BUCKET 2 PORTFOLIO 5-7 YEARS

Asset Allocation

Position	Category/Sector	Target Weight
SCHD Schwab U.S. Dividend Equity ETF	Dividend	25%
VOO Vanguard S&P 500 ETF	S&P 500	25%
AVGO Broadcom Inc.	Technology	25%
DGRO iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	25%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Portfolio Optimizer

Find the right asset allocation for BUCKET 2 PORTFOLIO 5-7 YEARS

Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BUCKET 2 PORTFOLIO 5-7 YEARS, 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.

Loading charts...

Returns By Period

As of Jun 13, 2026, the BUCKET 2 PORTFOLIO 5-7 YEARS returned 13.37% Year-To-Date and 21.26% of annualized return in the last 10 years.

Position	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.50%	-0.93%	8.56%	8.85%	24.33%	19.37%	11.84%	13.61%
Portfolio BUCKET 2 PORTFOLIO 5-7 YEARS	0.25%	-2.97%	13.37%	11.97%	34.28%	30.86%	22.52%	21.26%
Portfolio components:
AVGO Broadcom Inc.	-0.91%	-8.33%	10.62%	6.58%	50.41%	67.17%	55.09%	40.96%
DGRO iShares Core Dividend Growth ETF	0.69%	3.74%	9.86%	9.27%	22.26%	16.74%	10.82%	13.52%
SCHD Schwab U.S. Dividend Equity ETF	0.89%	3.37%	20.66%	19.57%	26.16%	14.90%	8.75%	12.91%
VOO Vanguard S&P 500 ETF	0.55%	-0.07%	9.08%	9.44%	24.36%	20.95%	13.43%	15.50%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 12, 2014, BUCKET 2 PORTFOLIO 5-7 YEARS's average daily return is +0.08%, while the average monthly return is +1.66%. At this rate, an investment would double in approximately 3.5 years.

Historically, 68% of months were positive and 32% were negative. The best month was Apr 2026 with a return of +14.0%, while the worst month was Mar 2020 at -12.2%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BUCKET 2 PORTFOLIO 5-7 YEARS closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +10.3%, while the worst single day was Mar 16, 2020 at -13.1%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	2.35%	1.43%	-3.60%	13.95%	4.10%	-4.49%							13.37%
2025	0.89%	-1.72%	-6.07%	0.88%	9.88%	6.87%	2.50%	3.02%	4.00%	3.11%	3.91%	-3.88%	24.79%
2024	2.18%	5.14%	3.51%	-3.51%	3.04%	6.37%	3.02%	2.29%	2.68%	-0.88%	2.72%	6.52%	38.02%
2023	3.91%	-1.73%	3.16%	0.06%	5.27%	6.46%	3.61%	-0.71%	-5.65%	-1.83%	8.18%	9.44%	33.25%
2022	-5.79%	-1.83%	4.21%	-7.55%	2.59%	-9.63%	7.38%	-4.32%	-8.79%	8.86%	9.01%	-2.59%	-10.51%
2021	-0.16%	3.96%	5.00%	2.31%	2.29%	0.66%	1.88%	2.43%	-3.65%	6.71%	0.02%	10.14%	35.72%

Benchmark Metrics

BUCKET 2 PORTFOLIO 5-7 YEARS has an annualized alpha of 7.73%, beta of 1.03, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since June 12, 2014.

This portfolio captured 121.36% of S&P 500 Index gains but only 83.30% of its losses - a favorable profile for investors.
This portfolio generated an annualized alpha of 7.73% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
With beta of 1.03 and R2 of 0.86, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha: 7.73%

Beta: 1.03

R²: 0.86

Upside Capture: 121.36%

Downside Capture: 83.30%

See how alpha, beta & R² have trended over time →

Expense Ratio

BUCKET 2 PORTFOLIO 5-7 YEARS has an expense ratio of 0.04%, 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.

DGRO

iShares Core Dividend Growth ETF

SCHD

Schwab U.S. Dividend Equity ETF

VOO

Vanguard S&P 500 ETF

Return for Risk

Risk / Return Rank

BUCKET 2 PORTFOLIO 5-7 YEARS ranks 59 for risk / return — on par with similar Portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below presents risk-adjusted performance metrics for BUCKET 2 PORTFOLIO 5-7 YEARS and compares them with S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	Portfolio	Benchmark	Difference
Sharpe ratioReturn per unit of total volatility	2.01	1.86	+0.15
Sortino ratioReturn per unit of downside risk	2.73	2.53	+0.20
Omega ratioGain probability vs. loss probability	1.37	1.34	+0.03
Calmar ratioReturn relative to maximum drawdown	3.68	2.53	+1.15
Martin ratioReturn relative to average drawdown	12.14	11.37	+0.77

