Model Portfolios

Rough End to a Challenging Year for Stocks and the Model Portfolios

Domestic stocks posted their worst annual performance since 2008, with domestic listed stocks down on average 8.8% during 2015 and down 4.7% during December. The large-cap Vanguard 500 Index fund (VFINX) suffered a loss of 1.6% during December, but posted a positive total return of 1.3% during 2015. The market-capitalization-weighted index benefited from the performance of a relatively small number of large-cap stocks. In a market-cap-weighted index, the greater the market size of a company’s stock the greater its impact on the performance of the index. The stocks in the S&P 500 index lost 2.8% on average during the month and 3.1% during 2015. Smaller-cap stocks generally had weaker performance during the month and year. The average stock in the S&P MidCap 400 index lost 5.3% during December and 5.1% during 2015; while the average S&P SmallCap 600 index stock lost 5.7% during December and 6.0% during 2015. The Model Shadow Stock Portfolio lost 2.3% during December and lost 15.2% during 2015. The Model Fund Portfolio was down 2.8% during December and lost 4.5% during 2015.

AAII model portfolios provide members with stock and fund research and analysis. Our ultimate goal with these portfolios is to provide you with the best of both worlds—investment ideas and investment education. Read More »

Model Shadow Stock Portfolio

YTD Return
(%)
Annual Return (%) Ann'l
Std
Dev (%)
3-Year Risk-Adjusted Return (%)*
1-Yr 3-Yr 5-Yr 10-Yr
-15.2 -15.2 8.8 12.8 11.1 18.9 6.6

1-Year Return: -15.2%
As Of 12/31/2015

Stock Portfolio

1.3 1.3 15.0 12.4 7.2 10.5 15.0
Compared to Vanguard S&P 500 Idx (VFINX)

Model Fund Portfolio

YTD Return
(%)
Annual Return (%) Ann'l
Std
Dev (%)
3-Year Risk-Adjusted Return (%)*
1-Yr 3-Yr 5-Yr 10-Yr
-4.5 -4.5 10.0 8.1 6.1 10.4 10.1

1-Year Return: -4.5%
As Of 12/31/2015

Fund Portfolio

1.3 1.3 15.0 12.4 7.2 10.5 15.0
Compared to Vanguard 500 Idx (VFINX)
Data as of 12/31/2015.
* See "Important Concepts."