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 $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 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.
1M | YTD | 6M | 1Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
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% |
Portfolio components: | ||||||
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% |
Returns over 1 year are annualized |
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.
Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 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 |
-11.48% | Nov 9, 2021 | 127 | May 11, 2022 | — | — | — |
-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 |
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.