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Growth Portfolio

Last updated Jun 25, 2022
Expense Ratio

Rank 23 of 54

0.05%
0.00%0.94%
Dividend Yield

Rank 20 of 54

2.44%
0.00%4.52%
10Y Annualized Return

Rank 20 of 54

9.15%
3.08%28.76%
Sharpe Ratio

Rank 28 of 54

-0.85
-1.990.02
Maximum Drawdown

Rank 35 of 54

-28.25%
-54.87%-13.30%

Growth PortfolioAsset Allocation


Growth PortfolioPerformance

The chart shows the growth of $10,000 invested in Growth Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $26,921 for a total return of roughly 169.21%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Growth Portfolio
Benchmark (^GSPC)
Portfolio components

Growth PortfolioReturns

As of Jun 25, 2022, the Growth Portfolio returned -16.92% Year-To-Date and 9.15% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Benchmark-0.75%-17.93%-17.23%-7.78%9.92%11.55%
Growth Portfolio-2.37%-16.92%-16.52%-12.40%6.95%9.15%
BND
Vanguard Total Bond Market ETF
-2.21%-10.86%-10.95%-10.85%0.56%1.39%
VEA
Vanguard FTSE Developed Markets ETF
-5.74%-17.36%-16.97%-16.67%3.16%6.62%
VTI
Vanguard Total Stock Market ETF
-0.36%-18.58%-18.03%-10.13%11.20%13.36%
IGOV
iShares International Treasury Bond ETF
-5.38%-18.55%-18.65%-21.44%-2.77%-1.11%

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 -0.85. 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 2.44% dividend yield in the last twelve months.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

2.44%1.87%1.72%2.34%2.66%2.30%2.59%2.64%2.92%2.60%3.17%3.45%3.07%

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.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-28.25%Feb 13, 202027Mar 23, 202095Aug 6, 2020122
-21.23%Nov 9, 2021152Jun 16, 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 13.10%. 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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