Larry Swedroe Simple Portfolio
- Expense Ratio
- 0.20%
- Dividend Yield
- 1.42%
Larry Swedroe Simple PortfolioAsset Allocation
Larry Swedroe Simple PortfolioPerformance
The chart shows the growth of $10,000 invested in Larry Swedroe Simple Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $24,570 for a total return of roughly 145.70%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Larry Swedroe Simple PortfolioReturns
As of Apr 9, 2021, the Larry Swedroe Simple Portfolio returned 8.13% Year-To-Date and 7.69% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Larry Swedroe Simple Portfolio | 1.10% | 8.13% | 19.63% | 39.90% | 10.03% | 7.69% |
| Portfolio components: | ||||||
EEM iShares MSCI Emerging Markets ETF | 1.57% | 5.23% | 20.68% | 55.72% | 12.63% | 3.10% |
EFV iShares MSCI EAFE Value ETF | 1.40% | 9.32% | 25.58% | 45.95% | 7.14% | 3.42% |
IJS iShares S&P SmallCap 600 Value ETF | -0.73% | 25.93% | 53.13% | 100.51% | 14.91% | 12.25% |
TIP iShares TIPS Bond ETF | 0.18% | -1.63% | -0.13% | 5.35% | 3.69% | 3.27% |
VB Vanguard Small Cap ETF | 2.87% | 12.55% | 33.39% | 82.62% | 16.46% | 12.54% |
VTV Vanguard Value ETF | 3.76% | 12.47% | 24.35% | 43.45% | 13.26% | 11.80% |
| Returns over 1 year are annualized | ||||||
Larry Swedroe Simple PortfolioDividends
Larry Swedroe Simple Portfolio granted a 1.42% dividend yield in the last twelve months, as of Apr 9, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.42% | 1.52% | 2.22% | 2.65% | 2.10% | 1.84% | 1.52% | 2.12% | 1.63% | 2.38% | 3.09% | 2.15% |
Larry Swedroe Simple PortfolioDrawdowns Chart
Larry Swedroe Simple PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Larry Swedroe Simple Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the {{portfolioName}} is 25.44%, recorded on Mar 18, 2020. It took 164 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.44% | Jan 17, 2020 | 42 | Mar 18, 2020 | 164 | Nov 9, 2020 | 206 |
| -13.65% | May 2, 2011 | 108 | Oct 3, 2011 | 80 | Jan 27, 2012 | 188 |
| -13.29% | Apr 27, 2015 | 202 | Feb 11, 2016 | 123 | Aug 8, 2016 | 325 |
| -12.84% | Aug 30, 2018 | 80 | Dec 24, 2018 | 131 | Jul 3, 2019 | 211 |
| -9.9% | Apr 26, 2010 | 49 | Jul 2, 2010 | 65 | Oct 5, 2010 | 114 |
| -7.12% | May 22, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -6.39% | Mar 27, 2012 | 48 | Jun 4, 2012 | 56 | Aug 22, 2012 | 104 |
| -6.38% | Jan 29, 2018 | 9 | Feb 8, 2018 | 135 | Aug 22, 2018 | 144 |
| -5.89% | Jan 20, 2010 | 14 | Feb 8, 2010 | 21 | Mar 10, 2010 | 35 |
| -5.71% | Jul 7, 2014 | 70 | Oct 13, 2014 | 89 | Feb 20, 2015 | 159 |
Larry Swedroe Simple PortfolioVolatility Chart
The chart below shows the rolling 10-day volatility of the Larry Swedroe Simple Portfolio. Volatility is a statistical measure showing how big price swings are in either direction. The higher portfolio volatility, the riskier it is, because the price movements are less predictable.