All Portfolio w HSA

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

All Portfolio w HSA

Last updated Jul 25, 2024

Asset Allocation

Position	Category/Sector	Weight
AADEX American Beacon Large Cap Value Fund	Large Cap Value Equities	2.01%
DFCEX DFA Emerging Markets Core Equity Fund	Emerging Markets Diversified	0.66%
DFFVX DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	1.96%
DFISX DFA International Small Company Portfolio	Foreign Small & Mid Cap Equities, Small Cap Blend Equities	0.62%
DFIVX DFA International Value Portfolio	Foreign Large Cap Equities	0.62%
DLS WisdomTree International SmallCap Dividend	Foreign Small & Mid Cap Equities, Dividend	3.72%
EWX SPDR S&P Emerging Markets Small Cap ETF	Emerging Markets Equities	2.03%
FTEC Fidelity MSCI Information Technology Index ETF	Technology Equities	2.48%
IJS iShares S&P SmallCap 600 Value ETF	Small Cap Value Equities	7.91%
IVV iShares Core S&P 500 ETF	Large Cap Growth Equities	1.26%
SWEGX Schwab MarketTrack All Equity Portfolio™	Diversified Portfolio	0.42%
SWISX Schwab International Index Fund	Foreign Large Cap Equities	0.64%
SWPPX Schwab S&P 500 Index Fund	Large Cap Blend Equities	2.19%
SWSSX Schwab Small-Cap Index Fund-Select Shares	Small Cap Blend Equities	1.91%
VDIGX Vanguard Dividend Growth Fund	Large Cap Blend Equities, Dividend	1.94%
VEA Vanguard FTSE Developed Markets ETF	Foreign Large Cap Equities	3.78%
VFIFX Vanguard Target Retirement 2050 Fund	Target Retirement Date, Diversified Portfolio	36.86%
VGT Vanguard Information Technology ETF	Technology Equities	2.92%
VIOO Vanguard S&P Small-Cap 600 ETF	Small Cap Blend Equities	5.11%
VNQ Vanguard Real Estate ETF	REIT	1.75%
VONV		5.07%
VOO		3.52%
VSS		3.58%
VTV		0.45%
VUG		0.55%
VWO		2.35%
VYMI		3.69%

Benchmark

S&P 500

Rebalance portfolio

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in All Portfolio w HSA, 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 Quarterly

All Portfolio w HSA

Benchmark (^GSPC)

Portfolio components

The earliest data available for this chart is Oct 24, 2013, corresponding to the inception date of FTEC

