33% VTSAX 67% VTIAX

The chart shows the growth of an initial investment of $10,000 in 33% VTSAX 67% VTIAX, 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.

As of Apr 7, 2026, the 33% VTSAX 67% VTIAX returned 0.83% Year-To-Date and 10.61% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Nov 30, 2010, 33% VTSAX 67% VTIAX's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, your investment would double in approximately 7.4 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +12.7%, while the worst month was Mar 2020 at -15.3%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, 33% VTSAX 67% VTIAX closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +8.5%, while the worst single day was Mar 16, 2020 at -11.0%.

33% VTSAX 67% VTIAX has an annualized alpha of -1.33%, beta of 0.88, and R² of 0.87 versus S&P 500 Index. Calculated based on daily prices since November 30, 2010.

• This portfolio participated in 99.68% of S&P 500 Index downside but only 87.11% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 0.88 and R² of 0.87, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

33% VTSAX 67% VTIAX has an expense ratio of 0.09%, 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.

33% VTSAX 67% VTIAX ranks 42 for risk / return — on par with similar portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

33% VTSAX 67% VTIAX Sharpe ratios as of Apr 7, 2026 (values are recalculated daily):

• 1-Year: 1.55
• 5-Year: 0.58
• 10-Year: 0.66
• All Time: 0.55

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.63 to 2.54, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of 33% VTSAX 67% VTIAX compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

33% VTSAX 67% VTIAX provided a 2.34% dividend yield over the last twelve months.

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.

The table below displays the maximum drawdowns of the 33% VTSAX 67% VTIAX. 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 33% VTSAX 67% VTIAX was 34.41%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.

The current 33% VTSAX 67% VTIAX drawdown is 7.00%.

The chart below shows the rolling one-month volatility.