Model Portfolios

Broad Market Rally Continued During April

Stocks continued their upward march during April, with the Vanguard 500 Index fund (VFINX) posting a 0.4% gain during the month. The S&P 500 index itself finished the month at 2065.30, just 3% below its all-time high set on May 21, 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
3.9 -15.8 2.3 11.8 9.9 18.3 1.3

1-Year Return: -15.8%
As Of 4/30/2016

Stock Portfolio

1.7 1.1 11.1 10.8 6.8 11.2 11.1
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
2.9 -4.6 7.2 7.1 5.3 11.8 7.0

1-Year Return: -4.6%
As Of 4/30/2016

Fund Portfolio

1.7 1.1 11.1 10.8 6.8 11.2 11.1
Compared to Vanguard 500 Idx (VFINX)
Data as of 4/30/2016.
* See "Important Concepts."