Investments2
Step 2 BONDS 40% ETF 30% STOCKS 30%
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Investments2, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
The earliest data available for this chart is Sep 24, 2010, corresponding to the inception date of VONG
Returns By Period
As of Sep 19, 2024, the Investments2 returned 15.27% Year-To-Date and 13.35% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 17.79% | 0.18% | 7.53% | 26.42% | 13.48% | 10.85% |
| Investments2 | 15.27% | -0.53% | 3.14% | 27.84% | 16.60% | 13.42% |
| Portfolio components: | ||||||
NUE Nucor Corporation | -17.33% | -0.29% | -26.73% | -6.82% | 23.96% | 12.07% |
AMD Advanced Micro Devices, Inc. | 0.60% | -5.19% | -17.01% | 47.79% | 36.33% | 42.92% |
TM Toyota Motor Corporation | -2.54% | -2.55% | -28.93% | -4.26% | 8.00% | 6.93% |
NVO Novo Nordisk A/S | 28.80% | -2.76% | 2.63% | 40.65% | 36.86% | 18.05% |
DKS DICK'S Sporting Goods, Inc. | 46.12% | -5.35% | -4.43% | 93.29% | 44.25% | 19.30% |
SIEMENS.NS Siemens Limited | 67.86% | -4.05% | 36.38% | 77.53% | 33.32% | 18.91% |
AGG iShares Core U.S. Aggregate Bond ETF | 5.19% | 1.66% | 6.43% | 10.81% | 0.46% | 1.86% |
VONG Vanguard Russell 1000 Growth ETF | 20.71% | -0.82% | 7.87% | 34.94% | 18.16% | 15.51% |
Monthly Returns
The table below presents the monthly returns of Investments2, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.94% | 5.41% | 3.64% | -4.18% | 4.56% | 2.56% | -0.92% | 1.42% | 15.27% | ||||
| 2023 | 7.22% | -1.12% | 5.74% | 0.27% | 1.11% | 4.23% | 2.14% | -1.04% | -3.69% | -1.90% | 9.24% | 5.32% | 30.15% |
| 2022 | -5.18% | -0.79% | 0.40% | -6.50% | -1.21% | -5.91% | 9.47% | -2.94% | -7.94% | 3.46% | 6.14% | -4.09% | -15.44% |
| 2021 | -0.71% | 1.88% | 2.37% | 3.44% | 3.17% | 3.13% | 3.22% | 4.87% | -4.46% | 5.08% | 1.41% | 1.11% | 27.01% |
| 2020 | 0.47% | -4.12% | -6.12% | 9.01% | 4.06% | 2.53% | 6.04% | 6.06% | -1.25% | -1.81% | 6.63% | 2.51% | 25.39% |
| 2019 | 6.47% | 1.29% | 2.55% | 1.88% | -2.32% | 4.65% | 0.31% | 0.58% | 2.08% | 2.73% | 2.76% | 2.74% | 28.68% |
| 2018 | 4.91% | -3.05% | -1.92% | -0.21% | 3.26% | 0.33% | 2.74% | 3.75% | 1.23% | -6.17% | 2.33% | -3.04% | 3.60% |
| 2017 | 0.61% | 3.51% | 0.27% | 1.84% | -0.20% | 0.09% | 1.85% | -0.95% | 0.25% | 0.98% | 1.73% | 1.14% | 11.60% |
| 2016 | -3.12% | -0.40% | 6.37% | 1.37% | 2.17% | 1.99% | 5.49% | -0.05% | -1.10% | -1.91% | 1.97% | 2.01% | 15.35% |
| 2015 | 1.09% | 5.47% | 0.65% | -0.88% | 0.08% | -1.59% | 1.04% | -4.13% | -1.06% | 4.09% | -0.15% | 0.69% | 5.07% |
| 2014 | -2.59% | 4.06% | 1.28% | -0.45% | 1.55% | 2.14% | -1.76% | 2.17% | -1.14% | 0.65% | 2.07% | -1.21% | 6.74% |
| 2013 | 2.97% | -0.70% | 1.28% | 2.54% | 2.33% | -1.95% | 1.90% | -3.29% | 4.72% | 2.56% | 1.76% | 1.97% | 17.00% |
Expense Ratio
Investments2 has an expense ratio of 0.04%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of Investments2 is 90, placing it in the top 10% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 | |
|---|---|---|---|---|---|
