帮你投50
帮你投50
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
GC=F Gold | 5% | |
MCHI iShares MSCI China ETF | China Equities | 15% |
QQQ Invesco QQQ | Large Cap Blend Equities | 10% |
SPY SPDR S&P 500 ETF | Large Cap Growth Equities | 20% |
TLT iShares 20+ Year Treasury Bond ETF | Government Bonds | 45% |
VGK Vanguard FTSE Europe ETF | Europe Equities | 5% |
Performance
Performance Chart
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The earliest data available for this chart is Mar 31, 2011, corresponding to the inception date of MCHI
Returns By Period
As of Jun 2, 2025, the 帮你投50 returned 4.90% Year-To-Date and 5.65% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.51% | 3.96% | -2.00% | 12.02% | 14.19% | 10.85% |
| 帮你投50 | 4.90% | 0.84% | 1.17% | 10.45% | 2.00% | 5.65% |
| Portfolio components: | ||||||
VGK Vanguard FTSE Europe ETF | 21.43% | 3.48% | 18.08% | 13.57% | 12.96% | 6.41% |
SPY SPDR S&P 500 ETF | 0.87% | 3.99% | -1.74% | 13.18% | 15.81% | 12.73% |
QQQ Invesco QQQ | 1.69% | 6.19% | 1.05% | 15.88% | 18.08% | 17.69% |
TLT iShares 20+ Year Treasury Bond ETF | 0.19% | -1.65% | -6.43% | -0.62% | -9.59% | -0.69% |
GC=F Gold | 25.09% | 1.76% | 24.82% | 41.59% | 13.62% | 10.66% |
MCHI iShares MSCI China ETF | 12.72% | -1.12% | 13.61% | 23.38% | -0.91% | 0.52% |
Monthly Returns
The table below presents the monthly returns of 帮你投50, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.14% | 3.87% | -1.51% | -0.92% | 1.31% | 4.90% | |||||||
| 2024 | -2.16% | 1.67% | 2.07% | -3.29% | 4.03% | 1.42% | 1.80% | 1.97% | 5.05% | -3.28% | 1.82% | -3.32% | 7.56% |
| 2023 | 8.45% | -4.69% | 5.03% | 0.14% | -2.13% | 2.83% | 1.86% | -3.73% | -5.98% | -3.40% | 8.26% | 5.45% | 11.27% |
| 2022 | -4.00% | -2.70% | -2.63% | -8.47% | -0.79% | -2.38% | 2.65% | -3.99% | -9.32% | -2.79% | 10.20% | -2.73% | -24.91% |
| 2021 | -0.77% | -2.23% | -2.01% | 3.22% | 0.60% | 2.74% | 0.65% | 0.89% | -3.87% | 3.99% | 0.13% | 0.11% | 3.20% |
| 2020 | 2.85% | 0.97% | -1.52% | 5.93% | 1.67% | 2.70% | 5.96% | 1.43% | -1.84% | -1.88% | 4.97% | 1.71% | 25.01% |
| 2019 | 5.07% | 0.90% | 3.54% | 0.90% | -1.39% | 4.37% | 0.33% | 4.16% | -0.95% | 1.37% | 1.21% | 1.32% | 22.65% |
| 2018 | 2.80% | -3.81% | 0.08% | -1.08% | 2.22% | -0.56% | 0.26% | 0.87% | -1.40% | -5.52% | 2.29% | -0.94% | -5.02% |
| 2017 | 2.76% | 2.70% | 0.55% | 1.82% | 2.56% | 0.41% | 2.07% | 2.66% | -0.37% | 1.41% | 1.39% | 1.59% | 21.34% |
| 2016 | -0.95% | 1.42% | 3.52% | -0.30% | 0.79% | 3.36% | 3.26% | 0.51% | 0.21% | -3.23% | -3.48% | -0.26% | 4.66% |
| 2015 | 4.11% | -0.41% | 0.12% | 1.29% | -1.27% | -3.57% | 1.11% | -4.07% | -0.03% | 4.32% | -0.79% | -1.29% | -0.83% |
| 2014 | 0.49% | 2.74% | -0.03% | 0.84% | 2.77% | 1.30% | 0.79% | 3.66% | -2.61% | 2.33% | 2.64% | 1.27% | 17.26% |