Returns By Period

	Year-To-Date	1 month	6 months	1 year	5 years (annualized)	10 years (annualized)
^GSPC S&P 500	13.78%	-0.38%	11.47%	18.82%	12.44%	10.64%
All Portfolio w HSA	8.42%	1.73%	9.33%	13.24%	9.90%	N/A
Portfolio components:
VNQ Vanguard Real Estate ETF	2.06%	5.67%	7.23%	6.85%	3.87%	5.70%
FTEC Fidelity MSCI Information Technology Index ETF	16.36%	-1.07%	10.89%	25.30%	21.50%	20.05%
SWISX Schwab International Index Fund	6.52%	0.63%	7.76%	9.86%	6.83%	4.55%
DFFVX DFA U.S. Targeted Value Portfolio	6.34%	6.03%	9.15%	14.44%	13.18%	8.89%
SWPPX Schwab S&P 500 Index Fund	14.64%	-0.31%	12.24%	20.59%	14.27%	12.65%
SWEGX Schwab MarketTrack All Equity Portfolio™	9.82%	1.22%	10.22%	14.74%	10.20%	8.65%
DFIVX DFA International Value Portfolio	8.64%	1.96%	10.80%	11.40%	8.80%	4.53%
DFCEX DFA Emerging Markets Core Equity Fund	6.88%	-1.06%	10.32%	9.29%	5.84%	3.66%
VFIFX Vanguard Target Retirement 2050 Fund	9.23%	0.35%	9.45%	13.99%	9.45%	8.28%
DFISX DFA International Small Company Portfolio	5.93%	1.82%	8.35%	9.28%	6.76%	4.98%
VDIGX Vanguard Dividend Growth Fund	6.41%	0.11%	5.87%	9.35%	10.01%	10.93%
SWSSX Schwab Small-Cap Index Fund-Select Shares	9.17%	8.23%	12.74%	13.45%	8.36%	8.25%
AADEX American Beacon Large Cap Value Fund	9.87%	0.86%	9.96%	14.64%	10.84%	8.77%
VGT Vanguard Information Technology ETF	16.19%	-1.08%	10.81%	24.47%	21.34%	20.29%
VOO	14.62%	-0.27%	12.26%	20.57%	14.27%	N/A
VEA Vanguard FTSE Developed Markets ETF	5.80%	0.81%	7.57%	9.10%	6.90%	4.70%
EWX SPDR S&P Emerging Markets Small Cap ETF	2.22%	-1.14%	5.37%	7.37%	7.64%	3.92%
VYMI	7.23%	1.28%	8.97%	11.32%	7.33%	N/A
VONV	9.32%	1.59%	10.16%	12.26%	9.10%	N/A
VSS	3.91%	0.60%	7.34%	6.24%	5.30%	N/A
DLS WisdomTree International SmallCap Dividend	4.97%	2.44%	7.25%	10.70%	4.29%	3.70%
VWO	5.98%	-1.30%	8.76%	6.27%	3.47%	N/A
VIOO Vanguard S&P Small-Cap 600 ETF	5.94%	7.51%	9.30%	11.67%	9.25%	9.30%
IJS iShares S&P SmallCap 600 Value ETF	2.51%	7.98%	6.85%	7.41%	8.61%	8.12%
IVV iShares Core S&P 500 ETF	14.65%	-0.26%	12.30%	20.63%	14.27%	12.67%
VTV	11.25%	1.43%	11.10%	14.68%	10.63%	N/A
VUG	17.02%	-1.74%	12.75%	26.01%	17.20%	N/A

Monthly Returns

The table below presents the monthly returns of All Portfolio w HSA, 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
2024	-1.13%	3.51%	3.09%	-3.78%	4.36%	0.62%							8.42%
2023	7.84%	-2.69%	0.99%	0.72%	-1.57%	5.86%	3.95%	-3.12%	-4.32%	-3.43%	8.72%	6.54%	19.86%
2022	-4.33%	-1.78%	1.35%	-7.25%	0.82%	-8.22%	7.00%	-3.85%	-9.55%	7.03%	7.54%	-4.27%	-16.21%
2021	0.62%	4.20%	3.31%	3.68%	1.85%	0.91%	0.08%	2.14%	-3.54%	4.38%	-2.52%	4.17%	20.63%
2020	-2.15%	-7.75%	-16.29%	10.92%	4.62%	3.11%	4.37%	5.43%	-2.99%	-1.28%	13.10%	5.40%	13.57%
2019	8.42%	2.94%	0.50%	3.41%	-6.28%	6.27%	0.22%	-2.50%	2.58%	2.49%	2.51%	3.44%	25.85%
2018	4.46%	-4.04%	-0.76%	0.46%	1.68%	-0.45%	2.74%	1.36%	-0.49%	-7.74%	1.56%	-7.79%	-9.43%
2017	2.24%	2.57%	0.96%	1.37%	1.09%	1.05%	2.30%	0.04%	2.87%	1.82%	2.03%	1.26%	21.43%
2016			4.62%	1.07%	0.76%	-0.14%	4.42%	0.66%	0.89%	-2.15%	3.04%	2.05%	16.07%

Expense Ratio

All Portfolio w HSA has an expense ratio of 0.15%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of All Portfolio w HSA is 26, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

All Portfolio w HSA

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

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.

