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FundAdvice Ultimate Buy & Hold Portfolio

Expense Ratio

Rank 36 of 53

0.14%
0.00%0.94%
Dividend Yield

Rank 11 of 53

2.62%
0.00%3.85%
10Y Annualized Return

Rank 44 of 53

6.14%
3.31%30.09%
Sharpe Ratio

Rank 36 of 53

-0.77
-1.900.40
Maximum Drawdown

Rank 13 of 53

-21.19%
-48.20%-10.28%

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 $19,650 for a total return of roughly 96.50%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


FundAdvice Ultimate Buy & Hold Portfolio
Benchmark (^GSPC)
Portfolio components

FundAdvice Ultimate Buy & Hold PortfolioReturns

As of May 20, 2022, the FundAdvice Ultimate Buy & Hold Portfolio returned -9.78% Year-To-Date and 6.14% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Benchmark-11.18%-18.16%-16.80%-5.50%10.38%11.67%
FundAdvice Ultimate Buy & Hold Portfolio-4.71%-9.78%-9.86%-7.11%4.83%6.14%
VB
Vanguard Small Cap ETF
-10.04%-17.56%-20.43%-13.57%8.54%11.74%
TIP
iShares TIPS Bond ETF
-1.37%-6.44%-6.67%-1.88%3.46%1.86%
VEA
Vanguard FTSE Developed Markets ETF
-6.34%-13.99%-14.81%-12.56%4.09%7.14%
VNQ
Vanguard Real Estate ETF
-12.99%-18.33%-13.10%-0.30%6.77%8.63%
VBR
Vanguard Small Cap Value ETF
-8.16%-10.66%-12.38%-6.77%7.91%11.84%
EFV
iShares MSCI EAFE Value ETF
-4.07%-5.46%-5.78%-7.68%1.73%5.56%
VOO
Vanguard S&P 500 ETF
-11.09%-17.74%-16.25%-4.19%12.35%13.86%
VTV
Vanguard Value ETF
-7.55%-6.50%-4.23%0.74%10.49%12.76%
EEM
iShares MSCI Emerging Markets ETF
-7.06%-16.13%-19.47%-22.10%2.03%3.08%
VGSH
Vanguard Short-Term Treasury ETF
0.05%-2.62%-2.81%-3.23%0.93%0.75%
VGIT
Vanguard Intermediate-Term Treasury ETF
0.11%-7.02%-6.92%-7.45%0.92%1.18%

FundAdvice Ultimate Buy & Hold PortfolioSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current FundAdvice Ultimate Buy & Hold Portfolio Sharpe ratio is -0.77. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


FundAdvice Ultimate Buy & Hold Portfolio
Benchmark (^GSPC)
Portfolio components

FundAdvice Ultimate Buy & Hold PortfolioDividends

FundAdvice Ultimate Buy & Hold Portfolio granted a 2.62% dividend yield in the last twelve months, as of May 20, 2022.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

2.62%2.30%2.08%2.76%2.98%2.46%2.51%2.49%2.82%2.46%3.10%3.46%3.03%

FundAdvice Ultimate Buy & Hold PortfolioDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


FundAdvice Ultimate Buy & Hold Portfolio
Benchmark (^GSPC)
Portfolio components

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, 202027Mar 23, 2020141Oct 12, 2020168
-13.64%May 2, 2011108Oct 3, 2011111Mar 13, 2012219
-12.02%Apr 29, 2015200Feb 11, 2016128Aug 15, 2016328
-11.48%Nov 9, 2021127May 11, 2022
-11.44%Jan 29, 2018229Dec 24, 2018121Jun 19, 2019350
-7.05%May 22, 201323Jun 24, 201360Sep 18, 201383
-6.88%Apr 3, 201242Jun 1, 201267Sep 6, 2012109
-5.22%Sep 4, 201431Oct 16, 201474Feb 3, 2015105
-4.28%Nov 5, 201017Nov 30, 201023Jan 3, 201140
-4.19%Oct 13, 202012Oct 28, 20208Nov 9, 202020

FundAdvice Ultimate Buy & Hold PortfolioVolatility Chart

Current FundAdvice Ultimate Buy & Hold Portfolio volatility is 31.53%. 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.


FundAdvice Ultimate Buy & Hold Portfolio
Benchmark (^GSPC)
Portfolio components

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