Growth Portfolio
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 $31,314 for a total return of roughly 213.14%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Growth PortfolioReturns
As of Jul 31, 2021, the Growth Portfolio returned 11.67% Year-To-Date and 10.59% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth Portfolio | 1.12% | 10.58% | 11.67% | 27.91% | 12.69% | 10.59% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | 1.24% | 0.15% | -0.63% | -0.69% | 3.23% | 3.26% |
VEA Vanguard FTSE Developed Markets ETF | -0.17% | 9.44% | 11.08% | 29.25% | 10.12% | 6.80% |
VTI Vanguard Total Stock Market ETF | 1.74% | 15.54% | 17.21% | 39.36% | 17.41% | 15.24% |
IGOV iShares International Treasury Bond ETF | 1.70% | -2.88% | -4.35% | -0.24% | 1.36% | 0.76% |
| Returns over 1 year are annualized | ||||||
Growth PortfolioDividends
Growth Portfolio granted a 1.69% dividend yield in the last twelve months, as of May 17, 2020.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.69% | 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 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 |
| -17.44% | May 2, 2011 | 108 | Oct 3, 2011 | 114 | Mar 16, 2012 | 222 |
| -15.29% | 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 |
| -6.37% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
Growth PortfolioVolatility Chart
Current Growth Portfolio volatility is 3.10%. 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.