- Portfolio Overview
- Holdings
- Performance
- Calculators
- Rolling Returns
- Drawdowns
Holdings
Historical Performance
P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX | NA | 7.85% | 7.70% | 8.12% | 9.43% | 10.19% | 10.34% | … | … |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | -8.37% | 9.88% | 9.47% | 12.56% | 9.59% | 10.16% | … | … |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | NA | -7.89% | 3.52% | 3.82% | 5.90% | 5.02% | 6.59% | … | … |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | P Market Timi…ays VFINX | 1.50 | 7.85 | 7.70 | 8.12 | 9.43 | 10.19 | 10.34 | … | … | NA | NA | NA | 7.40 | 5.95 | 12.07 | -0.03 | 26.87 | -4.20 | 11.38 | 7.27 | 5.58 | 17.14 | 12.81 | 15.20 | -5.74 | 2.71 | 13.52 | 33.91 | -2.48 | 17.73 | 9.68 | 10.18 | 28.15 | -12.45 | -14.96 | 8.09 | -3.02 | 27.97 | 15.53 | 10.37 | 34.98 | 0.80 | 3.72 | 3.97 | 12.77 | 7.08 | 21.52 | 11.16 | 0.74 | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | 1.50 | -8.37 | 9.88 | 9.47 | 12.56 | 9.59 | 10.16 | … | … | NA | 17.72 | 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 | |
| VSMGX (VANGUA…R SHARES) | 0.52 | -7.89 | 3.52 | 3.82 | 5.90 | 5.02 | 6.59 | … | … | NA | 16.26 | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | P Market Timi…ays VFINX | NA | 1.09 | 1.30 | 0.52 | 0.64 | NA | NA | … | … | NA | NA | NA | 0.55 | 0.44 | 1.55 | -0.01 | 2.23 | -0.46 | 2.58 | 0.67 | 0.47 | 1.77 | 1.98 | 1.49 | -0.27 | 0.16 | 0.86 | 1.23 | -0.39 | 1.91 | 1.09 | 1.01 | 2.08 | -0.56 | -0.92 | 0.23 | -0.74 | 1.36 | 0.81 | 0.82 | 4.12 | -0.50 | 0.23 | 0.21 | 0.77 | 0.17 | 1.38 | 0.51 | -0.16 | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 2.27 | 1.35 | 0.68 | 0.77 | NA | NA | … | … | 2.01 | 0.80 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA…R SHARES) | NA | 2.12 | 1.29 | 0.44 | 0.65 | NA | NA | … | … | 1.74 | 1.36 | 0.87 | 1.45 | -1.22 | 1.32 | 0.70 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | P Market Timi…ays VFINX | NA | 10.92 | 9.76 | 16.96 | 13.68 | NA | NA | … | … | NA | NA | NA | 10.56 | 10.35 | 7.78 | 31.79 | 11.40 | 11.90 | 4.16 | 10.60 | 11.90 | 9.67 | 6.46 | 10.19 | 21.37 | 16.10 | 15.60 | 26.84 | 14.17 | 7.57 | 6.88 | 9.14 | 13.20 | 24.15 | 18.86 | 17.63 | 8.39 | 18.18 | 14.82 | 8.39 | 7.56 | 4.33 | 7.07 | 7.55 | 11.78 | 10.73 | 11.42 | 12.61 | 14.30 | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 11.89 | 14.81 | 16.89 | 18.11 | NA | NA | … | … | 13.52 | 18.66 | 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 | |
| VSMGX (VANGUA…R SHARES) | NA | 8.19 | 8.90 | 10.01 | 10.31 | NA | NA | … | … | 10.15 | 9.89 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | P Market Timi…ays VFINX | NA | 8.98 | 8.98 | 33.82 | 33.82 | NA | NA | … | … | NA | NA | NA | 3.17 | 7.32 | 3.99 | 33.82 | 5.99 | 15.65 | 1.57 | 5.76 | 11.26 | 5.60 | 3.24 | 8.84 | 17.94 | 14.62 | 13.78 | 10.98 | 9.00 | 4.95 | 3.32 | 8.02 | 8.11 | 28.50 | 30.86 | 11.13 | 12.01 | 13.04 | 10.79 | 6.75 | 2.50 | 5.25 | 4.48 | 5.12 | 8.58 | 10.87 | 7.59 | 7.00 | 14.20 | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 8.92 | 18.76 | 24.59 | 33.83 | NA | NA | … | … | 8.92 | 18.76 | 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 | |
