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 $26,466 for a total return of roughly 164.66%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Moderate PortfolioReturns
As of Nov 27, 2021, the Moderate Portfolio returned 8.72% Year-To-Date and 9.50% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 0.43% | 9.37% | 22.33% | 26.59% | 15.74% | 14.46% |
| Moderate Portfolio | -0.84% | 2.70% | 8.72% | 11.97% | 10.70% | 9.50% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | 0.29% | 0.94% | -1.73% | -1.23% | 3.77% | 2.89% |
IGOV iShares International Treasury Bond ETF | -1.09% | -5.22% | -8.99% | -6.66% | 2.36% | 1.08% |
VTI Vanguard Total Stock Market ETF | 0.12% | 9.07% | 22.41% | 27.57% | 17.66% | 16.64% |
VEA Vanguard FTSE Developed Markets ETF | -4.42% | -3.29% | 7.57% | 12.16% | 9.85% | 8.42% |
| Returns over 1 year are annualized | ||||||
Moderate PortfolioDividends
Moderate Portfolio granted a 1.69% dividend yield in the last twelve months, as of Nov 27, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.69% | 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 6.24%. 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.