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 $21,654 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 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.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| FundAdvice Ultimate Buy & Hold Portfolio | 1.95% | 3.57% | 9.87% | 19.99% | 8.32% | 7.21% |
| Portfolio components: | ||||||
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% |
| Returns over 1 year are annualized | ||||||
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.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 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 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.