Top 15 VOO
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Top 15 VOO, 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 Apr 3, 2014, corresponding to the inception date of GOOG
Returns By Period
As of Dec 19, 2024, the Top 15 VOO returned 42.57% Year-To-Date and 31.06% of annualized return in the last 10 years.
YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
---|---|---|---|---|---|---|
S&P 500 | 24.34% | 0.23% | 8.53% | 24.95% | 13.01% | 11.06% |
Top 15 VOO | 43.99% | 5.58% | 15.37% | 43.89% | 33.96% | 31.11% |
Portfolio components: | ||||||
Apple Inc | 32.83% | 10.71% | 22.93% | 32.10% | 29.97% | 26.22% |
Microsoft Corporation | 16.97% | 4.70% | -2.56% | 17.43% | 23.82% | 26.65% |
Amazon.com, Inc. | 48.03% | 14.10% | 18.95% | 46.60% | 20.32% | 31.05% |
NVIDIA Corporation | 172.06% | -5.10% | 6.44% | 175.91% | 87.05% | 75.46% |
Alphabet Inc. | 37.41% | 15.97% | 7.31% | 35.69% | 23.67% | 22.13% |
Tesla, Inc. | 69.45% | 19.43% | 130.07% | 66.73% | 71.83% | 39.86% |
Meta Platforms, Inc. | 65.98% | 4.75% | 18.49% | 66.24% | 23.51% | 22.01% |
Alphabet Inc. | 37.52% | 16.31% | 6.82% | 35.77% | 23.45% | 21.81% |
Berkshire Hathaway Inc. | 27.07% | -4.90% | 10.64% | 27.14% | 15.04% | 11.61% |
UnitedHealth Group Incorporated | -3.52% | -15.03% | 4.40% | -2.37% | 12.86% | 19.00% |
Exxon Mobil Corporation | 9.50% | -13.07% | -2.85% | 7.43% | 14.07% | 5.74% |
Johnson & Johnson | -4.91% | -6.15% | -1.35% | -4.13% | 2.61% | 6.19% |
JPMorgan Chase & Co. | 43.02% | -4.41% | 22.46% | 45.32% | 14.87% | 17.54% |
Visa Inc. | 22.97% | 2.51% | 15.89% | 23.88% | 11.94% | 17.72% |
Eli Lilly and Company | 32.57% | 2.64% | -12.87% | 35.48% | 44.42% | 29.55% |
Monthly Returns
The table below presents the monthly returns of Top 15 VOO, 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% | 7.06% | 2.13% | -2.45% | 7.76% | 7.17% | 0.45% | 1.51% | 2.50% | -1.04% | 6.27% | 43.99% | |
2023 | 12.22% | 2.09% | 10.79% | 3.49% | 8.66% | 7.25% | 3.31% | -0.40% | -4.86% | -0.67% | 10.18% | 2.06% | 67.38% |
2022 | -5.05% | -3.59% | 6.49% | -12.45% | -1.69% | -8.25% | 13.38% | -5.92% | -10.19% | 3.31% | 4.83% | -9.05% | -27.36% |
2021 | 1.92% | 0.40% | 1.84% | 8.26% | -0.80% | 7.65% | 3.19% | 5.25% | -5.57% | 11.32% | 3.67% | 1.86% | 45.24% |
2020 | 6.66% | -5.52% | -7.40% | 17.22% | 5.68% | 8.34% | 9.00% | 17.45% | -7.78% | -3.60% | 10.77% | 6.15% | 67.61% |
2019 | 6.24% | 2.98% | 5.61% | 4.70% | -9.59% | 8.65% | 3.52% | -1.84% | 2.39% | 7.67% | 5.59% | 7.05% | 50.49% |
2018 | 9.43% | -0.55% | -5.42% | 1.99% | 6.62% | 1.12% | 3.88% | 8.88% | -0.59% | -6.51% | -2.99% | -9.44% | 4.50% |
2017 | 4.78% | 4.08% | 3.45% | 2.79% | 6.67% | -1.14% | 3.57% | 4.14% | -0.69% | 8.36% | 1.52% | -0.02% | 44.05% |
2016 | -5.39% | -2.17% | 9.10% | -3.31% | 6.51% | -1.86% | 8.68% | 1.20% | 3.36% | 0.43% | 1.80% | 4.99% | 24.53% |
2015 | -1.37% | 7.41% | -3.04% | 6.12% | 1.84% | -2.02% | 5.43% | -3.79% | 0.14% | 11.22% | 3.28% | -0.85% | 25.84% |
