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Larry Swedroe Simple Portfolio

Expense Ratio

Rank 47 of 53

0.20%
0.00%0.94%
Dividend Yield

Rank 13 of 53

1.79%
0.00%2.70%
10Y Annualized Return

Rank 39 of 53

7.89%
4.55%40.13%
Sharpe Ratio

Rank 5 of 53

2.66
0.952.85
Maximum Drawdown

Rank 25 of 53

-25.44%
-38.24%-8.85%

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 $24,924 for a total return of roughly 149.24%. 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 Jun 19, 2021, the Larry Swedroe Simple Portfolio returned 9.68% Year-To-Date and 7.89% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Larry Swedroe Simple Portfolio-0.58%9.68%10.54%30.24%9.72%7.96%
EEM
iShares MSCI Emerging Markets ETF
1.32%5.41%6.82%37.85%12.33%3.85%
EFV
iShares MSCI EAFE Value ETF
-2.02%11.14%11.06%32.34%6.83%3.99%
IJS
iShares S&P SmallCap 600 Value ETF
-1.26%26.51%28.28%73.91%13.43%12.75%
TIP
iShares TIPS Bond ETF
0.61%0.81%1.30%5.77%4.15%3.24%
VB
Vanguard Small Cap ETF
0.34%12.45%13.46%51.57%15.19%12.89%
VTV
Vanguard Value ETF
-3.09%13.70%15.11%36.11%12.69%12.22%

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 2.66. 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 1.79% dividend yield in the last twelve months, as of Jun 19, 2021.


PeriodTTM20202019201820172016201520142013201220112010

Dividend yield

1.79%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

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.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-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 10.84%. 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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