inv (VGTSX) 55.27% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -1.51% VTSMX: -2.71% | -2.17% |
18 | Jun 1998 | Jun 1998 | 1 | 44.17% Vanguard Total Intl Stock Index Inv (VGTSX) 55.83% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -0.27% VTSMX: 3.54% | 1.86% |
19 | Jul 1998 | Jul 1998 | 1 | 43.75% Vanguard Total Intl Stock Index Inv (VGTSX) 56.25% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 1.08% VTSMX: -2.27% | -0.80% |
20 | Aug 1998 | Aug 1998 | 1 | 44.91% Vanguard Total Intl Stock Index Inv (VGTSX) 55.09% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -13.66% VTSMX: -15.65% | -14.76% |
21 | Sep 1998 | Sep 1998 | 1 | 87.28% Vanguard Total Bond Market Index Inv (VBMFX) 12.72% Vanguard Total Intl Stock Index Inv (VGTSX) | VBMFX: 1.96% VGTSX: -2.07% | 1.45% |
22 | Oct 1998 | Oct 1998 | 1 | 88.48% Vanguard Total Bond Market Index Inv (VBMFX) 11.52% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: -0.55% VTSMX: 7.51% | 0.38% |
23 | Nov 1998 | Nov 1998 | 1 | 85.60% Vanguard Total Bond Market Index Inv (VBMFX) 14.40% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 0.49% VTSMX: 6.17% | 1.30% |
24 | Dec 1998 | Dec 1998 | 1 | 82.09% Vanguard Total Bond Market Index Inv (VBMFX) 17.91% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 0.38% VTSMX: 6.45% | 1.47% |
25 | Jan 1999 | Jan 1999 | 1 | 79.29% Vanguard Total Bond Market Index Inv (VBMFX) 20.71% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 0.79% VTSMX: 3.65% | 1.38% |
26 | Feb 1999 | Feb 1999 | 1 | 80.60% Vanguard Total Bond Market Index Inv (VBMFX) 19.40% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: -1.77% VTSMX: -3.73% | -2.15% |
27 | Mar 1999 | Mar 1999 | 1 | 56.61% Vanguard Total Intl Stock Index Inv (VGTSX) 43.39% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 4.97% VTSMX: 3.93% | 4.52% |
28 | Apr 1999 | Apr 1999 | 1 | 54.72% Vanguard Total Intl Stock Index Inv (VGTSX) 45.28% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 5.08% VTSMX: 4.68% | 4.90% |
29 | May 1999 | May 1999 | 1 | 57.61% Vanguard Total Intl Stock Index Inv (VGTSX) 42.39% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -5.00% VTSMX: -2.00% | -3.73% |
30 | Jun 1999 | Jun 1999 | 1 | 56.39% Vanguard Total Intl Stock Index Inv (VGTSX) 43.61% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 4.39% VTSMX: 5.16% | 4.73% |
31 | Jul 1999 | Jul 1999 | 1 | 60.05% Vanguard Total Intl Stock Index Inv (VGTSX) 39.95% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 2.27% VTSMX: -3.20% | 0.09% |
32 | Aug 1999 | Aug 1999 | 1 | 58.21% Vanguard Total Intl Stock Index Inv (VGTSX) 41.79% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 0.33% VTSMX: -0.92% | -0.19% |
33 | Sep 1999 | Sep 1999 | 1 | 57.31% Vanguard Total Intl Stock Index Inv (VGTSX) 42.69% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 0.82% VTSMX: -2.44% | -0.57% |
34 | Oct 1999 | Oct 1999 | 1 | 63.12% Vanguard Real Estate Index Investor (VGSIX) 36.88% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: -2.25% VGTSX: 3.74% | -0.04% |
35 | Nov 1999 | Nov 1999 | 1 | 60.79% Vanguard Total Intl Stock Index Inv (VGTSX) 39.21% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 4.08% VTSMX: 3.42% | 3.82% |
36 | Dec 1999 | Dec 1999 | 1 | 60.79% Vanguard Total Intl Stock Index Inv (VGTSX) 39.21% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 9.37% VTSMX: 7.59% | 8.67% |
37 | Jan 2000 | Jan 2000 | 1 | 59.40% Vanguard Total Intl Stock Index Inv (VGTSX) 40.60% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -6.22% VTSMX: -4.18% | -5.39% |
38 | Feb 2000 | Feb 2000 | 1 | 55.90% Vanguard Total Intl Stock Index Inv (VGTSX) 44.10% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 2.83% VTSMX: 2.54% | 2.71% |
39 | Mar 2000 | Mar 2000 | 1 | 55.65% Vanguard Total Intl Stock Index Inv (VGTSX) 44.35% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 3.48% VTSMX: 5.69% | 4.46% |
40 | Apr 2000 | Apr 2000 | 1 | 58.52% Vanguard Total Intl Stock Index Inv (VGTSX) 41.48% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -5.41% VTSMX: -5.21% | -5.32% |
41 | May 2000 | May 2000 | 1 | 77.94% Vanguard Real Estate Index Investor (VGSIX) 22.06% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 1.03% VTSMX: -3.41% | 0.05% |
42 | Jun 2000 | Jun 2000 | 1 | 78.16% Vanguard Real Estate Index Investor (VGSIX) 21.84% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 2.49% VTSMX: 4.42% | 2.91% |
43 | Jul 2000 | Jul 2000 | 1 | 67.64% Vanguard Total Bond Market Index Inv (VBMFX) 32.36% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.88% VGSIX: 8.77% | 3.43% |
44 | Aug 2000 | Aug 2000 | 1 | 70.99% Vanguard Total Bond Market Index Inv (VBMFX) 29.01% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.40% VGSIX: -3.99% | -0.16% |
45 | Sep 2000 | Sep 2000 | 1 | 57.29% Vanguard Real Estate Index Investor (VGSIX) 42.71% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 2.93% VTSMX: -4.67% | -0.32% |
46 | Oct 2000 | Oct 2000 | 1 | 75.74% Vanguard Total Bond Market Index Inv (VBMFX) 24.26% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.57% VGSIX: -4.63% | -0.69% |
47 | Nov 2000 | Nov 2000 | 1 | 77.95% Vanguard Total Bond Market Index Inv (VBMFX) 22.05% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.58% VGSIX: 1.74% | 1.62% |
48 | Dec 2000 | Dec 2000 | 1 | 76.05% Vanguard Total Bond Market Index Inv (VBMFX) 23.95% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.79% VGSIX: 6.88% | 3.01% |
49 | Jan 2001 | Jan 2001 | 1 | 76.32% Vanguard Total Bond Market Index Inv (VBMFX) 23.68% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.76% VGSIX: 0.43% | 1.45% |
50 | Feb 2001 | Feb 2001 | 1 | 67.15% Vanguard Total Bond Market Index Inv (VBMFX) 32.85% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.91% VGSIX: -1.72% | 0.04% |
51 | Mar 2001 | Mar 2001 | 1 | 67.38% Vanguard Total Bond Market Index Inv (VBMFX) 32.62% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.54% VGSIX: 0.81% | 0.63% |
