Basic Aggressive Growth
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Basic Aggressive Growth, 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 Quarterly
The earliest data available for this chart is Jun 19, 2017, corresponding to the inception date of CALF
Returns By Period
Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | 17.76% | 2.89% | 10.80% | 27.49% | 14.28% | 10.89% |
Basic Aggressive Growth | 16.79% | 2.47% | 9.33% | 25.70% | 16.87% | N/A |
Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | 18.79% | 3.01% | 11.37% | 28.55% | 15.76% | 12.93% |
VGT Vanguard Information Technology ETF | 19.14% | 2.31% | 11.91% | 34.50% | 22.93% | 20.33% |
VUG Vanguard Growth ETF | 21.13% | 3.84% | 11.24% | 34.17% | 18.44% | 15.11% |
QQQ Invesco QQQ | 16.41% | 2.67% | 8.94% | 30.50% | 21.18% | 17.91% |
BRK-B Berkshire Hathaway Inc. | 27.43% | 3.85% | 11.15% | 27.83% | 17.45% | 12.76% |
SWVXX Schwab Value Advantage Money Fund | 2.83% | 0.44% | 2.61% | 4.91% | 2.10% | 1.41% |
BABA Alibaba Group Holding Limited | 6.38% | 6.83% | 6.15% | -9.41% | -13.52% | N/A |
CALF Pacer US Small Cap Cash Cows 100 ETF | -3.38% | -3.43% | -4.30% | 11.19% | 16.77% | N/A |
COWZ Pacer US Cash Cows 100 ETF | 11.82% | 0.19% | 8.10% | 16.96% | 18.44% | N/A |
Monthly Returns
The table below presents the monthly returns of Basic Aggressive Growth, 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.94% | 4.92% | 2.11% | -4.10% | 4.93% | 2.93% | 1.83% | 16.79% | |||||
2023 | 7.45% | -1.89% | 5.17% | 0.78% | 2.40% | 6.12% | 4.00% | -1.11% | -4.17% | -2.10% | 8.20% | 3.97% | 31.79% |
2022 | -4.21% | -2.34% | 4.04% | -9.19% | -0.81% | -8.11% | 9.22% | -4.24% | -8.68% | 6.13% | 5.99% | -5.87% | -18.52% |
2021 | 0.27% | 2.17% | 3.50% | 5.03% | 0.43% | 2.94% | 1.39% | 2.50% | -4.54% | 6.18% | -0.58% | 3.00% | 24.17% |
2020 | 0.64% | -6.50% | -10.02% | 11.00% | 4.57% | 3.25% | 6.41% | 8.68% | -3.50% | -2.74% | 10.13% | 3.33% | 25.33% |
2019 | 7.28% | 2.99% | 1.65% | 4.66% | -7.77% | 7.03% | 1.15% | -1.58% | 1.56% | 2.71% | 4.08% | 2.97% | 29.14% |
2018 | 6.47% | -2.37% | -2.50% | -0.31% | 3.61% | 0.03% | 2.90% | 4.29% | 0.23% | -6.97% | 1.51% | -7.64% | -1.76% |
2017 | -1.00% | 2.67% | 1.46% | 1.42% | 2.92% | 2.08% | 1.13% | 11.12% |
Expense Ratio
Basic Aggressive Growth has an expense ratio of 0.11%, 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 Basic Aggressive Growth is 47, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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 | |
---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 2.13 | 2.91 | 1.39 | 2.26 | 9.97 |
VGT Vanguard Information Technology ETF | 1.54 | 2.07 | 1.27 | 2.02 | 7.01 |
VUG Vanguard Growth ETF | 1.84 | 2.46 | 1.33 | 1.65 | 8.74 |
QQQ Invesco QQQ | 1.58 | 2.16 | 1.28 | 1.95 | 7.50 |
BRK-B Berkshire Hathaway Inc. | 2.03 | 2.78 | 1.35 | 2.47 | 7.26 |
SWVXX Schwab Value Advantage Money Fund | 3.36 | — | — | — | — |
BABA Alibaba Group Holding Limited | -0.32 | -0.25 | 0.97 | -0.14 | -0.60 |
CALF Pacer US Small Cap Cash Cows 100 ETF | 0.44 | 0.78 | 1.09 | 0.66 | 1.57 |
COWZ Pacer US Cash Cows 100 ETF | 1.10 | 1.67 | 1.19 | 1.86 | 4.13 |
Dividends
Dividend yield
Basic Aggressive Growth granted a 0.72% dividend yield in the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Basic Aggressive Growth | 0.72% | 0.75% | 0.82% | 0.68% | 0.77% | 0.93% | 1.07% | 0.91% | 0.95% | 0.93% | 0.91% | 0.84% |
Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
VGT Vanguard Information Technology ETF | 0.64% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
VUG Vanguard Growth ETF | 0.50% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
QQQ Invesco QQQ | 0.61% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWVXX Schwab Value Advantage Money Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BABA Alibaba Group Holding Limited | 2.02% | 1.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CALF Pacer US Small Cap Cash Cows 100 ETF | 1.08% | 1.18% | 0.85% | 2.63% | 0.82% | 0.99% | 1.39% | 0.70% | 0.00% | 0.00% | 0.00% | 0.00% |
COWZ Pacer US Cash Cows 100 ETF | 1.98% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.95% | 0.13% | 0.00% | 0.00% | 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 Basic Aggressive Growth. 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 Basic Aggressive Growth was 28.64%, occurring on Mar 23, 2020. Recovery took 79 trading sessions.
The current Basic Aggressive Growth drawdown is 1.15%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-28.64% | Feb 20, 2020 | 23 | Mar 23, 2020 | 79 | Jul 15, 2020 | 102 |
-24.02% | Jan 4, 2022 | 195 | Oct 12, 2022 | 189 | Jul 13, 2023 | 384 |
-18.53% | Sep 21, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
-9.4% | Jan 29, 2018 | 9 | Feb 8, 2018 | 85 | Jun 12, 2018 | 94 |
-9.04% | Sep 3, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
Volatility
Volatility Chart
The current Basic Aggressive Growth volatility is 5.89%, 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
SWVXX | BABA | BRK-B | CALF | COWZ | VGT | QQQ | VUG | VOO | |
---|---|---|---|---|---|---|---|---|---|
SWVXX | 1.00 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 |
BABA | 0.01 | 1.00 | 0.28 | 0.33 | 0.38 | 0.48 | 0.50 | 0.48 | 0.45 |
BRK-B | 0.02 | 0.28 | 1.00 | 0.57 | 0.67 | 0.49 | 0.49 | 0.52 | 0.69 |
CALF | 0.01 | 0.33 | 0.57 | 1.00 | 0.84 | 0.56 | 0.55 | 0.57 | 0.69 |
COWZ | 0.01 | 0.38 | 0.67 | 0.84 | 1.00 | 0.62 | 0.61 | 0.63 | 0.79 |
VGT | 0.01 | 0.48 | 0.49 | 0.56 | 0.62 | 1.00 | 0.97 | 0.97 | 0.90 |
QQQ | 0.01 | 0.50 | 0.49 | 0.55 | 0.61 | 0.97 | 1.00 | 0.98 | 0.91 |
VUG | 0.01 | 0.48 | 0.52 | 0.57 | 0.63 | 0.97 | 0.98 | 1.00 | 0.94 |
VOO | 0.02 | 0.45 | 0.69 | 0.69 | 0.79 | 0.90 | 0.91 | 0.94 | 1.00 |