NUE Nucor Corporation | -0.26 | -0.19 | 0.98 | -0.22 | -0.46 |
AMD Advanced Micro Devices, Inc. | 0.92 | 1.50 | 1.19 | 1.03 | 2.27 |
TM Toyota Motor Corporation | 0.01 | 0.19 | 1.02 | 0.00 | 0.01 |
NVO Novo Nordisk A/S | 1.48 | 2.20 | 1.28 | 2.40 | 8.23 |
DKS DICK'S Sporting Goods, Inc. | 2.68 | 3.84 | 1.47 | 3.31 | 15.16 |
SIEMENS.NS Siemens Limited | 2.74 | 3.26 | 1.50 | 4.70 | 13.23 |
AGG iShares Core U.S. Aggregate Bond ETF | 2.06 | 3.03 | 1.38 | 0.74 | 8.89 |
VONG Vanguard Russell 1000 Growth ETF | 2.20 | 2.88 | 1.40 | 2.34 | 10.74 |
Dividends
Dividend yield
Investments2 granted a 1.89% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investments2 | 1.89% | 1.83% | 1.61% | 1.40% | 1.51% | 1.81% | 2.03% | 1.69% | 1.88% | 1.86% | 1.74% | 1.64% |
| Portfolio components: | ||||||||||||
NUE Nucor Corporation | 1.49% | 1.19% | 1.52% | 1.50% | 3.03% | 2.85% | 2.97% | 2.38% | 2.52% | 3.70% | 3.02% | 2.76% |
AMD Advanced Micro Devices, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TM Toyota Motor Corporation | 2.75% | 2.45% | 2.90% | 2.45% | 2.74% | 2.86% | 3.40% | 2.96% | 3.23% | 2.96% | 2.57% | 2.08% |
NVO Novo Nordisk A/S | 0.78% | 0.71% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DKS DICK'S Sporting Goods, Inc. | 1.51% | 2.72% | 1.62% | 6.18% | 2.23% | 2.22% | 2.77% | 2.27% | 1.09% | 1.49% | 0.97% | 0.83% |
SIEMENS.NS Siemens Limited | 0.15% | 0.25% | 0.28% | 0.30% | 0.44% | 0.47% | 0.67% | 0.48% | 2.83% | 0.50% | 0.55% | 0.90% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.42% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% | 2.32% |
VONG Vanguard Russell 1000 Growth ETF | 0.63% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Investments2. 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 Investments2 was 21.59%, occurring on Oct 14, 2022. Recovery took 196 trading sessions.
The current Investments2 drawdown is 2.76%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.59% | Nov 22, 2021 | 234 | Oct 14, 2022 | 196 | Jul 18, 2023 | 430 |
| -20.59% | Feb 20, 2020 | 20 | Mar 18, 2020 | 55 | Jun 5, 2020 | 75 |
| -10.75% | Sep 28, 2018 | 62 | Dec 24, 2018 | 41 | Feb 20, 2019 | 103 |
| -9.95% | Apr 13, 2015 | 218 | Feb 11, 2016 | 46 | Apr 18, 2016 | 264 |
| -8.08% | Jul 17, 2024 | 16 | Aug 7, 2024 | — | — | — |
Volatility
Volatility Chart
The current Investments2 volatility is 3.01%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| AGG | SIEMENS.NS | NVO | DKS | AMD | NUE | TM | VONG | |
|---|---|---|---|---|---|---|---|---|
| AGG | 1.00 | -0.01 | 0.02 | -0.03 | -0.02 | -0.10 | -0.07 | -0.00 |
| SIEMENS.NS | -0.01 | 1.00 | 0.10 | 0.08 | 0.10 | 0.11 | 0.09 | 0.15 |
| NVO | 0.02 | 0.10 | 1.00 | 0.13 | 0.20 | 0.17 | 0.27 | 0.39 |
| DKS | -0.03 | 0.08 | 0.13 | 1.00 | 0.23 | 0.35 | 0.27 | 0.41 |
| AMD | -0.02 | 0.10 | 0.20 | 0.23 | 1.00 | 0.29 | 0.29 | 0.55 |
| NUE | -0.10 | 0.11 | 0.17 | 0.35 | 0.29 | 1.00 | 0.35 | 0.47 |
| TM | -0.07 | 0.09 | 0.27 | 0.27 | 0.29 | 0.35 | 1.00 | 0.50 |
| VONG | -0.00 | 0.15 | 0.39 | 0.41 | 0.55 | 0.47 | 0.50 | 1.00 |