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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

2.08%
0.00%2.89%
10Y Annualized Return

Rank 44 of 53

7.21%
4.73%39.60%
Sharpe Ratio

Rank 25 of 53

2.30
0.503.25
Maximum Drawdown

Rank 13 of 53

-21.19%
-38.24%-10.21%

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 $21,654 for a total return of roughly 116.54%. 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 Oct 23, 2021, the FundAdvice Ultimate Buy & Hold Portfolio returned 9.87% Year-To-Date and 7.21% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
FundAdvice Ultimate Buy & Hold Portfolio1.95%3.57%9.87%19.99%8.32%7.21%
VB
Vanguard Small Cap ETF
5.40%5.54%19.16%42.97%15.71%14.42%
TIP
iShares TIPS Bond ETF
0.36%5.03%4.42%6.28%4.44%3.04%
VEA
Vanguard FTSE Developed Markets ETF
1.32%4.36%12.42%29.11%10.26%7.95%
VNQ
Vanguard Real Estate ETF
3.70%13.67%30.86%41.36%9.88%11.15%
VBR
Vanguard Small Cap Value ETF
7.83%6.83%27.24%54.11%12.69%13.39%
EFV
iShares MSCI EAFE Value ETF
2.77%2.86%12.51%31.85%6.21%5.15%
VOO
Vanguard S&P 500 ETF
4.48%10.66%22.45%34.22%18.42%15.98%
VTV
Vanguard Value ETF
6.27%7.92%22.48%37.34%13.73%13.61%
EEM
iShares MSCI Emerging Markets ETF
3.34%-2.94%1.16%14.65%8.91%4.69%
VGSH
Vanguard Short-Term Treasury ETF
-0.46%-0.40%-0.39%-0.34%1.53%1.06%
VGIT
Vanguard Intermediate-Term Treasury ETF
-1.75%-0.74%-2.84%-2.81%2.12%2.22%

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 2.30. 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 2.08% dividend yield in the last twelve months, as of Oct 23, 2021.


PeriodTTM20202019201820172016201520142013201220112010

Dividend yield

2.08%2.02%2.62%2.74%2.19%2.18%2.07%2.28%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 8.32%. 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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