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 $20,147 for a total return of roughly 101.47%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
FundAdvice Ultimate Buy & Hold PortfolioReturns
As of Aug 13, 2022, the FundAdvice Ultimate Buy & Hold Portfolio returned -7.74% Year-To-Date and 6.74% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 12.08% | -4.97% | -10.20% | -3.65% | 11.89% | 11.81% |
| FundAdvice Ultimate Buy & Hold Portfolio | 6.23% | -5.35% | -7.49% | -6.77% | 5.06% | 5.81% |
| Portfolio components: | ||||||
VB Vanguard Small-Cap ETF | 15.38% | -2.38% | -8.53% | -7.30% | 10.65% | 12.05% |
TIP iShares TIPS Bond ETF | 2.62% | -2.00% | -6.42% | -4.54% | 3.38% | 1.78% |
VEA Vanguard FTSE Developed Markets ETF | 9.24% | -10.93% | -13.06% | -14.12% | 3.91% | 6.25% |
VNQ Vanguard Real Estate ETF | 11.15% | -1.24% | -11.28% | -1.33% | 8.37% | 8.67% |
VBR Vanguard Small-Cap Value ETF | 13.73% | -0.71% | -3.34% | -0.22% | 9.51% | 11.85% |
EFV iShares MSCI EAFE Value ETF | 7.25% | -12.22% | -7.62% | -9.75% | 0.98% | 4.17% |
VOO Vanguard S&P 500 ETF | 12.19% | -4.25% | -9.38% | -2.35% | 13.88% | 13.98% |
VTV Vanguard Value ETF | 8.29% | -1.81% | -1.93% | 2.78% | 10.86% | 12.36% |
EEM iShares MSCI Emerging Markets ETF | 5.61% | -16.32% | -15.25% | -19.70% | 1.29% | 2.25% |
VGSH Vanguard Short-Term Treasury ETF | -0.06% | -1.58% | -3.12% | -3.68% | 0.77% | 0.68% |
VGIT Vanguard Intermediate-Term Treasury ETF | 0.57% | -3.65% | -6.84% | -8.16% | 0.79% | 1.13% |
| Returns over 1 year are annualized | ||||||
FundAdvice Ultimate Buy & Hold PortfolioDividends
FundAdvice Ultimate Buy & Hold Portfolio granted a 2.89% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.89% | 2.33% | 2.10% | 2.79% | 3.01% | 2.49% | 2.54% | 2.52% | 2.86% | 2.49% | 3.14% | 3.51% | 3.07% |
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 |
| -14.34% | Nov 9, 2021 | 170 | Jul 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 9.59%. 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.