FundAdvice Ultimate Buy & Hold Portfolio
FundAdvice Ultimate Buy & Hold PortfolioAsset Allocation
FundAdvice Ultimate Buy & Hold PortfolioPerformance
The chart shows the growth of $10,000 invested in FundAdvice Ultimate Buy & Hold Portfolio on Sep 10, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $21,524 for a total return of roughly 115.24%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
FundAdvice Ultimate Buy & Hold PortfolioReturns
As of Jan 19, 2022, the FundAdvice Ultimate Buy & Hold Portfolio returned -1.17% Year-To-Date and 6.88% 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% |
| FundAdvice Ultimate Buy & Hold Portfolio | -1.17% | 0.68% | 2.35% | 7.35% | 7.62% | 6.88% |
| Portfolio components: | ||||||
VB Vanguard Small Cap ETF | -5.19% | -1.69% | 1.88% | 5.67% | 12.00% | 12.92% |
TIP iShares TIPS Bond ETF | -3.01% | -2.03% | -0.46% | 2.88% | 4.44% | 2.61% |
VEA Vanguard FTSE Developed Markets ETF | -1.14% | 1.73% | 2.78% | 8.08% | 9.30% | 7.82% |
VNQ Vanguard Real Estate ETF | -6.63% | -2.15% | 6.41% | 31.72% | 9.51% | 10.42% |
VBR Vanguard Small Cap Value ETF | -0.89% | 3.16% | 10.13% | 19.75% | 9.99% | 12.55% |
EFV iShares MSCI EAFE Value ETF | 4.78% | 7.56% | 8.53% | 12.71% | 5.71% | 5.63% |
VOO Vanguard S&P 500 ETF | -3.86% | -0.73% | 8.19% | 23.23% | 17.18% | 15.57% |
VTV Vanguard Value ETF | 0.46% | 3.24% | 11.20% | 23.61% | 12.56% | 13.29% |
EEM iShares MSCI Emerging Markets ETF | 0.76% | 2.26% | -5.20% | -7.69% | 8.44% | 3.90% |
VGSH Vanguard Short-Term Treasury ETF | -0.58% | -0.62% | -1.17% | -1.17% | 1.44% | 0.97% |
VGIT Vanguard Intermediate-Term Treasury ETF | -1.91% | -2.37% | -3.80% | -3.93% | 2.34% | 1.89% |
| Returns over 1 year are annualized | ||||||
FundAdvice Ultimate Buy & Hold PortfolioDividends
FundAdvice Ultimate Buy & Hold Portfolio granted a 2.30% 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 | 2.30% | 2.28% | 2.07% | 2.75% | 2.97% | 2.45% | 2.50% | 2.48% | 2.81% | 2.45% | 3.09% | 3.45% | 3.01% |
FundAdvice Ultimate Buy & Hold PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
FundAdvice Ultimate Buy & Hold PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the FundAdvice Ultimate Buy & Hold 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 FundAdvice Ultimate Buy & Hold Portfolio is 21.19%, recorded on Mar 23, 2020. It took 141 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.19% | Feb 13, 2020 | 27 | Mar 23, 2020 | 141 | Oct 12, 2020 | 168 |
| -13.64% | May 2, 2011 | 108 | Oct 3, 2011 | 111 | Mar 13, 2012 | 219 |
| -12.02% | Apr 29, 2015 | 200 | Feb 11, 2016 | 128 | Aug 15, 2016 | 328 |
| -11.44% | Jan 29, 2018 | 229 | Dec 24, 2018 | 121 | Jun 19, 2019 | 350 |
| -7.05% | May 22, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -6.88% | Apr 3, 2012 | 42 | Jun 1, 2012 | 67 | Sep 6, 2012 | 109 |
| -5.22% | Sep 4, 2014 | 31 | Oct 16, 2014 | 74 | Feb 3, 2015 | 105 |
| -4.28% | Nov 5, 2010 | 17 | Nov 30, 2010 | 23 | Jan 3, 2011 | 40 |
| -4.19% | Oct 13, 2020 | 12 | Oct 28, 2020 | 8 | Nov 9, 2020 | 20 |
| -4% | Nov 9, 2021 | 16 | Dec 1, 2021 | — | — | — |
FundAdvice Ultimate Buy & Hold PortfolioVolatility Chart
Current FundAdvice Ultimate Buy & Hold Portfolio volatility is 20.50%. 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.