PortfoliosLab logo

Growth Portfolio

Expense Ratio
0.05%
Dividend Yield
1.63%

Growth PortfolioAsset Allocation


S&P 500

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 $30,313 for a total return of roughly 203.13%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Growth Portfolio
Benchmark (S&P 500)
Portfolio components

Growth PortfolioReturns

As of Apr 18, 2021, the Growth Portfolio returned 8.10% Year-To-Date and 10.00% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Growth Portfolio4.64%8.10%18.55%41.26%12.72%10.00%
BND
Vanguard Total Bond Market ETF
1.25%-2.85%-2.07%-0.41%3.28%3.38%
IGOV
iShares International Treasury Bond ETF
0.63%-4.84%-0.58%7.78%1.88%0.95%
VEA
Vanguard FTSE Developed Markets ETF
4.11%9.32%25.28%50.40%10.05%6.19%
VTI
Vanguard Total Stock Market ETF
6.28%11.94%23.21%54.15%17.44%14.36%

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 3.00. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


Growth Portfolio
Benchmark (S&P 500)
Portfolio components

Growth PortfolioDividends

Growth Portfolio granted a 1.64% dividend yield in the last twelve months, as of Apr 18, 2021.


PeriodTTM20202019201820172016201520142013201220112010
Dividend yield
1.64%1.69%2.22%2.50%2.14%2.28%2.27%2.44%2.13%2.40%2.70%2.34%

Growth PortfolioDrawdowns Chart

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


Growth Portfolio
Benchmark (S&P 500)
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
-17.44%May 2, 2011108Oct 3, 2011114Mar 16, 2012222
-15.29%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
-6.37%Sep 3, 202014Sep 23, 202033Nov 9, 202047

Growth PortfolioVolatility Chart

Current Growth Portfolio volatility is 3.90%. 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 (S&P 500)
Portfolio components

More Tools for Growth Portfolio