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 $21,893 for a total return of roughly 118.93%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Conservative PortfolioReturns
As of Oct 23, 2021, the Conservative Portfolio returned 4.96% Year-To-Date and 6.97% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Conservative Portfolio | 0.33% | 2.89% | 4.96% | 11.45% | 8.16% | 6.97% |
| Portfolio components: | ||||||
VEA Vanguard FTSE Developed Markets ETF | 1.32% | 4.36% | 12.42% | 29.11% | 10.26% | 7.95% |
IGOV iShares International Treasury Bond ETF | -1.93% | -3.57% | -7.82% | -4.52% | 1.39% | 0.53% |
BND Vanguard Total Bond Market ETF | -1.62% | 0.36% | -2.25% | -1.09% | 3.01% | 2.93% |
VTI Vanguard Total Stock Market ETF | 4.47% | 9.88% | 21.56% | 35.74% | 18.50% | 15.99% |
| Returns over 1 year are annualized | ||||||
Conservative PortfolioDividends
Conservative Portfolio granted a 1.70% dividend yield in the last twelve months, as of Oct 23, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.70% | 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 9.38%. 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.