52 | Apr 2001 | Apr 2001 | 1 | 62.52% Vanguard Total Bond Market Index Inv (VBMFX) 37.48% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.46% VGSIX: 2.28% | 0.57% |
53 | May 2001 | May 2001 | 1 | 68.34% Vanguard Total Bond Market Index Inv (VBMFX) 31.66% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.73% VGSIX: 2.15% | 1.18% |
54 | Jun 2001 | Jun 2001 | 1 | 65.99% Vanguard Total Bond Market Index Inv (VBMFX) 34.01% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.52% VGSIX: 5.92% | 2.36% |
55 | Jul 2001 | Jul 2001 | 1 | 65.03% Vanguard Total Bond Market Index Inv (VBMFX) 34.97% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 2.23% VGSIX: -2.10% | 0.72% |
56 | Aug 2001 | Aug 2001 | 1 | 60.96% Vanguard Total Bond Market Index Inv (VBMFX) 39.04% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.11% VGSIX: 3.54% | 2.06% |
57 | Sep 2001 | Sep 2001 | 1 | 68.42% Vanguard Total Bond Market Index Inv (VBMFX) 31.58% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.89% VGSIX: -3.87% | -0.61% |
58 | Oct 2001 | Oct 2001 | 1 | 77.23% Vanguard Total Bond Market Index Inv (VBMFX) 22.77% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.86% VGSIX: -3.37% | 0.67% |
59 | Nov 2001 | Nov 2001 | 1 | 77.97% Vanguard Total Bond Market Index Inv (VBMFX) 22.03% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -1.34% VGSIX: 5.76% | 0.23% |
60 | Dec 2001 | Dec 2001 | 1 | 74.10% Vanguard Total Bond Market Index Inv (VBMFX) 25.90% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.58% VGSIX: 2.47% | 0.21% |
61 | Jan 2002 | Jan 2002 | 1 | 64.82% Vanguard Total Bond Market Index Inv (VBMFX) 35.18% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.69% VGSIX: -0.25% | 0.36% |
62 | Feb 2002 | Feb 2002 | 1 | 60.00% Vanguard Total Bond Market Index Inv (VBMFX) 40.00% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.85% VGSIX: 1.98% | 1.30% |
63 | Mar 2002 | Mar 2002 | 1 | 61.82% Vanguard Total Bond Market Index Inv (VBMFX) 38.18% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -1.46% VGSIX: 6.24% | 1.48% |
64 | Apr 2002 | Apr 2002 | 1 | 66.12% Vanguard Real Estate Index Investor (VGSIX) 33.88% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 0.62% VTSMX: -4.90% | -1.25% |
65 | May 2002 | May 2002 | 1 | 56.26% Vanguard Real Estate Index Investor (VGSIX) 43.74% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 1.30% VGTSX: 1.16% | 1.24% |
66 | Jun 2002 | Jun 2002 | 1 | 51.73% Vanguard Real Estate Index Investor (VGSIX) 48.27% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 2.81% VGTSX: -4.28% | -0.61% |
67 | Jul 2002 | Jul 2002 | 1 | 74.48% Vanguard Total Bond Market Index Inv (VBMFX) 25.52% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.48% VGSIX: -5.28% | -0.99% |
68 | Aug 2002 | Aug 2002 | 1 | 80.79% Vanguard Total Bond Market Index Inv (VBMFX) 19.21% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.66% VGSIX: 0.16% | 1.37% |
69 | Sep 2002 | Sep 2002 | 1 | 80.84% Vanguard Total Bond Market Index Inv (VBMFX) 19.16% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.53% VGSIX: -3.53% | 0.56% |
70 | Oct 2002 | Oct 2002 | 1 | 80.97% Vanguard Total Bond Market Index Inv (VBMFX) 19.03% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.61% VGSIX: -4.95% | -1.44% |
71 | Nov 2002 | Nov 2002 | 1 | 78.60% Vanguard Total Bond Market Index Inv (VBMFX) 21.40% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.02% VGSIX: 4.43% | 0.97% |
72 | Dec 2002 | Dec 2002 | 1 | 78.16% Vanguard Total Bond Market Index Inv (VBMFX) 21.84% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 2.07% VGSIX: 0.85% | 1.80% |
73 | Jan 2003 | Jan 2003 | 1 | 79.04% Vanguard Total Bond Market Index Inv (VBMFX) 20.96% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.05% VGSIX: -2.70% | -0.53% |
74 | Feb 2003 | Feb 2003 | 1 | 84.17% Vanguard Total Bond Market Index Inv (VBMFX) 15.83% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 1.38% VTSMX: -1.69% | 0.89% |
75 | Mar 2003 | Mar 2003 | 1 | 74.89% Vanguard Total Bond Market Index Inv (VBMFX) 25.11% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.13% VGSIX: 2.04% | 0.42% |
76 | Apr 2003 | Apr 2003 | 1 | 84.68% Vanguard Total Bond Market Index Inv (VBMFX) 15.32% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 0.87% VTSMX: 8.21% | 1.99% |
77 | May 2003 | May 2003 | 1 | 61.82% Vanguard Real Estate Index Investor (VGSIX) 38.18% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 5.52% VTSMX: 6.11% | 5.74% |
78 | Jun 2003 | Jun 2003 | 1 | 78.46% Vanguard Total Bond Market Index Inv (VBMFX) 21.54% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.13% VGSIX: 2.25% | 0.38% |
79 | Jul 2003 | Jul 2003 | 1 | 55.47% Vanguard Real Estate Index Investor (VGSIX) 44.53% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 5.18% VTSMX: 2.36% | 3.92% |
80 | Aug 2003 | Aug 2003 | 1 | 54.09% Vanguard Real Estate Index Investor (VGSIX) 45.91% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 0.65% VTSMX: 2.39% | 1.45% |
81 | Sep 2003 | Sep 2003 | 1 | 52.27% Vanguard Total Intl Stock Index Inv (VGTSX) 47.73% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 2.78% VTSMX: -1.15% | 0.91% |
82 | Oct 2003 | Oct 2003 | 1 | 52.27% Vanguard Real Estate Index Investor (VGSIX) 47.73% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 1.63% VGTSX: 6.49% | 3.95% |
83 | Nov 2003 | Nov 2003 | 1 | 53.38% Vanguard Real Estate Index Investor (VGSIX) 46.62% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 4.31% VGTSX: 2.13% | 3.30% |
84 | Dec 2003 | Dec 2003 | 1 | 55.05% Vanguard Real Estate Index Investor (VGSIX) 44.95% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 3.08% VGTSX: 7.80% | 5.20% |
85 | Jan 2004 | Jan 2004 | 1 | 55.32% Vanguard Real Estate Index Investor (VGSIX) 44.68% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 4.28% VGTSX: 1.60% | 3.08% |
