Акции 60, облигации 30,золото 10
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 30% |
GLD SPDR Gold Trust | Precious Metals, Gold | 10% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 60% |
Performance
The chart shows the growth of an initial investment of $10,000 in Акции 60, облигации 30,золото 10, 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
Returns
As of May 27, 2023, the Акции 60, облигации 30,золото 10 returned 6.79% Year-To-Date and 7.79% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 0.86% | 9.53% | 6.09% | 1.14% | 9.10% | 9.96% |
| Акции 60, облигации 30,золото 10 | -0.25% | 6.79% | 5.12% | 0.66% | 7.49% | 7.91% |
| Portfolio components: | ||||||
GLD SPDR Gold Trust | -2.10% | 6.65% | 11.73% | 4.67% | 7.98% | 3.06% |
VTI Vanguard Total Stock Market ETF | 1.00% | 9.42% | 6.02% | 1.86% | 10.00% | 11.49% |
BND Vanguard Total Bond Market ETF | -2.14% | 1.64% | 1.22% | -3.69% | 0.58% | 1.24% |
| Returns over 1 year are annualized | ||||||
Asset Correlations Table
| VTI | GLD | BND | |
|---|---|---|---|
| VTI | 1.00 | 0.05 | -0.21 |
| GLD | 0.05 | 1.00 | 0.24 |
| BND | -0.21 | 0.24 | 1.00 |
Dividend yield
Акции 60, облигации 30,золото 10 granted a 2.21% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Акции 60, облигации 30,золото 10 | 2.21% | 1.79% | 1.35% | 1.58% | 2.00% | 2.25% | 1.99% | 2.17% | 2.28% | 2.25% | 2.29% | 2.80% |
| Portfolio components: | ||||||||||||
GLD SPDR Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.91% | 1.67% | 1.24% | 1.47% | 1.87% | 2.19% | 1.87% | 2.14% | 2.25% | 2.04% | 2.06% | 2.57% |
BND Vanguard Total Bond Market ETF | 3.55% | 2.62% | 2.04% | 2.34% | 2.93% | 3.12% | 2.90% | 2.94% | 3.09% | 3.43% | 3.52% | 4.21% |
Expense Ratio
The Акции 60, облигации 30,золото 10 has an expense ratio of 0.07% which is considered to be low. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
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 | Ulcer Index | |
|---|---|---|---|---|---|
GLD SPDR Gold Trust | 0.30 | ||||
VTI Vanguard Total Stock Market ETF | 0.30 | ||||
BND Vanguard Total Bond Market ETF | -0.43 |
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 Акции 60, облигации 30,золото 10. 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 Акции 60, облигации 30,золото 10 is 34.45%, recorded on Mar 9, 2009. It took 277 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.45% | Nov 1, 2007 | 339 | Mar 9, 2009 | 277 | Apr 14, 2010 | 616 |
| -21.98% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -20.89% | Dec 28, 2021 | 202 | Oct 14, 2022 | — | — | — |
| -11.13% | Sep 21, 2018 | 65 | Dec 24, 2018 | 40 | Feb 22, 2019 | 105 |
| -10.67% | Jul 25, 2011 | 50 | Oct 3, 2011 | 73 | Jan 18, 2012 | 123 |
Volatility Chart
The current Акции 60, облигации 30,золото 10 volatility is 2.12%, 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.