Simple Port
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Simple Port , 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 Feb 10, 2015, corresponding to the inception date of VUSFX
Returns By Period
As of Apr 21, 2025, the Simple Port returned -8.51% Year-To-Date and 12.40% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.79% | -9.92% | 6.35% | 14.12% | 9.63% |
| Simple Port | -11.54% | -7.48% | -11.01% | 3.47% | 16.02% | 13.66% |
| Portfolio components: | ||||||
SCHD Schwab US Dividend Equity ETF | -6.12% | -7.60% | -10.14% | 3.31% | 13.77% | 10.24% |
MSFT Microsoft Corporation | -12.57% | -6.00% | -11.70% | -7.15% | 18.10% | 25.77% |
SMH VanEck Vectors Semiconductor ETF | -20.50% | -14.34% | -23.11% | -2.92% | 26.51% | 22.57% |
QQQ Invesco QQQ | -13.00% | -7.50% | -9.91% | 7.76% | 17.54% | 16.03% |
SPY SPDR S&P 500 ETF | -9.91% | -6.66% | -9.38% | 7.66% | 15.77% | 11.51% |
XLK Technology Select Sector SPDR Fund | -16.91% | -9.70% | -16.19% | 0.87% | 19.12% | 17.75% |
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 1.33% | 0.17% | 2.26% | 5.77% | 2.85% | 2.27% |
Monthly Returns
The table below presents the monthly returns of Simple Port , 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 | 1.40% | -1.96% | -5.75% | -5.59% | -11.54% | ||||||||
| 2024 | 2.49% | 5.21% | 2.65% | -4.58% | 5.87% | 5.16% | -1.24% | 0.95% | 2.03% | -1.42% | 4.29% | -1.16% | 21.55% |
| 2023 | 6.88% | -0.98% | 6.67% | 0.67% | 4.71% | 5.25% | 2.96% | -1.60% | -4.52% | -1.06% | 9.76% | 4.59% | 37.64% |
| 2022 | -6.69% | -3.22% | 3.27% | -9.87% | 0.48% | -8.17% | 9.21% | -4.73% | -9.22% | 4.90% | 7.06% | -6.29% | -22.90% |
| 2021 | 0.64% | 1.95% | 3.09% | 4.25% | 0.33% | 4.03% | 2.28% | 3.49% | -4.88% | 7.74% | 1.29% | 2.68% | 29.83% |
| 2020 | 1.42% | -5.91% | -7.95% | 12.13% | 4.52% | 4.51% | 5.26% | 7.79% | -4.09% | -1.95% | 10.32% | 3.89% | 31.58% |
| 2019 | 6.51% | 3.52% | 2.67% | 4.87% | -6.84% | 6.78% | 1.97% | -1.13% | 1.73% | 2.95% | 3.49% | 3.30% | 33.30% |
| 2018 | 6.25% | -2.27% | -2.68% | -0.20% | 3.90% | 0.33% | 3.35% | 3.76% | 0.27% | -6.69% | 1.50% | -7.28% | -0.71% |
| 2017 | 2.33% | 2.94% | 1.16% | 1.39% | 2.53% | -1.03% | 2.74% | 1.19% | 1.15% | 4.07% | 2.06% | 0.87% | 23.50% |
| 2016 | -3.87% | -0.74% | 5.61% | -1.75% | 2.75% | -0.19% | 4.64% | 0.64% | 1.03% | -0.92% | 1.78% | 1.49% | 10.58% |
| 2015 | 2.08% | -2.00% | 1.91% | 1.25% | -2.58% | 2.08% | -4.94% | -1.17% | 8.24% | 0.69% | -1.02% | 4.04% |
Expense Ratio
Simple Port has an expense ratio of 0.13%, 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Simple Port is 25, meaning it’s performing worse than 75% of other portfolios on our website when it comes to balancing risk and reward. Below is 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 | |
|---|---|---|---|---|---|
SCHD Schwab US Dividend Equity ETF | 0.27 | 0.48 | 1.07 | 0.27 | 1.05 |
MSFT Microsoft Corporation | -0.43 | -0.46 | 0.94 | -0.45 | -1.04 |
SMH VanEck Vectors Semiconductor ETF | -0.27 | -0.11 | 0.99 | -0.33 | -0.84 |
QQQ Invesco QQQ | 0.15 | 0.38 | 1.05 | 0.16 | 0.58 |
SPY SPDR S&P 500 ETF | 0.30 | 0.56 | 1.08 | 0.31 | 1.40 |
XLK Technology Select Sector SPDR Fund | -0.13 | 0.03 | 1.00 | -0.15 | -0.51 |
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 8.70 | 17.58 | 4.70 | 16.70 | 115.70 |
Dividends
Dividend yield
Simple Port provided a 2.37% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.37% | 2.22% | 2.06% | 1.64% | 1.11% | 1.51% | 1.84% | 1.92% | 1.60% | 1.67% | 1.64% | 1.50% |
| Portfolio components: | ||||||||||||
SCHD Schwab US Dividend Equity ETF | 4.09% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
MSFT Microsoft Corporation | 0.86% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
SMH VanEck Vectors Semiconductor ETF | 0.56% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% | 1.16% |
QQQ Invesco QQQ | 0.67% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
SPY SPDR S&P 500 ETF | 1.36% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
XLK Technology Select Sector SPDR Fund | 0.81% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% |
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 5.06% | 5.11% | 4.16% | 1.39% | 0.63% | 1.62% | 2.68% | 2.23% | 1.50% | 1.07% | 0.55% | 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 Simple Port . 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 Simple Port was 28.41%, occurring on Oct 12, 2022. Recovery took 278 trading sessions.
The current Simple Port drawdown is 11.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.41% | Dec 28, 2021 | 200 | Oct 12, 2022 | 278 | Nov 20, 2023 | 478 |
| -27.02% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -19.86% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -17.4% | Oct 2, 2018 | 58 | Dec 24, 2018 | 59 | Mar 21, 2019 | 117 |
| -11.63% | Jul 11, 2024 | 20 | Aug 7, 2024 | 64 | Nov 6, 2024 | 84 |
Volatility
Volatility Chart
The current Simple Port volatility is 14.03%, 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
| VUSFX | SCHD | MSFT | SMH | SPY | QQQ | XLK | |
|---|---|---|---|---|---|---|---|
| VUSFX | 1.00 | 0.04 | 0.02 | 0.02 | 0.04 | 0.05 | 0.04 |
| SCHD | 0.04 | 1.00 | 0.51 | 0.59 | 0.83 | 0.63 | 0.64 |
| MSFT | 0.02 | 0.51 | 1.00 | 0.66 | 0.75 | 0.83 | 0.85 |
| SMH | 0.02 | 0.59 | 0.66 | 1.00 | 0.77 | 0.84 | 0.86 |
| SPY | 0.04 | 0.83 | 0.75 | 0.77 | 1.00 | 0.90 | 0.90 |
| QQQ | 0.05 | 0.63 | 0.83 | 0.84 | 0.90 | 1.00 | 0.96 |
| XLK | 0.04 | 0.64 | 0.85 | 0.86 | 0.90 | 0.96 | 1.00 |