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 on Sep 10, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $21,369 for a total return of roughly 113.69%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
FundAdvice Ultimate Buy & Hold PortfolioReturns
As of Jul 25, 2021, the FundAdvice Ultimate Buy & Hold Portfolio returned 8.43% Year-To-Date and 6.53% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| FundAdvice Ultimate Buy & Hold Portfolio | 0.19% | 5.70% | 8.43% | 20.59% | 8.13% | 6.54% |
| Portfolio components: | ||||||
VB Vanguard Small Cap ETF | -1.32% | 6.70% | 13.69% | 46.58% | 14.43% | 12.57% |
TIP iShares TIPS Bond ETF | 2.22% | 3.18% | 3.44% | 6.54% | 4.41% | 3.25% |
VEA Vanguard FTSE Developed Markets ETF | -0.52% | 6.63% | 10.76% | 29.70% | 10.47% | 6.43% |
VNQ Vanguard Real Estate ETF | 3.15% | 25.31% | 26.25% | 38.79% | 7.19% | 9.73% |
VBR Vanguard Small Cap Value ETF | -2.30% | 12.74% | 19.64% | 55.33% | 11.24% | 11.48% |
EFV iShares MSCI EAFE Value ETF | -1.97% | 6.04% | 10.62% | 27.07% | 6.89% | 3.76% |
VOO Vanguard S&P 500 ETF | 3.97% | 15.30% | 18.47% | 36.71% | 17.41% | 14.92% |
VTV Vanguard Value ETF | 1.29% | 13.99% | 17.44% | 35.38% | 12.41% | 12.34% |
EEM iShares MSCI Emerging Markets ETF | -3.14% | -6.36% | 2.07% | 22.41% | 10.08% | 3.09% |
VGSH Vanguard Short-Term Treasury ETF | 0.13% | 0.00% | 0.02% | 0.10% | 1.61% | 1.13% |
VGIT Vanguard Intermediate-Term Treasury ETF | 0.98% | -0.38% | -0.94% | -1.30% | 2.44% | 2.77% |
| Returns over 1 year are annualized | ||||||
FundAdvice Ultimate Buy & Hold PortfolioDividends
FundAdvice Ultimate Buy & Hold Portfolio granted a 2.02% dividend yield in the last twelve months, as of May 17, 2020.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.02% | 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 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 24.31%. 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.