Mark - IRA
Mark IRA
Asset Allocation
Performance
Performance Chart
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The earliest data available for this chart is Jun 4, 2013, corresponding to the inception date of BNDX
Returns By Period
As of May 14, 2025, the Mark - IRA returned 3.29% Year-To-Date and 5.12% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.08% | 9.75% | -1.63% | 12.74% | 15.66% | 10.77% |
| Mark - IRA | 3.29% | 4.92% | 1.44% | 7.61% | 6.64% | 5.12% |
| Portfolio components: | ||||||
VXUS Vanguard Total International Stock ETF | 11.89% | 8.32% | 10.59% | 10.34% | 11.67% | 5.10% |
VWNAX Vanguard Windsor II Fund Admiral Shares | 1.85% | 7.82% | -9.44% | -2.28% | 10.20% | 3.53% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 0.82% | 15.40% | -3.44% | 14.55% | 9.78% | 8.90% |
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 2.00% | 0.39% | 2.65% | 6.42% | 2.16% | 2.34% |
VTI Vanguard Total Stock Market ETF | 0.15% | 9.49% | -1.71% | 12.97% | 16.81% | 12.09% |
VWILX Vanguard International Growth Fund Admiral Shares | 10.96% | 12.79% | -0.84% | 3.15% | 3.83% | 5.10% |
BNDX Vanguard Total International Bond ETF | 0.59% | -0.08% | 1.36% | 5.06% | -0.05% | 1.98% |
BND Vanguard Total Bond Market ETF | 1.82% | 0.13% | 1.65% | 4.73% | -1.01% | 1.41% |
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 1.81% | 0.82% | 1.92% | 6.17% | 0.01% | 1.86% |
Monthly Returns
The table below presents the monthly returns of Mark - IRA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.07% | 0.43% | -2.01% | 0.76% | 2.06% | 3.29% | |||||||
| 2024 | 0.01% | 1.80% | 2.13% | -2.71% | 2.79% | 1.24% | 2.07% | 1.70% | 1.72% | -1.95% | 2.60% | -3.11% | 8.34% |
| 2023 | 5.59% | -2.75% | 2.80% | 0.90% | -0.65% | 2.86% | 2.05% | -1.73% | -3.18% | -1.96% | 6.78% | 3.99% | 15.03% |
| 2022 | -3.57% | -2.03% | -0.58% | -6.08% | 0.33% | -5.12% | 5.18% | -3.52% | -6.69% | 2.99% | 5.78% | -3.57% | -16.46% |
| 2021 | -0.28% | 0.91% | 0.77% | 2.53% | 0.75% | 1.25% | 0.89% | 1.01% | -2.56% | 2.51% | -1.27% | -0.14% | 6.44% |
| 2020 | 0.38% | -3.07% | -8.51% | 7.15% | 3.42% | 2.27% | 3.46% | 3.10% | -1.51% | -1.08% | 6.85% | 1.78% | 14.01% |
| 2019 | 4.79% | 1.59% | 1.40% | 2.00% | -2.54% | 4.05% | 0.31% | -0.04% | 0.76% | 1.45% | 1.44% | 0.80% | 17.02% |
| 2018 | 2.53% | -2.50% | -0.47% | 0.00% | 0.70% | -0.06% | 1.64% | 0.82% | -0.05% | -4.20% | 1.12% | -4.15% | -4.78% |
| 2017 | 1.40% | 1.75% | 0.72% | 1.15% | 1.31% | 0.40% | 1.43% | 0.56% | 0.95% | 1.16% | 1.00% | 0.13% | 12.61% |
| 2016 | -2.33% | -0.17% | 4.05% | 0.85% | 0.50% | 0.56% | 2.58% | 0.15% | 0.40% | -1.46% | -0.13% | 0.33% | 5.31% |
| 2015 | 0.17% | 2.60% | -0.46% | 0.95% | 0.10% | -1.56% | 0.93% | -3.61% | -1.15% | 3.88% | -0.16% | -2.16% | -0.70% |
| 2014 | -1.35% | 2.89% | 0.16% | 0.60% | 1.54% | 1.24% | -0.95% | 2.02% | -1.76% | 1.13% | 1.16% | -1.87% | 4.79% |
Expense Ratio
Mark - IRA has an expense ratio of 0.09%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Mark - IRA is 56, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VXUS Vanguard Total International Stock ETF | 0.65 | 1.06 | 1.14 | 0.84 | 2.65 |
VWNAX Vanguard Windsor II Fund Admiral Shares | -0.09 | 0.02 | 1.00 | -0.08 | -0.22 |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 0.55 | 0.90 | 1.13 | 0.55 | 1.70 |
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 2.31 | 3.72 | 1.48 | 4.46 | 12.26 |
VTI Vanguard Total Stock Market ETF | 0.67 | 1.09 | 1.16 | 0.71 | 2.69 |
VWILX Vanguard International Growth Fund Admiral Shares | 0.18 | 0.41 | 1.06 | 0.10 | 0.63 |
