(no name)
Expense Ratio
- 0.03%
Dividend Yield
- 2.12%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 10% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 90% |
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 $34,688 for a total return of roughly 246.88%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 24, 2023, the (no name) returned 2.86% Year-To-Date and 10.41% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -3.20% | 2.84% | 4.19% | -12.48% | 8.83% | 9.76% |
| (no name) | -3.56% | 2.86% | 4.02% | -11.42% | 9.17% | 10.41% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | -4.19% | 2.77% | 4.12% | -12.31% | 9.88% | 11.31% |
BND Vanguard Total Bond Market ETF | 2.27% | 3.52% | 2.88% | -4.02% | 1.03% | 1.35% |
| Returns over 1 year are annualized | ||||||
Dividends
(no name) granted a 2.12% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.12% | 1.77% | 1.32% | 1.56% | 1.97% | 2.28% | 1.97% | 2.22% | 2.33% | 2.18% | 2.20% | 2.73% |
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 50.93%, recorded on Mar 9, 2009. It took 538 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.93% | Oct 10, 2007 | 355 | Mar 9, 2009 | 538 | Apr 26, 2011 | 893 |
| -31.75% | Feb 20, 2020 | 23 | Mar 23, 2020 | 94 | Aug 5, 2020 | 117 |
| -24.35% | Dec 28, 2021 | 202 | Oct 14, 2022 | — | — | — |
| -17.93% | Sep 21, 2018 | 65 | Dec 24, 2018 | 71 | Apr 8, 2019 | 136 |
| -17.92% | May 2, 2011 | 108 | Oct 3, 2011 | 85 | Feb 3, 2012 | 193 |
| -13.29% | Jun 24, 2015 | 161 | Feb 11, 2016 | 77 | Jun 2, 2016 | 238 |
| -9.02% | Jan 29, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -8.85% | Apr 3, 2012 | 43 | Jun 4, 2012 | 52 | Aug 16, 2012 | 95 |
| -8.41% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -8.41% | Jul 16, 2007 | 23 | Aug 15, 2007 | 32 | Oct 1, 2007 | 55 |
Volatility Chart
Current (no name) volatility is 10.57%. 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.