VOO(80)+BND(20)
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 20% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 80% |
Performance
Performance Chart
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The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of May 15, 2025, the VOO(80)+BND(20) returned 0.85% Year-To-Date and 10.61% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.19% | 9.00% | -1.55% | 12.31% | 15.59% | 10.78% |
| VOO(80)+BND(20) | 0.85% | 7.13% | -0.45% | 11.98% | 13.60% | 10.61% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | 0.59% | 9.01% | -0.97% | 13.78% | 17.33% | 12.75% |
BND Vanguard Total Bond Market ETF | 1.46% | -0.22% | 1.30% | 4.36% | -1.08% | 1.38% |
Monthly Returns
The table below presents the monthly returns of VOO(80)+BND(20), with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.27% | -0.59% | -4.46% | -0.57% | 4.42% | 0.85% | |||||||
| 2024 | 1.25% | 3.91% | 2.82% | -3.69% | 4.35% | 3.04% | 1.40% | 2.20% | 2.00% | -1.25% | 4.94% | -2.21% | 20.01% |
| 2023 | 5.70% | -2.53% | 3.50% | 1.39% | 0.16% | 5.19% | 2.61% | -1.44% | -4.30% | -2.04% | 8.24% | 4.38% | 22.00% |
| 2022 | -4.60% | -2.60% | 2.43% | -7.81% | 0.38% | -6.89% | 7.82% | -3.87% | -8.23% | 6.24% | 5.16% | -4.82% | -17.05% |
| 2021 | -0.99% | 1.91% | 3.44% | 4.41% | 0.57% | 2.00% | 2.19% | 2.33% | -3.96% | 5.63% | -0.55% | 3.60% | 22.17% |
| 2020 | 0.36% | -6.12% | -10.04% | 10.77% | 3.98% | 1.61% | 5.00% | 5.46% | -3.11% | -2.15% | 8.98% | 3.03% | 16.93% |
| 2019 | 6.56% | 2.62% | 1.92% | 3.23% | -4.77% | 5.81% | 1.20% | -0.77% | 1.45% | 1.81% | 2.91% | 2.39% | 26.68% |
| 2018 | 4.22% | -3.21% | -1.85% | 0.11% | 2.08% | 0.60% | 2.84% | 2.72% | 0.36% | -5.64% | 1.62% | -6.60% | -3.36% |
| 2017 | 1.46% | 3.23% | 0.10% | 0.99% | 1.27% | 0.51% | 1.73% | 0.40% | 1.54% | 1.86% | 2.44% | 1.15% | 17.97% |
| 2016 | -3.68% | 0.02% | 5.59% | 0.36% | 1.40% | 0.66% | 3.07% | 0.04% | 0.04% | -1.62% | 2.47% | 1.75% | 10.25% |
| 2015 | -1.81% | 4.13% | -1.15% | 0.74% | 0.90% | -1.78% | 1.92% | -4.97% | -1.76% | 6.79% | 0.27% | -1.43% | 1.33% |
| 2014 | -2.52% | 3.72% | 0.67% | 0.74% | 2.05% | 1.69% | -1.16% | 3.40% | -1.22% | 2.07% | 2.38% | -0.23% | 12.00% |
Expense Ratio
VOO(80)+BND(20) has an expense ratio of 0.03%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VOO(80)+BND(20) is 53, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
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 | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 0.72 | 1.15 | 1.17 | 0.77 | 2.94 |
BND Vanguard Total Bond Market ETF | 0.83 | 1.31 | 1.15 | 0.38 | 2.29 |
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Dividends
Dividend yield
VOO(80)+BND(20) provided a 1.79% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.79% | 1.73% | 1.78% | 1.87% | 1.39% | 1.68% | 2.05% | 2.21% | 1.93% | 2.12% | 2.20% | 2.04% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
BND Vanguard Total Bond Market ETF | 3.78% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the VOO(80)+BND(20). 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 VOO(80)+BND(20) was 27.65%, occurring on Mar 23, 2020. Recovery took 92 trading sessions.
The current VOO(80)+BND(20) drawdown is 2.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.65% | Feb 20, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
| -22.57% | Dec 28, 2021 | 200 | Oct 12, 2022 | 297 | Dec 18, 2023 | 497 |
| -15.35% | Sep 21, 2018 | 65 | Dec 24, 2018 | 66 | Apr 1, 2019 | 131 |
| -15% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -14.22% | May 2, 2011 | 108 | Oct 3, 2011 | 78 | Jan 25, 2012 | 186 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 2 assets, with an effective number of assets of 1.47, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | BND | VOO | Portfolio | |
|---|---|---|---|---|
| ^GSPC | 1.00 | -0.10 | 1.00 | 0.99 |
| BND | -0.10 | 1.00 | -0.10 | -0.03 |
| VOO | 1.00 | -0.10 | 1.00 | 1.00 |
| Portfolio | 0.99 | -0.03 | 1.00 | 1.00 |