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vanguard3

Last updated Mar 18, 2023

Expense Ratio

0.07%

Dividend Yield

2.16%

Asset Allocation


VT 100%EquityEquity

Performance

The chart shows the growth of $10,000 invested in vanguard3 in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $24,193 for a total return of roughly 141.93%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


0.00%5.00%10.00%15.00%NovemberDecember2023FebruaryMarch
9.28%
6.48%
vanguard3
Benchmark (^GSPC)
Portfolio components

Returns

As of Mar 18, 2023, the vanguard3 returned 1.73% Year-To-Date and 7.74% of annualized return in the last 10 years.


1 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Benchmark-5.31%2.01%0.39%-10.12%7.32%9.71%
vanguard3-6.05%1.73%2.68%-9.12%5.20%7.74%
VT
Vanguard Total World Stock ETF
-6.05%1.73%2.68%-9.12%5.20%7.74%

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 vanguard3 Sharpe ratio is -0.42. 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.


-1.00-0.80-0.60-0.40-0.200.00NovemberDecember2023FebruaryMarch
-0.42
-0.43
vanguard3
Benchmark (^GSPC)
Portfolio components

Dividends

vanguard3 granted a 2.16% dividend yield in the last twelve months.


PeriodTTM20222021202020192018201720162015201420132012

Dividend yield

2.16%2.20%1.86%1.73%2.46%2.76%2.35%2.72%2.87%2.91%2.52%2.89%

Drawdowns Chart

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


-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-17.35%
-18.34%
vanguard3
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the vanguard3. 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 vanguard3 is 50.27%, recorded on Mar 9, 2009. It took 457 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.27%Jun 27, 2008175Mar 9, 2009457Dec 29, 2010632
-34.24%Feb 13, 202027Mar 23, 2020107Aug 24, 2020134
-26.39%Nov 9, 2021233Oct 12, 2022
-23.83%May 2, 2011108Oct 3, 2011313Jan 2, 2013421
-19.97%Jan 29, 2018229Dec 24, 2018212Oct 28, 2019441
-19.79%May 22, 2015183Feb 11, 2016212Dec 13, 2016395
-9.4%Jul 7, 201473Oct 16, 201486Feb 20, 2015159
-8.72%May 22, 201323Jun 24, 201328Aug 2, 201351
-7.89%Feb 22, 201117Mar 16, 201113Apr 4, 201130
-7.38%Sep 3, 202014Sep 23, 202031Nov 5, 202045

Volatility Chart

Current vanguard3 volatility is 20.49%. 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.


10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2023FebruaryMarch
20.49%
21.17%
vanguard3
Benchmark (^GSPC)
Portfolio components