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. RON.TEST VTI/VXUS/BND

Last updated Mar 30, 2023

VTI VXUS BND

Expense Ratio

0.04%

Dividend Yield

2.49%

Asset Allocation


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


120.00%140.00%160.00%180.00%200.00%220.00%NovemberDecember2023FebruaryMarch
142.58%
221.96%
. RON.TEST VTI/VXUS/BND
Benchmark (^GSPC)
Portfolio components

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 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Benchmark3.51%7.03%12.88%-10.71%9.25%10.16%
. RON.TEST VTI/VXUS/BND2.72%5.97%12.36%-7.44%6.35%7.40%
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%

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 . RON.TEST VTI/VXUS/BND Sharpe ratio is -0.49. 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.


-1.40-1.20-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.45
-0.46
. RON.TEST VTI/VXUS/BND
Benchmark (^GSPC)
Portfolio components

Dividends

. RON.TEST VTI/VXUS/BND granted a 2.49% dividend yield in the last twelve months.


PeriodTTM20222021202020192018201720162015201420132012

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.


-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-12.40%
-14.33%
. RON.TEST VTI/VXUS/BND
Benchmark (^GSPC)
Portfolio components

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, 202023Mar 23, 202084Jul 22, 2020107
-23.13%Nov 9, 2021235Oct 14, 2022
-14.46%May 2, 2011108Oct 3, 201194Feb 16, 2012202
-12.95%Jan 29, 2018229Dec 24, 201866Apr 1, 2019295
-11.84%May 22, 2015183Feb 11, 2016104Jul 12, 2016287
-7.5%Apr 3, 201242Jun 1, 201254Aug 17, 201296
-6.25%May 22, 201323Jun 24, 201327Aug 1, 201350
-5.93%Sep 3, 202014Sep 23, 202033Nov 9, 202047
-5.56%Sep 4, 201431Oct 16, 201423Nov 18, 201454
-4.56%Sep 17, 201242Nov 15, 201222Dec 18, 201264

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.


10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2023FebruaryMarch
8.72%
15.42%
. RON.TEST VTI/VXUS/BND
Benchmark (^GSPC)
Portfolio components