VUSA-BSV
Warren Buffet's 90/10 Portfolio.
Asset Allocation
| Position | Category/Sector | 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 Quarterly
The earliest data available for this chart is May 23, 2012, corresponding to the inception date of VUSA.L
Returns By Period
As of Sep 20, 2024, the VUSA-BSV returned 18.12% Year-To-Date and 11.89% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 19.79% | 2.08% | 9.01% | 29.79% | 13.85% | 11.12% |
| VUSA-BSV | 18.12% | 1.26% | 7.03% | 27.44% | 13.86% | 11.89% |
| Portfolio components: | ||||||
VUSA.L Vanguard S&P 500 UCITS ETF | 19.68% | 1.28% | 7.32% | 29.68% | 15.12% | 12.94% |
BSV Vanguard Short-Term Bond ETF | 4.49% | 1.14% | 4.56% | 8.22% | 1.53% | 1.70% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.82% | 3.69% | 3.25% | -2.48% | 2.19% | 5.30% | 0.76% | 1.14% | 18.12% | ||||
| 2023 | 4.91% | -2.12% | 3.11% | 1.86% | 0.82% | 5.63% | 2.94% | -0.88% | -4.15% | -2.67% | 8.07% | 5.15% | 24.24% |
| 2022 | -6.01% | -1.78% | 4.24% | -7.06% | -2.14% | -7.01% | 7.33% | -2.60% | -7.03% | 4.89% | 3.29% | -3.24% | -17.07% |
| 2021 | -0.17% | 2.64% | 3.62% | 4.66% | 0.78% | 2.03% | 2.17% | 2.80% | -3.49% | 5.17% | 0.36% | 3.71% | 26.80% |
| 2020 | 0.19% | -8.48% | -8.48% | 9.61% | 3.43% | 2.28% | 4.39% | 7.57% | -2.91% | -2.95% | 9.17% | 3.96% | 16.84% |
| 2019 | 6.94% | 3.32% | 1.75% | 3.37% | -4.69% | 5.43% | 2.21% | -2.40% | 2.23% | 1.79% | 3.61% | 2.84% | 29.18% |
| 2018 | 4.24% | -2.73% | -3.16% | 1.65% | 1.63% | 0.96% | 2.63% | 2.64% | 0.83% | -6.04% | 0.73% | -7.18% | -4.44% |
| 2017 | 0.57% | 3.65% | 0.81% | 0.64% | 0.89% | 1.11% | 1.91% | 0.19% | 1.48% | 2.40% | 2.57% | 1.94% | 19.69% |
| 2016 | -5.26% | 1.62% | 5.21% | -0.18% | 1.60% | 0.56% | 3.40% | 0.37% | -0.09% | -1.02% | 3.24% | 2.22% | 11.89% |
| 2015 | -2.87% | 4.41% | -0.97% | 1.01% | 0.60% | -1.68% | 2.26% | -4.80% | -3.28% | 8.21% | 0.22% | -1.33% | 1.11% |
| 2014 | -2.71% | 4.13% | 0.63% | 0.44% | 2.27% | 2.47% | -0.80% | 2.92% | -0.54% | 1.48% | 2.94% | 0.65% | 14.56% |
| 2013 | 6.47% | 1.42% | 3.22% | 1.38% | 4.16% | -2.31% | 4.81% | -3.04% | 2.94% | 4.38% | 2.66% | 1.96% | 31.40% |
Expense Ratio
VUSA-BSV has an expense ratio of 0.07%, 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 risk-adjusted rank of VUSA-BSV is 87, placing it in the top 13% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 | 2.76 | 3.79 | 1.51 | 3.06 | 15.57 |
BSV Vanguard Short-Term Bond ETF | 3.12 | 5.07 | 1.66 | 1.45 | 17.93 |
Dividends
Dividend yield
VUSA-BSV granted a 1.04% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VUSA-BSV | 1.04% | 1.37% | 1.41% | 1.09% | 1.49% | 1.56% | 1.73% | 1.61% | 1.55% | 1.70% | 1.49% | 1.61% |
| Portfolio components: | ||||||||||||
VUSA.L Vanguard S&P 500 UCITS ETF | 0.81% | 1.25% | 1.41% | 1.05% | 1.46% | 1.48% | 1.70% | 1.60% | 1.55% | 1.73% | 1.50% | 1.62% |
BSV Vanguard Short-Term Bond ETF | 3.08% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.48% | 1.40% | 1.45% | 1.48% |
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 30.26%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.26% | Feb 18, 2020 | 25 | Mar 23, 2020 | 97 | Aug 7, 2020 | 122 |
| -23.34% | Dec 31, 2021 | 202 | Oct 11, 2022 | 302 | Dec 13, 2023 | 504 |
| -15.59% | Oct 2, 2018 | 61 | Dec 26, 2018 | 68 | Apr 2, 2019 | 129 |
| -11.69% | Jun 23, 2015 | 166 | Feb 11, 2016 | 44 | Apr 14, 2016 | 210 |
| -8.62% | Jan 30, 2018 | 9 | Feb 9, 2018 | 124 | Aug 6, 2018 | 133 |
Volatility
Volatility Chart
The current VUSA-BSV volatility is 3.93%, 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
Asset Correlations Table
| BSV | VUSA.L | |
|---|---|---|
| BSV | 1.00 | -0.04 |
| VUSA.L | -0.04 | 1.00 |