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Growth Portfolio

Expense Ratio

Rank 21 of 53

0.05%
0.00%0.94%
Dividend Yield

Rank 20 of 53

1.89%
0.00%3.07%
10Y Annualized Return

Rank 19 of 53

10.72%
4.27%32.63%
Sharpe Ratio

Rank 27 of 53

0.94
-0.271.84
Maximum Drawdown

Rank 37 of 53

-28.25%
-38.24%-8.85%

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 $31,390 for a total return of roughly 213.90%. 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 Jan 19, 2022, the Growth Portfolio returned -3.13% Year-To-Date and 10.72% of annualized return in the last 10 years.


YTD1M6M1Y5Y10Y
Benchmark-3.97%-0.94%7.48%21.47%15.05%13.31%
Growth Portfolio-3.13%-0.96%2.98%10.78%12.01%10.72%
BND
Vanguard Total Bond Market ETF
-2.31%-2.86%-3.72%-3.36%2.97%2.57%
VEA
Vanguard FTSE Developed Markets ETF
-1.14%1.73%2.78%8.08%9.30%7.82%
VTI
Vanguard Total Stock Market ETF
-4.55%-1.77%5.83%18.49%16.55%15.22%
IGOV
iShares International Treasury Bond ETF
-1.81%-2.28%-5.83%-9.69%2.05%0.88%

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 0.94. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


Growth Portfolio
Benchmark (S&P 500)
Portfolio components

Growth PortfolioDividends

Growth Portfolio granted a 1.89% dividend yield in the last twelve months, as of Jan 19, 2022.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

1.89%1.85%1.70%2.32%2.64%2.28%2.56%2.61%2.89%2.57%3.14%3.42%3.05%

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
-15.33%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
-6.37%Sep 3, 202014Sep 23, 202033Nov 9, 202047

Growth PortfolioVolatility Chart

Current Growth Portfolio volatility is 4.61%. 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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