TotalInvest
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
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 month | Year-To-Date | 6 months | 1 year | 5 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% |
| Portfolio components: | ||||||
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% |
| Returns over 1 year are annualized | ||||||
Dividends
TotalInvest granted a 2.60% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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, 2020 | 25 | Mar 23, 2020 | 107 | Aug 24, 2020 | 132 |
| -25.7% | Dec 30, 2021 | 198 | Oct 12, 2022 | — | — | — |
| -15.5% | Sep 21, 2018 | 65 | Dec 24, 2018 | 55 | Mar 15, 2019 | 120 |
| -11.36% | Mar 24, 2015 | 108 | Aug 25, 2015 | 148 | Mar 29, 2016 | 256 |
| -9.16% | Jan 29, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -9.05% | Oct 31, 2011 | 19 | Nov 25, 2011 | 34 | Jan 17, 2012 | 53 |
| -8.33% | Apr 3, 2012 | 43 | Jun 4, 2012 | 48 | Aug 10, 2012 | 91 |
| -8.21% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -7.75% | May 22, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -7.44% | Sep 17, 2012 | 42 | Nov 15, 2012 | 37 | Jan 10, 2013 | 79 |
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.