VTI Top 25 1M-10Y

The chart shows the growth of an initial investment of $10,000 in VTI Top 25 1M-10Y, 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 table below presents the monthly returns of VTI Top 25 1M-10Y, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

VTI Top 25 1M-10Y has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

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.

There is not enough data available to calculate the Sharpe ratio for VTI Top 25 1M-10Y. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.

VTI Top 25 1M-10Y provided a 0.22% dividend yield over the last twelve months.

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.

The table below displays the maximum drawdowns of the VTI Top 25 1M-10Y. 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 VTI Top 25 1M-10Y was 24.29%, occurring on Jan 13, 2025. The portfolio has not yet recovered.

The current VTI Top 25 1M-10Y drawdown is 24.29%.

The current VTI Top 25 1M-10Y volatility is 24.46%, 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.