Boggle
Sample Bogglehead
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
VTEB Vanguard Tax-Exempt Bond ETF | Municipal Bonds | 5% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 95% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Boggle, 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 Aug 25, 2015, corresponding to the inception date of VTEB
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -1.78% | -3.93% | 0.76% | 10.70% | 17.12% | 10.89% |
| Boggle | -1.81% | -3.33% | 1.49% | 11.38% | 18.74% | N/A |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | -1.84% | -3.37% | 1.54% | 11.59% | 19.30% | 12.18% |
VTEB Vanguard Tax-Exempt Bond ETF | -0.55% | -1.26% | -1.19% | 1.30% | 0.91% | N/A |
Monthly Returns
The table below presents the monthly returns of Boggle, 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 | 2.98% | -1.83% | -1.81% | ||||||||||
| 2024 | 1.09% | 5.18% | 3.19% | -4.28% | 4.66% | 3.04% | 1.88% | 2.10% | 2.01% | -0.76% | 6.61% | -3.01% | 23.32% |
| 2023 | 6.81% | -2.40% | 2.70% | 1.04% | 0.40% | 6.58% | 3.58% | -1.91% | -4.75% | -2.61% | 9.33% | 5.23% | 25.53% |
| 2022 | -5.98% | -2.44% | 3.11% | -8.99% | -0.21% | -8.07% | 9.17% | -3.70% | -9.07% | 7.87% | 5.17% | -5.72% | -19.26% |
| 2021 | -0.31% | 3.01% | 3.56% | 4.93% | 0.45% | 2.43% | 1.71% | 2.78% | -4.37% | 6.52% | -1.41% | 3.70% | 24.99% |
| 2020 | 0.00% | -7.70% | -13.51% | 12.56% | 5.32% | 2.24% | 5.60% | 6.85% | -3.43% | -1.90% | 11.48% | 4.56% | 20.56% |
| 2019 | 8.23% | 3.45% | 1.42% | 3.80% | -6.18% | 6.83% | 1.39% | -1.96% | 1.69% | 2.04% | 3.66% | 2.72% | 29.76% |
| 2018 | 5.00% | -3.65% | -1.88% | 0.42% | 2.67% | 0.68% | 3.21% | 3.32% | 0.16% | -7.18% | 1.98% | -8.80% | -5.00% |
| 2017 | 1.79% | 3.57% | 0.06% | 1.04% | 1.03% | 0.90% | 1.84% | 0.18% | 2.32% | 2.09% | 2.90% | 1.15% | 20.52% |
| 2016 | -5.43% | 0.01% | 6.77% | 0.67% | 1.66% | 0.34% | 3.79% | 0.20% | 0.16% | -2.13% | 4.11% | 1.96% | 12.22% |
| 2015 | 5.15% | -2.76% | 7.55% | 0.59% | -1.97% | 8.43% |
Expense Ratio
Boggle has an expense ratio of 0.03%, 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 rank of Boggle is 41, 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 | |
|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | 0.77 | 1.11 | 1.15 | 1.03 | 3.61 |
VTEB Vanguard Tax-Exempt Bond ETF | 0.28 | 0.41 | 1.05 | 0.23 | 0.98 |
Dividends
Dividend yield
Boggle provided a 1.08% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.08% | 1.36% | 1.51% | 1.69% | 1.24% | 1.45% | 1.80% | 2.05% | 1.72% | 1.91% | 1.91% | 1.68% |
| Portfolio components: | ||||||||||||
VTI Vanguard Total Stock Market ETF | 0.97% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
VTEB Vanguard Tax-Exempt Bond ETF | 3.19% | 3.14% | 2.79% | 2.09% | 1.64% | 1.99% | 2.30% | 2.25% | 1.96% | 1.66% | 0.58% | 0.00% |
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 Boggle. 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 Boggle was 34.22%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current Boggle drawdown is 5.89%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.22% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -25.02% | Jan 4, 2022 | 195 | Oct 12, 2022 | 298 | Dec 19, 2023 | 493 |
| -19.33% | Sep 21, 2018 | 65 | Dec 24, 2018 | 81 | Apr 23, 2019 | 146 |
| -13.21% | Dec 2, 2015 | 49 | Feb 11, 2016 | 46 | Apr 19, 2016 | 95 |
| -10.36% | Feb 20, 2025 | 16 | Mar 13, 2025 | — | — | — |
Volatility
Volatility Chart
The current Boggle volatility is 6.02%, 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
| VTEB | VTI | |
|---|---|---|
| VTEB | 1.00 | 0.00 |
| VTI | 0.00 | 1.00 |