2036/Roth combined portfolios.
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in 2036/Roth combined portfolios., 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 Quarterly
The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of Jul 25, 2024, the 2036/Roth combined portfolios. returned 20.94% Year-To-Date and 19.68% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 13.78% | -0.38% | 11.47% | 18.82% | 12.44% | 10.64% |
| 2036/Roth combined portfolios. | 20.94% | 0.41% | 16.83% | 27.78% | 22.36% | 19.68% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | 13.57% | 0.23% | 11.80% | 19.69% | 13.46% | 12.08% |
MSFT Microsoft Corporation | 14.47% | -4.19% | 6.93% | 23.16% | 26.14% | 27.53% |
AAPL Apple Inc | 13.81% | 5.00% | 12.66% | 13.47% | 34.37% | 26.10% |
GOOGL Alphabet Inc. | 23.72% | -3.68% | 16.23% | 41.42% | 22.73% | 19.22% |
AMZN Amazon.com, Inc. | 19.01% | -2.55% | 15.27% | 40.04% | 13.28% | 27.35% |
NVDA NVIDIA Corporation | 130.74% | -3.27% | 86.21% | 150.19% | 92.64% | 75.22% |
JPM JPMorgan Chase & Co. | 24.79% | 5.46% | 23.74% | 36.36% | 15.80% | 16.68% |
KR The Kroger Co. | 19.92% | 8.32% | 18.90% | 14.00% | 27.51% | 12.05% |
MCD McDonald's Corporation | -13.51% | -2.69% | -14.64% | -11.28% | 5.72% | 13.15% |
VOO Vanguard S&P 500 ETF | 14.62% | -0.27% | 12.26% | 20.57% | 14.27% | 12.68% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 13.44% | 0.19% | 11.74% | 19.63% | 13.42% | 12.17% |
Monthly Returns
The table below presents the monthly returns of 2036/Roth combined portfolios., 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.45% | 6.34% | 4.73% | -3.35% | 5.57% | 4.31% | 20.94% | ||||||
| 2023 | 8.28% | -1.10% | 7.38% | 1.96% | 3.77% | 6.06% | 3.79% | -1.47% | -5.22% | -1.28% | 8.98% | 4.25% | 40.28% |
| 2022 | -6.13% | -1.76% | 5.46% | -10.99% | -0.36% | -8.63% | 9.80% | -4.45% | -10.14% | 8.78% | 5.90% | -7.42% | -20.76% |
| 2021 | 0.78% | 1.97% | 3.86% | 6.28% | 0.41% | 4.56% | 2.93% | 5.01% | -5.61% | 7.78% | 1.63% | 3.00% | 37.09% |
| 2020 | 1.16% | -5.83% | -9.22% | 13.00% | 5.37% | 4.02% | 6.34% | 9.16% | -4.67% | -2.24% | 9.64% | 3.37% | 31.31% |
| 2019 | 7.21% | 3.43% | 2.17% | 4.91% | -7.97% | 6.50% | 2.21% | -0.52% | 2.82% | 2.92% | 4.85% | 4.08% | 36.78% |
| 2018 | 8.09% | -3.10% | -3.72% | 0.94% | 3.64% | 1.58% | 4.13% | 5.68% | -0.43% | -7.30% | -0.09% | -9.16% | -1.23% |
| 2017 | 2.23% | 2.77% | 0.61% | 1.62% | 3.94% | -1.81% | 3.05% | 0.51% | 0.67% | 5.15% | 4.31% | 1.26% | 26.95% |
| 2016 | -5.57% | -0.88% | 6.81% | -1.70% | 4.44% | -0.62% | 5.19% | 0.61% | 1.15% | -0.36% | 4.46% | 3.79% | 17.95% |
| 2015 | -1.66% | 6.73% | -1.37% | 2.18% | 1.33% | -2.21% | 4.42% | -5.27% | -0.80% | 10.22% | 1.89% | -0.20% | 15.25% |
| 2014 | -3.59% | 5.74% | 0.76% | 0.54% | 2.99% | 2.20% | -1.16% | 4.71% | -1.10% | 2.47% | 3.75% | -0.82% | 17.31% |
| 2013 | 3.94% | 2.03% | 3.63% | 3.22% | 3.06% | -1.43% | 5.20% | -2.10% | 3.77% | 5.74% | 3.68% | 1.61% | 37.19% |
Expense Ratio
2036/Roth combined portfolios. has an expense ratio of 0.02%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of 2036/Roth combined portfolios. is 83, placing it in the top 17% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 | |
|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | 1.69 | 2.37 | 1.30 | 1.42 | 6.24 |
MSFT Microsoft Corporation | 1.25 | 1.72 | 1.22 | 1.94 | 5.78 |
AAPL Apple Inc | 0.62 | 1.03 | 1.12 | 0.84 | 1.67 |
GOOGL Alphabet Inc. | 1.51 | 2.03 | 1.29 | 2.29 | 9.14 |
AMZN Amazon.com, Inc. | 1.45 | 2.20 | 1.26 | 1.12 | 8.16 |