All Portfolio w HSA

^GSPC

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
VNQ Vanguard Real Estate ETF	0.33	0.61	1.07	0.18	0.85
FTEC Fidelity MSCI Information Technology Index ETF	1.42	1.93	1.25	2.15	6.45
SWISX Schwab International Index Fund	0.86	1.30	1.15	0.71	2.58
DFFVX DFA U.S. Targeted Value Portfolio	0.79	1.28	1.15	1.05	2.71
SWPPX Schwab S&P 500 Index Fund	1.80	2.52	1.32	1.80	7.21
SWEGX Schwab MarketTrack All Equity Portfolio™	1.29	1.87	1.24	1.03	4.00
DFIVX DFA International Value Portfolio	1.00	1.45	1.17	1.28	3.58
DFCEX DFA Emerging Markets Core Equity Fund	0.93	1.36	1.16	0.53	2.58
VFIFX Vanguard Target Retirement 2050 Fund	1.33	1.99	1.24	0.96	4.29
DFISX DFA International Small Company Portfolio	0.79	1.22	1.14	0.44	2.31
VDIGX Vanguard Dividend Growth Fund	1.02	1.49	1.18	0.97	2.80
SWSSX Schwab Small-Cap Index Fund-Select Shares	0.68	1.14	1.13	0.44	1.95
AADEX American Beacon Large Cap Value Fund	1.34	1.94	1.23	1.43	4.57
VGT Vanguard Information Technology ETF	1.38	1.89	1.24	1.98	6.09
VOO	1.82	2.53	1.32	1.80	7.20
VEA Vanguard FTSE Developed Markets ETF	0.76	1.15	1.14	0.57	2.27
EWX SPDR S&P Emerging Markets Small Cap ETF	0.61	0.93	1.11	0.62	2.70
VYMI	1.03	1.50	1.18	1.28	3.64
VONV	1.13	1.65	1.20	0.99	3.22
VSS	0.53	0.84	1.10	0.27	1.43
DLS WisdomTree International SmallCap Dividend	0.85	1.31	1.15	0.46	2.82
VWO	0.54	0.85	1.10	0.26	1.44
VIOO Vanguard S&P Small-Cap 600 ETF	0.62	1.05	1.12	0.47	1.84
IJS iShares S&P SmallCap 600 Value ETF	0.35	0.67	1.07	0.30	0.94
IVV iShares Core S&P 500 ETF	1.82	2.54	1.32	1.81	7.23
VTV	1.47	2.14	1.25	1.47	4.64
VUG	1.68	2.29	1.30	1.43	8.62

Sharpe Ratio

The current All Portfolio w HSA Sharpe ratio is 1.16. 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 1.23 to 1.94, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests that it may not be performing as well in terms of risk-adjusted returns compared to many other portfolios. The lower performance could be due to either lower returns, higher volatility, or a combination of both. This might indicate that the portfolio requires some fine-tuning. You can use the Portfolio Optimization tool to find an allocation that maximizes the Sharpe ratio.

Use the chart below to compare the Sharpe ratio of All Portfolio w HSA 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.

All Portfolio w HSA

Benchmark (^GSPC)

Portfolio components

Dividends

Dividend yield

All Portfolio w HSA granted a 2.23% dividend yield in the last twelve months.

