3 ETF (Retirement)
Expense Ratio
- 0.05%
Dividend Yield
- 2.52%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
SCHD Schwab US Dividend Equity ETF | Large Cap Growth Equities, Dividend | 50% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 40% |
SCHG Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 10% |
Performance
The chart shows the growth of $10,000 invested in 3 ETF (Retirement) in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $40,991 for a total return of roughly 309.91%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 18, 2023, the 3 ETF (Retirement) returned -1.27% Year-To-Date and 12.14% 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% |
| 3 ETF (Retirement) | -6.51% | -1.27% | 1.35% | -7.43% | 10.18% | 12.14% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | -5.10% | 2.43% | 1.26% | -8.64% | 9.22% | 11.81% |
SCHG Schwab U.S. Large-Cap Growth ETF | -1.73% | 11.75% | 2.24% | -10.93% | 11.38% | 14.00% |
SCHD Schwab US Dividend Equity ETF | -8.59% | -6.66% | 0.87% | -6.30% | 10.39% | 11.85% |
| Returns over 1 year are annualized | ||||||
Dividends
3 ETF (Retirement) granted a 2.53% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.53% | 2.43% | 1.99% | 2.38% | 2.52% | 2.77% | 2.43% | 2.78% | 2.94% | 2.67% | 2.62% | 3.14% |
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 3 ETF (Retirement). 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) is 33.26%, recorded on Mar 23, 2020. It took 97 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.26% | Feb 13, 2020 | 27 | Mar 23, 2020 | 97 | Aug 10, 2020 | 124 |
| -21.21% | Jan 5, 2022 | 186 | Sep 30, 2022 | — | — | — |
| -18.39% | Sep 24, 2018 | 64 | Dec 24, 2018 | 70 | Apr 5, 2019 | 134 |
| -12.55% | May 22, 2015 | 66 | Aug 25, 2015 | 148 | Mar 29, 2016 | 214 |
| -10.8% | Jan 29, 2018 | 39 | Mar 23, 2018 | 108 | Aug 27, 2018 | 147 |
| -8.72% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -8.21% | Oct 31, 2011 | 19 | Nov 25, 2011 | 21 | Dec 27, 2011 | 40 |
| -8.07% | Apr 3, 2012 | 43 | Jun 4, 2012 | 38 | Jul 27, 2012 | 81 |
| -7.31% | Apr 24, 2019 | 27 | May 31, 2019 | 21 | Jul 1, 2019 | 48 |
| -7.11% | Oct 13, 2020 | 12 | Oct 28, 2020 | 8 | Nov 9, 2020 | 20 |
Volatility Chart
Current 3 ETF (Retirement) 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.