vanguard2
Expense Ratio
- 0.05%
Dividend Yield
- 2.28%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 61.8% |
VGK Vanguard FTSE Europe ETF | Europe Equities | 16.5% |
VPADX Vanguard Pacific Stock Index Fund Admiral Shares | Asia Pacific Equities | 11.2% |
VWO Vanguard FTSE Emerging Markets ETF | Emerging Markets Equities | 10.5% |
Performance
The chart shows the growth of $10,000 invested in vanguard2 in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $31,699 for a total return of roughly 216.99%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 18, 2023, the vanguard2 returned 2.05% Year-To-Date and 8.81% 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% |
| vanguard2 | -5.46% | 2.05% | 3.80% | -8.08% | 6.09% | 8.81% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | -5.10% | 2.43% | 1.26% | -8.64% | 9.22% | 11.81% |
VWO Vanguard FTSE Emerging Markets ETF | -6.24% | -0.62% | -0.68% | -12.59% | -1.26% | 1.87% |
VGK Vanguard FTSE Europe ETF | -6.76% | 2.96% | 13.22% | -4.60% | 2.52% | 4.72% |
VPADX Vanguard Pacific Stock Index Fund Admiral Shares | -4.94% | 0.95% | 7.21% | -8.03% | 0.17% | 3.99% |
| Returns over 1 year are annualized | ||||||
Dividends
vanguard2 granted a 2.28% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.28% | 2.32% | 1.95% | 1.78% | 2.53% | 2.82% | 2.34% | 2.75% | 2.89% | 3.06% | 2.68% | 3.09% |
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 vanguard2. 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 vanguard2 is 33.57%, recorded on Mar 23, 2020. It took 107 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.57% | Feb 13, 2020 | 27 | Mar 23, 2020 | 107 | Aug 24, 2020 | 134 |
| -25.98% | Jan 5, 2022 | 194 | Oct 12, 2022 | — | — | — |
| -21.74% | May 2, 2011 | 108 | Oct 3, 2011 | 235 | Sep 7, 2012 | 343 |
| -19.25% | Jan 29, 2018 | 229 | Dec 24, 2018 | 130 | Jul 2, 2019 | 359 |
| -17.68% | May 22, 2015 | 183 | Feb 11, 2016 | 128 | Aug 15, 2016 | 311 |
| -8.61% | Sep 8, 2014 | 29 | Oct 16, 2014 | 27 | Nov 24, 2014 | 56 |
| -7.92% | May 22, 2013 | 23 | Jun 24, 2013 | 27 | Aug 1, 2013 | 50 |
| -7.66% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -7.28% | Feb 22, 2011 | 17 | Mar 16, 2011 | 25 | Apr 20, 2011 | 42 |
| -6.62% | Sep 17, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
Volatility Chart
Current vanguard2 volatility is 18.92%. 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.