Moderate Portfolio
Moderate PortfolioAsset Allocation
Moderate PortfolioPerformance
The chart shows the growth of $10,000 invested in Moderate Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $26,018 for a total return of roughly 160.18%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Moderate PortfolioReturns
As of Jun 12, 2021, the Moderate Portfolio returned 7.17% Year-To-Date and 8.69% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Moderate Portfolio | 2.21% | 6.88% | 7.40% | 23.36% | 10.90% | 8.75% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | 1.25% | -1.86% | -1.47% | -0.14% | 3.26% | 3.26% |
IGOV iShares International Treasury Bond ETF | 0.39% | -3.90% | -3.80% | 5.07% | 1.74% | 1.06% |
VEA Vanguard FTSE Developed Markets ETF | 3.10% | 13.24% | 13.54% | 38.24% | 11.60% | 7.10% |
VTI Vanguard Total Stock Market ETF | 2.84% | 13.13% | 13.96% | 41.29% | 17.80% | 14.94% |
| Returns over 1 year are annualized | ||||||
Moderate PortfolioDividends
Moderate Portfolio granted a 0.50% dividend yield in the last twelve months, as of Jun 12, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 0.50% | 1.75% | 2.22% | 2.50% | 2.21% | 2.25% | 2.23% | 2.45% | 2.22% | 2.37% | 2.94% | 2.66% |
Moderate PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Moderate PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Moderate 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 Moderate Portfolio is 21.72%, recorded on Mar 23, 2020. It took 82 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.72% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -12.42% | May 2, 2011 | 108 | Oct 3, 2011 | 94 | Feb 16, 2012 | 202 |
| -11.62% | Jan 29, 2018 | 229 | Dec 24, 2018 | 68 | Apr 3, 2019 | 297 |
| -9.68% | May 18, 2015 | 187 | Feb 11, 2016 | 80 | Jun 7, 2016 | 267 |
| -9.48% | Apr 16, 2010 | 36 | Jun 7, 2010 | 79 | Sep 28, 2010 | 115 |
| -6.87% | Apr 3, 2012 | 42 | Jun 1, 2012 | 54 | Aug 17, 2012 | 96 |
| -5.82% | Jan 15, 2010 | 16 | Feb 8, 2010 | 25 | Mar 16, 2010 | 41 |
| -5.8% | May 22, 2013 | 23 | Jun 24, 2013 | 28 | Aug 2, 2013 | 51 |
| -5.07% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -5.02% | Sep 4, 2014 | 31 | Oct 16, 2014 | 28 | Nov 25, 2014 | 59 |
Moderate PortfolioVolatility Chart
Current Moderate Portfolio volatility is 1.74%. 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.