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Conservative Portfolio

Last updated Jun 25, 2022
Expense Ratio

Rank 27 of 54

Dividend Yield

Rank 28 of 54

10Y Annualized Return

Rank 48 of 54

Sharpe Ratio

Rank 52 of 54

Maximum Drawdown

Rank 9 of 54


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 Portfolio
Benchmark (^GSPC)
Portfolio components

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.

Conservative Portfolio-2.55%-14.59%-14.42%-12.57%3.69%5.17%
Vanguard FTSE Developed Markets ETF
iShares International Treasury Bond ETF
Vanguard Total Bond Market ETF
Vanguard Total Stock Market ETF

Conservative PortfolioSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Conservative Portfolio Sharpe ratio is -1.48. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.

Conservative Portfolio
Benchmark (^GSPC)
Portfolio components

Conservative PortfolioDividends

Conservative Portfolio granted a 2.17% dividend yield in the last twelve months.


Dividend yield


Conservative PortfolioDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

Conservative Portfolio
Benchmark (^GSPC)
Portfolio components

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.



To Bottom


To Recover



-17.95%Nov 10, 2021149Jun 14, 2022
-15.68%Feb 20, 202020Mar 18, 202055Jun 5, 202075
-8.07%Jan 29, 2018229Dec 24, 201858Mar 20, 2019287
-7.26%Jul 25, 201150Oct 3, 201183Feb 1, 2012133
-6.5%Apr 27, 2015186Jan 20, 201658Apr 13, 2016244
-6.24%Apr 16, 201036Jun 7, 201042Aug 5, 201078
-4.98%May 22, 201323Jun 24, 201360Sep 18, 201383
-4.17%Apr 3, 201243Jun 4, 201243Aug 3, 201286
-3.92%Jan 15, 201016Feb 8, 201025Mar 16, 201041
-3.71%Sep 3, 202014Sep 23, 202033Nov 9, 202047

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.

Conservative Portfolio
Benchmark (^GSPC)
Portfolio components

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