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 $21,867 for a total return of roughly 118.67%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Conservative PortfolioReturns
As of Jul 25, 2021, the Conservative Portfolio returned 4.84% Year-To-Date and 6.73% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Conservative Portfolio | 1.32% | 3.99% | 4.84% | 13.15% | 8.12% | 6.75% |
| Portfolio components: | ||||||
VEA Vanguard FTSE Developed Markets ETF | -0.52% | 6.63% | 10.76% | 29.70% | 10.47% | 6.43% |
IGOV iShares International Treasury Bond ETF | 0.19% | -4.24% | -5.39% | 0.32% | 1.71% | 0.71% |
BND Vanguard Total Bond Market ETF | 1.08% | 0.07% | -0.90% | -0.75% | 3.27% | 3.35% |
VTI Vanguard Total Stock Market ETF | 3.24% | 13.76% | 17.61% | 39.22% | 17.51% | 14.82% |
| Returns over 1 year are annualized | ||||||
Conservative PortfolioDividends
Conservative Portfolio granted a 1.72% dividend yield in the last twelve months, as of May 17, 2020.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.72% | 1.80% | 2.22% | 2.50% | 2.28% | 2.22% | 2.18% | 2.46% | 2.31% | 2.34% | 3.18% | 2.99% |
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 15.68%, recorded on Mar 18, 2020. It took 55 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.68% | Feb 20, 2020 | 20 | Mar 18, 2020 | 55 | Jun 5, 2020 | 75 |
| -7.97% | 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 |
| -3.58% | Sep 8, 2016 | 60 | Dec 1, 2016 | 54 | Feb 21, 2017 | 114 |
Conservative PortfolioVolatility Chart
Current Conservative Portfolio volatility is 16.58%. 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.