70 VWCE - 30 VUAA
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 30% |
VT Vanguard Total World Stock ETF | Large Cap Growth Equities | 70% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in 70 VWCE - 30 VUAA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.
The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of Apr 20, 2025, the 70 VWCE - 30 VUAA returned -6.51% Year-To-Date and 9.17% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.71% | -9.92% | 6.35% | 13.40% | 9.65% |
| 70 VWCE - 30 VUAA | -7.17% | -6.09% | -7.90% | 7.90% | 13.85% | 9.45% |
| Portfolio components: | ||||||
VT Vanguard Total World Stock ETF | -5.05% | -5.67% | -6.79% | 8.02% | 12.95% | 8.11% |
VOO Vanguard S&P 500 ETF | -9.88% | -6.64% | -9.35% | 7.75% | 15.13% | 11.61% |
Monthly Returns
The table below presents the monthly returns of 70 VWCE - 30 VUAA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.90% | -0.79% | -4.43% | -4.86% | -7.17% | ||||||||
| 2024 | 0.68% | 4.80% | 3.23% | -3.77% | 4.78% | 2.43% | 1.63% | 2.36% | 2.19% | -1.65% | 4.90% | -2.67% | 20.07% |
| 2023 | 7.09% | -2.90% | 3.20% | 1.49% | -0.51% | 6.11% | 3.54% | -2.33% | -4.46% | -2.61% | 9.08% | 4.91% | 23.81% |
| 2022 | -4.85% | -2.86% | 2.67% | -8.38% | 0.40% | -8.19% | 7.90% | -4.08% | -9.39% | 7.11% | 7.11% | -4.98% | -18.08% |
| 2021 | -0.54% | 2.71% | 3.53% | 4.59% | 1.22% | 1.61% | 1.35% | 2.54% | -4.33% | 5.91% | -1.85% | 4.12% | 22.40% |
| 2020 | -0.96% | -7.57% | -13.86% | 11.33% | 5.02% | 2.58% | 5.53% | 6.39% | -3.26% | -2.25% | 11.80% | 4.46% | 17.26% |
| 2019 | 7.96% | 2.98% | 1.39% | 3.69% | -6.12% | 6.61% | 0.56% | -1.92% | 2.16% | 2.56% | 2.97% | 3.27% | 28.55% |
| 2018 | 5.52% | -4.18% | -1.72% | 0.39% | 1.25% | -0.09% | 3.13% | 1.75% | 0.27% | -7.44% | 1.79% | -7.86% | -7.83% |
| 2017 | 2.55% | 3.13% | 0.98% | 1.41% | 1.75% | 0.63% | 2.43% | 0.37% | 2.08% | 2.19% | 2.32% | 1.48% | 23.48% |
| 2016 | -5.52% | -0.78% | 7.57% | 0.76% | 1.06% | 0.00% | 3.98% | 0.26% | 0.50% | -1.91% | 2.12% | 1.91% | 9.84% |
| 2015 | -2.07% | 5.82% | -1.34% | 2.00% | 0.65% | -2.12% | 1.09% | -6.45% | -3.27% | 7.71% | 0.10% | -2.02% | -0.72% |
| 2014 | -4.14% | 4.99% | 0.62% | 0.73% | 2.13% | 2.17% | -1.62% | 3.10% | -2.67% | 1.45% | 1.79% | -1.39% | 7.01% |
Expense Ratio
70 VWCE - 30 VUAA has an expense ratio of 0.06%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 70 VWCE - 30 VUAA is 44, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VT Vanguard Total World Stock ETF | 0.40 | 0.68 | 1.10 | 0.42 | 2.02 |
VOO Vanguard S&P 500 ETF | 0.32 | 0.57 | 1.08 | 0.32 | 1.42 |
Dividends
Dividend yield
70 VWCE - 30 VUAA provided a 1.85% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.85% | 1.74% | 1.89% | 2.05% | 1.65% | 1.62% | 2.19% | 2.39% | 2.01% | 2.28% | 2.35% | 2.26% |
| Portfolio components: | ||||||||||||
VT Vanguard Total World Stock ETF | 2.03% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the 70 VWCE - 30 VUAA. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the 70 VWCE - 30 VUAA was 34.07%, occurring on Mar 23, 2020. Recovery took 102 trading sessions.
The current 70 VWCE - 30 VUAA drawdown is 11.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.07% | Feb 13, 2020 | 27 | Mar 23, 2020 | 102 | Aug 17, 2020 | 129 |
| -25.47% | Jan 5, 2022 | 194 | Oct 12, 2022 | 298 | Dec 19, 2023 | 492 |
| -22.3% | May 2, 2011 | 108 | Oct 3, 2011 | 239 | Sep 13, 2012 | 347 |
| -18.79% | Jan 29, 2018 | 229 | Dec 24, 2018 | 81 | Apr 23, 2019 | 310 |
| -17.41% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The current 70 VWCE - 30 VUAA volatility is 12.72%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| VOO | VT | |
|---|---|---|
| VOO | 1.00 | 0.95 |
| VT | 0.95 | 1.00 |