| VSMGX (VANGUA…R SHARES) | NA | 6.64 | 9.62 | 22.29 | 22.43 | NA | NA | … | … | 6.64 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | P Market Timi…ays VFINX | NA | 0.90 | 0.69 | 0.81 | 0.51 | NA | NA | … | … | NA | NA | NA | 0.39 | 0.47 | 0.68 | 0.79 | 1.15 | 0.50 | 0.00 | 0.49 | 0.00 | 0.60 | 0.00 | 0.51 | 1.86 | 0.97 | 1.17 | 2.15 | 1.38 | 0.45 | 0.57 | 1.91 | 1.37 | 1.13 | 0.74 | 0.81 | 0.28 | 1.92 | 2.03 | 0.00 | 3.13 | 1.97 | 1.67 | 2.55 | 2.40 | 2.78 | 5.60 | 2.14 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | 0.00 | 1.18 | 1.60 | 1.52 | 2.78 | 3.91 | 3.46 | … | … | 0.27 | 1.20 | 1.41 | 1.69 | 1.26 | 1.48 | 2.12 | 2.28 | 1.81 | 2.00 | 2.14 | 1.97 | 1.96 | 2.19 | 2.30 | 1.92 | 1.88 | 2.45 | 1.88 | 1.91 | 1.83 | 1.79 | 1.91 | 1.71 | 1.28 | 1.08 | 0.97 | 2.11 | 1.93 | 2.77 | 2.64 | 3.14 | 3.13 | 3.83 | 3.10 | 5.86 | 3.71 | 4.46 | 4.31 | 2.79 | 3.90 | 4.71 | 4.49 | 5.04 | 5.34 | 4.64 | 5.79 | 0.00 | |
| VSMGX (VANGUA…R SHARES) | 0.00 | 5.50 | 6.00 | 4.34 | 4.54 | 4.38 | 4.18 | … | … | 0.00 | 5.80 | 7.43 | 4.45 | 2.18 | 4.11 | 3.77 | 2.85 | 2.41 | 2.40 | 2.34 | 2.10 | 2.20 | 2.14 | 2.47 | 2.22 | 2.38 | 2.79 | 2.66 | 3.04 | 2.89 | 2.53 | 3.74 | 2.48 | 2.67 | 2.88 | 6.36 | 5.93 | 7.27 | 3.78 | 3.63 | 3.65 | 2.91 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 01/31/2023, Common starting date is 12/16/1994
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
calculate result (Annualized)
P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX Historical Return Chart
Compare Portfolio Performance
Compare this portfolio with other portfolios, funds, or benchmarks to analyze relative performance.
Go to Comparison ToolCalculators
Dollar Cost Average Calculator for P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX
Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on
Retirement Spending Calculator for P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX
Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on
Rolling Returns
From 04/01/1987 to 04/26/2023, the worst annualized return of 3-year rolling returns for P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX is
-9%.
From 04/01/1987 to 04/26/2023, the worst annualized return of 5-year rolling returns for P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX is
-1.52%.
From 04/01/1987 to 04/26/2023, the worst annualized return of 10-year rolling returns for P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX is
4.62%.
From 04/01/1987 to 04/26/2023, the worst annualized return of 20-year rolling returns for P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX is
6.55%.
Maximum Drawdown
P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX Maximum Drawdown