bogle no crypto
Asset Allocation
Performance
Performance Chart
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The earliest data available for this chart is Dec 24, 2007, corresponding to the inception date of VEA
Returns By Period
As of May 11, 2025, the bogle no crypto returned 0.18% Year-To-Date and 9.66% of annualized return in the last 10 years.
YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 5.53% | -5.60% | 8.37% | 14.61% | 10.35% |
bogle no crypto | N/A | N/A | N/A | N/A | N/A | N/A |
Portfolio components: | ||||||
VFIFX Vanguard Target Retirement 2050 Fund | N/A | N/A | N/A | N/A | N/A | N/A |
BND Vanguard Total Bond Market ETF | N/A | N/A | N/A | N/A | N/A | N/A |
VEA Vanguard FTSE Developed Markets ETF | N/A | N/A | N/A | N/A | N/A | N/A |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | N/A | N/A | N/A | N/A | N/A | N/A |
Monthly Returns
The table below presents the monthly returns of bogle no crypto, 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 | -0.02% | -0.02% |
Expense Ratio
bogle no crypto has an expense ratio of 0.04%, 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 bogle no crypto is 49, 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 | |
---|---|---|---|---|---|
VFIFX Vanguard Target Retirement 2050 Fund | — | — | — | — | — |
BND Vanguard Total Bond Market ETF | — | — | — | — | — |
VEA Vanguard FTSE Developed Markets ETF | — | — | — | — | — |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | — | — |
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Dividends
Dividend yield
bogle no crypto provided a 0.96% dividend yield over the last twelve months.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | 0.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Portfolio components: | ||||||||||||
VFIFX Vanguard Target Retirement 2050 Fund | 2.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VEA Vanguard FTSE Developed Markets ETF | 2.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the bogle no crypto. 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 bogle no crypto was 0.17%, occurring on May 8, 2025. The portfolio has not yet recovered.
The current bogle no crypto drawdown is 4.52%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-0.17% | May 7, 2025 | 2 | May 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 4 assets, with an effective number of assets of 1.85, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
^GSPC | VTSAX | BND | VEA | VFIFX | Portfolio | |
---|---|---|---|---|---|---|
^GSPC | 1.00 | 0.00 | -0.80 | -0.60 | 1.00 | -0.80 |
VTSAX | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
BND | -0.80 | 0.00 | 1.00 | 0.00 | -0.80 | 0.40 |
VEA | -0.60 | 0.00 | 0.00 | 1.00 | -0.60 | 0.80 |
VFIFX | 1.00 | 0.00 | -0.80 | -0.60 | 1.00 | -0.80 |
Portfolio | -0.80 | 0.00 | 0.40 | 0.80 | -0.80 | 1.00 |