пробный
Expense Ratio
- 0.07%
Dividend Yield
- 2.56%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BNDW Vanguard Total World Bond ETF | Total Bond Market | 15% |
VT Vanguard Total World Stock ETF | Large Cap Growth Equities | 75% |
XLRE Real Estate Select Sector SPDR Fund | REIT | 10% |
Performance
The chart shows the growth of $10,000 invested in пробный in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $13,153 for a total return of roughly 31.53%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Apr 1, 2023, the пробный returned 6.08% Year-To-Date and 6.20% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 3.51% | 7.03% | 12.88% | -10.71% | 8.12% | 8.12% |
| пробный | 2.38% | 6.08% | 13.83% | -9.04% | 6.20% | 6.20% |
| Portfolio components: | ||||||
VT Vanguard Total World Stock ETF | 2.85% | 7.19% | 16.75% | -8.43% | 6.94% | 6.94% |
XLRE Real Estate Select Sector SPDR Fund | -1.48% | 1.94% | 6.86% | -20.74% | 5.81% | 5.81% |
BNDW Vanguard Total World Bond ETF | 2.62% | 3.25% | 4.25% | -4.69% | 0.57% | 0.57% |
| Returns over 1 year are annualized | ||||||
Dividends
пробный granted a 2.56% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.56% | 2.33% | 2.07% | 1.88% | 2.68% | 2.78% | 2.15% | 2.57% | 2.30% | 2.19% | 1.90% | 2.17% |
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 пробный. 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 пробный is 29.91%, recorded on Mar 23, 2020. It took 107 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.91% | Feb 13, 2020 | 27 | Mar 23, 2020 | 107 | Aug 24, 2020 | 134 |
| -25.1% | Jan 4, 2022 | 197 | Oct 14, 2022 | — | — | — |
| -14.05% | Sep 21, 2018 | 65 | Dec 24, 2018 | 59 | Mar 21, 2019 | 124 |
| -6.47% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -5.89% | Oct 13, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -4.92% | Sep 7, 2021 | 20 | Oct 4, 2021 | 20 | Nov 1, 2021 | 40 |
| -4.66% | Jul 5, 2019 | 29 | Aug 14, 2019 | 20 | Sep 12, 2019 | 49 |
| -4.49% | Nov 9, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |
| -4.37% | May 6, 2019 | 19 | May 31, 2019 | 13 | Jun 19, 2019 | 32 |
| -4.21% | Feb 16, 2021 | 13 | Mar 4, 2021 | 9 | Mar 17, 2021 | 22 |
Volatility Chart
Current пробный volatility is 6.80%. 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.