Growth Portfolio
Expense Ratio
- 0.29%
Dividend Yield
- 0.83%
Asset Allocation
Performance
The chart shows the growth of $10,000 invested in Growth Portfolio in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $11,829 for a total return of roughly 18.29%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 22, 2023, the Growth Portfolio returned 11.25% Year-To-Date and 6.13% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -1.87% | 4.25% | 2.64% | -10.31% | 11.43% | 11.43% |
| Growth Portfolio | 0.98% | 11.25% | 8.32% | -11.86% | 6.13% | 6.13% |
| Portfolio components: | ||||||
VUG Vanguard Growth ETF | 1.60% | 13.61% | 3.80% | -13.33% | 9.94% | 9.94% |
VGT Vanguard Information Technology ETF | 3.00% | 16.26% | 11.28% | -7.85% | 15.07% | 15.07% |
ARKK ARK Innovation ETF | -3.63% | 29.13% | -5.06% | -38.67% | -13.37% | -13.37% |
JIG JPMorgan International Growth ETF | -0.70% | 6.49% | 11.66% | -10.87% | 3.72% | 3.72% |
BWX SPDR Bloomberg Barclays International Treasury Bond ETF | 1.91% | 2.60% | 6.16% | -11.87% | -6.06% | -6.06% |
| Returns over 1 year are annualized | ||||||
Dividends
Growth Portfolio granted a 0.83% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 0.83% | 0.86% | 0.88% | 0.62% | 0.73% | 1.02% | 0.70% | 0.72% | 0.82% | 0.92% | 0.92% | 1.09% |
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 Growth 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 Growth Portfolio is 37.99%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.99% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -11.58% | Feb 16, 2021 | 15 | Mar 8, 2021 | 78 | Jun 28, 2021 | 93 |
| -8.13% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -7.72% | Sep 8, 2021 | 19 | Oct 4, 2021 | 22 | Nov 3, 2021 | 41 |
| -7.08% | Oct 13, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
| -4.46% | Jun 11, 2020 | 1 | Jun 11, 2020 | 7 | Jun 22, 2020 | 8 |
| -4.04% | Jan 26, 2021 | 4 | Jan 29, 2021 | 4 | Feb 4, 2021 | 8 |
| -3.01% | Nov 9, 2020 | 2 | Nov 10, 2020 | 10 | Nov 24, 2020 | 12 |
| -2.63% | Aug 7, 2020 | 3 | Aug 11, 2020 | 4 | Aug 17, 2020 | 7 |
| -2.57% | Jun 24, 2020 | 3 | Jun 26, 2020 | 3 | Jul 1, 2020 | 6 |
Volatility Chart
Current Growth Portfolio volatility is 50.97%. 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.