50/50 VOO GLD
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
GLD SPDR Gold Trust | Precious Metals, Gold | 50% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 50% |
Performance
Performance Chart
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The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of May 16, 2025, the 50/50 VOO GLD returned 12.18% Year-To-Date and 11.86% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.30% | 12.94% | 1.49% | 12.48% | 15.82% | 10.87% |
| 50/50 VOO GLD | 11.87% | 3.79% | 13.38% | 24.26% | 15.44% | 11.91% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | 1.73% | 13.04% | 2.12% | 13.91% | 17.57% | 12.85% |
GLD SPDR Gold Trust | 21.52% | -4.30% | 24.37% | 33.73% | 12.44% | 9.79% |
Monthly Returns
The table below presents the monthly returns of 50/50 VOO GLD, 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 | 4.75% | 0.32% | 2.17% | 2.32% | 1.84% | 11.87% | |||||||
| 2024 | 0.09% | 2.87% | 5.89% | -0.49% | 3.25% | 1.67% | 3.27% | 2.24% | 3.69% | 1.66% | 1.29% | -1.87% | 25.99% |
| 2023 | 6.02% | -3.93% | 5.80% | 1.23% | -0.42% | 2.23% | 2.79% | -1.45% | -4.75% | 2.58% | 5.71% | 2.91% | 19.56% |
| 2022 | -3.45% | 1.68% | 2.41% | -5.40% | -1.58% | -4.83% | 3.30% | -3.57% | -6.18% | 3.13% | 6.94% | -1.52% | -9.59% |
| 2021 | -2.12% | -1.69% | 1.93% | 4.42% | 4.16% | -2.59% | 2.49% | 1.43% | -3.92% | 4.22% | -0.71% | 3.95% | 11.65% |
| 2020 | 2.23% | -4.29% | -5.85% | 10.05% | 3.70% | 2.25% | 8.33% | 3.26% | -3.97% | -1.54% | 2.74% | 5.25% | 22.94% |
| 2019 | 5.41% | 1.37% | 0.23% | 1.69% | -2.40% | 7.51% | 0.73% | 3.09% | -0.79% | 2.37% | 0.24% | 3.30% | 24.81% |
| 2018 | 4.40% | -2.91% | -0.90% | -0.30% | 0.63% | -1.36% | 0.66% | 0.62% | 0.01% | -2.34% | 1.07% | -1.63% | -2.21% |
| 2017 | 3.60% | 3.52% | -0.15% | 1.38% | 0.64% | -0.76% | 2.19% | 2.24% | -0.72% | 0.80% | 1.73% | 1.70% | 17.29% |
| 2016 | 0.28% | 5.68% | 2.57% | 2.74% | -2.30% | 4.60% | 2.84% | -1.55% | 0.34% | -2.37% | -2.25% | 0.21% | 10.89% |
| 2015 | 2.90% | -0.47% | -1.86% | 0.42% | 0.90% | -1.73% | -2.20% | -1.46% | -2.11% | 5.41% | -3.01% | -1.11% | -4.54% |
| 2014 | -0.05% | 5.45% | -1.19% | 0.61% | -0.35% | 4.14% | -2.51% | 2.19% | -3.73% | -0.32% | 1.18% | 0.46% | 5.65% |
Expense Ratio
50/50 VOO GLD has an expense ratio of 0.22%, 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
With an overall rank of 95, 50/50 VOO GLD is among the top 5% of portfolios on our website when it comes to balancing risk and reward. Below is 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 | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 0.72 | 1.20 | 1.18 | 0.81 | 3.09 |
GLD SPDR Gold Trust | 1.90 | 2.66 | 1.34 | 4.30 | 11.04 |
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Dividends
Dividend yield
50/50 VOO GLD provided a 0.64% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.64% | 0.62% | 0.73% | 0.85% | 0.62% | 0.77% | 0.94% | 1.03% | 0.89% | 1.01% | 1.05% | 0.93% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
GLD SPDR Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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 50/50 VOO GLD. 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 50/50 VOO GLD was 19.94%, occurring on Mar 20, 2020. Recovery took 53 trading sessions.
The current 50/50 VOO GLD drawdown is 0.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.94% | Feb 24, 2020 | 20 | Mar 20, 2020 | 53 | Jun 5, 2020 | 73 |
| -18.22% | Mar 31, 2022 | 137 | Oct 14, 2022 | 184 | Jul 12, 2023 | 321 |
| -12.01% | Oct 5, 2012 | 181 | Jun 27, 2013 | 165 | Feb 24, 2014 | 346 |
| -11.73% | Jan 23, 2015 | 248 | Jan 15, 2016 | 64 | Apr 19, 2016 | 312 |
| -10.48% | Jan 29, 2018 | 229 | Dec 24, 2018 | 38 | Feb 20, 2019 | 267 |
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 2 assets, with an effective number of assets of 2.00, 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 | GLD | VOO | Portfolio | |
|---|---|---|---|---|
| ^GSPC | 1.00 | 0.04 | 1.00 | 0.68 |
| GLD | 0.04 | 1.00 | 0.04 | 0.69 |
| VOO | 1.00 | 0.04 | 1.00 | 0.68 |
| Portfolio | 0.68 | 0.69 | 0.68 | 1.00 |