Total Stock Market Portfolio
Total Stock Market Portfolio's primary goal is to provide long-term growth by capturing the overall stock market's investment return. It consists of only one low-cost index fund, doesn't require rebalancing, and could be an excellent fit for savers with a long-term savings goal.
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 100% |
Performance
The chart shows the growth of an initial investment of $10,000 in Total Stock Market Portfolio, 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 May 31, 2001, corresponding to the inception date of VTI
Returns
As of Dec 8, 2023, the Total Stock Market Portfolio returned 20.50% Year-To-Date and 11.23% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC | N/A | N/A | N/A | N/A | N/A | N/A |
| Total Stock Market Portfolio | 20.50% | 5.39% | 7.26% | 16.71% | 12.93% | 11.27% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | 20.50% | 5.38% | 7.38% | 17.72% | 12.93% | 11.23% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.43% | 6.73% | 3.66% | -1.93% | -4.80% | -2.65% | 9.42% |
Dividend yield
Total Stock Market Portfolio granted a 1.47% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Stock Market Portfolio | 1.47% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% | 2.13% |
| Portfolio components: | ||||||||||||
VTI Vanguard Total Stock Market ETF | 1.47% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% | 2.13% |
Expense Ratio
The Total Stock Market Portfolio has an expense ratio of 0.03% which is considered to be low. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
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 | Ulcer Index | |
|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | 1.25 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Total Stock Market Portfolio. 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 Total Stock Market Portfolio was 55.45%, occurring on Mar 9, 2009. Recovery took 760 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.45% | Oct 10, 2007 | 355 | Mar 9, 2009 | 760 | Mar 13, 2012 | 1115 |
| -37.01% | Jun 6, 2001 | 336 | Oct 9, 2002 | 522 | Nov 4, 2004 | 858 |
| -35% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -25.36% | Jan 4, 2022 | 195 | Oct 12, 2022 | — | — | — |
| -20.05% | Sep 21, 2018 | 65 | Dec 24, 2018 | 81 | Apr 23, 2019 | 146 |
Volatility Chart
The current Total Stock Market Portfolio volatility is 3.19%, 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.