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 $21,475 for a total return of roughly 114.75%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Conservative PortfolioReturns
As of Jan 19, 2022, the Conservative Portfolio returned -2.67% Year-To-Date and 6.63% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | -3.97% | -0.94% | 7.48% | 21.47% | 15.05% | 13.31% |
| Conservative Portfolio | -2.67% | -1.83% | -0.62% | 2.92% | 7.62% | 6.63% |
| Portfolio components: | ||||||
VEA Vanguard FTSE Developed Markets ETF | -1.14% | 1.73% | 2.78% | 8.08% | 9.30% | 7.82% |
IGOV iShares International Treasury Bond ETF | -1.81% | -2.28% | -5.83% | -9.69% | 2.05% | 0.88% |
BND Vanguard Total Bond Market ETF | -2.31% | -2.86% | -3.72% | -3.36% | 2.97% | 2.57% |
VTI Vanguard Total Stock Market ETF | -4.55% | -1.77% | 5.83% | 18.49% | 16.55% | 15.22% |
| Returns over 1 year are annualized | ||||||
Conservative PortfolioDividends
Conservative Portfolio granted a 1.79% dividend yield in the last twelve months, as of Jan 19, 2022.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.79% | 1.75% | 1.75% | 2.32% | 2.56% | 2.28% | 2.49% | 2.52% | 2.90% | 2.78% | 3.42% | 3.99% | 3.91% |
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 |
| -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 |
| -3.66% | Nov 10, 2021 | 47 | Jan 18, 2022 | — | — | — |
Conservative PortfolioVolatility Chart
Current Conservative Portfolio volatility is 14.72%. 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.