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Growth Portfolio

Expense Ratio

Rank 21 of 53

0.05%
0.00%0.94%
Dividend Yield

Rank 27 of 53

1.66%
0.00%2.89%
10Y Annualized Return

Rank 18 of 53

11.19%
4.73%39.60%
Sharpe Ratio

Rank 22 of 53

2.33
0.503.25
Maximum Drawdown

Rank 37 of 53

-28.25%
-38.24%-10.21%

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 $31,897 for a total return of roughly 218.97%. 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 Oct 23, 2021, the Growth Portfolio returned 13.75% Year-To-Date and 11.19% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Growth Portfolio2.35%6.25%13.75%25.80%13.24%11.19%
BND
Vanguard Total Bond Market ETF
-1.62%0.36%-2.25%-1.09%3.01%2.93%
VEA
Vanguard FTSE Developed Markets ETF
1.32%4.36%12.42%29.11%10.26%7.95%
VTI
Vanguard Total Stock Market ETF
4.47%9.88%21.56%35.74%18.50%15.99%
IGOV
iShares International Treasury Bond ETF
-1.93%-3.57%-7.82%-4.52%1.39%0.53%

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 2.33. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


Growth Portfolio
Benchmark (S&P 500)
Portfolio components

Growth PortfolioDividends

Growth Portfolio granted a 1.66% dividend yield in the last twelve months, as of Oct 23, 2021.


PeriodTTM20202019201820172016201520142013201220112010

Dividend yield

1.66%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 3.79%. 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

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