Growth Portfolio
Growth PortfolioAsset Allocation
Growth PortfolioPerformance
The chart shows the growth of $10,000 invested in Growth Portfolio in Sep 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $28,624 for a total return of roughly 186.24%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Growth PortfolioReturns
As of Feb 7, 2023, the Growth Portfolio returned 6.70% Year-To-Date and 8.20% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 5.55% | 7.07% | -0.82% | -8.65% | 8.83% | 10.56% |
| Growth Portfolio | 4.40% | 6.70% | 1.93% | -7.17% | 6.43% | 8.20% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | 0.37% | 2.48% | -2.03% | -8.22% | 0.74% | 1.27% |
VEA Vanguard FTSE Developed Markets ETF | 3.75% | 7.58% | 7.81% | -5.70% | 3.03% | 5.37% |
VTI Vanguard Total Stock Market ETF | 6.31% | 7.89% | 0.23% | -7.27% | 10.25% | 12.26% |
IGOV iShares International Treasury Bond ETF | 0.28% | 1.92% | -3.78% | -18.54% | -4.54% | -1.93% |
| Returns over 1 year are annualized | ||||||
Growth PortfolioDividends
Growth Portfolio granted a 2.01% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.01% | 2.10% | 1.89% | 1.74% | 2.37% | 2.70% | 2.33% | 2.62% | 2.67% | 2.96% | 2.63% | 3.21% | 3.50% | 3.11% |
Growth PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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, 2020 | 27 | Mar 23, 2020 | 95 | Aug 6, 2020 | 122 |
| -24.95% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -17.44% | May 2, 2011 | 108 | Oct 3, 2011 | 114 | Mar 16, 2012 | 222 |
| -15.33% | Jan 29, 2018 | 229 | Dec 24, 2018 | 81 | Apr 23, 2019 | 310 |
| -13.62% | May 22, 2015 | 183 | Feb 11, 2016 | 117 | Jul 29, 2016 | 300 |
| -12.76% | Apr 16, 2010 | 55 | Jul 2, 2010 | 68 | Oct 8, 2010 | 123 |
| -9.56% | Apr 3, 2012 | 42 | Jun 1, 2012 | 67 | Sep 6, 2012 | 109 |
| -7.72% | Jan 15, 2010 | 16 | Feb 8, 2010 | 25 | Mar 16, 2010 | 41 |
| -6.93% | Jul 7, 2014 | 73 | Oct 16, 2014 | 27 | Nov 24, 2014 | 100 |
| -6.59% | May 22, 2013 | 23 | Jun 24, 2013 | 19 | Jul 22, 2013 | 42 |
Growth PortfolioVolatility Chart
Current Growth Portfolio volatility is 7.69%. 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.