simple 25% x4
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AVUV Avantis U.S. Small Cap Value ETF | Small Cap Value Equities, Actively Managed | 25% |
BRK-B Berkshire Hathaway Inc. | Financial Services | 25% |
VGT Vanguard Information Technology ETF | Technology Equities | 25% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 25% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in simple 25% x4, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
The earliest data available for this chart is Sep 26, 2019, corresponding to the inception date of AVUV
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 17.76% | 2.89% | 10.80% | 27.49% | 14.28% | 10.89% |
| simple 25% x4 | 18.11% | 1.29% | 10.77% | 28.72% | N/A | N/A |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | 17.55% | 2.67% | 10.68% | 27.77% | 15.35% | 12.29% |
VGT Vanguard Information Technology ETF | 19.14% | 2.31% | 11.91% | 34.50% | 23.46% | 20.33% |
BRK-B Berkshire Hathaway Inc. | 27.43% | 3.85% | 11.15% | 27.83% | 17.85% | 12.76% |
AVUV Avantis U.S. Small Cap Value ETF | 7.58% | -3.30% | 8.51% | 22.06% | N/A | N/A |
Monthly Returns
The table below presents the monthly returns of simple 25% x4, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.98% | 4.80% | 3.20% | -5.34% | 5.63% | 1.58% | 4.85% | 18.11% | |||||
| 2023 | 6.84% | -1.28% | 1.42% | 1.41% | 0.71% | 7.44% | 4.56% | -1.37% | -4.35% | -2.98% | 9.22% | 5.43% | 29.34% |
| 2022 | -3.09% | -0.40% | 4.66% | -8.85% | 0.16% | -10.98% | 10.90% | -4.56% | -9.07% | 10.42% | 5.97% | -5.94% | -13.04% |
| 2021 | 0.59% | 5.94% | 4.60% | 5.03% | 2.31% | 0.95% | 0.44% | 2.99% | -3.65% | 6.02% | -0.96% | 4.58% | 32.34% |
| 2020 | -1.48% | -8.59% | -15.44% | 12.58% | 4.44% | 2.42% | 6.01% | 9.51% | -3.83% | -1.70% | 14.10% | 4.96% | 20.51% |
| 2019 | -0.03% | 2.55% | 3.87% | 3.38% | 10.08% |
Expense Ratio
simple 25% x4 has an expense ratio of 0.10%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of simple 25% x4 is 67, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | 2.31 | 3.13 | 1.41 | 2.10 | 10.44 |
VGT Vanguard Information Technology ETF | 1.83 | 2.41 | 1.32 | 2.42 | 8.40 |
BRK-B Berkshire Hathaway Inc. | 2.21 | 3.00 | 1.38 | 2.70 | 7.96 |
AVUV Avantis U.S. Small Cap Value ETF | 1.12 | 1.69 | 1.20 | 1.87 | 4.90 |
Dividends
Dividend yield
simple 25% x4 granted a 0.89% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| simple 25% x4 | 0.89% | 0.93% | 1.08% | 0.78% | 0.86% | 0.82% | 0.83% | 0.67% | 0.81% | 0.82% | 0.72% | 0.70% |
| Portfolio components: | ||||||||||||
VTI Vanguard Total Stock Market ETF | 1.32% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
VGT Vanguard Information Technology ETF | 0.64% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.60% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the simple 25% x4. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the simple 25% x4 was 35.40%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current simple 25% x4 drawdown is 1.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.4% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -23.52% | Mar 30, 2022 | 128 | Sep 30, 2022 | 194 | Jul 12, 2023 | 322 |
| -10.1% | Aug 1, 2023 | 63 | Oct 27, 2023 | 24 | Dec 1, 2023 | 87 |
| -9.58% | Jul 17, 2024 | 14 | Aug 5, 2024 | — | — | — |
| -9.08% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
Volatility
Volatility Chart
The current simple 25% x4 volatility is 6.77%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| BRK-B | VGT | AVUV | VTI | |
|---|---|---|---|---|
| BRK-B | 1.00 | 0.47 | 0.67 | 0.67 |
| VGT | 0.47 | 1.00 | 0.55 | 0.90 |
| AVUV | 0.67 | 0.55 | 1.00 | 0.77 |
| VTI | 0.67 | 0.90 | 0.77 | 1.00 |