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 in Sep 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $19,402 for a total return of roughly 94.02%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
FundAdvice Ultimate Buy & Hold PortfolioReturns
As of Nov 29, 2022, the FundAdvice Ultimate Buy & Hold Portfolio returned -11.98% Year-To-Date and 5.95% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 1.45% | -4.82% | -16.96% | -13.86% | 8.56% | 10.84% |
| FundAdvice Ultimate Buy & Hold Portfolio | 4.18% | -4.42% | -10.91% | -8.90% | 3.42% | 5.11% |
| Portfolio components: | ||||||
VB Vanguard Small-Cap ETF | 1.73% | -2.45% | -14.58% | -13.59% | 6.89% | 10.85% |
TIP iShares TIPS Bond ETF | 0.21% | -7.33% | -12.39% | -12.16% | 2.02% | 0.87% |
VEA Vanguard FTSE Developed Markets ETF | 9.57% | -5.29% | -15.05% | -11.82% | 2.08% | 5.33% |
VNQ Vanguard Real Estate ETF | 1.97% | -14.08% | -25.31% | -19.02% | 3.94% | 6.96% |
VBR Vanguard Small-Cap Value ETF | 3.56% | -0.97% | -5.80% | -3.99% | 6.78% | 11.08% |
EFV iShares MSCI EAFE Value ETF | 10.08% | -5.42% | -6.34% | -1.98% | 0.23% | 3.60% |
VOO Vanguard S&P 500 ETF | 1.84% | -3.86% | -15.64% | -12.44% | 10.51% | 13.01% |
VTV Vanguard Value ETF | 3.29% | -0.18% | -0.91% | 3.61% | 9.34% | 12.30% |
EEM iShares MSCI Emerging Markets ETF | 12.02% | -7.88% | -20.70% | -19.28% | -1.69% | 1.22% |
VGSH Vanguard Short-Term Treasury ETF | 0.29% | -2.05% | -4.26% | -4.50% | 0.60% | 0.55% |
VGIT Vanguard Intermediate-Term Treasury ETF | 1.52% | -4.38% | -10.50% | -10.73% | 0.18% | 0.64% |
| Returns over 1 year are annualized | ||||||
FundAdvice Ultimate Buy & Hold PortfolioDividends
FundAdvice Ultimate Buy & Hold Portfolio granted a 3.10% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 3.10% | 2.34% | 2.11% | 2.80% | 3.03% | 2.50% | 2.55% | 2.53% | 2.87% | 2.51% | 3.15% | 3.53% | 3.08% |
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 |
| -18.82% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -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 |
FundAdvice Ultimate Buy & Hold PortfolioVolatility Chart
Current FundAdvice Ultimate Buy & Hold Portfolio volatility is 17.89%. 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.