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TotalInvest

Last updated Mar 22, 2023

Top6 ETFs

Expense Ratio

0.07%

Dividend Yield

2.60%

Asset Allocation


Performance

The chart shows the growth of $10,000 invested in TotalInvest in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $34,235 for a total return of roughly 242.35%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


200.00%220.00%240.00%260.00%NovemberDecember2023FebruaryMarch
242.35%
229.35%
TotalInvest
Benchmark (^GSPC)
Portfolio components

Returns

As of Mar 22, 2023, the TotalInvest returned 3.47% Year-To-Date and 10.41% of annualized return in the last 10 years.


1 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Benchmark-1.87%4.25%2.64%-10.31%8.11%9.92%
TotalInvest -3.13%3.47%2.95%-9.91%9.18%10.41%
VTI
Vanguard Total Stock Market ETF
-2.62%4.45%2.81%-9.87%9.23%11.51%
VNQ
Vanguard Real Estate ETF
-9.04%-1.66%-7.78%-20.93%5.42%5.59%
VXUS
Vanguard Total International Stock ETF
-2.98%3.64%9.17%-7.87%1.64%4.10%
SCHD
Schwab US Dividend Equity ETF
-5.96%-4.25%2.65%-4.93%11.31%11.99%
VGT
Vanguard Information Technology ETF
3.00%16.26%11.28%-7.85%17.00%19.10%
BND
Vanguard Total Bond Market ETF
1.14%2.37%1.51%-6.29%0.84%1.24%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current TotalInvest Sharpe ratio is -0.48. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.48
-0.44
TotalInvest
Benchmark (^GSPC)
Portfolio components

Dividends

TotalInvest granted a 2.60% dividend yield in the last twelve months.


PeriodTTM20222021202020192018201720162015201420132012

Dividend yield

2.60%2.55%2.00%2.43%2.64%3.17%2.82%3.26%3.16%3.09%3.23%3.43%

Drawdowns Chart

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


-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-16.19%
-16.55%
TotalInvest
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the TotalInvest . 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 TotalInvest is 31.90%, recorded on Mar 23, 2020. It took 107 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.9%Feb 18, 202025Mar 23, 2020107Aug 24, 2020132
-25.7%Dec 30, 2021198Oct 12, 2022
-15.5%Sep 21, 201865Dec 24, 201855Mar 15, 2019120
-11.36%Mar 24, 2015108Aug 25, 2015148Mar 29, 2016256
-9.16%Jan 29, 20189Feb 8, 2018115Jul 25, 2018124
-9.05%Oct 31, 201119Nov 25, 201134Jan 17, 201253
-8.33%Apr 3, 201243Jun 4, 201248Aug 10, 201291
-8.21%Sep 3, 202014Sep 23, 202033Nov 9, 202047
-7.75%May 22, 201323Jun 24, 201360Sep 18, 201383
-7.44%Sep 17, 201242Nov 15, 201237Jan 10, 201379

Volatility Chart

Current TotalInvest volatility is 11.31%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2023FebruaryMarch
18.23%
22.09%
TotalInvest
Benchmark (^GSPC)
Portfolio components