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buyAndHold
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


AAPL 10%ABBV 10%O 10%SBUX 10%AVGO 10%HD 10%BAC 10%MSFT 10%JNJ 10%KO 10%EquityEquity
PositionCategory/SectorTarget Weight
AAPL
Apple Inc
Technology
10%
ABBV
AbbVie Inc.
Healthcare
10%
AVGO
Broadcom Inc.
Technology
10%
BAC
Bank of America Corporation
Financial Services
10%
HD
The Home Depot, Inc.
Consumer Cyclical
10%
JNJ
Johnson & Johnson
Healthcare
10%
KO
The Coca-Cola Company
Consumer Defensive
10%
MSFT
Microsoft Corporation
Technology
10%
O
Realty Income Corporation
Real Estate
10%
SBUX
Starbucks Corporation
Consumer Cyclical
10%

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in buyAndHold, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.


500.00%1,000.00%1,500.00%OctoberNovemberDecember2025FebruaryMarch
1,265.01%
289.31%
buyAndHold
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Jan 2, 2013, corresponding to the inception date of ABBV

Returns By Period

As of Mar 27, 2025, the buyAndHold returned 0.72% Year-To-Date and 18.11% of annualized return in the last 10 years.


YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500
-3.20%-4.40%-0.91%8.48%17.57%10.59%
buyAndHold-15.75%-10.28%-2.59%19.29%31.56%22.33%
AAPL
Apple Inc
-10.51%-9.39%-1.40%29.77%30.18%23.07%
ABBV
AbbVie Inc.
15.16%-0.70%7.49%16.51%28.15%18.14%
O
Realty Income Corporation
6.69%0.33%-7.59%10.46%6.13%6.24%
SBUX
Starbucks Corporation
8.92%-13.74%2.60%10.79%10.69%9.65%
AVGO
Broadcom Inc.
-25.59%-14.83%-2.87%32.02%53.52%32.88%
HD
The Home Depot, Inc.
-6.16%-7.19%-7.50%-3.66%16.56%14.91%
BAC
Bank of America Corporation
-2.55%-2.53%8.97%15.34%17.47%13.01%
MSFT
Microsoft Corporation
-7.15%-1.84%-9.08%-6.61%22.29%27.23%
JNJ
Johnson & Johnson
13.70%-1.78%2.70%6.59%8.82%7.82%
KO
The Coca-Cola Company
14.46%-0.32%0.56%19.38%14.06%9.16%
*Annualized

Monthly Returns

The table below presents the monthly returns of buyAndHold, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-2.12%-4.73%-15.75%
20243.44%6.32%1.48%-4.16%3.38%12.89%1.00%2.51%4.43%-1.96%-0.88%20.26%57.74%
20233.43%-0.54%6.65%1.39%8.53%5.90%3.37%-0.89%-7.07%0.57%9.89%10.29%48.36%
2022-7.05%-2.86%4.30%-8.97%0.85%-8.30%8.56%-5.27%-8.28%6.64%9.70%-2.74%-14.91%
20210.18%1.90%3.18%3.53%0.72%2.61%3.62%2.98%-4.46%9.68%2.78%10.22%42.77%
20200.68%-7.48%-11.84%13.82%5.77%6.09%3.56%9.57%-2.51%-3.77%10.95%6.65%32.13%
20194.12%2.56%5.68%5.25%-10.12%8.90%2.16%0.07%1.46%4.22%4.17%2.82%34.62%
20182.99%-1.46%-4.41%-0.07%4.44%-2.05%1.46%3.41%3.72%-6.63%4.91%-3.27%2.28%
20174.48%5.02%2.42%1.51%3.54%-0.33%1.71%2.75%1.05%5.90%4.41%-0.91%36.23%
2016-3.81%-1.50%8.74%-3.19%2.85%0.98%5.25%1.19%-1.14%-2.36%3.16%3.05%13.23%
2015-1.53%8.41%-1.71%0.41%7.13%-3.18%2.30%-4.74%-0.86%6.94%2.55%1.85%17.94%
2014-2.33%4.58%2.34%0.31%3.55%2.97%-2.02%7.96%1.62%3.34%5.20%0.34%31.10%

Expense Ratio

buyAndHold has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 83, buyAndHold is among the top 17% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of buyAndHold is 8383
Overall Rank
The Sharpe Ratio Rank of buyAndHold is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of buyAndHold is 8181
Sortino Ratio Rank
The Omega Ratio Rank of buyAndHold is 8282
Omega Ratio Rank
The Calmar Ratio Rank of buyAndHold is 8686
Calmar Ratio Rank
The Martin Ratio Rank of buyAndHold is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for buyAndHold, currently valued at 0.56, compared to the broader market-4.00-2.000.002.000.560.66
The chart of Sortino ratio for buyAndHold, currently valued at 1.01, compared to the broader market-4.00-2.000.002.004.001.010.96
The chart of Omega ratio for buyAndHold, currently valued at 1.13, compared to the broader market0.600.801.001.201.401.601.131.13
The chart of Calmar ratio for buyAndHold, currently valued at 0.91, compared to the broader market0.002.004.006.000.910.90
The chart of Martin ratio for buyAndHold, currently valued at 2.72, compared to the broader market0.005.0010.0015.0020.0025.002.723.08
buyAndHold
^GSPC

