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Stash Retirement - Aggressive

Last updated Sep 21, 2023

Asset Allocation


MSFT 56%AAPL 44%EquityEquity
PositionCategory/SectorWeight
MSFT
Microsoft Corporation
Technology56%
AAPL
Apple Inc.
Technology44%

Performance

The chart shows the growth of an initial investment of $10,000 in Stash Retirement - Aggressive, 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


0.00%5.00%10.00%15.00%20.00%25.00%AprilMayJuneJulyAugustSeptember
12.62%
10.86%
Stash Retirement - Aggressive
Benchmark (^GSPC)
Portfolio components

Returns

As of Sep 21, 2023, the Stash Retirement - Aggressive returned 35.19% Year-To-Date and 28.88% of annualized return in the last 10 years.


1 month6 monthsYear-To-Date1 year5 years (annualized)10 years (annualized)
Benchmark0.33%11.48%14.66%16.16%8.51%9.99%
Stash Retirement - Aggressive-0.71%13.69%35.19%25.96%26.52%28.59%
AAPL
Apple Inc.
-0.98%10.72%35.64%14.84%27.58%27.70%
MSFT
Microsoft Corporation
-0.52%16.02%34.67%35.54%24.35%27.95%

Asset Correlations Table

The table below shows the correlation coefficients between the assets in the portfolio.

AAPLMSFT
AAPL1.000.45
MSFT0.451.00

Sharpe Ratio

The current Stash Retirement - Aggressive Sharpe ratio is 0.89. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

-1.000.001.002.003.004.000.89

The Sharpe ratio of Stash Retirement - Aggressive lies between the 25th and 75th percentiles. It indicates that the portfolio's risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50AprilMayJuneJulyAugustSeptember
0.89
0.74
Stash Retirement - Aggressive
Benchmark (^GSPC)
Portfolio components

Dividend yield

Stash Retirement - Aggressive granted a 0.71% dividend yield in the last twelve months.


TTM20222021202020192018201720162015201420132012
Stash Retirement - Aggressive0.71%0.91%0.60%0.81%1.16%1.82%1.79%2.36%2.39%2.42%2.77%2.64%
AAPL
Apple Inc.
0.54%0.70%0.49%0.62%1.06%1.86%1.54%2.07%2.12%1.87%2.40%1.16%
MSFT
Microsoft Corporation
0.85%1.07%0.69%0.96%1.24%1.78%1.99%2.59%2.61%2.86%3.07%3.79%

Expense Ratio

The Stash Retirement - Aggressive has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AAPL
Apple Inc.
0.51
MSFT
Microsoft Corporation
1.05

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugustSeptember
-10.02%
-8.22%
Stash Retirement - Aggressive
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the Stash Retirement - Aggressive. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Stash Retirement - Aggressive is 68.37%, recorded on Dec 20, 2000. It took 1165 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-68.37%Mar 24, 2000189Dec 20, 20001165Aug 12, 20051354
-56.66%Dec 27, 2007301Mar 9, 2009209Jan 5, 2010510
-51.3%Oct 6, 198715Oct 26, 1987598Mar 8, 1990613
-40.24%Jan 15, 1993168Sep 14, 1993273Oct 12, 1994441
-37.71%Jul 13, 199067Oct 16, 199059Jan 10, 1991126

Volatility Chart

The current Stash Retirement - Aggressive volatility is 6.20%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%AprilMayJuneJulyAugustSeptember
6.20%
3.47%
Stash Retirement - Aggressive
Benchmark (^GSPC)
Portfolio components