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Growth Portfolio

Last updated Oct 2, 2022
Expense Ratio

Rank 23 of 54

Dividend Yield

Rank 24 of 54

10Y Annualized Return

Rank 18 of 54

Sharpe Ratio

Rank 20 of 54

Maximum Drawdown

Rank 33 of 54


Growth PortfolioAsset Allocation

Growth PortfolioPerformance

The chart shows the growth of $10,000 invested in Growth Portfolio in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $24,630 for a total return of roughly 146.30%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly

Growth Portfolio
Benchmark (^GSPC)
Portfolio components

Growth PortfolioReturns

As of Oct 2, 2022, the Growth Portfolio returned -24.59% Year-To-Date and 8.33% of annualized return in the last 10 years.

Growth Portfolio-9.06%-19.43%-23.99%-20.41%4.27%7.21%
Vanguard Total Bond Market ETF
Vanguard FTSE Developed Markets ETF
Vanguard Total Stock Market ETF
iShares International Treasury Bond ETF

Growth 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 Growth Portfolio Sharpe ratio is -0.96. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.

Growth Portfolio
Benchmark (^GSPC)
Portfolio components

Growth PortfolioDividends

Growth Portfolio granted a 2.47% dividend yield in the last twelve months.


Dividend yield


Growth PortfolioDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

Growth Portfolio
Benchmark (^GSPC)
Portfolio components

Growth PortfolioWorst Drawdowns

The table below shows the maximum drawdowns of the Growth 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 Growth Portfolio is 28.25%, recorded on Mar 23, 2020. It took 95 trading sessions for the portfolio to recover.



To Bottom


To Recover



-28.25%Feb 13, 202027Mar 23, 202095Aug 6, 2020122
-24.65%Nov 9, 2021225Sep 30, 2022
-17.44%May 2, 2011108Oct 3, 2011114Mar 16, 2012222
-15.33%Jan 29, 2018229Dec 24, 201881Apr 23, 2019310
-13.62%May 22, 2015183Feb 11, 2016117Jul 29, 2016300
-12.76%Apr 16, 201055Jul 2, 201068Oct 8, 2010123
-9.56%Apr 3, 201242Jun 1, 201267Sep 6, 2012109
-7.72%Jan 15, 201016Feb 8, 201025Mar 16, 201041
-6.93%Jul 7, 201473Oct 16, 201427Nov 24, 2014100
-6.59%May 22, 201323Jun 24, 201319Jul 22, 201342

Growth PortfolioVolatility Chart

Current Growth Portfolio volatility is 12.96%. 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.

Growth Portfolio
Benchmark (^GSPC)
Portfolio components

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