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Larry Swedroe Simple Portfolio

Expense Ratio

Rank 47 of 53

Dividend Yield

Rank 2 of 53

10Y Annualized Return

Rank 34 of 53

Sharpe Ratio

Rank 11 of 53

Maximum Drawdown

Rank 25 of 53


Larry Swedroe Simple PortfolioAsset Allocation

S&P 500

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 $25,282 for a total return of roughly 152.82%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly

Larry Swedroe Simple Portfolio
Benchmark (S&P 500)
Portfolio components

Larry Swedroe Simple PortfolioReturns

As of Sep 18, 2021, the Larry Swedroe Simple Portfolio returned 11.26% Year-To-Date and 8.64% of annualized return in the last 10 years.

Larry Swedroe Simple Portfolio-0.15%3.46%11.26%24.96%9.51%8.64%
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Vanguard Small Cap ETF
Vanguard Value ETF
iShares TIPS Bond ETF

Larry Swedroe Simple PortfolioSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Larry Swedroe Simple Portfolio Sharpe ratio is 2.39. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.

Larry Swedroe Simple Portfolio
Benchmark (S&P 500)
Portfolio components

Larry Swedroe Simple PortfolioDividends

Larry Swedroe Simple Portfolio granted a 2.56% dividend yield in the last twelve months, as of Sep 18, 2021.


Dividend yield


Larry Swedroe Simple PortfolioDrawdowns Chart

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

Larry Swedroe Simple Portfolio
Benchmark (S&P 500)
Portfolio components

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 Larry Swedroe Simple Portfolio is 25.44%, recorded on Mar 18, 2020. It took 164 trading sessions for the portfolio to recover.



To Bottom


To Recover



-25.44%Jan 17, 202042Mar 18, 2020164Nov 9, 2020206
-13.65%May 2, 2011108Oct 3, 201180Jan 27, 2012188
-13.29%Apr 27, 2015202Feb 11, 2016123Aug 8, 2016325
-12.84%Aug 30, 201880Dec 24, 2018131Jul 3, 2019211
-9.9%Apr 26, 201049Jul 2, 201065Oct 5, 2010114
-7.12%May 22, 201323Jun 24, 201360Sep 18, 201383
-6.39%Mar 27, 201248Jun 4, 201256Aug 22, 2012104
-6.38%Jan 29, 20189Feb 8, 2018135Aug 22, 2018144
-5.89%Jan 20, 201014Feb 8, 201021Mar 10, 201035
-5.71%Jul 7, 201470Oct 13, 201489Feb 20, 2015159

Larry Swedroe Simple PortfolioVolatility Chart

Current Larry Swedroe Simple Portfolio volatility is 15.62%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.

Larry Swedroe Simple Portfolio
Benchmark (S&P 500)
Portfolio components

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