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baummy41

Last updated Mar 18, 2023

70/30 ETFs VTI, BND

Expense Ratio

0.01%

Dividend Yield

0.90%

Asset Allocation


BND 100%BondBond
PositionCategory/SectorWeight
BND
Vanguard Total Bond Market ETF
Total Bond Market100%

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


0.00%5.00%10.00%NovemberDecember2023FebruaryMarch
3.91%
6.47%
baummy41
Benchmark (^GSPC)
Portfolio components

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 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Benchmark-5.31%2.01%0.39%-10.12%7.32%9.71%
baummy411.47%3.10%2.05%-5.27%0.94%1.32%
BND
Vanguard Total Bond Market ETF
1.47%3.10%2.05%-5.27%0.94%1.32%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current baummy41 Sharpe ratio is -0.64. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-2.00-1.50-1.00-0.50NovemberDecember2023FebruaryMarch
-0.64
-0.43
baummy41
Benchmark (^GSPC)
Portfolio components

Dividends

baummy41 granted a 2.99% dividend yield in the last twelve months.


PeriodTTM20222021202020192018201720162015201420132012

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.


-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-12.75%
-18.34%
baummy41
Benchmark (^GSPC)
Portfolio components

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, 2020556Oct 20, 2022
-9.31%Sep 16, 200819Oct 10, 200845Dec 15, 200864
-8.67%Mar 9, 20204Mar 12, 202049May 21, 202053
-5.18%May 3, 201387Sep 5, 2013173May 14, 2014260
-4.75%Jul 11, 2016112Dec 15, 2016180Sep 5, 2017292
-3.59%Nov 5, 201028Dec 15, 201099May 9, 2011127
-3.54%Sep 8, 2017174May 17, 2018158Jan 3, 2019332
-3.15%Jan 2, 200945Mar 9, 200976Jun 25, 2009121
-3.13%Feb 2, 201590Jun 10, 2015169Feb 10, 2016259
-2.81%Jan 23, 200899Jun 12, 200858Sep 4, 2008157

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.


0.00%10.00%20.00%30.00%40.00%NovemberDecember2023FebruaryMarch
10.54%
21.17%
baummy41
Benchmark (^GSPC)
Portfolio components