2014 | -0.49% | 3.97% | 2.69% | 0.16% | 6.72% | -0.95% | 2.21% | 4.85% | -3.66% | 16.13% |
Expense Ratio
Top 15 VOO has an expense ratio of 0.00%, indicating no management fees are charged. 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
With an overall rank of 77, Top 15 VOO is among the top 23% of portfolios on our website when it comes to balancing risk and reward. Below is 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 | |
---|---|---|---|---|---|
Apple Inc | 1.38 | 2.04 | 1.26 | 1.88 | 4.89 |
Microsoft Corporation | 0.94 | 1.30 | 1.18 | 1.21 | 2.77 |
Amazon.com, Inc. | 1.71 | 2.33 | 1.30 | 2.13 | 8.00 |
NVIDIA Corporation | 3.44 | 3.64 | 1.46 | 6.66 | 20.59 |
Alphabet Inc. | 1.40 | 1.93 | 1.26 | 1.74 | 4.26 |
Tesla, Inc. | 1.12 | 1.90 | 1.23 | 1.08 | 3.07 |
Meta Platforms, Inc. | 1.88 | 2.74 | 1.38 | 3.70 | 11.37 |
Alphabet Inc. | 1.39 | 1.94 | 1.26 | 1.76 | 4.25 |
Berkshire Hathaway Inc. | 1.90 | 2.69 | 1.34 | 3.63 | 8.89 |
UnitedHealth Group Incorporated | -0.06 | 0.11 | 1.02 | -0.07 | -0.20 |
Exxon Mobil Corporation | 0.42 | 0.72 | 1.08 | 0.43 | 1.69 |
Johnson & Johnson | -0.18 | -0.16 | 0.98 | -0.16 | -0.46 |
JPMorgan Chase & Co. | 1.97 | 2.70 | 1.40 | 4.55 | 13.24 |
Visa Inc. | 1.46 | 1.96 | 1.28 | 1.97 | 5.00 |
Eli Lilly and Company | 1.18 | 1.78 | 1.23 | 1.47 | 4.28 |
Dividends
Dividend yield
Top 15 VOO provided a 0.65% dividend yield over the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | 0.65% | 0.63% | 0.73% | 0.67% | 0.87% | 0.90% | 1.18% | 1.07% | 1.31% | 1.38% | 1.36% | 1.51% |
Portfolio components: | ||||||||||||
Apple Inc | 0.39% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Microsoft Corporation | 0.71% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
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% |
NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% | 1.94% |
Alphabet Inc. | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Tesla, 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% |
Meta Platforms, Inc. | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Alphabet Inc. | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Berkshire Hathaway 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% |
UnitedHealth Group Incorporated | 1.64% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
Exxon Mobil Corporation | 3.63% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% | 2.43% |
Johnson & Johnson | 3.40% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% | 2.64% | 2.83% |
JPMorgan Chase & Co. | 1.94% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
Visa Inc. | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% | 0.62% |
Eli Lilly and Company | 0.68% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.95% | 2.46% | 2.77% | 2.37% | 2.84% | 3.84% |
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 Top 15 VOO. 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 Top 15 VOO was 31.30%, occurring on Mar 23, 2020. Recovery took 52 trading sessions.
