Moderate Portfolio
Moderate PortfolioAsset Allocation
Moderate PortfolioPerformance
The chart shows the growth of $10,000 invested in Moderate Portfolio in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $24,040 for a total return of roughly 140.40%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Moderate PortfolioReturns
As of Aug 13, 2022, the Moderate Portfolio returned -10.66% Year-To-Date and 8.80% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 12.08% | -4.97% | -10.20% | -3.65% | 11.89% | 11.81% |
| Moderate Portfolio | 7.74% | -6.64% | -10.71% | -9.37% | 6.47% | 7.30% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | 1.49% | -4.92% | -8.75% | -9.37% | 0.97% | 1.54% |
IGOV iShares International Treasury Bond ETF | 4.51% | -13.44% | -16.66% | -20.42% | -3.13% | -1.11% |
VTI Vanguard Total Stock Market ETF | 12.82% | -4.78% | -10.34% | -4.99% | 13.37% | 13.68% |
VEA Vanguard FTSE Developed Markets ETF | 9.24% | -10.93% | -13.06% | -14.12% | 3.91% | 6.25% |
| Returns over 1 year are annualized | ||||||
Moderate PortfolioDividends
Moderate Portfolio granted a 2.07% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.07% | 1.82% | 1.75% | 2.34% | 2.63% | 2.31% | 2.55% | 2.59% | 2.93% | 2.71% | 3.31% | 3.75% | 3.50% |
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 |
| -19.39% | Nov 9, 2021 | 152 | Jun 16, 2022 | — | — | — |
| -12.42% | May 2, 2011 | 108 | Oct 3, 2011 | 94 | Feb 16, 2012 | 202 |
| -11.69% | Jan 29, 2018 | 229 | Dec 24, 2018 | 69 | Apr 4, 2019 | 298 |
| -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 |
Moderate PortfolioVolatility Chart
Current Moderate Portfolio volatility is 10.32%. 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.