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
AAPL
Apple Inc
1.291.851.241.675.09
ABBV
AbbVie Inc.
0.711.041.160.932.14
O
Realty Income Corporation
0.781.151.140.541.61
SBUX
Starbucks Corporation
0.300.791.120.301.19
AVGO
Broadcom Inc.
0.491.121.150.942.51
HD
The Home Depot, Inc.
-0.14-0.050.99-0.16-0.35
BAC
Bank of America Corporation
0.761.261.160.722.78
MSFT
Microsoft Corporation
-0.32-0.300.96-0.37-0.76
JNJ
Johnson & Johnson
0.510.861.100.481.32
KO
The Coca-Cola Company
1.362.031.251.332.94

The current buyAndHold Sharpe ratio is 1.30. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 0.52 to 1.12, this portfolio's current Sharpe ratio is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.

Use the chart below to compare the Sharpe ratio of buyAndHold with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00OctoberNovemberDecember2025FebruaryMarch
0.56
0.66
buyAndHold
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

buyAndHold provided a 2.44% dividend yield over the last twelve months.


TTM20242023202220212020201920182017201620152014
Portfolio2.44%2.46%2.56%2.53%2.44%2.54%2.58%2.73%2.29%2.44%2.30%2.05%
AAPL
Apple Inc
0.45%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%
ABBV
AbbVie Inc.
3.10%3.49%3.82%3.49%3.84%4.41%4.83%3.89%2.65%3.64%3.41%2.54%
O
Realty Income Corporation
5.61%5.37%5.33%4.68%6.95%4.65%3.69%4.19%4.45%4.19%4.42%4.59%
SBUX
Starbucks Corporation
2.39%2.54%2.25%2.02%1.57%1.57%1.69%2.05%1.83%1.53%0.87%0.00%
AVGO
Broadcom Inc.
1.30%0.94%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%1.22%
HD
The Home Depot, Inc.
2.49%2.31%2.41%2.41%1.59%2.26%2.49%2.40%1.88%2.06%1.78%1.79%
BAC
Bank of America Corporation
2.40%2.28%2.73%2.60%1.75%2.38%1.87%2.19%1.32%1.13%1.19%0.67%
MSFT
Microsoft Corporation
0.81%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%
JNJ
Johnson & Johnson
3.04%3.40%3.00%2.52%2.45%2.53%2.57%2.74%2.38%2.73%2.87%2.64%
KO
The Coca-Cola Company
2.78%3.12%3.12%2.77%2.84%2.99%2.89%3.29%3.23%3.38%3.07%2.89%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2025FebruaryMarch
-20.21%
-7.34%
buyAndHold
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the buyAndHold. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the buyAndHold was 34.96%, occurring on Mar 23, 2020. Recovery took 79 trading sessions.

The current buyAndHold drawdown is 5.84%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.96%Feb 13, 202027Mar 23, 202079Jul 15, 2020106
-26.31%Dec 30, 2021198Oct 12, 2022156May 26, 2023354
-20.21%Dec 17, 202468Mar 27, 2025
-14.85%Jun 18, 202435Aug 7, 202432Sep 23, 202467
-12.93%Jul 21, 201526Aug 25, 201548Nov 2, 201574

Volatility

Volatility Chart

The current buyAndHold volatility is 10.96%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%OctoberNovemberDecember2025FebruaryMarch
10.96%
6.10%
buyAndHold
Benchmark (^GSPC)
Portfolio components

Diversification

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

OABBVBACJNJAVGOKOAAPLHDSBUXMSFT
O1.000.230.160.310.150.420.180.310.320.23
ABBV0.231.000.270.460.240.320.220.300.260.28
BAC0.160.271.000.270.360.260.310.380.370.32
JNJ0.310.460.271.000.190.450.230.340.330.28
AVGO0.150.240.360.191.000.210.510.370.370.51
KO0.420.320.260.450.211.000.240.340.390.30
AAPL0.180.220.310.230.510.241.000.360.370.56
HD0.310.300.380.340.370.340.361.000.450.42
SBUX0.320.260.370.330.370.390.370.451.000.42
MSFT0.230.280.320.280.510.300.560.420.421.00
The correlation results are calculated based on daily price changes starting from Jan 3, 2013
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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