Conservative Portfolio
Conservative PortfolioAsset Allocation
Conservative PortfolioPerformance
The chart shows the growth of $10,000 invested in Conservative Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,845 for a total return of roughly 88.45%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Conservative PortfolioReturns
As of Jun 25, 2022, the Conservative Portfolio returned -14.59% Year-To-Date and 5.17% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | -0.75% | -17.93% | -17.23% | -7.78% | 9.92% | 11.55% |
| Conservative Portfolio | -2.55% | -14.59% | -14.42% | -12.57% | 3.69% | 5.17% |
| Portfolio components: | ||||||
VEA Vanguard FTSE Developed Markets ETF | -5.74% | -17.36% | -16.97% | -16.67% | 3.16% | 6.62% |
IGOV iShares International Treasury Bond ETF | -5.38% | -18.55% | -18.65% | -21.44% | -2.77% | -1.11% |
BND Vanguard Total Bond Market ETF | -2.21% | -10.86% | -10.95% | -10.85% | 0.56% | 1.39% |
VTI Vanguard Total Stock Market ETF | -0.36% | -18.58% | -18.03% | -10.13% | 11.20% | 13.36% |
| Returns over 1 year are annualized | ||||||
Conservative PortfolioDividends
Conservative Portfolio granted a 2.17% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.17% | 1.77% | 1.77% | 2.34% | 2.58% | 2.30% | 2.51% | 2.55% | 2.93% | 2.81% | 3.45% | 4.03% | 3.92% |
Conservative PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Conservative PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Conservative Portfolio. 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 Conservative Portfolio is 17.95%, recorded on Jun 14, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.95% | Nov 10, 2021 | 149 | Jun 14, 2022 | — | — | — |
| -15.68% | Feb 20, 2020 | 20 | Mar 18, 2020 | 55 | Jun 5, 2020 | 75 |
| -8.07% | Jan 29, 2018 | 229 | Dec 24, 2018 | 58 | Mar 20, 2019 | 287 |
| -7.26% | Jul 25, 2011 | 50 | Oct 3, 2011 | 83 | Feb 1, 2012 | 133 |
| -6.5% | Apr 27, 2015 | 186 | Jan 20, 2016 | 58 | Apr 13, 2016 | 244 |
| -6.24% | Apr 16, 2010 | 36 | Jun 7, 2010 | 42 | Aug 5, 2010 | 78 |
| -4.98% | May 22, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -4.17% | Apr 3, 2012 | 43 | Jun 4, 2012 | 43 | Aug 3, 2012 | 86 |
| -3.92% | Jan 15, 2010 | 16 | Feb 8, 2010 | 25 | Mar 16, 2010 | 41 |
| -3.71% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
Conservative PortfolioVolatility Chart
Current Conservative Portfolio volatility is 13.10%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.