portfolio Investment clock
optimum in every cycles
Expense Ratio
- 0.39%
Dividend Yield
- 2.88%
Asset Allocation
Performance
The chart shows the growth of $10,000 invested in portfolio Investment clock in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $21,166 for a total return of roughly 111.66%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 21, 2023, the portfolio Investment clock returned 2.09% Year-To-Date and 9.41% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -3.13% | 2.92% | 2.02% | -11.46% | 7.79% | 8.26% |
| portfolio Investment clock | -1.91% | 2.09% | 2.00% | -8.08% | 9.55% | 9.41% |
| Portfolio components: | ||||||
HLQVX JPMorgan Large Cap Value Fund | -7.26% | -2.01% | 1.82% | -7.50% | 7.90% | 9.08% |
SEEGX JPMorgan Large Cap Growth Fund | -1.96% | 4.09% | 1.10% | -12.42% | 12.76% | 13.80% |
XLV Health Care Select Sector SPDR Fund | -3.44% | -6.18% | 0.82% | -5.52% | 10.47% | 9.58% |
XLP Consumer Staples Select Sector SPDR Fund | -0.77% | -1.93% | 3.90% | 1.09% | 9.62% | 8.02% |
^NDX NASDAQ 100 | 1.65% | 14.83% | 5.91% | -12.88% | 12.80% | 14.09% |
DBC Invesco DB Commodity Index Tracking Fund | -4.53% | -7.63% | -7.93% | -10.76% | 7.23% | 0.90% |
TLT iShares 20+ Year Treasury Bond ETF | 3.70% | 6.91% | 0.38% | -18.57% | -0.24% | 0.87% |
SHY iShares 1-3 Year Treasury Bond ETF | 1.42% | 1.62% | 1.74% | -0.41% | 1.02% | 0.74% |
CBON VanEck Vectors ChinaAMC China Bond ETF | -0.13% | 1.50% | 1.15% | -5.98% | 2.08% | 1.67% |
| Returns over 1 year are annualized | ||||||
Dividends
portfolio Investment clock granted a 2.88% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.88% | 2.71% | 5.50% | 2.27% | 4.69% | 7.80% | 8.14% | 6.36% | 7.20% | 7.87% | 2.58% | 1.60% |
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 portfolio Investment clock. 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 portfolio Investment clock is 24.68%, recorded on Mar 23, 2020. It took 53 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.68% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -18.06% | Dec 28, 2021 | 192 | Sep 30, 2022 | — | — | — |
| -15.67% | Oct 2, 2018 | 58 | Dec 24, 2018 | 70 | Apr 5, 2019 | 128 |
| -11.6% | Jul 21, 2015 | 143 | Feb 11, 2016 | 106 | Jul 14, 2016 | 249 |
| -8.21% | Jan 29, 2018 | 9 | Feb 8, 2018 | 124 | Aug 7, 2018 | 133 |
| -7.44% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -5.38% | Jun 9, 2020 | 3 | Jun 11, 2020 | 16 | Jul 6, 2020 | 19 |
| -4.86% | May 6, 2019 | 20 | Jun 3, 2019 | 11 | Jun 18, 2019 | 31 |
| -4.62% | Jul 29, 2019 | 6 | Aug 5, 2019 | 59 | Oct 28, 2019 | 65 |
| -4.29% | Feb 16, 2021 | 13 | Mar 4, 2021 | 7 | Mar 15, 2021 | 20 |
Volatility Chart
Current portfolio Investment clock volatility is 4.82%. 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.