Portfolio 80/20 Ireland Funds
Expense Ratio
- 0.12%
Dividend Yield
- 0.00%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AGGU.L iShares Core Global Aggregate Bond UCITS ETF | Global Bonds | 20% |
SWRD.L SPDR MSCI World UCITS ETF | Large Cap Growth Equities | 72% |
EIMI.L iShares Core MSCI EM IMI UCITS ETF | Emerging Markets Equities | 8% |
Performance
The chart shows the growth of $10,000 invested in Portfolio 80/20 Ireland Funds in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,726 for a total return of roughly 27.26%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 18, 2023, the Portfolio 80/20 Ireland Funds returned 2.36% Year-To-Date and 6.14% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -5.31% | 2.01% | 0.11% | -10.42% | 6.94% | 6.94% |
| Portfolio 80/20 Ireland Funds | -3.70% | 2.36% | 2.50% | -6.98% | 6.14% | 6.14% |
| Portfolio components: | ||||||
AGGU.L iShares Core Global Aggregate Bond UCITS ETF | 1.53% | 2.88% | 1.43% | -4.28% | 0.09% | 0.09% |
SWRD.L SPDR MSCI World UCITS ETF | -4.87% | 2.51% | 2.92% | -7.49% | 8.03% | 8.03% |
EIMI.L iShares Core MSCI EM IMI UCITS ETF | -5.96% | -0.77% | 0.11% | -11.79% | 0.52% | 0.52% |
| Returns over 1 year are annualized | ||||||
Dividends
Portfolio 80/20 Ireland Funds doesn't pay dividends
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 Portfolio 80/20 Ireland Funds. 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 Portfolio 80/20 Ireland Funds is 27.53%, recorded on Mar 23, 2020. It took 97 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.53% | Feb 20, 2020 | 23 | Mar 23, 2020 | 97 | Aug 11, 2020 | 120 |
| -23.34% | Nov 9, 2021 | 231 | Oct 12, 2022 | — | — | — |
| -5.61% | Oct 13, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
| -5.6% | Sep 3, 2020 | 16 | Sep 24, 2020 | 12 | Oct 12, 2020 | 28 |
| -5.23% | Feb 16, 2021 | 14 | Mar 5, 2021 | 20 | Apr 6, 2021 | 34 |
| -5.09% | Sep 7, 2021 | 20 | Oct 4, 2021 | 23 | Nov 4, 2021 | 43 |
| -4.78% | Jul 5, 2019 | 30 | Aug 15, 2019 | 24 | Sep 19, 2019 | 54 |
| -4.51% | May 2, 2019 | 20 | May 31, 2019 | 14 | Jun 20, 2019 | 34 |
| -3.11% | Sep 20, 2019 | 10 | Oct 3, 2019 | 13 | Oct 22, 2019 | 23 |
| -2.76% | Jan 22, 2021 | 6 | Jan 29, 2021 | 5 | Feb 5, 2021 | 11 |
Volatility Chart
Current Portfolio 80/20 Ireland Funds volatility is 11.05%. 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.