86 | Feb 2004 | Feb 2004 | 1 | 57.94% Vanguard Real Estate Index Investor (VGSIX) 42.06% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 1.64% VGTSX: 2.50% | 2.00% |
87 | Mar 2004 | Mar 2004 | 1 | 53.31% Vanguard Real Estate Index Investor (VGSIX) 46.69% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 5.43% VGTSX: 0.45% | 3.10% |
88 | Apr 2004 | Apr 2004 | 1 | 56.03% Vanguard Real Estate Index Investor (VGSIX) 43.97% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: -14.56% VGTSX: -3.14% | -9.54% |
89 | May 2004 | May 2004 | 1 | 47.41% Vanguard Total Intl Stock Index Inv (VGTSX) 52.59% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 0.46% VTSMX: 1.35% | 0.93% |
90 | Jun 2004 | Jun 2004 | 1 | 42.26% Vanguard Total Intl Stock Index Inv (VGTSX) 57.74% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 2.40% VTSMX: 2.09% | 2.22% |
91 | Jul 2004 | Jul 2004 | 1 | 41.19% Vanguard Real Estate Index Investor (VGSIX) 58.81% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 0.51% VGTSX: -3.34% | -1.75% |
92 | Aug 2004 | Aug 2004 | 1 | 78.08% Vanguard Total Bond Market Index Inv (VBMFX) 21.92% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.94% VGSIX: 7.83% | 3.23% |
93 | Sep 2004 | Sep 2004 | 1 | 77.62% Vanguard Total Bond Market Index Inv (VBMFX) 22.38% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.16% VGSIX: -0.23% | 0.07% |
94 | Oct 2004 | Oct 2004 | 1 | 79.10% Vanguard Total Bond Market Index Inv (VBMFX) 20.90% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.85% VGSIX: 5.39% | 1.80% |
95 | Nov 2004 | Nov 2004 | 1 | 38.19% Vanguard Real Estate Index Investor (VGSIX) 61.81% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 4.15% VGTSX: 7.23% | 6.05% |
96 | Dec 2004 | Dec 2004 | 1 | 37.59% Vanguard Real Estate Index Investor (VGSIX) 62.41% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 4.83% VGTSX: 4.44% | 4.59% |
97 | Jan 2005 | Jan 2005 | 1 | 38.76% Vanguard Real Estate Index Investor (VGSIX) 61.24% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: -8.46% VGTSX: -1.67% | -4.30% |
98 | Feb 2005 | Feb 2005 | 1 | 35.84% Vanguard Real Estate Index Investor (VGSIX) 64.16% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 2.85% VGTSX: 4.68% | 4.02% |
99 | Mar 2005 | Mar 2005 | 1 | 51.80% Vanguard Total Intl Stock Index Inv (VGTSX) 48.20% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -2.93% VTSMX: -1.75% | -2.36% |
100 | Apr 2005 | Apr 2005 | 1 | 53.28% Vanguard Total Intl Stock Index Inv (VGTSX) 46.72% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -2.07% VTSMX: -2.32% | -2.19% |
101 | May 2005 | May 2005 | 1 | 41.93% Vanguard Real Estate Index Investor (VGSIX) 58.07% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 3.24% VGTSX: 0.08% | 1.41% |
102 | Jun 2005 | Jun 2005 | 1 | 80.40% Vanguard Total Bond Market Index Inv (VBMFX) 19.60% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.55% VGSIX: 4.96% | 1.42% |
103 | Jul 2005 | Jul 2005 | 1 | 77.51% Vanguard Total Bond Market Index Inv (VBMFX) 22.49% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.99% VGSIX: 6.97% | 0.80% |
104 | Aug 2005 | Aug 2005 | 1 | 42.81% Vanguard Real Estate Index Investor (VGSIX) 57.19% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -3.74% VTSMX: -0.94% | -2.14% |
105 | Sep 2005 | Sep 2005 | 1 | 35.98% Vanguard Real Estate Index Investor (VGSIX) 64.02% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 0.57% VTSMX: 0.86% | 0.75% |
106 | Oct 2005 | Oct 2005 | 1 | 38.68% Vanguard Real Estate Index Investor (VGSIX) 61.32% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: -2.35% VGTSX: -3.37% | -2.97% |
107 | Nov 2005 | Nov 2005 | 1 | 38.64% Vanguard Real Estate Index Investor (VGSIX) 61.36% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 4.25% VGTSX: 2.67% | 3.28% |
108 | Dec 2005 | Dec 2005 | 1 | 39.92% Vanguard Real Estate Index Investor (VGSIX) 60.08% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: -0.10% VGTSX: 5.14% | 3.05% |
109 | Jan 2006 | Jan 2006 | 1 | 50.56% Vanguard Total Intl Stock Index Inv (VGTSX) 49.44% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 6.87% VTSMX: 3.50% | 5.20% |
110 | Feb 2006 | Feb 2006 | 1 | 49.96% Vanguard Real Estate Index Investor (VGSIX) 50.04% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 1.83% VGTSX: -0.72% | 0.55% |
111 | Mar 2006 | Mar 2006 | 1 | 53.59% Vanguard Real Estate Index Investor (VGSIX) 46.41% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 4.83% VGTSX: 3.17% | 4.06% |
112 | Apr 2006 | Apr 2006 | 1 | 49.01% Vanguard Real Estate Index Investor (VGSIX) 50.99% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: -3.63% VGTSX: 5.12% | 0.83% |
113 | May 2006 | May 2006 | 1 | 41.29% Vanguard Real Estate Index Investor (VGSIX) 58.71% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: -2.80% VGTSX: -4.45% | -3.77% |
114 | Jun 2006 | Jun 2006 | 1 | 45.86% Vanguard Real Estate Index Investor (VGSIX) 54.14% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 5.29% VGTSX: -0.38% | 2.22% |
115 | Jul 2006 | Jul 2006 | 1 | 54.31% Vanguard Real Estate Index Investor (VGSIX) 45.69% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 3.49% VGTSX: 1.15% | 2.42% |
116 | Aug 2006 | Aug 2006 | 1 | 56.20% Vanguard Real Estate Index Investor (VGSIX) 43.80% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 3.72% VGTSX: 2.53% | 3.20% |
117 | Sep 2006 | Sep 2006 | 1 | 56.63% Vanguard Real Estate Index Investor (VGSIX) 43.37% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 1.90% VGTSX: 0.25% | 1.18% |
118 | Oct 2006 | Oct 2006 | 1 | 51.22% Vanguard Real Estate Index Investor (VGSIX) 48.78% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 6.11% VGTSX: 4.00% | 5.08% |
119 | Nov 2006 | Nov 2006 | 1 | 42.40% Vanguard Real Estate Index Investor (VGSIX) 57.60% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 4.69% VTSMX: 2.23% | 3.28% |
