Frank Armstrong Ideal Index portfolio-2018


1	Year	S&P 500	Large Value	Small growth	Small value	REITs	International	Short bonds	Portfolio	TBills
2	Ticker	VFIAX	VVIAX	VISGX	VSIAX	VGSLX	VTIAX	VBIRX
3	2018	-4.43%	-5.43%	-5.68%	-12.23%	-5.95%	-14.43%	1.35%	-6.81%	1.80%	Blue date=admiral shares
4	2017	21.67%	16.99%	21.78%	11.67%	4.83%	27.40%	1.10%	14.58%	0.79%
5	2016	11.82%	16.75%	10.61%	24.65%	8.34%	4.65%	1.41%	7.76%	0.25%
6	2015	1.25%	-1.03%	-2.64%	-4.78%	2.22%	-4.37%	0.85%	-1.55%	0.02%
7	2014	13.51%	13.05%	3.88%	10.39%	30.13%	-4.24%	1.16%	4.70%	0.01%
8	2013	32.18%	32.85%	37.98%	36.41%	2.31%	15.04%	0.07%	15.66%	0.01%
9	2012	15.82%	15.00%	17.52%	18.56%	17.53%	18.14%	1.95%	12.80%	0.02%
10	2011	1.97%	1.00%	-1.58%	-4.16%	8.47%	-14.56%	2.96%	-3.22%	0.02%
11	2010	14.91%	14.28%	30.69%	24.82%	28.30%	11.12%	3.92%	13.35%	0.01%
12	2009	26.49%	19.58%	41.85%	30.34%	29.58%	36.73%	4.28%	23.93%	0.25%
13	2008	-37.02%	-35.97%	-40.00%	-32.05%	-37.05%	-44.10%	5.43%	-26.11%	2.10%
14	2007	5.39%	0.09%	9.63%	-7.07%	-16.46%	15.52%	7.22%	5.95%	4.76%
15	2006	15.64%	22.15%	11.94%	19.24%	35.07%	26.64%	4.09%	17.84%	4.71%
16	2005	4.77%	7.09%	8.64%	6.07%	11.89%	15.57%	1.31%	8.23%	2.94%
17	2004	10.74%	15.29%	16.06%	23.55%	30.76%	20.84%	1.70%	14.70%	1.18%
18	2003	28.50%	32.25%	42.88%	37.19%	35.65%	40.34%	3.37%	27.25%	0.99%
19	2002	-22.15%	-20.91%	-15.41%	-14.20%	3.75%	-15.08%	6.10%	-8.14%	1.69%
20	2001	-12.02%	-11.88%	-0.78%	13.70%	12.35%	-20.15%	8.88%	-3.23%	4.16%
21	2000	-9.06%	6.08%	1.59%	21.88%	26.35%	-15.61%	8.84%	2.04%	5.99%
22	1999	21.07%	12.57%	19.80%	3.35%	-4.04%	29.92%	2.08%	13.60%	4.74%
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25	Allocation	6.25%	9.25%	6.25%	9.25%	8.00%	31.00%	30.00%	100.00%	std dev.	average	coeff of var	Sharpe ratio
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27								2018
28								3yr CAGR	4.79%	10.93%	5.18%	2.11	#VALUE!
29								5yr CAGR	3.47%	8.27%	4.70%	1.76	#VALUE!
30								10yr CAGR	7.72%	9.74%	8.12%	1.20	#VALUE!
31								15 yr CAGR	6.04%	12.37%	6.79%	1.82	#VALUE!
32								20yr CAGR	5.92%	12.47%	6.67%	1.87	#VALUE!
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34								2017
35								3yr CAGR	6.73%	8.09%	6.93%	1.17	0.99
36								5yr CAGR	8.04%	7.14%	8.23%	0.87	1.25
37								10yr CAGR	5.25%	14.01%	6.19%	2.26	0.40
38								15 yr CAGR	8.26%	12.81%	9.06%	1.41	0.60
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40								2016
41								3yr CAGR	3.57%	7.56%	3.74%	2.02
42								5yr CAGR	7.70%	8.52%	6.73%	1.26
43								10yr CAGR	4.43%	13.21%	5.09%	2.60
44								15 yr CAGR	6.68%	13.19%	7.11%	1.85
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46								2015		std dev.	average	coeff of var
47								3yr CAGR	6.04%	8.71%	6.27%	1.39
48								5yr CAGR	5.41%	8.41%	5.68%	1.48
49								10yr CAGR	5.37%	14.25%	6.34%	2.25
50								15 yr CAGR	5.92%	13.73%	6.81%	2.02
51
52								2013		std dev.	average	coeff of var
53								3yr CAGR	8.08%	10.17%	8.41%	1.21
54								5yr CAGR	12.14%	9.85%	12.50%	0.79
55								10yr CAGR	7.34%	14.14%	8.31%	1.70
56								15 yr CAGR	6.75%	13.68%	8.31%	1.65


1	Large blend	6.25%
2	Large value	9.25%
3	Small growth	6.25%
4	Small value	9.25%
5	REITs	8.00%
6	International	31.00%
7	Short term bonds	30.00%
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