baummy41
70/30 ETFs VTI, BND
Expense Ratio
- 0.01%
Dividend Yield
- 0.90%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 100% |
Performance
The chart shows the growth of $10,000 invested in baummy41 in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,882 for a total return of roughly 58.82%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 18, 2023, the baummy41 returned 3.10% Year-To-Date and 1.32% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -5.31% | 2.01% | 0.39% | -10.12% | 7.32% | 9.71% |
| baummy41 | 1.47% | 3.10% | 2.05% | -5.27% | 0.94% | 1.32% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | 1.47% | 3.10% | 2.05% | -5.27% | 0.94% | 1.32% |
| Returns over 1 year are annualized | ||||||
Dividends
baummy41 granted a 2.99% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.99% | 2.61% | 2.03% | 2.33% | 2.92% | 3.11% | 2.89% | 2.93% | 3.07% | 3.41% | 3.51% | 4.19% |
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 baummy41. 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 baummy41 is 18.84%, recorded on Oct 20, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.84% | Aug 7, 2020 | 556 | Oct 20, 2022 | — | — | — |
| -9.31% | Sep 16, 2008 | 19 | Oct 10, 2008 | 45 | Dec 15, 2008 | 64 |
| -8.67% | Mar 9, 2020 | 4 | Mar 12, 2020 | 49 | May 21, 2020 | 53 |
| -5.18% | May 3, 2013 | 87 | Sep 5, 2013 | 173 | May 14, 2014 | 260 |
| -4.75% | Jul 11, 2016 | 112 | Dec 15, 2016 | 180 | Sep 5, 2017 | 292 |
| -3.59% | Nov 5, 2010 | 28 | Dec 15, 2010 | 99 | May 9, 2011 | 127 |
| -3.54% | Sep 8, 2017 | 174 | May 17, 2018 | 158 | Jan 3, 2019 | 332 |
| -3.15% | Jan 2, 2009 | 45 | Mar 9, 2009 | 76 | Jun 25, 2009 | 121 |
| -3.13% | Feb 2, 2015 | 90 | Jun 10, 2015 | 169 | Feb 10, 2016 | 259 |
| -2.81% | Jan 23, 2008 | 99 | Jun 12, 2008 | 58 | Sep 4, 2008 | 157 |
Volatility Chart
Current baummy41 volatility is 10.54%. 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.