Stash Retirement - Aggressive
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
MSFT Microsoft Corporation | Technology | 56% |
AAPL Apple Inc. | Technology | 44% |
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
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 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 0.33% | 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% |
| Portfolio components: | ||||||
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% |
| Returns over 1 year are annualized | ||||||
Asset Correlations Table
| AAPL | MSFT | |
|---|---|---|
| AAPL | 1.00 | 0.45 |
| MSFT | 0.45 | 1.00 |
Dividend yield
Stash Retirement - Aggressive granted a 0.71% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stash Retirement - Aggressive | 0.71% | 0.91% | 0.60% | 0.81% | 1.16% | 1.82% | 1.79% | 2.36% | 2.39% | 2.42% | 2.77% | 2.64% |
| Portfolio components: | ||||||||||||
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.
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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer 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.
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, 2000 | 189 | Dec 20, 2000 | 1165 | Aug 12, 2005 | 1354 |
| -56.66% | Dec 27, 2007 | 301 | Mar 9, 2009 | 209 | Jan 5, 2010 | 510 |
| -51.3% | Oct 6, 1987 | 15 | Oct 26, 1987 | 598 | Mar 8, 1990 | 613 |
| -40.24% | Jan 15, 1993 | 168 | Sep 14, 1993 | 273 | Oct 12, 1994 | 441 |
| -37.71% | Jul 13, 1990 | 67 | Oct 16, 1990 | 59 | Jan 10, 1991 | 126 |
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.