Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
VCLT Vanguard Long-Term Corporate Bond ETF | Corporate Bonds | 11.11% |
BLV Vanguard Long-Term Bond ETF | Long-Term Bond | 11.11% |
VWEHX Vanguard High-Yield Corporate Fund Investor Shares | High Yield Bonds | 11.11% |
VONG Vanguard Russell 1000 Growth ETF | Large Cap Growth Equities | 11.11% |
VFQY Vanguard U.S. Quality Factor ETF | Mid Cap Blend Equities | 11.11% |
VOT Vanguard Mid-Cap Growth ETF | Mid Cap Growth Equities | 11.11% |
VWELX Vanguard Wellington Fund Investor Shares | Diversified Portfolio | 11.11% |
VWINX Vanguard Wellesley Income Fund Investor Shares | Diversified Portfolio | 11.11% |
VNQ Vanguard Real Estate ETF | REIT | 11.11% |
Find the right asset allocation for (no name)
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Performance Chart
The chart shows the growth of an initial investment of $10,000 in (no name), 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.
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Returns By Period
Click Calculate to get resultsMonthly Returns
Click Calculate to get resultsExpense Ratio
(no name) has an expense ratio of 0.12%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Return for Risk
Risk / Return Rank
(no name) ranks 26 for risk / return — below 26% of Portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
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Dividends
Dividend yield
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the (no name). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The portfolio has not yet recovered.
The current (no name) drawdown is 0.56%.
Click Calculate to get resultsVolatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
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Not enough data to calculate this metric.
Diversification Ratio
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Not enough data to calculate this metric.