Conservative Portfolio
Conservative PortfolioAsset Allocation
Conservative PortfolioPerformance
The chart shows the growth of $10,000 invested in Conservative Portfolio in Sep 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $19,385 for a total return of roughly 93.85%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Conservative PortfolioReturns
As of Feb 7, 2023, the Conservative Portfolio returned 4.53% Year-To-Date and 4.57% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 5.55% | 7.07% | -0.82% | -8.65% | 8.83% | 10.56% |
| Conservative Portfolio | 2.37% | 4.53% | -0.20% | -8.61% | 3.32% | 4.57% |
| Portfolio components: | ||||||
VEA Vanguard FTSE Developed Markets ETF | 3.75% | 7.58% | 7.81% | -5.70% | 3.03% | 5.37% |
IGOV iShares International Treasury Bond ETF | 0.28% | 1.92% | -3.78% | -18.54% | -4.54% | -1.93% |
BND Vanguard Total Bond Market ETF | 0.37% | 2.48% | -2.03% | -8.22% | 0.74% | 1.27% |
VTI Vanguard Total Stock Market ETF | 6.31% | 7.89% | 0.23% | -7.27% | 10.25% | 12.26% |
| Returns over 1 year are annualized | ||||||
Conservative PortfolioDividends
Conservative Portfolio granted a 2.13% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.13% | 2.10% | 1.79% | 1.80% | 2.37% | 2.62% | 2.34% | 2.55% | 2.58% | 2.97% | 2.85% | 3.50% | 4.08% | 3.97% |
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 22.18%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.18% | Nov 10, 2021 | 234 | Oct 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 7.69%. 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.