120 | Dec 2006 | Dec 2006 | 1 | 40.22% Vanguard Real Estate Index Investor (VGSIX) 59.78% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: -1.81% VGTSX: 3.09% | 1.12% |
121 | Jan 2007 | Jan 2007 | 1 | 35.96% Vanguard Real Estate Index Investor (VGSIX) 64.04% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 8.52% VGTSX: 0.96% | 3.68% |
122 | Feb 2007 | Feb 2007 | 1 | 38.69% Vanguard Real Estate Index Investor (VGSIX) 61.31% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: -2.41% VGTSX: 0.06% | -0.90% |
123 | Mar 2007 | Mar 2007 | 1 | 44.65% Vanguard Real Estate Index Investor (VGSIX) 55.35% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: -2.37% VGTSX: 2.80% | 0.49% |
124 | Apr 2007 | Apr 2007 | 1 | 44.02% Vanguard Real Estate Index Investor (VGSIX) 55.98% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: -0.04% VGTSX: 3.92% | 2.18% |
125 | May 2007 | May 2007 | 1 | 44.29% Vanguard Total Intl Stock Index Inv (VGTSX) 55.71% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 3.09% VTSMX: 3.69% | 3.42% |
126 | Jun 2007 | Jun 2007 | 1 | 44.10% Vanguard Total Intl Stock Index Inv (VGTSX) 55.90% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 0.61% VTSMX: -1.67% | -0.66% |
127 | Jul 2007 | Jul 2007 | 1 | 47.34% Vanguard Total Intl Stock Index Inv (VGTSX) 52.66% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -1.06% VTSMX: -3.41% | -2.30% |
128 | Aug 2007 | Aug 2007 | 1 | 48.09% Vanguard Total Intl Stock Index Inv (VGTSX) 51.91% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -0.72% VTSMX: 1.45% | 0.41% |
129 | Sep 2007 | Sep 2007 | 1 | 47.58% Vanguard Total Intl Stock Index Inv (VGTSX) 52.42% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 6.38% VTSMX: 3.59% | 4.92% |
130 | Oct 2007 | Oct 2007 | 1 | 47.00% Vanguard Total Intl Stock Index Inv (VGTSX) 53.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 5.90% VTSMX: 1.85% | 3.75% |
131 | Nov 2007 | Nov 2007 | 1 | 46.42% Vanguard Total Intl Stock Index Inv (VGTSX) 53.58% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -4.57% VTSMX: -4.49% | -4.52% |
132 | Dec 2007 | Dec 2007 | 1 | 84.40% Vanguard Total Bond Market Index Inv (VBMFX) 15.60% Vanguard Total Intl Stock Index Inv (VGTSX) | VBMFX: 0.22% VGTSX: -2.28% | -0.17% |
133 | Jan 2008 | Jan 2008 | 1 | 82.38% Vanguard Total Bond Market Index Inv (VBMFX) 17.62% Vanguard Total Intl Stock Index Inv (VGTSX) | VBMFX: 1.69% VGTSX: -8.55% | -0.11% |
134 | Feb 2008 | Feb 2008 | 1 | 88.05% Vanguard Total Bond Market Index Inv (VBMFX) 11.95% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.19% VGSIX: -3.73% | -0.28% |
135 | Mar 2008 | Mar 2008 | 1 | 79.09% Vanguard Total Bond Market Index Inv (VBMFX) 20.91% Vanguard Total Intl Stock Index Inv (VGTSX) | VBMFX: 0.30% VGTSX: -0.71% | 0.09% |
136 | Apr 2008 | Apr 2008 | 1 | 79.43% Vanguard Total Bond Market Index Inv (VBMFX) 20.57% Vanguard Total Intl Stock Index Inv (VGTSX) | VBMFX: -0.30% VGTSX: 5.85% | 0.96% |
137 | May 2008 | May 2008 | 1 | 83.42% Vanguard Total Bond Market Index Inv (VBMFX) 16.58% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.79% VGSIX: 0.14% | -0.63% |
138 | Jun 2008 | Jun 2008 | 1 | 83.07% Vanguard Total Bond Market Index Inv (VBMFX) 16.93% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.01% VGSIX: -10.77% | -1.83% |
139 | Jul 2008 | Jul 2008 | 1 | 84.24% Vanguard Total Bond Market Index Inv (VBMFX) 15.76% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.00% VGSIX: 3.15% | 0.50% |
140 | Aug 2008 | Aug 2008 | 1 | 87.80% Vanguard Total Bond Market Index Inv (VBMFX) 12.20% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.70% VGSIX: 2.25% | 0.89% |
141 | Sep 2008 | Sep 2008 | 1 | 89.12% Vanguard Total Bond Market Index Inv (VBMFX) 10.88% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -1.10% VGSIX: -0.11% | -1.00% |
142 | Oct 2008 | Oct 2008 | 1 | 90.66% Vanguard Total Bond Market Index Inv (VBMFX) 9.34% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -2.53% VGSIX: -31.23% | -5.22% |
143 | Nov 2008 | Nov 2008 | 1 | 89.88% Vanguard Total Bond Market Index Inv (VBMFX) 10.12% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 3.64% VTSMX: -7.90% | 2.47% |
144 | Dec 2008 | Dec 2008 | 1 | 89.83% Vanguard Total Bond Market Index Inv (VBMFX) 10.17% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 3.32% VTSMX: 1.86% | 3.17% |
145 | Jan 2009 | Jan 2009 | 1 | 90.82% Vanguard Total Bond Market Index Inv (VBMFX) 9.18% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: -0.70% VTSMX: -8.26% | -1.39% |
146 | Feb 2009 | Feb 2009 | 1 | 90.09% Vanguard Total Bond Market Index Inv (VBMFX) 9.91% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: -0.42% VTSMX: -10.45% | -1.42% |
147 | Mar 2009 | Mar 2009 | 1 | 90.04% Vanguard Total Bond Market Index Inv (VBMFX) 9.96% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 1.48% VTSMX: 8.65% | 2.20% |
148 | Apr 2009 | Apr 2009 | 1 | 89.37% Vanguard Total Bond Market Index Inv (VBMFX) 10.63% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 0.36% VTSMX: 10.61% | 1.45% |
149 | May 2009 | May 2009 | 1 | 89.15% Vanguard Total Bond Market Index Inv (VBMFX) 10.85% Vanguard Total Intl Stock Index Inv (VGTSX) | VBMFX: 0.85% VGTSX: 14.35% | 2.31% |
150 | Jun 2009 | Jun 2009 | 1 | 27.30% Vanguard Real Estate Index Investor (VGSIX) 72.70% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: -3.25% VGTSX: -1.32% | -1.85% |
151 | Jul 2009 | Jul 2009 | 1 | 48.78% Vanguard Total Intl Stock Index Inv (VGTSX) 51.22% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 9.96% VTSMX: 7.82% | 8.86% |
152 | Aug 2009 | Aug 2009 | 1 | 48.31% Vanguard Total Intl Stock Index Inv (VGTSX) 51.69% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 3.50% VTSMX: 3.63% | 3.57% |
153 | Sep 2009 | Sep 2009 | 1 | 34.73% Vanguard Real Estate Index Investor (VGSIX) 65.27% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 6.69% VGTSX: 5.15% | 5.68% |
