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FundAdvice Ultimate Buy & Hold Portfolio

Expense Ratio
0.14%
Dividend Yield
1.84%

FundAdvice Ultimate Buy & Hold PortfolioAsset Allocation


S&P 500

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 $21,037 for a total return of roughly 110.37%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


FundAdvice Ultimate Buy & Hold Portfolio
Benchmark (S&P 500)
Portfolio components

FundAdvice Ultimate Buy & Hold PortfolioReturns

As of Apr 18, 2021, the FundAdvice Ultimate Buy & Hold Portfolio returned 6.74% Year-To-Date and 6.46% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
FundAdvice Ultimate Buy & Hold Portfolio2.35%6.74%16.03%30.03%8.28%6.46%
EEM
iShares MSCI Emerging Markets ETF
1.74%5.19%20.53%52.32%11.71%3.04%
EFV
iShares MSCI EAFE Value ETF
2.47%11.69%30.66%47.57%6.50%3.62%
TIP
iShares TIPS Bond ETF
1.70%-0.68%0.73%6.13%3.99%3.22%
VB
Vanguard Small Cap ETF
2.79%14.14%34.77%79.79%16.01%12.59%
VBR
Vanguard Small Cap Value ETF
1.61%20.44%44.29%83.46%12.74%11.48%
VEA
Vanguard FTSE Developed Markets ETF
4.11%9.32%25.28%50.40%10.05%6.19%
VGIT
Vanguard Intermediate-Term Treasury ETF
0.51%-2.30%-2.49%-2.05%2.40%2.98%
VGSH
Vanguard Short-Term Treasury ETF
0.02%-0.02%0.02%0.22%1.67%1.20%
VNQ
Vanguard Real Estate ETF
5.39%13.84%21.55%31.36%7.13%9.24%
VOO
Vanguard S&P 500 ETF
6.98%12.01%21.18%48.03%17.11%14.41%
VTV
Vanguard Value ETF
3.64%14.40%26.44%41.63%13.01%11.97%

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 2.70. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


FundAdvice Ultimate Buy & Hold Portfolio
Benchmark (S&P 500)
Portfolio components

FundAdvice Ultimate Buy & Hold PortfolioDividends

FundAdvice Ultimate Buy & Hold Portfolio granted a 1.84% dividend yield in the last twelve months, as of Apr 18, 2021.


PeriodTTM20202019201820172016201520142013201220112010
Dividend yield
1.84%2.02%2.62%2.74%2.19%2.18%2.07%2.31%1.97%2.44%2.64%2.26%

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 (S&P 500)
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
-12.05%Apr 29, 2015200Feb 11, 2016128Aug 15, 2016328
-11.44%Jan 29, 2018229Dec 24, 2018121Jun 19, 2019350
-7.05%May 22, 201323Jun 24, 201360Sep 18, 201383
-6.87%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
-3.97%Feb 22, 201117Mar 16, 201112Apr 1, 201129

FundAdvice Ultimate Buy & Hold PortfolioVolatility Chart

Current FundAdvice Ultimate Buy & Hold Portfolio volatility is 13.22%. 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 (S&P 500)
Portfolio components

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