new
Expense Ratio
- 0.07%
Dividend Yield
- 1.72%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 10% |
VGT Vanguard Information Technology ETF | Technology Equities | 50% |
SCHD Schwab US Dividend Equity ETF | Large Cap Growth Equities, Dividend | 20% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 20% |
Performance
The chart shows the growth of $10,000 invested in new in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $48,504 for a total return of roughly 385.04%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 22, 2023, the new returned 8.31% Year-To-Date and 14.65% 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% | 8.11% | 9.92% |
| new | 0.08% | 8.31% | 7.21% | -6.86% | 13.19% | 14.65% |
| Portfolio components: | ||||||
VGT Vanguard Information Technology ETF | 3.00% | 16.26% | 11.28% | -7.85% | 17.00% | 19.10% |
BND Vanguard Total Bond Market ETF | 1.14% | 2.37% | 1.51% | -6.29% | 0.84% | 1.24% |
SCHD Schwab US Dividend Equity ETF | -5.96% | -4.25% | 2.65% | -4.93% | 11.31% | 11.99% |
VOO Vanguard S&P 500 ETF | -1.69% | 4.71% | 3.54% | -8.75% | 10.02% | 12.02% |
| Returns over 1 year are annualized | ||||||
Dividends
new granted a 1.72% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.72% | 1.73% | 1.35% | 1.64% | 1.92% | 2.12% | 1.82% | 2.14% | 2.22% | 2.06% | 2.02% | 2.39% |
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 new. 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 new is 29.56%, recorded on Mar 23, 2020. It took 72 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.56% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -27.13% | Dec 28, 2021 | 200 | Oct 12, 2022 | — | — | — |
| -18.84% | Oct 4, 2018 | 56 | Dec 24, 2018 | 59 | Mar 21, 2019 | 115 |
| -12.01% | May 22, 2015 | 66 | Aug 25, 2015 | 45 | Oct 28, 2015 | 111 |
| -11.99% | Dec 2, 2015 | 49 | Feb 11, 2016 | 34 | Apr 1, 2016 | 83 |
| -9.84% | Sep 3, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -9.66% | Apr 3, 2012 | 42 | Jun 1, 2012 | 54 | Aug 17, 2012 | 96 |
| -9.47% | Jan 29, 2018 | 9 | Feb 8, 2018 | 79 | Jun 4, 2018 | 88 |
| -9.03% | Sep 17, 2012 | 42 | Nov 15, 2012 | 57 | Feb 8, 2013 | 99 |
| -8.32% | Oct 31, 2011 | 19 | Nov 25, 2011 | 32 | Jan 12, 2012 | 51 |
Volatility Chart
Current new volatility is 11.31%. 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.