The chart shows the growth of an initial investment of $10,000 in 0-Balanced 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
As of Sep 23, 2023, the 0-Balanced Portfolios returned 4.50% Year-To-Date and 7.40% of annualized return in the last 10 years.
|1 month||6 months||Year-To-Date||1 year||5 years (annualized)||10 years (annualized)|
|American Funds American Balanced Fund||-0.95%||3.53%||4.50%||10.69%||5.48%||7.42%|
|Returns over 1 year are annualized|
0-Balanced Portfolios granted a 1.58% dividend yield in the last twelve months.
|American Funds American Balanced Fund||1.58%||2.27%||4.37%||4.65%||4.44%||7.00%||6.57%||5.43%||8.05%||11.59%||2.37%||2.93%|
The 0-Balanced Portfolios has a high expense ratio of 0.62%, indicating higher-than-average management fees. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
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|
|American Funds American Balanced Fund||0.74|
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below shows the maximum drawdowns of the 0-Balanced Portfolios. 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 0-Balanced Portfolios is 39.30%, recorded on Mar 9, 2009. It took 457 trading sessions for the portfolio to recover.
|-39.3%||Oct 10, 2007||354||Mar 9, 2009||457||Dec 29, 2010||811|
|-22.34%||Feb 20, 2020||23||Mar 23, 2020||95||Aug 6, 2020||118|
|-21.14%||Mar 20, 2002||142||Oct 9, 2002||170||Jun 11, 2003||312|
|-18.81%||Jan 5, 2022||186||Sep 30, 2022||—||—||—|
|-11.63%||Jul 8, 2011||61||Oct 3, 2011||73||Jan 18, 2012||134|
The current 0-Balanced Portfolios volatility is 2.26%, 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.