NVDA NVIDIA Corporation | 3.35 | 3.74 | 1.47 | 7.89 | 21.82 |
JPM JPMorgan Chase & Co. | 2.04 | 2.53 | 1.37 | 2.20 | 7.76 |
KR The Kroger Co. | 0.67 | 1.17 | 1.14 | 0.95 | 1.86 |
MCD McDonald's Corporation | -0.75 | -0.97 | 0.89 | -0.71 | -1.41 |
VOO Vanguard S&P 500 ETF | 1.82 | 2.53 | 1.32 | 1.80 | 7.20 |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.67 | 2.35 | 1.29 | 1.42 | 6.15 |
Dividends
Dividend yield
2036/Roth combined portfolios. granted a 1.15% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2036/Roth combined portfolios. | 1.15% | 1.24% | 2.64% | 1.04% | 1.28% | 1.52% | 1.74% | 1.51% | 1.69% | 1.76% | 1.69% | 1.75% |
| Portfolio components: | ||||||||||||
VTI Vanguard Total Stock Market ETF | 1.37% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
MSFT Microsoft Corporation | 0.68% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
AAPL Apple Inc | 0.44% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
GOOGL Alphabet Inc. | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMZN Amazon.com, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.19% | 1.68% | 1.95% |
JPM JPMorgan Chase & Co. | 2.11% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
KR The Kroger Co. | 2.14% | 2.41% | 17.47% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% | 1.06% | 1.56% |
MCD McDonald's Corporation | 2.58% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% | 3.50% | 3.22% |
VOO Vanguard S&P 500 ETF | 1.33% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.31% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% | 2.06% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the 2036/Roth combined portfolios.. 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 2036/Roth combined portfolios. was 29.60%, occurring on Mar 23, 2020. Recovery took 72 trading sessions.
The current 2036/Roth combined portfolios. drawdown is 4.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.6% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -26.63% | Dec 28, 2021 | 202 | Oct 14, 2022 | 166 | Jun 14, 2023 | 368 |
| -21.45% | Oct 4, 2018 | 56 | Dec 24, 2018 | 137 | Jul 12, 2019 | 193 |
| -16.43% | Feb 18, 2011 | 157 | Oct 3, 2011 | 78 | Jan 25, 2012 | 235 |
| -13.72% | Dec 30, 2015 | 30 | Feb 11, 2016 | 73 | May 26, 2016 | 103 |
Volatility
Volatility Chart
The current 2036/Roth combined portfolios. volatility is 4.25%, 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
| KR | MCD | JPM | NVDA | AAPL | AMZN | GOOGL | MSFT | ITOT | VTI | VOO | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KR | 1.00 | 0.24 | 0.24 | 0.13 | 0.15 | 0.16 | 0.16 | 0.19 | 0.31 | 0.31 | 0.31 |
| MCD | 0.24 | 1.00 | 0.34 | 0.23 | 0.30 | 0.30 | 0.33 | 0.37 | 0.48 | 0.48 | 0.49 |
| JPM | 0.24 | 0.34 | 1.00 | 0.34 | 0.34 | 0.32 | 0.39 | 0.39 | 0.67 | 0.67 | 0.67 |
| NVDA | 0.13 | 0.23 | 0.34 | 1.00 | 0.48 | 0.49 | 0.51 | 0.55 | 0.59 | 0.60 | 0.60 |
| AAPL | 0.15 | 0.30 | 0.34 | 0.48 | 1.00 | 0.50 | 0.54 | 0.55 | 0.61 | 0.61 | 0.63 |
| AMZN | 0.16 | 0.30 | 0.32 | 0.49 | 0.50 | 1.00 | 0.64 | 0.57 | 0.61 | 0.62 | 0.62 |
| GOOGL | 0.16 | 0.33 | 0.39 | 0.51 | 0.54 | 0.64 | 1.00 | 0.63 | 0.67 | 0.67 | 0.68 |
| MSFT | 0.19 | 0.37 | 0.39 | 0.55 | 0.55 | 0.57 | 0.63 | 1.00 | 0.70 | 0.70 | 0.72 |
| ITOT | 0.31 | 0.48 | 0.67 | 0.59 | 0.61 | 0.61 | 0.67 | 0.70 | 1.00 | 0.99 | 0.99 |
| VTI | 0.31 | 0.48 | 0.67 | 0.60 | 0.61 | 0.62 | 0.67 | 0.70 | 0.99 | 1.00 | 0.99 |
| VOO | 0.31 | 0.49 | 0.67 | 0.60 | 0.63 | 0.62 | 0.68 | 0.72 | 0.99 | 0.99 | 1.00 |