	TTM	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013
All Portfolio w HSA	2.23%	2.35%	2.73%	6.57%	2.12%	2.64%	3.09%	2.40%	2.27%	2.68%	2.38%	2.01%
Portfolio components:
VNQ Vanguard Real Estate ETF	4.03%	3.95%	3.91%	2.56%	3.93%	3.39%	4.74%	4.23%	4.82%	3.92%	3.60%	4.32%
FTEC Fidelity MSCI Information Technology Index ETF	0.67%	0.77%	0.93%	0.63%	0.83%	1.03%	1.20%	0.96%	1.25%	1.27%	1.09%	0.18%
SWISX Schwab International Index Fund	3.11%	3.31%	2.73%	3.34%	1.88%	3.09%	3.15%	2.71%	3.19%	2.71%	3.37%	2.54%
DFFVX DFA U.S. Targeted Value Portfolio	2.19%	2.26%	5.17%	8.12%	1.52%	3.82%	5.95%	5.58%	4.24%	5.84%	5.52%	6.45%
SWPPX Schwab S&P 500 Index Fund	1.25%	1.43%	1.67%	1.27%	1.81%	1.95%	2.66%	1.78%	2.55%	3.17%	1.80%	1.67%
SWEGX Schwab MarketTrack All Equity Portfolio™	2.87%	3.15%	4.93%	3.90%	6.78%	6.54%	4.85%	3.49%	4.54%	11.29%	1.37%	1.61%
DFIVX DFA International Value Portfolio	3.90%	4.40%	3.78%	4.48%	2.42%	3.70%	6.60%	2.85%	3.36%	3.45%	4.89%	2.71%
DFCEX DFA Emerging Markets Core Equity Fund	3.09%	3.53%	3.78%	2.59%	1.70%	2.42%	2.33%	1.92%	1.99%	2.28%	2.04%	2.03%
VFIFX Vanguard Target Retirement 2050 Fund	2.02%	2.21%	2.38%	12.83%	1.84%	2.20%	2.51%	1.92%	2.04%	2.36%	2.03%	1.84%
DFISX DFA International Small Company Portfolio	2.74%	3.01%	3.51%	6.17%	1.71%	4.54%	7.74%	5.52%	5.28%	4.47%	5.99%	5.26%
VDIGX Vanguard Dividend Growth Fund	3.28%	2.29%	6.06%	5.45%	2.83%	4.70%	8.84%	5.16%	2.86%	5.69%	3.41%	2.28%
SWSSX Schwab Small-Cap Index Fund-Select Shares	1.37%	1.49%	1.32%	8.88%	2.55%	6.12%	10.45%	5.22%	4.10%	6.92%	6.98%	5.79%
AADEX American Beacon Large Cap Value Fund	4.81%	5.28%	11.80%	11.20%	14.65%	9.93%	10.39%	10.73%	2.97%	11.85%	9.21%	1.54%
VGT Vanguard Information Technology ETF	0.66%	0.65%	0.91%	0.64%	0.82%	1.11%	1.29%	0.99%	1.31%	1.28%	1.12%	1.05%
VOO	1.33%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%	1.85%	1.84%
VEA Vanguard FTSE Developed Markets ETF	3.34%	3.15%	2.91%	3.16%	2.04%	3.04%	3.35%	2.77%	3.05%	2.92%	3.68%	2.60%
EWX SPDR S&P Emerging Markets Small Cap ETF	2.23%	2.32%	3.00%	2.77%	2.24%	2.73%	3.26%	2.30%	2.46%	3.04%	2.74%	2.33%
VYMI	4.55%	4.58%	4.70%	4.30%	3.22%	4.20%	4.29%	3.21%	2.39%	0.00%	0.00%	0.00%
VONV	2.00%	2.10%	2.22%	1.67%	2.25%	2.30%	2.56%	2.18%	2.39%	2.38%	2.10%	1.92%
VSS	2.91%	3.14%	2.30%	2.74%	1.90%	3.25%	2.80%	2.83%	2.93%	2.66%	2.67%	2.71%
DLS WisdomTree International SmallCap Dividend	3.78%	4.29%	4.96%	3.29%	2.50%	3.37%	3.66%	2.79%	3.29%	2.72%	3.61%	3.89%
VWO	3.23%	3.52%	4.11%	2.63%	1.91%	3.23%	2.88%	2.30%	2.52%	3.26%	2.86%	2.73%
VIOO Vanguard S&P Small-Cap 600 ETF	1.39%	1.47%	1.51%	1.16%	1.09%	1.37%	1.32%	1.11%	0.95%	1.26%	1.06%	0.86%
IJS iShares S&P SmallCap 600 Value ETF	1.50%	1.42%	1.46%	1.52%	1.00%	1.66%	1.75%	1.41%	1.22%	1.59%	1.41%	1.18%
IVV iShares Core S&P 500 ETF	1.32%	1.44%	1.66%	1.20%	1.57%	1.99%	2.20%	1.75%	2.01%	2.26%	1.82%	1.80%
VTV	2.40%	2.46%	2.52%	2.15%	2.56%	2.50%	2.73%	2.29%	2.44%	2.60%	2.22%	2.21%
VUG	0.52%	0.58%	0.70%	0.48%	0.66%	0.95%	1.32%	1.14%	1.39%	1.30%	1.21%	1.19%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

All Portfolio w HSA

Benchmark (^GSPC)

Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the All Portfolio w HSA. 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 All Portfolio w HSA was 35.39%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.

The current All Portfolio w HSA drawdown is 3.15%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-35.39%	Jan 21, 2020	44	Mar 23, 2020	161	Nov 9, 2020	205
-24.78%	Nov 9, 2021	225	Sep 30, 2022	341	Feb 9, 2024	566
-18.91%	Jan 29, 2018	229	Dec 24, 2018	145	Jul 24, 2019	374
-7.08%	Jun 9, 2016	13	Jun 27, 2016	10	Jul 12, 2016	23
-6.41%	Jul 25, 2019	15	Aug 14, 2019	47	Oct 21, 2019	62

Volatility

Volatility Chart

The current All Portfolio w HSA volatility is 3.19%, 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.