154 | Oct 2009 | Oct 2009 | 1 | 31.61% Vanguard Real Estate Index Investor (VGSIX) 68.39% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: -4.64% VGTSX: -2.17% | -2.95% |
155 | Nov 2009 | Nov 2009 | 1 | 33.61% Vanguard Real Estate Index Investor (VGSIX) 66.39% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 6.85% VGTSX: 3.86% | 4.86% |
156 | Dec 2009 | Dec 2009 | 1 | 32.43% Vanguard Real Estate Index Investor (VGSIX) 67.57% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 7.03% VTSMX: 2.86% | 4.21% |
157 | Jan 2010 | Jan 2010 | 1 | 39.31% Vanguard Real Estate Index Investor (VGSIX) 60.69% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: -5.32% VGTSX: -5.07% | -5.17% |
158 | Feb 2010 | Feb 2010 | 1 | 35.49% Vanguard Real Estate Index Investor (VGSIX) 64.51% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 5.55% VTSMX: 3.36% | 4.14% |
159 | Mar 2010 | Mar 2010 | 1 | 40.04% Vanguard Real Estate Index Investor (VGSIX) 59.96% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 10.09% VTSMX: 6.27% | 7.80% |
160 | Apr 2010 | Apr 2010 | 1 | 41.08% Vanguard Real Estate Index Investor (VGSIX) 58.92% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 7.09% VTSMX: 2.17% | 4.19% |
161 | May 2010 | May 2010 | 1 | 35.95% Vanguard Real Estate Index Investor (VGSIX) 64.05% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -5.41% VTSMX: -8.00% | -7.07% |
162 | Jun 2010 | Jun 2010 | 1 | 38.04% Vanguard Real Estate Index Investor (VGSIX) 61.96% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -5.24% VTSMX: -5.66% | -5.50% |
163 | Jul 2010 | Jul 2010 | 1 | 90.79% Vanguard Total Bond Market Index Inv (VBMFX) 9.21% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.94% VGSIX: 9.73% | 1.75% |
164 | Aug 2010 | Aug 2010 | 1 | 91.24% Vanguard Total Bond Market Index Inv (VBMFX) 8.76% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.48% VGSIX: -1.24% | 1.24% |
165 | Sep 2010 | Sep 2010 | 1 | 89.21% Vanguard Total Bond Market Index Inv (VBMFX) 10.79% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.01% VGSIX: 4.37% | 0.46% |
166 | Oct 2010 | Oct 2010 | 1 | 87.76% Vanguard Total Bond Market Index Inv (VBMFX) 12.24% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.36% VGSIX: 4.80% | 0.90% |
167 | Nov 2010 | Nov 2010 | 1 | 45.30% Vanguard Real Estate Index Investor (VGSIX) 54.70% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: -2.04% VGTSX: -4.52% | -3.40% |
168 | Dec 2010 | Dec 2010 | 1 | 45.49% Vanguard Real Estate Index Investor (VGSIX) 54.51% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 4.63% VGTSX: 8.34% | 6.65% |
169 | Jan 2011 | Jan 2011 | 1 | 41.47% Vanguard Total Intl Stock Index Inv (VGTSX) 58.53% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 0.70% VTSMX: 2.19% | 1.57% |
170 | Feb 2011 | Feb 2011 | 1 | 42.41% Vanguard Total Intl Stock Index Inv (VGTSX) 57.59% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 2.71% VTSMX: 3.60% | 3.22% |
171 | Mar 2011 | Mar 2011 | 1 | 44.27% Vanguard Total Intl Stock Index Inv (VGTSX) 55.73% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -0.43% VTSMX: 0.45% | 0.06% |
172 | Apr 2011 | Apr 2011 | 1 | 44.71% Vanguard Real Estate Index Investor (VGSIX) 55.29% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 5.66% VTSMX: 2.99% | 4.18% |
173 | May 2011 | May 2011 | 1 | 45.78% Vanguard Real Estate Index Investor (VGSIX) 54.22% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 1.36% VTSMX: -1.16% | -0.01% |
174 | Jun 2011 | Jun 2011 | 1 | 45.23% Vanguard Real Estate Index Investor (VGSIX) 54.77% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -3.35% VTSMX: -1.79% | -2.49% |
175 | Jul 2011 | Jul 2011 | 1 | 44.66% Vanguard Real Estate Index Investor (VGSIX) 55.34% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 1.55% VTSMX: -2.28% | -0.57% |
176 | Aug 2011 | Aug 2011 | 1 | 82.86% Vanguard Total Bond Market Index Inv (VBMFX) 17.14% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.46% VGSIX: -5.53% | 0.27% |
177 | Sep 2011 | Sep 2011 | 1 | 88.18% Vanguard Total Bond Market Index Inv (VBMFX) 11.82% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.89% VGSIX: -10.98% | -0.51% |
178 | Oct 2011 | Oct 2011 | 1 | 88.63% Vanguard Total Bond Market Index Inv (VBMFX) 11.37% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.16% VGSIX: 14.39% | 1.78% |
179 | Nov 2011 | Nov 2011 | 1 | 89.24% Vanguard Total Bond Market Index Inv (VBMFX) 10.76% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.30% VGSIX: -3.73% | -0.67% |
180 | Dec 2011 | Dec 2011 | 1 | 86.80% Vanguard Total Bond Market Index Inv (VBMFX) 13.20% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 1.08% VTSMX: 0.80% | 1.04% |
181 | Jan 2012 | Jan 2012 | 1 | 88.94% Vanguard Total Bond Market Index Inv (VBMFX) 11.06% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.87% VGSIX: 6.49% | 1.49% |
182 | Feb 2012 | Feb 2012 | 1 | 88.07% Vanguard Total Bond Market Index Inv (VBMFX) 11.93% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.05% VGSIX: -1.12% | -0.17% |
183 | Mar 2012 | Mar 2012 | 1 | 45.11% Vanguard Real Estate Index Investor (VGSIX) 54.89% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 5.14% VTSMX: 3.07% | 4.00% |
184 | Apr 2012 | Apr 2012 | 1 | 43.91% Vanguard Real Estate Index Investor (VGSIX) 56.09% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 2.88% VTSMX: -0.65% | 0.90% |
185 | May 2012 | May 2012 | 1 | 46.13% Vanguard Real Estate Index Investor (VGSIX) 53.87% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -4.60% VTSMX: -6.24% | -5.48% |
186 | Jun 2012 | Jun 2012 | 1 | 45.72% Vanguard Real Estate Index Investor (VGSIX) 54.28% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 5.64% VTSMX: 3.91% | 4.70% |
187 | Jul 2012 | Jul 2012 | 1 | 46.97% Vanguard Real Estate Index Investor (VGSIX) 53.03% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 1.93% VTSMX: 1.03% | 1.45% |
