After Tax
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
SCHD Schwab US Dividend Equity ETF | Large Cap Growth Equities, Dividend | 100% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in After Tax, 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.
The earliest data available for this chart is Oct 20, 2011, corresponding to the inception date of SCHD
Returns By Period
As of Apr 20, 2025, the After Tax returned -6.12% Year-To-Date and 10.23% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.71% | -9.92% | 6.35% | 13.40% | 9.65% |
| After Tax | -6.12% | -8.23% | -10.14% | 3.31% | 13.20% | 10.23% |
| Portfolio components: | ||||||
SCHD Schwab US Dividend Equity ETF | -6.12% | -8.23% | -10.14% | 3.31% | 13.20% | 10.23% |
Monthly Returns
The table below presents the monthly returns of After Tax, 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 | 1.87% | 2.55% | -1.15% | -9.08% | -6.12% | ||||||||
| 2024 | 0.14% | 1.84% | 4.66% | -4.51% | 2.05% | 0.02% | 6.20% | 2.36% | 0.89% | 0.19% | 4.61% | -6.62% | 11.66% |
| 2023 | 2.08% | -3.32% | -1.05% | -0.81% | -4.11% | 5.32% | 4.19% | -1.49% | -4.20% | -3.82% | 6.30% | 6.31% | 4.54% |
| 2022 | -2.73% | -1.93% | 2.99% | -4.12% | 3.90% | -7.96% | 3.91% | -2.73% | -7.42% | 11.22% | 6.83% | -3.41% | -3.26% |
| 2021 | -0.90% | 6.06% | 8.94% | 2.21% | 3.22% | -0.99% | 0.65% | 2.09% | -3.69% | 4.40% | -2.05% | 7.32% | 29.87% |
| 2020 | -1.76% | -9.35% | -11.88% | 12.61% | 3.69% | -0.63% | 5.29% | 5.12% | -2.50% | 0.38% | 13.17% | 3.05% | 15.03% |
| 2019 | 6.05% | 4.06% | 1.55% | 3.21% | -7.60% | 7.29% | 1.66% | -1.30% | 3.80% | 1.35% | 2.83% | 2.28% | 27.29% |
| 2018 | 4.55% | -5.63% | -2.39% | -1.12% | 1.79% | 0.70% | 4.54% | 2.29% | 1.24% | -5.91% | 3.37% | -8.13% | -5.56% |
| 2017 | -0.48% | 3.41% | 0.14% | 0.25% | 1.75% | -0.10% | 1.66% | -0.02% | 2.85% | 3.61% | 4.21% | 1.95% | 20.85% |
| 2016 | -2.28% | 0.74% | 6.40% | -0.18% | 1.40% | 2.92% | 2.85% | -0.33% | 0.18% | -1.56% | 3.27% | 2.22% | 16.45% |
| 2015 | -3.11% | 5.23% | -2.35% | 0.76% | 0.50% | -3.31% | 0.71% | -5.32% | -0.72% | 8.76% | 0.28% | -0.95% | -0.30% |
| 2014 | -4.45% | 3.88% | 1.96% | 1.82% | 1.33% | 1.36% | -1.72% | 3.43% | -0.23% | 1.97% | 2.98% | -0.91% | 11.69% |
Expense Ratio
After Tax has an expense ratio of 0.06%, 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 After Tax is 29, 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 | |
|---|---|---|---|---|---|
SCHD Schwab US Dividend Equity ETF | 0.27 | 0.48 | 1.07 | 0.27 | 1.05 |
Dividends
Dividend yield
After Tax provided a 4.09% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 4.09% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
| Portfolio components: | ||||||||||||
SCHD Schwab US Dividend Equity ETF | 4.09% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Monthly Dividends
The table below shows the monthly dividends paid by this portfolio.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.25 | $0.00 | $0.25 | ||||||||
| 2024 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.26 | $0.99 |
| 2023 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.25 | $0.89 |
| 2022 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.23 | $0.85 |
| 2021 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.21 | $0.75 |
| 2020 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.20 | $0.68 |
| 2019 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.57 |
| 2018 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.48 |
| 2017 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.45 |
| 2016 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.13 | $0.42 |
| 2015 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.38 |
| 2014 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.35 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the After Tax. 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 After Tax was 33.37%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current After Tax drawdown is 12.33%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.37% | Jan 24, 2020 | 41 | Mar 23, 2020 | 114 | Sep 2, 2020 | 155 |
| -17.08% | Sep 24, 2018 | 64 | Dec 24, 2018 | 69 | Apr 4, 2019 | 133 |
| -16.85% | Jan 12, 2022 | 181 | Sep 30, 2022 | 312 | Dec 28, 2023 | 493 |
| -16.13% | Dec 2, 2024 | 87 | Apr 8, 2025 | — | — | — |
| -13.92% | Mar 3, 2015 | 123 | Aug 25, 2015 | 137 | Mar 11, 2016 | 260 |
Volatility
Volatility Chart
The current After Tax volatility is 11.02%, 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.