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Growth Portfolio

Expense Ratio

Rank 21 of 53

0.05%
0.00%0.94%
Dividend Yield

Rank 24 of 53

1.69%
0.00%2.62%
10Y Annualized Return

Rank 20 of 53

10.59%
4.41%40.06%
Sharpe Ratio

Rank 19 of 53

2.43
0.572.92
Maximum Drawdown

Rank 37 of 53

-28.25%
-38.24%-10.21%

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 $31,314 for a total return of roughly 213.14%. 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 Jul 31, 2021, the Growth Portfolio returned 11.67% Year-To-Date and 10.59% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Growth Portfolio1.12%10.58%11.67%27.91%12.69%10.59%
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%

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 2.43. 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 1.69% dividend yield in the last twelve months, as of May 17, 2020.


PeriodTTM20202019201820172016201520142013201220112010

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 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 3.10%. 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.


Growth Portfolio
Benchmark (S&P 500)
Portfolio components

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