188 | Aug 2012 | Aug 2012 | 1 | 48.47% Vanguard Real Estate Index Investor (VGSIX) 51.53% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -0.14% VTSMX: 2.48% | 1.21% |
189 | Sep 2012 | Sep 2012 | 1 | 51.51% Vanguard Real Estate Index Investor (VGSIX) 48.49% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -1.83% VTSMX: 2.58% | 0.31% |
190 | Oct 2012 | Oct 2012 | 1 | 78.20% Vanguard Total Bond Market Index Inv (VBMFX) 21.80% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.11% VGSIX: -0.83% | -0.09% |
191 | Nov 2012 | Nov 2012 | 1 | 78.50% Vanguard Total Bond Market Index Inv (VBMFX) 21.50% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 0.19% VTSMX: 0.74% | 0.31% |
192 | Dec 2012 | Dec 2012 | 1 | 47.97% Vanguard Total Intl Stock Index Inv (VGTSX) 52.03% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 4.17% VTSMX: 1.19% | 2.62% |
193 | Jan 2013 | Jan 2013 | 1 | 52.36% Vanguard Total Intl Stock Index Inv (VGTSX) 47.64% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 3.34% VTSMX: 5.50% | 4.37% |
194 | Feb 2013 | Feb 2013 | 1 | 53.67% Vanguard Total Intl Stock Index Inv (VGTSX) 46.33% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -1.23% VTSMX: 1.28% | -0.07% |
195 | Mar 2013 | Mar 2013 | 1 | 52.34% Vanguard Total Intl Stock Index Inv (VGTSX) 47.66% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 0.77% VTSMX: 3.88% | 2.25% |
196 | Apr 2013 | Apr 2013 | 1 | 54.48% Vanguard Real Estate Index Investor (VGSIX) 45.52% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 6.70% VTSMX: 1.70% | 4.42% |
197 | May 2013 | May 2013 | 1 | 52.01% Vanguard Real Estate Index Investor (VGSIX) 47.99% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -5.96% VTSMX: 2.32% | -1.99% |
198 | Jun 2013 | Jun 2013 | 1 | 46.26% Vanguard Real Estate Index Investor (VGSIX) 53.74% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -1.96% VTSMX: -1.27% | -1.59% |
199 | Jul 2013 | Jul 2013 | 1 | 42.18% Vanguard Real Estate Index Investor (VGSIX) 57.82% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 0.83% VTSMX: 5.49% | 3.52% |
200 | Aug 2013 | Aug 2013 | 1 | 38.34% Vanguard Real Estate Index Investor (VGSIX) 61.66% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -6.86% VTSMX: -2.82% | -4.37% |
201 | Sep 2013 | Sep 2013 | 1 | 46.39% Vanguard Total Intl Stock Index Inv (VGTSX) 53.61% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 7.21% VTSMX: 3.66% | 5.31% |
202 | Oct 2013 | Oct 2013 | 1 | 43.95% Vanguard Total Intl Stock Index Inv (VGTSX) 56.05% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 3.41% VTSMX: 4.22% | 3.87% |
203 | Nov 2013 | Nov 2013 | 1 | 49.77% Vanguard Total Intl Stock Index Inv (VGTSX) 50.23% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 0.12% VTSMX: 2.88% | 1.51% |
204 | Dec 2013 | Dec 2013 | 1 | 49.89% Vanguard Total Intl Stock Index Inv (VGTSX) 50.11% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 1.25% VTSMX: 2.63% | 1.94% |
205 | Jan 2014 | Jan 2014 | 1 | 53.33% Vanguard Total Intl Stock Index Inv (VGTSX) 46.67% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -4.78% VTSMX: -3.11% | -4.00% |
206 | Feb 2014 | Feb 2014 | 1 | 51.16% Vanguard Total Intl Stock Index Inv (VGTSX) 48.84% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 5.39% VTSMX: 4.73% | 5.07% |
207 | Mar 2014 | Mar 2014 | 1 | 51.40% Vanguard Total Intl Stock Index Inv (VGTSX) 48.60% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 0.41% VTSMX: 0.51% | 0.46% |
208 | Apr 2014 | Apr 2014 | 1 | 51.63% Vanguard Real Estate Index Investor (VGSIX) 48.37% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 3.37% VTSMX: 0.06% | 1.77% |
209 | May 2014 | May 2014 | 1 | 54.04% Vanguard Real Estate Index Investor (VGSIX) 45.96% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 2.35% VTSMX: 2.17% | 2.27% |
210 | Jun 2014 | Jun 2014 | 1 | 52.34% Vanguard Real Estate Index Investor (VGSIX) 47.66% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 1.14% VTSMX: 2.54% | 1.81% |
211 | Jul 2014 | Jul 2014 | 1 | 52.82% Vanguard Real Estate Index Investor (VGSIX) 47.18% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 0.04% VTSMX: -1.98% | -0.91% |
212 | Aug 2014 | Aug 2014 | 1 | 44.11% Vanguard Real Estate Index Investor (VGSIX) 55.89% Vanguard Total Intl Stock Index Inv (VGTSX) | VGSIX: 2.93% VGTSX: 1.05% | 1.88% |
213 | Sep 2014 | Sep 2014 | 1 | 48.23% Vanguard Real Estate Index Investor (VGSIX) 51.77% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -5.96% VTSMX: -2.14% | -3.98% |
214 | Oct 2014 | Oct 2014 | 1 | 45.57% Vanguard Real Estate Index Investor (VGSIX) 54.43% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 9.93% VTSMX: 2.74% | 6.02% |
215 | Nov 2014 | Nov 2014 | 1 | 50.30% Vanguard Real Estate Index Investor (VGSIX) 49.70% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 1.98% VTSMX: 2.41% | 2.19% |
216 | Dec 2014 | Dec 2014 | 1 | 49.31% Vanguard Real Estate Index Investor (VGSIX) 50.69% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 1.93% VTSMX: -0.01% | 0.95% |
217 | Jan 2015 | Jan 2015 | 1 | 54.84% Vanguard Real Estate Index Investor (VGSIX) 45.16% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 6.72% VTSMX: -2.77% | 2.44% |
218 | Feb 2015 | Feb 2015 | 1 | 77.74% Vanguard Total Bond Market Index Inv (VBMFX) 22.26% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -1.08% VGSIX: -3.59% | -1.64% |
219 | Mar 2015 | Mar 2015 | 1 | 47.82% Vanguard Real Estate Index Investor (VGSIX) 52.18% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 1.72% VTSMX: -1.04% | 0.28% |
220 | Apr 2015 | Apr 2015 | 1 | 43.41% Vanguard Real Estate Index Investor (VGSIX) 56.59% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -5.92% VTSMX: 0.42% | -2.33% |
221 | May 2015 | May 2015 | 1 | 46.63% Vanguard Total Intl Stock Index Inv (VGTSX) 53.37% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -0.94% VTSMX: 1.39% | 0.30% |