All Portfolio w HSA

Benchmark (^GSPC)

Portfolio components

Diversification

Asset Correlations Table

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

	VNQ	DFCEX	EWX	VWO	FTEC	VGT	IJS	VUG	VDIGX	DFFVX	VIOO	DFIVX	DFISX	SWSSX	DLS	VTV	VYMI	SWISX	VSS	AADEX	VONV	VEA	SWPPX	IVV	VOO	SWEGX	VFIFX
VNQ	1.00	0.40	0.42	0.41	0.47	0.47	0.59	0.53	0.64	0.54	0.61	0.46	0.49	0.61	0.52	0.61	0.51	0.52	0.52	0.56	0.64	0.54	0.60	0.60	0.60	0.63	0.61
DFCEX	0.40	1.00	0.85	0.91	0.61	0.61	0.55	0.62	0.55	0.58	0.56	0.73	0.75	0.59	0.72	0.60	0.78	0.75	0.81	0.64	0.62	0.76	0.66	0.66	0.66	0.72	0.77
EWX	0.42	0.85	1.00	0.91	0.61	0.61	0.55	0.62	0.56	0.57	0.58	0.71	0.73	0.60	0.74	0.60	0.78	0.74	0.85	0.63	0.62	0.77	0.66	0.66	0.66	0.71	0.76
VWO	0.41	0.91	0.91	1.00	0.63	0.63	0.55	0.65	0.56	0.57	0.58	0.72	0.74	0.61	0.75	0.60	0.81	0.77	0.84	0.64	0.63	0.79	0.67	0.68	0.68	0.73	0.78
FTEC	0.47	0.61	0.61	0.63	1.00	1.00	0.57	0.96	0.67	0.58	0.64	0.57	0.63	0.69	0.64	0.63	0.61	0.68	0.69	0.65	0.66	0.70	0.89	0.89	0.89	0.80	0.84
VGT	0.47	0.61	0.61	0.63	1.00	1.00	0.57	0.96	0.68	0.58	0.64	0.57	0.63	0.70	0.64	0.63	0.61	0.68	0.69	0.65	0.66	0.70	0.89	0.89	0.89	0.80	0.84
IJS	0.59	0.55	0.55	0.55	0.57	0.57	1.00	0.59	0.69	0.97	0.98	0.72	0.66	0.93	0.67	0.82	0.69	0.67	0.68	0.87	0.86	0.69	0.73	0.74	0.74	0.84	0.77
VUG	0.53	0.62	0.62	0.65	0.96	0.96	0.59	1.00	0.74	0.60	0.66	0.60	0.66	0.72	0.67	0.67	0.64	0.71	0.71	0.68	0.70	0.73	0.93	0.93	0.93	0.83	0.88
VDIGX	0.64	0.55	0.56	0.56	0.67	0.68	0.69	0.74	1.00	0.70	0.71	0.67	0.66	0.71	0.69	0.89	0.70	0.73	0.69	0.84	0.88	0.74	0.87	0.87	0.87	0.83	0.83
DFFVX	0.54	0.58	0.57	0.57	0.58	0.58	0.97	0.60	0.70	1.00	0.96	0.76	0.69	0.92	0.69	0.85	0.72	0.69	0.70	0.90	0.88	0.72	0.75	0.75	0.75	0.86	0.79
VIOO	0.61	0.56	0.58	0.58	0.64	0.64	0.98	0.66	0.71	0.96	1.00	0.71	0.68	0.97	0.69	0.82	0.70	0.70	0.71	0.87	0.86	0.72	0.78	0.78	0.78	0.88	0.81
DFIVX	0.46	0.73	0.71	0.72	0.57	0.57	0.72	0.60	0.67	0.76	0.71	1.00	0.91	0.71	0.89	0.77	0.94	0.93	0.87	0.82	0.79	0.92	0.72	0.72	0.72	0.84	0.84
DFISX	0.49	0.75	0.73	0.74	0.63	0.63	0.66	0.66	0.66	0.69	0.68	0.91	1.00	0.69	0.95	0.71	0.89	0.93	0.94	0.75	0.73	0.93	0.73	0.73	0.73	0.83	0.86
