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3 ETF (Retirement -20Y)

Last updated Mar 24, 2023

20Y from retirement

Expense Ratio

0.04%

Dividend Yield

2.21%

Asset Allocation


Performance

The chart shows the growth of $10,000 invested in 3 ETF (Retirement -20Y) in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $43,997 for a total return of roughly 339.97%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


200.00%250.00%300.00%350.00%NovemberDecember2023FebruaryMarch
339.97%
224.89%
3 ETF (Retirement -20Y)
Benchmark (^GSPC)
Portfolio components

Returns

As of Mar 24, 2023, the 3 ETF (Retirement -20Y) returned 4.34% Year-To-Date and 12.92% of annualized return in the last 10 years.


1 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Benchmark-1.22%2.84%5.08%-11.39%8.82%9.80%
3 ETF (Retirement -20Y)-0.48%4.34%6.48%-9.73%12.24%12.92%
VOO
Vanguard S&P 500 ETF
-1.13%3.22%5.97%-9.92%10.72%11.88%
SCHG
Schwab U.S. Large-Cap Growth ETF
4.20%13.49%8.32%-13.10%13.09%14.19%
SCHD
Schwab US Dividend Equity ETF
-6.08%-6.19%3.38%-6.52%11.77%11.79%

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 3 ETF (Retirement -20Y) Sharpe ratio is -0.41. 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.


-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.41
-0.49
3 ETF (Retirement -20Y)
Benchmark (^GSPC)
Portfolio components

Dividends

3 ETF (Retirement -20Y) granted a 2.21% dividend yield in the last twelve months.


PeriodTTM20222021202020192018201720162015201420132012

Dividend yield

2.21%1.75%1.42%1.71%1.93%2.25%1.94%2.26%2.36%2.14%2.11%2.57%

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-26.00%-24.00%-22.00%-20.00%-18.00%-16.00%-14.00%-12.00%NovemberDecember2023FebruaryMarch
-16.74%
-17.68%
3 ETF (Retirement -20Y)
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the 3 ETF (Retirement -20Y). 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 3 ETF (Retirement -20Y) is 32.98%, recorded on Mar 23, 2020. It took 91 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.98%Feb 20, 202023Mar 23, 202091Jul 31, 2020114
-25.4%Dec 28, 2021200Oct 12, 2022
-19.39%Sep 21, 201865Dec 24, 201870Apr 5, 2019135
-12.65%May 22, 2015183Feb 11, 201645Apr 18, 2016228
-10.1%Jan 29, 20189Feb 8, 2018115Jul 25, 2018124
-9.55%Sep 3, 202014Sep 23, 202033Nov 9, 202047
-8.98%Apr 3, 201242Jun 1, 201252Aug 15, 201294
-8.76%Oct 31, 201119Nov 25, 201127Jan 5, 201246
-7.24%Sep 17, 201242Nov 15, 201231Jan 2, 201373
-7.06%Sep 19, 201420Oct 16, 201411Oct 31, 201431

Volatility Chart

Current 3 ETF (Retirement -20Y) volatility is 19.24%. 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.


15.00%20.00%25.00%30.00%35.00%40.00%NovemberDecember2023FebruaryMarch
19.24%
19.51%
3 ETF (Retirement -20Y)
Benchmark (^GSPC)
Portfolio components