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

Position	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
AVGO Broadcom Inc.	74	1.11	1.69	1.22	1.77	4.11
DGRO iShares Core Dividend Growth ETF	82	2.34	3.40	1.42	3.46	13.36
SCHD Schwab U.S. Dividend Equity ETF	87	2.41	3.72	1.43	5.70	13.97
VOO Vanguard S&P 500 ETF	70	1.99	2.70	1.36	2.75	12.42

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

The current BUCKET 2 PORTFOLIO 5-7 YEARS Sharpe ratio is 2.01 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.54 to 2.41, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of BUCKET 2 PORTFOLIO 5-7 YEARS compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Loading charts...

Dividends

Dividend yield

BUCKET 2 PORTFOLIO 5-7 YEARS provided a 1.71% dividend yield over the last twelve months.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.71%	1.93%	2.02%	2.27%	2.61%	2.05%	2.51%	2.65%	2.67%	2.08%	2.15%	2.18%
Portfolio components:
AVGO Broadcom Inc.	0.65%	0.70%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%
DGRO iShares Core Dividend Growth ETF	1.94%	2.09%	2.26%	2.45%	2.34%	1.93%	2.30%	2.21%	2.44%	2.03%	2.27%	2.52%
SCHD Schwab U.S. Dividend Equity ETF	3.22%	3.82%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%
VOO Vanguard S&P 500 ETF	1.05%	1.13%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%

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.

Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the BUCKET 2 PORTFOLIO 5-7 YEARS. 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 BUCKET 2 PORTFOLIO 5-7 YEARS was 35.38%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.

The current BUCKET 2 PORTFOLIO 5-7 YEARS drawdown is 6.89%.

Related event	Drawdown	Fall	Recovery	Underwater
COVID crash2020	-35.38%Mar 2020	1mo 9d	4mo 22d	6mo 1dFeb 2020 - Aug 2020
Bear market2022	-23.63%Oct 2022	9mo 10d	7mo 23d	1y 4moJan 2022 - Jun 2023
2025 selloff2025	-19.76%Apr 2025	3mo 22d	1mo 25d	5mo 17dDec 2024 - Jun 2025
2015 correction2015	-15.39%Aug 2015	2mo 25d	3mo 11d	6mo 6dJun 2015 - Dec 2015
Rate-hike selloffLate 2018	-14.50%Dec 2018	3mo 1d	1mo 21d	4mo 22dSep 2018 - Feb 2019

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

Loading charts...

Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 4 assets, with an effective number of assets of 4.00, reflecting the diversification based on asset allocation. Your capital is spread almost evenly across your holdings, indicating a well-balanced allocation. Note that true diversification also depends on the correlations between assets — check the diversification ratio below.

Diversification Ratio

	1Y	3Y	5Y	10Y	All Time
Diversification Ratio	1.28	1.21	1.17	1.14	1.14

The portfolio has a diversification ratio of 1.14, placing it in the bottom quartile across portfolios — positions are highly correlated. Consider adding assets from different classes or sectors to reduce risk.

BUCKET 2 PORTFOLIO 5-7 YEARS correlation to the S&P 500 Index

BUCKET 2 PORTFOLIO 5-7 YEARS has a 0.81 correlation to S&P 500 Index over the trailing 12 months. This section compares each holding's correlation to the benchmark and to the portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.81
Correlation (3Y) Calculated over the trailing 3-year period	0.85
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (10Y) Calculated over the trailing 10-year period	0.89
Correlation (All Time) Calculated using the full available price history since Jun 12, 2014	0.89

Benchmark Correlations

Correlation vs. S&P 500 Index. VOO has the highest benchmark correlation at 1.00, while AVGO has the lowest at 0.65.

0.65

0.80

0.90

1.00

Portfolio Correlations

Correlation vs. BUCKET 2 PORTFOLIO 5-7 YEARS. VOO has the highest portfolio correlation at 0.89, while SCHD has the lowest at 0.77.

0.77

0.84

0.88

0.89

Asset Correlations Table

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

	AVGO	SCHD	DGRO	VOO
AVGO	1.00	0.45	0.53	0.65
SCHD	0.45	1.00	0.93	0.80
DGRO	0.53	0.93	1.00	0.90
VOO	0.65	0.80	0.90	1.00

The correlation results are calculated based on daily price changes starting from Jun 12, 2014

Diversification Analysis

Find what BUCKET 2 PORTFOLIO 5-7 YEARS is missing

See which holdings overlap, where BUCKET 2 PORTFOLIO 5-7 YEARS is concentrated, and which low-correlation assets could fill the gaps.

Analyze Diversification