Anantha SIP Portfolio
Expense Ratio
- 0.21%
Dividend Yield
- 2.26%
Asset Allocation
Performance
The chart shows the growth of $10,000 invested in Anantha SIP Portfolio in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,999 for a total return of roughly 79.99%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 21, 2023, the Anantha SIP Portfolio returned 0.86% Year-To-Date and 6.94% 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% | 7.79% | 8.53% |
| Anantha SIP Portfolio | -4.38% | 0.86% | 3.25% | -8.88% | 5.97% | 6.94% |
| Portfolio components: | ||||||
ACWI iShares MSCI ACWI ETF | -3.64% | 2.98% | 4.88% | -10.13% | 5.70% | 6.55% |
IVV iShares Core S&P 500 ETF | -2.95% | 3.35% | 3.02% | -9.89% | 9.67% | 10.56% |
IEUR iShares Core MSCI Europe ETF | -4.83% | 4.95% | 16.58% | -4.18% | 3.00% | 2.76% |
IEMG iShares Core MSCI Emerging Markets ETF | -4.73% | 0.06% | 1.83% | -14.04% | -2.06% | 1.37% |
IWD iShares Russell 1000 Value ETF | -6.72% | -2.68% | 1.00% | -8.85% | 6.13% | 7.01% |
IJR iShares Core S&P Small-Cap ETF | -10.22% | -0.30% | 1.37% | -12.70% | 5.17% | 7.93% |
INDY iShares India 50 ETF | -4.41% | -4.77% | -5.91% | -10.01% | 5.34% | 5.19% |
VDC Vanguard Consumer Staples ETF | -1.50% | -1.52% | 4.14% | 0.42% | 9.46% | 8.51% |
IUSV iShares Core S&P U.S. Value ETF | -5.77% | 0.96% | 6.11% | -3.35% | 8.16% | 8.31% |
| Returns over 1 year are annualized | ||||||
Dividends
Anantha SIP Portfolio granted a 2.26% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.26% | 2.27% | 2.50% | 1.69% | 2.38% | 2.55% | 2.08% | 2.33% | 2.61% | 2.07% | 1.91% | 1.94% |
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 Anantha SIP Portfolio. 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 Anantha SIP Portfolio is 35.11%, recorded on Mar 23, 2020. It took 141 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.11% | Jan 21, 2020 | 44 | Mar 23, 2020 | 141 | Oct 12, 2020 | 185 |
| -23.03% | Jan 13, 2022 | 180 | Sep 30, 2022 | — | — | — |
| -18.28% | Jan 29, 2018 | 229 | Dec 24, 2018 | 209 | Oct 23, 2019 | 438 |
| -18.15% | May 22, 2015 | 183 | Feb 11, 2016 | 126 | Aug 11, 2016 | 309 |
| -8.17% | Sep 8, 2014 | 29 | Oct 16, 2014 | 26 | Nov 21, 2014 | 55 |
| -6.16% | Oct 13, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
| -6.1% | Nov 28, 2014 | 13 | Dec 16, 2014 | 24 | Jan 22, 2015 | 37 |
| -5.33% | Nov 9, 2021 | 16 | Dec 1, 2021 | 22 | Jan 3, 2022 | 38 |
| -5.26% | Sep 7, 2016 | 43 | Nov 4, 2016 | 23 | Dec 8, 2016 | 66 |
| -4.34% | Sep 7, 2021 | 20 | Oct 4, 2021 | 12 | Oct 20, 2021 | 32 |
Volatility Chart
Current Anantha SIP Portfolio volatility is 20.07%. 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.