222 | Jun 2015 | Jun 2015 | 1 | 46.61% Vanguard Total Intl Stock Index Inv (VGTSX) 53.39% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -2.69% VTSMX: -1.71% | -2.17% |
223 | Jul 2015 | Jul 2015 | 1 | 45.46% Vanguard Total Intl Stock Index Inv (VGTSX) 54.54% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -0.80% VTSMX: 1.63% | 0.52% |
224 | Aug 2015 | Aug 2015 | 1 | 43.56% Vanguard Total Intl Stock Index Inv (VGTSX) 56.44% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -7.29% VTSMX: -6.03% | -6.58% |
225 | Sep 2015 | Sep 2015 | 1 | 80.31% Vanguard Total Bond Market Index Inv (VBMFX) 19.69% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 0.76% VTSMX: -2.93% | 0.03% |
226 | Oct 2015 | Oct 2015 | 1 | 83.95% Vanguard Total Bond Market Index Inv (VBMFX) 16.05% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 0.01% VTSMX: 7.84% | 1.27% |
227 | Nov 2015 | Nov 2015 | 1 | 84.34% Vanguard Total Bond Market Index Inv (VBMFX) 15.66% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.27% VGSIX: -0.64% | -0.33% |
228 | Dec 2015 | Dec 2015 | 1 | 83.77% Vanguard Total Bond Market Index Inv (VBMFX) 16.23% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.38% VGSIX: 1.79% | -0.03% |
229 | Jan 2016 | Jan 2016 | 1 | 82.65% Vanguard Total Bond Market Index Inv (VBMFX) 17.35% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.43% VGSIX: -3.36% | 0.60% |
230 | Feb 2016 | Feb 2016 | 1 | 85.49% Vanguard Total Bond Market Index Inv (VBMFX) 14.51% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.66% VGSIX: -0.43% | 0.50% |
231 | Mar 2016 | Mar 2016 | 1 | 84.52% Vanguard Total Bond Market Index Inv (VBMFX) 15.48% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.94% VGSIX: 10.41% | 2.41% |
232 | Apr 2016 | Apr 2016 | 1 | 48.01% Vanguard Real Estate Index Investor (VGSIX) 51.99% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -2.41% VTSMX: 0.63% | -0.83% |
233 | May 2016 | May 2016 | 1 | 83.13% Vanguard Total Bond Market Index Inv (VBMFX) 16.87% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.01% VGSIX: 2.36% | 0.41% |
234 | Jun 2016 | Jun 2016 | 1 | 82.86% Vanguard Total Bond Market Index Inv (VBMFX) 17.14% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.94% VGSIX: 6.88% | 2.79% |
235 | Jul 2016 | Jul 2016 | 1 | 80.19% Vanguard Total Bond Market Index Inv (VBMFX) 19.81% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.64% VGSIX: 4.18% | 1.34% |
236 | Aug 2016 | Aug 2016 | 1 | 50.59% Vanguard Real Estate Index Investor (VGSIX) 49.41% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -3.68% VTSMX: 0.26% | -1.73% |
237 | Sep 2016 | Sep 2016 | 1 | 52.76% Vanguard Real Estate Index Investor (VGSIX) 47.24% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -1.83% VTSMX: 0.15% | -0.89% |
238 | Oct 2016 | Oct 2016 | 1 | 45.53% Vanguard Total Intl Stock Index Inv (VGTSX) 54.47% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -1.72% VTSMX: -2.21% | -1.99% |
239 | Nov 2016 | Nov 2016 | 1 | 47.00% Vanguard Total Intl Stock Index Inv (VGTSX) 53.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -2.15% VTSMX: 4.44% | 1.34% |
240 | Dec 2016 | Dec 2016 | 1 | 48.68% Vanguard Total Intl Stock Index Inv (VGTSX) 51.32% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 2.02% VTSMX: 1.92% | 1.97% |
241 | Jan 2017 | Jan 2017 | 1 | 49.23% Vanguard Total Intl Stock Index Inv (VGTSX) 50.77% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 3.87% VTSMX: 1.91% | 2.87% |
242 | Feb 2017 | Feb 2017 | 1 | 48.72% Vanguard Total Intl Stock Index Inv (VGTSX) 51.28% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 1.50% VTSMX: 3.71% | 2.64% |
243 | Mar 2017 | Mar 2017 | 1 | 47.43% Vanguard Total Intl Stock Index Inv (VGTSX) 52.57% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 2.82% VTSMX: 0.07% | 1.37% |
244 | Apr 2017 | Apr 2017 | 1 | 49.82% Vanguard Total Intl Stock Index Inv (VGTSX) 50.18% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 2.20% VTSMX: 1.05% | 1.62% |
245 | May 2017 | May 2017 | 1 | 48.59% Vanguard Total Intl Stock Index Inv (VGTSX) 51.41% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 3.01% VTSMX: 1.01% | 1.98% |
246 | Jun 2017 | Jun 2017 | 1 | 48.77% Vanguard Total Intl Stock Index Inv (VGTSX) 51.23% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 0.52% VTSMX: 0.92% | 0.73% |
247 | Jul 2017 | Jul 2017 | 1 | 48.07% Vanguard Total Intl Stock Index Inv (VGTSX) 51.93% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 3.42% VTSMX: 1.87% | 2.61% |
248 | Aug 2017 | Aug 2017 | 1 | 50.12% Vanguard Total Intl Stock Index Inv (VGTSX) 49.88% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 0.64% VTSMX: 0.15% | 0.39% |
249 | Sep 2017 | Sep 2017 | 1 | 51.75% Vanguard Total Intl Stock Index Inv (VGTSX) 48.25% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 1.81% VTSMX: 2.45% | 2.12% |
250 | Oct 2017 | Oct 2017 | 1 | 51.87% Vanguard Total Intl Stock Index Inv (VGTSX) 48.13% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 1.94% VTSMX: 2.16% | 2.04% |
251 | Nov 2017 | Nov 2017 | 1 | 52.14% Vanguard Total Intl Stock Index Inv (VGTSX) 47.86% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 0.78% VTSMX: 3.04% | 1.86% |
252 | Dec 2017 | Dec 2017 | 1 | 48.07% Vanguard Total Intl Stock Index Inv (VGTSX) 51.93% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 2.01% VTSMX: 0.99% | 1.48% |
253 | Jan 2018 | Jan 2018 | 1 | 48.65% Vanguard Total Intl Stock Index Inv (VGTSX) 51.35% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 5.59% VTSMX: 5.31% | 5.45% |
254 | Feb 2018 | Feb 2018 | 1 | 48.36% Vanguard Total Intl Stock Index Inv (VGTSX) 51.64% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -5.14% VTSMX: -3.72% | -4.40% |
255 | Mar 2018 | Mar 2018 | 1 | 53.02% Vanguard Total Intl Stock Index Inv (VGTSX) 46.98% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -0.64% VTSMX: -1.99% | -1.27% |
