Bob Clyatt Sandwich Portfolio
- Expense Ratio
- 0.17%
- Dividend Yield
- 1.23%
Bob Clyatt Sandwich PortfolioAsset Allocation
Bob Clyatt Sandwich PortfolioPerformance
The chart shows the growth of $10,000 invested in Bob Clyatt Sandwich Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $23,533 for a total return of roughly 135.33%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Bob Clyatt Sandwich PortfolioReturns
As of Apr 11, 2021, the Bob Clyatt Sandwich Portfolio returned 4.75% Year-To-Date and 7.43% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Bob Clyatt Sandwich Portfolio | 0.90% | 4.75% | 11.79% | 27.68% | 9.28% | 7.43% |
| Portfolio components: | ||||||
BIL SPDR Barclays 1-3 Month T-Bill ETF | -0.02% | -0.03% | -0.03% | -0.03% | 0.98% | 0.45% |
EEM iShares MSCI Emerging Markets ETF | -2.58% | 3.64% | 18.05% | 53.94% | 11.98% | 3.06% |
IEI iShares 3-7 Year Treasury Bond ETF | -0.27% | -1.94% | -1.87% | -1.23% | 2.20% | 2.68% |
IJR iShares Core S&P Small-Cap ETF | -3.62% | 19.47% | 44.71% | 81.82% | 16.38% | 13.38% |
SCZ iShares MSCI EAFE Small-Cap ETF | 2.91% | 8.68% | 22.29% | 60.05% | 11.33% | 8.48% |
VEU Vanguard FTSE All-World ex-US ETF | 1.03% | 6.47% | 19.99% | 48.45% | 10.87% | 5.35% |
VNQ Vanguard Real Estate ETF | 4.64% | 11.02% | 15.40% | 23.56% | 6.79% | 9.37% |
VV Vanguard Large Cap ETF | 4.73% | 10.03% | 19.79% | 52.98% | 17.87% | 14.57% |
| Returns over 1 year are annualized | ||||||
Bob Clyatt Sandwich PortfolioDividends
Bob Clyatt Sandwich Portfolio granted a 1.23% dividend yield in the last twelve months, as of Apr 11, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.23% | 1.41% | 2.26% | 2.26% | 1.82% | 1.85% | 1.81% | 1.74% | 1.49% | 1.67% | 2.00% | 1.98% |
Bob Clyatt Sandwich PortfolioDrawdowns Chart
Bob Clyatt Sandwich PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Bob Clyatt Sandwich Portfolio. 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 {{portfolioName}} is 18.13%, recorded on Mar 23, 2020. It took 53 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.13% | Feb 13, 2020 | 27 | Mar 23, 2020 | 53 | Jun 8, 2020 | 80 |
| -11.3% | Jul 8, 2011 | 61 | Oct 3, 2011 | 83 | Feb 1, 2012 | 144 |
| -9.81% | Jan 29, 2018 | 229 | Dec 24, 2018 | 59 | Mar 21, 2019 | 288 |
| -8.42% | Apr 27, 2015 | 202 | Feb 11, 2016 | 79 | Jun 6, 2016 | 281 |
| -7.2% | Apr 26, 2010 | 30 | Jun 7, 2010 | 69 | Sep 14, 2010 | 99 |
| -5.96% | May 22, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -5.88% | Apr 3, 2012 | 43 | Jun 4, 2012 | 66 | Sep 6, 2012 | 109 |
| -5.18% | Jan 20, 2010 | 14 | Feb 8, 2010 | 21 | Mar 10, 2010 | 35 |
| -4.75% | Jun 9, 2020 | 3 | Jun 11, 2020 | 28 | Jul 22, 2020 | 31 |
| -4.28% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
Bob Clyatt Sandwich PortfolioVolatility Chart
The chart below shows the rolling 10-day volatility of the Bob Clyatt Sandwich Portfolio. Volatility is a statistical measure showing how big price swings are in either direction. The higher portfolio volatility, the riskier it is, because the price movements are less predictable.