Golden Butterfly Global
VTI, VXUS, VBR, BND, IAU
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 20% |
IAU iShares Gold Trust | Precious Metals, Gold | 20% |
VBR Vanguard Small-Cap Value ETF | Small Cap Blend Equities | 20% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 20% |
VXUS Vanguard Total International Stock ETF | Foreign Large Cap Equities | 20% |
Performance
Performance Chart
Loading data...
The earliest data available for this chart is Jan 28, 2011, corresponding to the inception date of VXUS
Returns By Period
As of May 20, 2025, the Golden Butterfly Global returned 7.74% Year-To-Date and 8.00% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.39% | 12.89% | 1.19% | 12.45% | 14.95% | 10.86% |
| Golden Butterfly Global | 7.74% | 5.97% | 6.55% | 13.34% | 11.39% | 8.00% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | 1.39% | 13.16% | 1.13% | 13.13% | 16.07% | 12.16% |
VXUS Vanguard Total International Stock ETF | 13.59% | 8.84% | 11.98% | 10.79% | 10.95% | 5.32% |
VBR Vanguard Small-Cap Value ETF | -1.62% | 11.91% | -5.52% | 4.18% | 16.54% | 8.02% |
BND Vanguard Total Bond Market ETF | 2.06% | 0.06% | 1.79% | 4.74% | -1.00% | 1.47% |
IAU iShares Gold Trust | 23.15% | -2.65% | 23.70% | 33.44% | 12.75% | 10.10% |
Monthly Returns
The table below presents the monthly returns of Golden Butterfly Global, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.48% | 0.07% | -0.09% | 0.92% | 3.19% | 7.74% | |||||||
| 2024 | -0.92% | 2.26% | 4.31% | -2.39% | 3.21% | 0.15% | 4.19% | 1.62% | 2.55% | -0.87% | 2.63% | -3.45% | 13.72% |
| 2023 | 6.75% | -3.40% | 2.04% | 0.70% | -1.80% | 3.65% | 3.02% | -2.34% | -4.07% | -1.00% | 6.58% | 4.98% | 15.31% |
| 2022 | -3.41% | 0.29% | 0.63% | -5.60% | 0.11% | -5.91% | 4.53% | -3.35% | -7.31% | 4.11% | 7.16% | -2.41% | -11.63% |
| 2021 | -0.42% | 1.35% | 1.89% | 3.27% | 2.72% | -1.09% | 0.53% | 1.22% | -2.95% | 3.13% | -1.86% | 3.04% | 11.11% |
| 2020 | -0.05% | -4.65% | -10.59% | 8.70% | 3.75% | 2.42% | 5.13% | 2.95% | -2.73% | -0.44% | 7.64% | 4.93% | 16.52% |
| 2019 | 6.27% | 1.79% | 0.09% | 1.97% | -3.37% | 5.75% | 0.10% | 0.14% | 0.86% | 2.03% | 0.79% | 2.73% | 20.51% |
| 2018 | 2.98% | -3.38% | -0.06% | -0.08% | 1.02% | -0.88% | 1.20% | 0.43% | -0.48% | -4.74% | 1.37% | -3.48% | -6.21% |
| 2017 | 2.42% | 2.17% | 0.42% | 1.19% | 0.45% | 0.37% | 1.80% | 0.84% | 1.07% | 0.85% | 1.42% | 1.29% | 15.23% |
| 2016 | -2.17% | 2.42% | 4.49% | 2.08% | -0.83% | 2.05% | 3.16% | -0.41% | 0.59% | -2.18% | 0.37% | 1.16% | 11.02% |
| 2015 | 1.05% | 1.83% | -0.61% | 0.73% | 0.36% | -1.71% | -1.12% | -3.06% | -2.18% | 4.64% | -1.24% | -2.02% | -3.51% |
| 2014 | -1.29% | 4.46% | -0.25% | 0.29% | 0.76% | 2.99% | -2.48% | 2.36% | -3.84% | 1.05% | 0.70% | -0.13% | 4.42% |
Expense Ratio
Golden Butterfly Global has an expense ratio of 0.09%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 79, Golden Butterfly Global is among the top 21% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | 0.65 | 1.04 | 1.15 | 0.67 | 2.54 |
VXUS Vanguard Total International Stock ETF | 0.64 | 1.02 | 1.14 | 0.80 | 2.54 |
VBR Vanguard Small-Cap Value ETF | 0.20 | 0.40 | 1.05 | 0.15 | 0.45 |
BND Vanguard Total Bond Market ETF | 0.90 | 1.19 | 1.14 | 0.34 | 2.06 |
IAU iShares Gold Trust | 1.89 | 2.67 | 1.34 | 4.32 | 11.04 |
Loading data...
Dividends
Dividend yield
Golden Butterfly Global provided a 2.03% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.03% | 2.06% | 1.98% | 1.88% | 1.61% | 1.49% | 1.92% | 2.08% | 1.75% | 1.83% | 1.87% | 1.94% |
| Portfolio components: | ||||||||||||
VTI Vanguard Total Stock Market ETF | 1.28% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
VXUS Vanguard Total International Stock ETF | 2.92% | 3.37% | 3.25% | 3.09% | 3.10% | 2.14% | 3.06% | 3.17% | 2.73% | 2.93% | 2.83% | 3.40% |
VBR Vanguard Small-Cap Value ETF | 2.18% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
BND Vanguard Total Bond Market ETF | 3.76% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
IAU iShares Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Golden Butterfly Global. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Golden Butterfly Global was 23.64%, occurring on Mar 20, 2020. Recovery took 85 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.64% | Feb 21, 2020 | 21 | Mar 20, 2020 | 85 | Jul 22, 2020 | 106 |
| -20.14% | Nov 15, 2021 | 218 | Sep 27, 2022 | 312 | Dec 22, 2023 | 530 |
| -13.5% | May 2, 2011 | 108 | Oct 3, 2011 | 83 | Feb 1, 2012 | 191 |
| -12.9% | May 19, 2015 | 170 | Jan 20, 2016 | 114 | Jul 1, 2016 | 284 |
| -12.85% | Jan 29, 2018 | 229 | Dec 24, 2018 | 121 | Jun 19, 2019 | 350 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 5 assets, with an effective number of assets of 5.00, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.
Asset Correlations Table
| ^GSPC | BND | IAU | VBR | VXUS | VTI | Portfolio | |
|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | -0.10 | 0.03 | 0.84 | 0.82 | 0.99 | 0.86 |
| BND | -0.10 | 1.00 | 0.31 | -0.13 | -0.06 | -0.10 | 0.06 |
| IAU | 0.03 | 0.31 | 1.00 | 0.03 | 0.18 | 0.04 | 0.38 |
| VBR | 0.84 | -0.13 | 0.03 | 1.00 | 0.76 | 0.88 | 0.86 |
| VXUS | 0.82 | -0.06 | 0.18 | 0.76 | 1.00 | 0.82 | 0.89 |
| VTI | 0.99 | -0.10 | 0.04 | 0.88 | 0.82 | 1.00 | 0.88 |
| Portfolio | 0.86 | 0.06 | 0.38 | 0.86 | 0.89 | 0.88 | 1.00 |