The current Top 15 VOO drawdown is 3.21%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-31.3% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
-30.93% | Dec 28, 2021 | 258 | Jan 5, 2023 | 97 | May 25, 2023 | 355 |
-24.9% | Oct 2, 2018 | 58 | Dec 24, 2018 | 138 | Jul 15, 2019 | 196 |
-15.62% | Dec 7, 2015 | 46 | Feb 11, 2016 | 42 | Apr 13, 2016 | 88 |
-14.53% | Sep 3, 2020 | 14 | Sep 23, 2020 | 53 | Dec 8, 2020 | 67 |
Volatility
Volatility Chart
The current Top 15 VOO volatility is 4.51%, 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
XOM | LLY | TSLA | JNJ | UNH | JPM | NVDA | BRK-B | META | AAPL | AMZN | V | MSFT | GOOG | GOOGL | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
XOM | 1.00 | 0.19 | 0.13 | 0.25 | 0.26 | 0.48 | 0.18 | 0.49 | 0.18 | 0.24 | 0.18 | 0.32 | 0.22 | 0.25 | 0.24 |
LLY | 0.19 | 1.00 | 0.13 | 0.44 | 0.35 | 0.24 | 0.23 | 0.31 | 0.27 | 0.26 | 0.25 | 0.29 | 0.33 | 0.28 | 0.29 |
TSLA | 0.13 | 0.13 | 1.00 | 0.10 | 0.16 | 0.24 | 0.40 | 0.23 | 0.36 | 0.40 | 0.41 | 0.30 | 0.38 | 0.37 | 0.37 |
JNJ | 0.25 | 0.44 | 0.10 | 1.00 | 0.42 | 0.32 | 0.14 | 0.46 | 0.19 | 0.25 | 0.20 | 0.37 | 0.30 | 0.28 | 0.28 |
UNH | 0.26 | 0.35 | 0.16 | 0.42 | 1.00 | 0.36 | 0.22 | 0.43 | 0.23 | 0.31 | 0.24 | 0.37 | 0.33 | 0.32 | 0.32 |
JPM | 0.48 | 0.24 | 0.24 | 0.32 | 0.36 | 1.00 | 0.32 | 0.72 | 0.31 | 0.36 | 0.30 | 0.47 | 0.36 | 0.37 | 0.37 |
NVDA | 0.18 | 0.23 | 0.40 | 0.14 | 0.22 | 0.32 | 1.00 | 0.32 | 0.50 | 0.51 | 0.53 | 0.43 | 0.58 | 0.51 | 0.51 |
BRK-B | 0.49 | 0.31 | 0.23 | 0.46 | 0.43 | 0.72 | 0.32 | 1.00 | 0.32 | 0.40 | 0.33 | 0.53 | 0.43 | 0.42 | 0.41 |
META | 0.18 | 0.27 | 0.36 | 0.19 | 0.23 | 0.31 | 0.50 | 0.32 | 1.00 | 0.51 | 0.61 | 0.48 | 0.58 | 0.65 | 0.66 |
AAPL | 0.24 | 0.26 | 0.40 | 0.25 | 0.31 | 0.36 | 0.51 | 0.40 | 0.51 | 1.00 | 0.55 | 0.48 | 0.61 | 0.57 | 0.57 |
AMZN | 0.18 | 0.25 | 0.41 | 0.20 | 0.24 | 0.30 | 0.53 | 0.33 | 0.61 | 0.55 | 1.00 | 0.48 | 0.64 | 0.67 | 0.67 |
V | 0.32 | 0.29 | 0.30 | 0.37 | 0.37 | 0.47 | 0.43 | 0.53 | 0.48 | 0.48 | 0.48 | 1.00 | 0.57 | 0.54 | 0.54 |
MSFT | 0.22 | 0.33 | 0.38 | 0.30 | 0.33 | 0.36 | 0.58 | 0.43 | 0.58 | 0.61 | 0.64 | 0.57 | 1.00 | 0.68 | 0.68 |
GOOG | 0.25 | 0.28 | 0.37 | 0.28 | 0.32 | 0.37 | 0.51 | 0.42 | 0.65 | 0.57 | 0.67 | 0.54 | 0.68 | 1.00 | 0.99 |
GOOGL | 0.24 | 0.29 | 0.37 | 0.28 | 0.32 | 0.37 | 0.51 | 0.41 | 0.66 | 0.57 | 0.67 | 0.54 | 0.68 | 0.99 | 1.00 |