Stash Retirement - Aggressive
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AAPL Apple Inc | Technology | 37% |
MSFT Microsoft Corporation | Technology | 63% |
Performance
Performance Chart
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
The earliest data available for this chart is Mar 13, 1986, corresponding to the inception date of MSFT
Returns By Period
As of Sep 21, 2024, the Stash Retirement - Aggressive returned 18.44% Year-To-Date and 27.48% 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 | 19.55% | 2.37% | 8.95% | 32.00% | 13.81% | 11.08% |
| Stash Retirement - Aggressive | 18.44% | 3.50% | 12.64% | 37.00% | 30.26% | 27.44% |
| Portfolio components: | ||||||
AAPL Apple Inc | 18.98% | 1.63% | 32.79% | 31.22% | 34.05% | 26.09% |
MSFT Microsoft Corporation | 16.38% | 4.75% | 1.89% | 38.34% | 26.85% | 26.95% |
Monthly Returns
The table below presents the monthly returns of Stash Retirement - Aggressive, 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 | 2.06% | 2.13% | -0.61% | -4.96% | 9.20% | 8.43% | -2.03% | 1.22% | 18.44% | ||||
| 2023 | 6.20% | 1.45% | 14.13% | 5.22% | 6.20% | 5.75% | -0.38% | -2.98% | -5.61% | 4.37% | 11.97% | -0.02% | 54.88% |
| 2022 | -5.32% | -4.37% | 4.16% | -9.89% | -3.16% | -6.48% | 12.83% | -5.29% | -11.37% | 3.82% | 4.91% | -8.24% | -27.14% |
| 2021 | 2.51% | -2.58% | 1.22% | 7.21% | -2.36% | 9.01% | 5.66% | 5.44% | -6.68% | 13.28% | 3.54% | 3.82% | 46.07% |
| 2020 | 7.00% | -7.09% | -4.12% | 14.34% | 4.79% | 12.56% | 6.51% | 14.83% | -8.23% | -4.57% | 7.30% | 6.74% | 57.69% |
| 2019 | 3.81% | 6.51% | 6.91% | 8.85% | -7.63% | 9.91% | 3.90% | 0.30% | 3.24% | 6.09% | 6.65% | 6.40% | 69.21% |
| 2018 | 6.61% | 1.77% | -3.81% | 1.01% | 8.78% | -0.50% | 5.81% | 11.23% | 0.79% | -5.29% | -4.23% | -9.47% | 11.14% |
| 2017 | 4.31% | 4.71% | 3.73% | 2.49% | 4.11% | -2.94% | 4.66% | 6.06% | -2.52% | 10.93% | 1.82% | 0.47% | 44.06% |
| 2016 | -3.22% | -4.56% | 10.10% | -11.28% | 7.08% | -3.74% | 10.12% | 2.14% | 2.55% | 2.69% | 0.01% | 3.72% | 14.25% |
| 2015 | -5.96% | 9.63% | -5.50% | 12.61% | -0.55% | -5.05% | 2.39% | -6.34% | 0.32% | 15.03% | 2.38% | -2.36% | 14.61% |
| 2014 | -3.28% | 3.29% | 5.19% | 2.73% | 4.33% | 2.15% | 3.27% | 6.60% | 0.63% | 3.48% | 5.60% | -4.58% | 32.88% |
| 2013 | -3.74% | 0.55% | 1.93% | 10.00% | 4.88% | -4.44% | 0.35% | 6.80% | -1.05% | 7.59% | 7.94% | -0.86% | 32.79% |
Expense Ratio
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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Stash Retirement - Aggressive is 39, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative 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 | |
|---|---|---|---|---|---|
AAPL Apple Inc | 1.38 | 2.05 | 1.26 | 1.85 | 4.36 |
MSFT Microsoft Corporation | 1.86 | 2.42 | 1.31 | 2.37 | 7.24 |
Dividends
Dividend yield
Stash Retirement - Aggressive granted a 0.59% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stash Retirement - Aggressive | 0.59% | 0.65% | 0.93% | 0.61% | 0.82% | 1.14% | 1.73% | 1.71% | 2.20% | 2.18% | 2.18% | 2.41% |
| Portfolio components: | ||||||||||||
AAPL Apple Inc | 0.43% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
MSFT Microsoft Corporation | 0.69% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
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 Stash Retirement - Aggressive. 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 Stash Retirement - Aggressive was 67.31%, occurring on Dec 20, 2000. Recovery took 1222 trading sessions.
The current Stash Retirement - Aggressive drawdown is 4.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.31% | Mar 24, 2000 | 189 | Dec 20, 2000 | 1222 | Nov 2, 2005 | 1411 |
| -56.68% | Dec 27, 2007 | 301 | Mar 9, 2009 | 273 | Apr 8, 2010 | 574 |
| -51.14% | Oct 6, 1987 | 15 | Oct 26, 1987 | 519 | Nov 13, 1989 | 534 |
| -37.16% | Jan 15, 1993 | 157 | Aug 27, 1993 | 254 | Aug 30, 1994 | 411 |
| -36.56% | Jul 16, 1990 | 66 | Oct 16, 1990 | 59 | Jan 10, 1991 | 125 |
Volatility
Volatility Chart
The current Stash Retirement - Aggressive volatility is 5.07%, 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
| AAPL | MSFT | |
|---|---|---|
| AAPL | 1.00 | 0.45 |
| MSFT | 0.45 | 1.00 |