VUSA-BSV
Warren Buffet's 90/10 Portfolio.
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BSV Vanguard Short-Term Bond ETF | Total Bond Market | 10% |
VUSA.L Vanguard S&P 500 UCITS ETF | Large Cap Blend Equities | 90% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in VUSA-BSV, 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 earliest data available for this chart is May 23, 2012, corresponding to the inception date of VUSA.L
Returns By Period
As of Apr 22, 2025, the VUSA-BSV returned -9.00% Year-To-Date and 10.15% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -12.30% | -8.99% | -11.89% | 3.84% | 13.06% | 9.34% |
| VUSA-BSV | -9.90% | -5.95% | -8.32% | 7.57% | 14.22% | 10.56% |
| Portfolio components: | ||||||
VUSA.L Vanguard S&P 500 UCITS ETF | -10.20% | -6.11% | -8.59% | 7.59% | 14.78% | 10.98% |
BSV Vanguard Short-Term Bond ETF | 2.17% | 0.42% | 2.34% | 6.80% | 1.08% | 1.68% |
Monthly Returns
The table below presents the monthly returns of VUSA-BSV, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.89% | -3.27% | -5.35% | -4.35% | -9.90% | ||||||||
| 2024 | 1.94% | 4.02% | 3.42% | -3.19% | 2.95% | 5.52% | 0.69% | 1.17% | 2.30% | 0.44% | 5.34% | -2.08% | 24.53% |
| 2023 | 5.16% | -2.18% | 3.11% | 1.97% | 0.93% | 5.99% | 3.14% | -0.96% | -4.49% | -2.88% | 8.56% | 5.32% | 25.33% |
| 2022 | -6.38% | -1.89% | 4.67% | -7.55% | -2.37% | -7.61% | 7.79% | -2.67% | -7.43% | 5.25% | 3.41% | -3.52% | -18.25% |
| 2021 | -0.18% | 2.85% | 3.76% | 4.95% | 0.82% | 2.06% | 2.30% | 3.01% | -3.83% | 5.59% | 0.40% | 3.87% | 28.39% |
| 2020 | 0.15% | -9.07% | -9.22% | 10.05% | 3.56% | 2.29% | 4.62% | 7.99% | -3.15% | -3.13% | 9.74% | 4.08% | 16.66% |
| 2019 | 7.26% | 3.47% | 1.68% | 3.56% | -5.00% | 5.60% | 2.34% | -2.60% | 2.29% | 1.86% | 3.81% | 2.90% | 30.07% |
| 2018 | 4.49% | -2.85% | -3.50% | 1.75% | 1.70% | 0.89% | 2.77% | 2.76% | 0.76% | -6.39% | 0.76% | -7.79% | -5.35% |
| 2017 | 0.57% | 3.80% | 0.72% | 0.65% | 0.92% | 1.07% | 1.99% | 0.19% | 1.44% | 2.52% | 2.72% | 1.89% | 20.06% |
| 2016 | -5.49% | 1.67% | 5.20% | -0.19% | 1.66% | 0.37% | 3.52% | 0.39% | -0.22% | -1.06% | 3.41% | 2.23% | 11.67% |
| 2015 | -3.02% | 4.62% | -1.22% | 1.05% | 0.62% | -1.95% | 2.34% | -4.97% | -3.68% | 8.46% | 0.23% | -1.59% | 0.13% |
| 2014 | -2.79% | 4.25% | 0.38% | 0.44% | 2.33% | 2.29% | -0.82% | 3.00% | -0.78% | 1.51% | 3.04% | 0.44% | 13.86% |
Expense Ratio
VUSA-BSV has an expense ratio of 0.07%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VUSA-BSV is 42, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VUSA.L Vanguard S&P 500 UCITS ETF | 0.29 | 0.50 | 1.07 | 0.26 | 1.13 |
BSV Vanguard Short-Term Bond ETF | 3.00 | 4.89 | 1.63 | 2.43 | 10.96 |
Dividends
Dividend yield
VUSA-BSV provided a 1.43% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.43% | 1.24% | 1.37% | 1.41% | 1.07% | 1.48% | 1.58% | 1.75% | 1.61% | 1.57% | 1.70% | 1.49% |
| Portfolio components: | ||||||||||||
VUSA.L Vanguard S&P 500 UCITS ETF | 1.20% | 1.00% | 1.24% | 1.41% | 1.04% | 1.44% | 1.50% | 1.72% | 1.61% | 1.58% | 1.73% | 1.50% |
BSV Vanguard Short-Term Bond ETF | 3.51% | 3.38% | 2.46% | 1.50% | 1.36% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the VUSA-BSV. 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 VUSA-BSV was 32.06%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current VUSA-BSV drawdown is 12.02%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.06% | Feb 18, 2020 | 25 | Mar 23, 2020 | 99 | Aug 11, 2020 | 124 |
| -24.71% | Dec 31, 2021 | 202 | Oct 11, 2022 | 302 | Dec 13, 2023 | 504 |
| -17.96% | Feb 18, 2025 | 35 | Apr 7, 2025 | — | — | — |
| -16.63% | Sep 24, 2018 | 67 | Dec 26, 2018 | 78 | Apr 16, 2019 | 145 |
| -12.67% | Jun 23, 2015 | 166 | Feb 11, 2016 | 47 | Apr 19, 2016 | 213 |
Volatility
Volatility Chart
The current VUSA-BSV volatility is 11.21%, 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.
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 2 assets, with an effective number of assets of 1.22, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| BSV | VUSA.L | |
|---|---|---|
| BSV | 1.00 | -0.04 |
| VUSA.L | -0.04 | 1.00 |