SWSSX	0.61	0.59	0.60	0.61	0.69	0.70	0.93	0.72	0.71	0.92	0.97	0.71	0.69	1.00	0.71	0.80	0.71	0.72	0.73	0.85	0.85	0.74	0.81	0.81	0.81	0.90	0.84
DLS	0.52	0.72	0.74	0.75	0.64	0.64	0.67	0.67	0.69	0.69	0.69	0.89	0.95	0.71	1.00	0.73	0.90	0.93	0.94	0.76	0.75	0.94	0.75	0.75	0.75	0.84	0.86
VTV	0.61	0.60	0.60	0.60	0.63	0.63	0.82	0.67	0.89	0.85	0.82	0.77	0.71	0.80	0.73	1.00	0.77	0.75	0.73	0.96	0.98	0.77	0.86	0.86	0.87	0.88	0.85
VYMI	0.51	0.78	0.78	0.81	0.61	0.61	0.69	0.64	0.70	0.72	0.70	0.94	0.89	0.71	0.90	0.77	1.00	0.94	0.91	0.81	0.79	0.95	0.75	0.75	0.75	0.85	0.86
SWISX	0.52	0.75	0.74	0.77	0.68	0.68	0.67	0.71	0.73	0.69	0.70	0.93	0.93	0.72	0.93	0.75	0.94	1.00	0.92	0.79	0.77	0.98	0.79	0.79	0.79	0.87	0.90
VSS	0.52	0.81	0.85	0.84	0.69	0.69	0.68	0.71	0.69	0.70	0.71	0.87	0.94	0.73	0.94	0.73	0.91	0.92	1.00	0.76	0.76	0.95	0.77	0.78	0.78	0.86	0.89
AADEX	0.56	0.64	0.63	0.64	0.65	0.65	0.87	0.68	0.84	0.90	0.87	0.82	0.75	0.85	0.76	0.96	0.81	0.79	0.76	1.00	0.97	0.81	0.86	0.86	0.86	0.91	0.87
VONV	0.64	0.62	0.62	0.63	0.66	0.66	0.86	0.70	0.88	0.88	0.86	0.79	0.73	0.85	0.75	0.98	0.79	0.77	0.76	0.97	1.00	0.79	0.88	0.88	0.88	0.91	0.88
VEA	0.54	0.76	0.77	0.79	0.70	0.70	0.69	0.73	0.74	0.72	0.72	0.92	0.93	0.74	0.94	0.77	0.95	0.98	0.95	0.81	0.79	1.00	0.80	0.81	0.81	0.89	0.91
SWPPX	0.60	0.66	0.66	0.67	0.89	0.89	0.73	0.93	0.87	0.75	0.78	0.72	0.73	0.81	0.75	0.86	0.75	0.79	0.77	0.86	0.88	0.80	1.00	0.99	0.99	0.93	0.95
IVV	0.60	0.66	0.66	0.68	0.89	0.89	0.74	0.93	0.87	0.75	0.78	0.72	0.73	0.81	0.75	0.86	0.75	0.79	0.78	0.86	0.88	0.81	0.99	1.00	1.00	0.93	0.95
VOO	0.60	0.66	0.66	0.68	0.89	0.89	0.74	0.93	0.87	0.75	0.78	0.72	0.73	0.81	0.75	0.87	0.75	0.79	0.78	0.86	0.88	0.81	0.99	1.00	1.00	0.93	0.95
SWEGX	0.63	0.72	0.71	0.73	0.80	0.80	0.84	0.83	0.83	0.86	0.88	0.84	0.83	0.90	0.84	0.88	0.85	0.87	0.86	0.91	0.91	0.89	0.93	0.93	0.93	1.00	0.97
VFIFX	0.61	0.77	0.76	0.78	0.84	0.84	0.77	0.88	0.83	0.79	0.81	0.84	0.86	0.84	0.86	0.85	0.86	0.90	0.89	0.87	0.88	0.91	0.95	0.95	0.95	0.97	1.00

The correlation results are calculated based on daily price changes starting from Mar 3, 2016