Expense Ratio
帮你投50 has an expense ratio of 0.20%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 帮你投50 is 53, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VGK Vanguard FTSE Europe ETF | 0.82 | 1.18 | 1.16 | 0.95 | 2.66 |
SPY SPDR S&P 500 ETF | 0.70 | 1.05 | 1.16 | 0.70 | 2.66 |
QQQ Invesco QQQ | 0.61 | 1.03 | 1.14 | 0.70 | 2.25 |
TLT iShares 20+ Year Treasury Bond ETF | 0.00 | 0.04 | 1.00 | -0.01 | -0.07 |
GC=F Gold | 2.20 | 2.92 | 1.39 | 5.20 | 14.19 |
MCHI iShares MSCI China ETF | 0.61 | 1.17 | 1.16 | 0.42 | 1.85 |
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Dividends
Dividend yield
帮你投50 provided a 2.73% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.73% | 2.76% | 2.54% | 2.10% | 1.27% | 1.30% | 1.83% | 2.12% | 1.91% | 2.11% | 2.26% | 2.30% |
| Portfolio components: | ||||||||||||
VGK Vanguard FTSE Europe ETF | 2.89% | 3.61% | 3.15% | 3.25% | 3.05% | 2.11% | 3.27% | 3.95% | 2.70% | 3.52% | 3.25% | 4.62% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
QQQ Invesco QQQ | 0.58% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
TLT iShares 20+ Year Treasury Bond ETF | 4.39% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% |
GC=F Gold | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MCHI iShares MSCI China ETF | 2.05% | 2.31% | 3.49% | 2.16% | 1.04% | 1.04% | 1.45% | 1.60% | 1.56% | 1.66% | 2.76% | 2.35% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the 帮你投50. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the 帮你投50 was 32.24%, occurring on Oct 24, 2022. The portfolio has not yet recovered.
The current 帮你投50 drawdown is 6.94%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.24% | Nov 10, 2021 | 240 | Oct 24, 2022 | — | — | — |
| -15.43% | Mar 9, 2020 | 8 | Mar 18, 2020 | 26 | Apr 24, 2020 | 34 |
| -10.88% | Jan 29, 2018 | 191 | Oct 29, 2018 | 103 | Mar 29, 2019 | 294 |
| -10.72% | Apr 28, 2015 | 89 | Sep 1, 2015 | 212 | Jul 1, 2016 | 301 |
| -8.77% | May 9, 2013 | 32 | Jun 24, 2013 | 143 | Jan 16, 2014 | 175 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 6 assets, with an effective number of assets of 3.57, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | GC=F | TLT | MCHI | VGK | QQQ | SPY | Portfolio | |
|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.01 | -0.24 | 0.57 | 0.78 | 0.90 | 1.00 | 0.60 |
| GC=F | 0.01 | 1.00 | 0.20 | 0.08 | 0.12 | 0.01 | 0.01 | 0.26 |
| TLT | -0.24 | 0.20 | 1.00 | -0.19 | -0.22 | -0.18 | -0.24 | 0.45 |
| MCHI | 0.57 | 0.08 | -0.19 | 1.00 | 0.59 | 0.56 | 0.56 | 0.61 |
| VGK | 0.78 | 0.12 | -0.22 | 0.59 | 1.00 | 0.67 | 0.78 | 0.55 |
| QQQ | 0.90 | 0.01 | -0.18 | 0.56 | 0.67 | 1.00 | 0.90 | 0.62 |
| SPY | 1.00 | 0.01 | -0.24 | 0.56 | 0.78 | 0.90 | 1.00 | 0.59 |
| Portfolio | 0.60 | 0.26 | 0.45 | 0.61 | 0.55 | 0.62 | 0.59 | 1.00 |