FundAdvice Ultimate Buy & Hold Portfolio
- Expense Ratio
- 0.14%
- Dividend Yield
- 1.84%
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 $21,037 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 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.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| FundAdvice Ultimate Buy & Hold Portfolio | 2.35% | 6.74% | 16.03% | 30.03% | 8.28% | 6.46% |
| Portfolio components: | ||||||
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% |
| Returns over 1 year are annualized | ||||||
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.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 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 |
| -12.05% | 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 |
| -6.87% | 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 |
| -3.97% | Feb 22, 2011 | 17 | Mar 16, 2011 | 12 | Apr 1, 2011 | 29 |
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.