(no name)
Expense Ratio
- 0.32%
Dividend Yield
- 1.76%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
ACWI iShares MSCI ACWI ETF | Large Cap Growth Equities | 100% |
Performance
The chart shows the growth of $10,000 invested in (no name) in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $23,156 for a total return of roughly 131.56%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 18, 2023, the (no name) returned 1.99% Year-To-Date and 7.73% 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% |
| (no name) | -5.71% | 1.99% | 2.94% | -9.09% | 5.29% | 7.73% |
| Portfolio components: | ||||||
ACWI iShares MSCI ACWI ETF | -5.71% | 1.99% | 2.94% | -9.09% | 5.29% | 7.73% |
| Returns over 1 year are annualized | ||||||
Dividends
(no name) granted a 1.76% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.76% | 1.79% | 1.74% | 1.48% | 2.45% | 2.42% | 2.14% | 2.46% | 2.94% | 2.66% | 2.28% | 2.76% |
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 (no name). 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 (no name) is 56.00%, recorded on Mar 9, 2009. It took 983 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56% | May 19, 2008 | 204 | Mar 9, 2009 | 983 | Feb 1, 2013 | 1187 |
| -33.52% | Feb 13, 2020 | 27 | Mar 23, 2020 | 107 | Aug 24, 2020 | 134 |
| -26.42% | Jan 4, 2022 | 195 | Oct 12, 2022 | — | — | — |
| -19.49% | Jan 29, 2018 | 229 | Dec 24, 2018 | 145 | Jul 24, 2019 | 374 |
| -19.43% | May 22, 2015 | 183 | Feb 11, 2016 | 226 | Jan 4, 2017 | 409 |
| -9.19% | Sep 8, 2014 | 29 | Oct 16, 2014 | 86 | Feb 20, 2015 | 115 |
| -8.88% | May 22, 2013 | 23 | Jun 24, 2013 | 54 | Sep 10, 2013 | 77 |
| -7.51% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -6.66% | Jan 2, 2014 | 22 | Feb 3, 2014 | 17 | Feb 27, 2014 | 39 |
| -6.53% | Jul 25, 2019 | 15 | Aug 14, 2019 | 50 | Oct 24, 2019 | 65 |
Volatility Chart
Current (no name) volatility is 20.07%. 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.