256 | Apr 2018 | Apr 2018 | 1 | 55.29% Vanguard Total Intl Stock Index Inv (VGTSX) 44.71% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 0.83% VTSMX: 0.38% | 0.63% |
257 | May 2018 | May 2018 | 1 | 57.33% Vanguard Total Intl Stock Index Inv (VGTSX) 42.67% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -1.92% VTSMX: 2.79% | 0.09% |
258 | Jun 2018 | Jun 2018 | 1 | 59.53% Vanguard Total Intl Stock Index Inv (VGTSX) 40.47% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -2.08% VTSMX: 0.68% | -0.96% |
259 | Jul 2018 | Jul 2018 | 1 | 50.33% Vanguard Real Estate Index Investor (VGSIX) 49.67% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 0.74% VTSMX: 3.34% | 2.03% |
260 | Aug 2018 | Aug 2018 | 1 | 44.57% Vanguard Real Estate Index Investor (VGSIX) 55.43% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 2.46% VTSMX: 3.44% | 3.00% |
261 | Sep 2018 | Sep 2018 | 1 | 43.86% Vanguard Real Estate Index Investor (VGSIX) 56.14% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -2.63% VTSMX: 0.16% | -1.07% |
262 | Oct 2018 | Oct 2018 | 1 | 38.70% Vanguard Real Estate Index Investor (VGSIX) 61.30% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -2.98% VTSMX: -7.40% | -5.69% |
263 | Nov 2018 | Nov 2018 | 1 | 49.24% Vanguard Real Estate Index Investor (VGSIX) 50.76% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 4.73% VTSMX: 2.06% | 3.38% |
264 | Dec 2018 | Dec 2018 | 1 | 53.23% Vanguard Real Estate Index Investor (VGSIX) 46.77% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -7.97% VTSMX: -9.29% | -8.59% |
265 | Jan 2019 | Jan 2019 | 1 | 87.54% Vanguard Total Bond Market Index Inv (VBMFX) 12.46% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.01% VGSIX: 11.74% | 2.34% |
266 | Feb 2019 | Feb 2019 | 1 | 86.80% Vanguard Total Bond Market Index Inv (VBMFX) 13.20% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.06% VGSIX: 0.72% | 0.04% |
267 | Mar 2019 | Mar 2019 | 1 | 86.19% Vanguard Total Bond Market Index Inv (VBMFX) 13.81% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.96% VGSIX: 4.18% | 2.26% |
268 | Apr 2019 | Apr 2019 | 1 | 79.10% Vanguard Total Bond Market Index Inv (VBMFX) 20.90% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.04% VGSIX: -0.10% | 0.01% |
269 | May 2019 | May 2019 | 1 | 45.17% Vanguard Real Estate Index Investor (VGSIX) 54.83% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 0.10% VTSMX: -6.45% | -3.49% |
270 | Jun 2019 | Jun 2019 | 1 | 79.94% Vanguard Total Bond Market Index Inv (VBMFX) 20.06% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 1.15% VGSIX: 1.69% | 1.26% |
271 | Jul 2019 | Jul 2019 | 1 | 46.78% Vanguard Real Estate Index Investor (VGSIX) 53.22% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 1.58% VTSMX: 1.44% | 1.51% |
272 | Aug 2019 | Aug 2019 | 1 | 48.50% Vanguard Real Estate Index Investor (VGSIX) 51.50% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 3.76% VTSMX: -2.03% | 0.78% |
273 | Sep 2019 | Sep 2019 | 1 | 78.69% Vanguard Total Bond Market Index Inv (VBMFX) 21.31% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.60% VGSIX: 1.89% | -0.07% |
274 | Oct 2019 | Oct 2019 | 1 | 74.39% Vanguard Total Bond Market Index Inv (VBMFX) 25.61% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: 0.21% VGSIX: 1.06% | 0.43% |
275 | Nov 2019 | Nov 2019 | 1 | 71.82% Vanguard Total Bond Market Index Inv (VBMFX) 28.18% Vanguard Real Estate Index Investor (VGSIX) | VBMFX: -0.06% VGSIX: -1.28% | -0.41% |
276 | Dec 2019 | Dec 2019 | 1 | 48.69% Vanguard Real Estate Index Investor (VGSIX) 51.31% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 0.81% VTSMX: 2.85% | 1.86% |
277 | Jan 2020 | Jan 2020 | 1 | 46.24% Vanguard Real Estate Index Investor (VGSIX) 53.76% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: 1.17% VTSMX: -0.08% | 0.50% |
278 | Feb 2020 | Feb 2020 | 1 | 41.84% Vanguard Real Estate Index Investor (VGSIX) 58.16% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGSIX: -7.08% VTSMX: -8.18% | -7.72% |
279 | Mar 2020 | Mar 2020 | 1 | 81.63% Vanguard Total Bond Market Index Inv (VBMFX) 18.37% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: -0.59% VTSMX: -13.78% | -3.01% |
280 | Apr 2020 | Apr 2020 | 1 | 86.92% Vanguard Total Bond Market Index Inv (VBMFX) 13.08% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 1.69% VTSMX: 13.25% | 3.20% |
281 | May 2020 | May 2020 | 1 | 87.80% Vanguard Total Bond Market Index Inv (VBMFX) 12.20% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 0.54% VTSMX: 5.38% | 1.13% |
282 | Jun 2020 | Jun 2020 | 1 | 87.89% Vanguard Total Bond Market Index Inv (VBMFX) 12.11% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 0.70% VTSMX: 2.28% | 0.89% |
283 | Jul 2020 | Jul 2020 | 1 | 91.19% Vanguard Total Bond Market Index Inv (VBMFX) 8.81% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: 1.55% VTSMX: 5.64% | 1.91% |
284 | Aug 2020 | Aug 2020 | 1 | 89.52% Vanguard Total Bond Market Index Inv (VBMFX) 10.48% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VBMFX: -1.02% VTSMX: 7.18% | -0.16% |
285 | Sep 2020 | Sep 2020 | 1 | 51.50% Vanguard Total Intl Stock Index Inv (VGTSX) 48.50% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -1.96% VTSMX: -3.57% | -2.74% |
286 | Oct 2020 | Oct 2020 | 1 | 53.50% Vanguard Total Intl Stock Index Inv (VGTSX) 46.50% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: -2.21% VTSMX: -2.16% | -2.18% |
287 | Nov 2020 | Nov 2020 | 1 | 57.11% Vanguard Total Intl Stock Index Inv (VGTSX) 42.89% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 12.93% VTSMX: 12.19% | 12.62% |
288 | Dec 2020 | Dec 2020 | 1 | 56.19% Vanguard Total Intl Stock Index Inv (VGTSX) 43.81% Vanguard Total Stock Mkt Idx Inv (VTSMX) | VGTSX: 5.82% VTSMX: 4.45% | 5.22% |
289 | Jan 2021 | Jan 2021 | 1 | Please sign-in for forward signals | - | - |