BNDX Vanguard Total International Bond ETF | 1.32 | 1.80 | 1.22 | 0.53 | 5.62 |
BND Vanguard Total Bond Market ETF | 0.96 | 1.33 | 1.16 | 0.38 | 2.33 |
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 1.18 | 1.70 | 1.20 | 0.50 | 3.36 |
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Dividends
Dividend yield
Mark - IRA provided a 3.23% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 3.23% | 3.28% | 2.82% | 2.18% | 3.16% | 2.32% | 2.79% | 3.23% | 2.50% | 2.47% | 2.81% | 2.91% |
| Portfolio components: | ||||||||||||
VXUS Vanguard Total International Stock ETF | 2.97% | 3.37% | 3.24% | 3.09% | 3.10% | 2.14% | 3.06% | 3.18% | 2.73% | 2.93% | 2.83% | 3.40% |
VWNAX Vanguard Windsor II Fund Admiral Shares | 1.73% | 1.76% | 1.72% | 1.70% | 1.26% | 1.38% | 2.20% | 2.70% | 2.09% | 2.57% | 2.49% | 2.42% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 4.66% | 4.70% | 0.37% | 0.49% | 13.48% | 4.00% | 3.94% | 9.80% | 5.03% | 1.67% | 9.10% | 8.44% |
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 4.36% | 4.15% | 3.15% | 2.03% | 2.08% | 2.33% | 2.92% | 2.78% | 1.92% | 2.15% | 2.09% | 2.06% |
VTI Vanguard Total Stock Market ETF | 1.30% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
VWILX Vanguard International Growth Fund Admiral Shares | 0.86% | 0.95% | 1.10% | 1.50% | 1.08% | 0.31% | 1.30% | 1.79% | 0.84% | 1.42% | 1.53% | 2.46% |
BNDX Vanguard Total International Bond ETF | 4.31% | 4.18% | 4.42% | 1.52% | 3.74% | 1.11% | 3.40% | 3.01% | 2.23% | 1.89% | 1.63% | 1.54% |
BND Vanguard Total Bond Market ETF | 3.77% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.37% | 4.67% | 3.90% | 3.20% | 4.00% | 5.80% | 3.13% | 3.31% | 3.05% | 3.94% | 3.39% | 3.86% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Mark - IRA. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Mark - IRA was 23.22%, occurring on Oct 14, 2022. Recovery took 434 trading sessions.
The current Mark - IRA drawdown is 0.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.22% | Nov 9, 2021 | 235 | Oct 14, 2022 | 434 | Jul 10, 2024 | 669 |
| -19.4% | Feb 20, 2020 | 23 | Mar 23, 2020 | 76 | Jul 10, 2020 | 99 |
| -10.41% | Jan 29, 2018 | 229 | Dec 24, 2018 | 69 | Apr 4, 2019 | 298 |
| -9.83% | Apr 27, 2015 | 202 | Feb 11, 2016 | 106 | Jul 14, 2016 | 308 |
| -9.07% | Dec 9, 2024 | 82 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 9 assets, with an effective number of assets of 7.13, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.
Asset Correlations Table
| ^GSPC | BNDX | VFSUX | BND | VFIDX | VXUS | VWUAX | VWILX | VWNAX | VTI | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | -0.01 | -0.03 | -0.03 | -0.05 | 0.80 | 0.89 | 0.79 | 0.94 | 0.99 | 0.92 |
| BNDX | -0.01 | 1.00 | 0.56 | 0.72 | 0.67 | 0.01 | 0.03 | 0.02 | -0.06 | -0.01 | 0.17 |
| VFSUX | -0.03 | 0.56 | 1.00 | 0.74 | 0.84 | 0.03 | -0.00 | 0.03 | -0.05 | -0.03 | 0.16 |
| BND | -0.03 | 0.72 | 0.74 | 1.00 | 0.89 | 0.02 | 0.02 | 0.03 | -0.07 | -0.03 | 0.19 |
| VFIDX | -0.05 | 0.67 | 0.84 | 0.89 | 1.00 | 0.01 | -0.00 | 0.02 | -0.08 | -0.05 | 0.17 |
| VXUS | 0.80 | 0.01 | 0.03 | 0.02 | 0.01 | 1.00 | 0.71 | 0.90 | 0.81 | 0.81 | 0.90 |
| VWUAX | 0.89 | 0.03 | -0.00 | 0.02 | -0.00 | 0.71 | 1.00 | 0.81 | 0.79 | 0.90 | 0.87 |
| VWILX | 0.79 | 0.02 | 0.03 | 0.03 | 0.02 | 0.90 | 0.81 | 1.00 | 0.76 | 0.80 | 0.88 |
| VWNAX | 0.94 | -0.06 | -0.05 | -0.07 | -0.08 | 0.81 | 0.79 | 0.76 | 1.00 | 0.95 | 0.90 |
| VTI | 0.99 | -0.01 | -0.03 | -0.03 | -0.05 | 0.81 | 0.90 | 0.80 | 0.95 | 1.00 | 0.93 |
| Portfolio | 0.92 | 0.17 | 0.16 | 0.19 | 0.17 | 0.90 | 0.87 | 0.88 | 0.90 | 0.93 | 1.00 |