. RON.TEST VTI/VXUS/BND
VTI VXUS BND
Expense Ratio
- 0.04%
Dividend Yield
- 2.49%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 30% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 50% |
VXUS Vanguard Total International Stock ETF | Foreign Large Cap Equities | 20% |
Performance
The chart shows the growth of $10,000 invested in . RON.TEST VTI/VXUS/BND in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $24,258 for a total return of roughly 142.58%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 30, 2023, the . RON.TEST VTI/VXUS/BND returned 4.39% Year-To-Date and 7.20% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 3.51% | 7.03% | 12.88% | -10.71% | 9.25% | 10.16% |
| . RON.TEST VTI/VXUS/BND | 2.72% | 5.97% | 12.36% | -7.44% | 6.35% | 7.40% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | 2.71% | 7.18% | 13.17% | -10.19% | 10.36% | 11.75% |
VXUS Vanguard Total International Stock ETF | 2.84% | 6.99% | 22.01% | -6.14% | 2.48% | 4.53% |
BND Vanguard Total Bond Market ETF | 2.68% | 3.25% | 4.69% | -4.65% | 0.87% | 1.29% |
| Returns over 1 year are annualized | ||||||
Dividends
. RON.TEST VTI/VXUS/BND granted a 2.49% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.49% | 2.24% | 1.87% | 1.89% | 2.48% | 2.74% | 2.43% | 2.65% | 2.74% | 2.90% | 2.78% | 3.34% |
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 . RON.TEST VTI/VXUS/BND. 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 . RON.TEST VTI/VXUS/BND is 24.74%, recorded on Mar 23, 2020. It took 84 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.74% | Feb 20, 2020 | 23 | Mar 23, 2020 | 84 | Jul 22, 2020 | 107 |
| -23.13% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -14.46% | May 2, 2011 | 108 | Oct 3, 2011 | 94 | Feb 16, 2012 | 202 |
| -12.95% | Jan 29, 2018 | 229 | Dec 24, 2018 | 66 | Apr 1, 2019 | 295 |
| -11.84% | May 22, 2015 | 183 | Feb 11, 2016 | 104 | Jul 12, 2016 | 287 |
| -7.5% | Apr 3, 2012 | 42 | Jun 1, 2012 | 54 | Aug 17, 2012 | 96 |
| -6.25% | May 22, 2013 | 23 | Jun 24, 2013 | 27 | Aug 1, 2013 | 50 |
| -5.93% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -5.56% | Sep 4, 2014 | 31 | Oct 16, 2014 | 23 | Nov 18, 2014 | 54 |
| -4.56% | Sep 17, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
Volatility Chart
Current . RON.TEST VTI/VXUS/BND volatility is 8.57%. 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.