Roth IRA Retirement
40% - JEPI 40% - SCHD 10% - VOO 5% - QQQM 5% - VGT
Expense Ratio
- 0.18%
Dividend Yield
- 7.13%
Asset Allocation
Performance
The chart shows the growth of $10,000 invested in Roth IRA Retirement in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,492 for a total return of roughly 24.92%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 21, 2023, the Roth IRA Retirement returned -0.81% Year-To-Date and 9.61% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -3.13% | 2.92% | 2.02% | -11.46% | 4.98% | 4.98% |
| Roth IRA Retirement | -3.98% | -0.81% | 3.71% | -5.16% | 9.61% | 9.61% |
| Portfolio components: | ||||||
JEPI JPMorgan Equity Premium Income ETF | -2.70% | -1.18% | 3.61% | -2.42% | 8.76% | 8.76% |
SCHD Schwab US Dividend Equity ETF | -6.94% | -5.26% | 2.38% | -5.93% | 12.15% | 12.15% |
VOO Vanguard S&P 500 ETF | -2.96% | 3.36% | 2.98% | -9.92% | 6.64% | 6.64% |
QQQM Invesco NASDAQ 100 ETF | 1.72% | 15.07% | 6.45% | -12.16% | 2.26% | 2.26% |
VGT Vanguard Information Technology ETF | 1.86% | 14.97% | 10.90% | -8.88% | 5.28% | 5.28% |
| Returns over 1 year are annualized | ||||||
Dividends
Roth IRA Retirement granted a 7.13% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 7.13% | 6.36% | 4.33% | 4.38% | 1.57% | 1.69% | 1.48% | 1.69% | 1.79% | 1.63% | 1.58% | 1.88% |
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 Roth IRA Retirement . 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 Roth IRA Retirement is 17.54%, recorded on Sep 30, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.54% | Jan 5, 2022 | 186 | Sep 30, 2022 | — | — | — |
| -5.4% | Oct 19, 2020 | 8 | Oct 28, 2020 | 6 | Nov 5, 2020 | 14 |
| -4.44% | Sep 3, 2021 | 19 | Sep 30, 2021 | 14 | Oct 20, 2021 | 33 |
| -3.84% | Nov 17, 2021 | 10 | Dec 1, 2021 | 7 | Dec 10, 2021 | 17 |
| -3.42% | Jan 21, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |
| -2.8% | May 10, 2021 | 3 | May 12, 2021 | 16 | Jun 4, 2021 | 19 |
| -2.74% | Feb 25, 2021 | 6 | Mar 4, 2021 | 3 | Mar 9, 2021 | 9 |
| -2.34% | Jun 14, 2021 | 5 | Jun 18, 2021 | 5 | Jun 25, 2021 | 10 |
| -1.83% | Dec 17, 2021 | 2 | Dec 20, 2021 | 3 | Dec 23, 2021 | 5 |
| -1.67% | Jul 16, 2021 | 2 | Jul 19, 2021 | 4 | Jul 23, 2021 | 6 |
Volatility Chart
Current Roth IRA Retirement volatility is 16.39%. 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.