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Sawyer Portfolio Aggressive Growth
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Sawyer Portfolio Aggressive Growth, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.


0.00%1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%December2025FebruaryMarchAprilMay
4,344.57%
337.30%
Sawyer Portfolio Aggressive Growth
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is May 18, 2012, corresponding to the inception date of META

Returns By Period

As of May 9, 2025, the Sawyer Portfolio Aggressive Growth returned -7.83% Year-To-Date and 36.47% of annualized return in the last 10 years.


YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500
-3.70%13.67%-5.18%9.18%14.14%10.43%
Sawyer Portfolio Aggressive Growth-7.83%16.30%-6.51%13.86%30.63%36.47%
META
Meta Platforms, Inc.
2.23%17.15%1.24%27.00%23.20%22.69%
AAPL
Apple Inc
-21.05%14.54%-12.99%8.58%21.29%21.47%
TSLA
Tesla, Inc.
-29.47%28.38%-4.07%63.02%39.28%33.46%
AMZN
Amazon.com, Inc.
-12.45%12.55%-8.56%2.17%10.09%24.44%
LLY
Eli Lilly and Company
-2.49%3.47%-5.45%-2.41%39.23%28.58%
NVDA
NVIDIA Corporation
-12.59%21.88%-21.15%29.85%72.35%72.86%
AMD
Advanced Micro Devices, Inc.
-15.80%30.03%-32.12%-33.80%13.89%46.03%
MSFT
Microsoft Corporation
4.16%23.58%3.41%7.55%19.98%26.82%
GOOGL
Alphabet Inc Class A
-18.41%6.62%-14.45%-8.48%17.56%19.00%
GOLD
Barrick Gold Corporation
22.37%7.65%3.22%15.32%-4.63%5.93%
*Annualized

Monthly Returns

The table below presents the monthly returns of Sawyer Portfolio Aggressive Growth, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.31%-4.62%-6.90%0.65%0.80%-7.83%
20242.49%11.36%2.31%-2.66%7.20%7.14%-1.50%2.74%4.59%-2.28%4.61%2.38%44.62%
202317.16%2.88%14.18%1.56%13.56%7.23%3.65%0.23%-5.39%-1.08%12.17%5.11%95.14%
2022-9.18%-1.75%6.95%-15.08%-0.85%-10.71%12.71%-6.97%-10.22%-3.11%8.57%-9.84%-35.93%
20212.83%-2.87%0.25%7.89%0.61%8.30%4.47%5.35%-6.65%12.80%7.91%-1.50%45.00%
20209.19%-2.44%-5.92%22.26%4.84%9.71%14.07%20.35%-8.31%-4.47%10.70%5.58%98.06%
20199.25%1.00%5.71%2.01%-9.03%10.41%3.37%0.74%-0.54%9.28%5.48%10.12%57.12%
201812.18%-4.17%-6.91%4.37%8.16%3.30%2.55%10.44%2.38%-7.55%-0.64%-6.50%16.21%
20176.74%5.81%4.03%0.84%5.33%-0.07%4.21%3.05%-1.39%3.29%-0.07%-0.34%35.85%
2016-4.22%3.07%8.95%5.95%6.65%3.21%11.97%-1.08%2.57%-0.16%1.06%9.14%56.92%
20151.27%7.06%-5.04%5.62%1.63%-0.29%0.36%-2.67%0.05%11.90%4.62%3.38%30.33%
20142.25%10.39%-4.99%-0.25%2.17%5.03%-1.26%7.01%-4.96%-3.37%3.91%-4.60%10.42%

Expense Ratio

Sawyer Portfolio Aggressive Growth has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.


The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of Sawyer Portfolio Aggressive Growth is 32, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of Sawyer Portfolio Aggressive Growth is 3232
Overall Rank
The Sharpe Ratio Rank of Sawyer Portfolio Aggressive Growth is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of Sawyer Portfolio Aggressive Growth is 3333
Sortino Ratio Rank
The Omega Ratio Rank of Sawyer Portfolio Aggressive Growth is 3030
Omega Ratio Rank
The Calmar Ratio Rank of Sawyer Portfolio Aggressive Growth is 3838
Calmar Ratio Rank
The Martin Ratio Rank of Sawyer Portfolio Aggressive Growth is 2828
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.



Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
META
Meta Platforms, Inc.
0.751.321.170.852.66
AAPL
Apple Inc
0.270.631.090.280.95
TSLA
Tesla, Inc.
0.881.541.180.922.28
AMZN
Amazon.com, Inc.
0.070.311.040.060.16
LLY
Eli Lilly and Company
-0.060.211.03-0.05-0.11
NVDA
NVIDIA Corporation
0.511.021.130.741.85
AMD
Advanced Micro Devices, Inc.
-0.65-0.790.90-0.55-1.18
MSFT
Microsoft Corporation
0.300.571.070.290.63
GOOGL
Alphabet Inc Class A
-0.28-0.150.98-0.26-0.58
GOLD
Barrick Gold Corporation
0.440.861.100.281.24

The current Sawyer Portfolio Aggressive Growth Sharpe ratio is 0.48. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 0.44 to 0.96, this portfolio's current Sharpe ratio lies between the 25th and 75th percentiles. This indicates that the its risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.

Use the chart below to compare the Sharpe ratio of Sawyer Portfolio Aggressive Growth with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.48
0.48
Sawyer Portfolio Aggressive Growth
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

Sawyer Portfolio Aggressive Growth provided a 0.50% dividend yield over the last twelve months.


TTM20242023202220212020201920182017201620152014
Portfolio0.50%0.51%0.43%0.67%0.66%0.48%0.52%0.73%0.69%0.80%0.97%1.05%
META
Meta Platforms, Inc.
0.34%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AAPL
Apple Inc
0.51%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%
TSLA
Tesla, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AMZN
Amazon.com, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LLY
Eli Lilly and Company
0.72%0.67%0.78%1.07%1.23%1.75%1.96%1.94%2.46%2.77%2.37%2.84%
NVDA
NVIDIA Corporation
0.03%0.02%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%
AMD
Advanced Micro Devices, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MSFT
Microsoft Corporation
0.72%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%
GOOGL
Alphabet Inc Class A
0.52%0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
GOLD
Barrick Gold Corporation
2.12%2.58%2.21%3.78%4.11%1.36%0.70%1.40%0.83%0.50%1.90%1.86%

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-12.52%
-7.82%
Sawyer Portfolio Aggressive Growth
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Sawyer Portfolio Aggressive Growth. 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 Sawyer Portfolio Aggressive Growth was 40.96%, occurring on Nov 3, 2022. Recovery took 143 trading sessions.

The current Sawyer Portfolio Aggressive Growth drawdown is 12.52%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-40.96%Nov 22, 2021240Nov 3, 2022143Jun 1, 2023383
-31.25%Feb 20, 202018Mar 16, 202039May 11, 202057
-24.78%Dec 18, 202475Apr 8, 2025
-21.55%Oct 2, 201858Dec 24, 201859Mar 21, 2019117
-17.95%Jul 11, 202420Aug 7, 202466Nov 8, 202486

Volatility

Volatility Chart

The current Sawyer Portfolio Aggressive Growth volatility is 15.51%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
15.51%
11.21%
Sawyer Portfolio Aggressive Growth
Benchmark (^GSPC)
Portfolio components

Diversification

Diversification Metrics


Number of Effective Assets

The portfolio contains 10 assets, with an effective number of assets of 10.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

^GSPCGOLDLLYTSLAAMDMETAAAPLNVDAAMZNGOOGLMSFTPortfolio
^GSPC1.000.140.430.450.510.560.640.610.640.690.720.77
GOLD0.141.000.050.080.110.110.100.090.100.100.100.28
LLY0.430.051.000.140.180.260.240.230.260.290.320.36
TSLA0.450.080.141.000.350.340.380.390.400.380.370.63
AMD0.510.110.180.351.000.380.400.610.430.420.460.70
META0.560.110.260.340.381.000.450.470.570.600.500.67
AAPL0.640.100.240.380.400.451.000.470.500.530.560.65
NVDA0.610.090.230.390.610.470.471.000.520.510.560.74
AMZN0.640.100.260.400.430.570.500.521.000.650.600.72
GOOGL0.690.100.290.380.420.600.530.510.651.000.650.70
MSFT0.720.100.320.370.460.500.560.560.600.651.000.71
Portfolio0.770.280.360.630.700.670.650.740.720.700.711.00
The correlation results are calculated based on daily price changes starting from May 21, 2012