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Simple Path to Wealth Portfolio
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


BND 25%VTI 75%BondBondEquityEquity
PositionCategory/SectorWeight
BND
Vanguard Total Bond Market ETF
Total Bond Market

25%

VTI
Vanguard Total Stock Market ETF
Large Cap Growth Equities

75%

S&P 500

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Simple Path to Wealth 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


-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
14.72%
17.14%
Simple Path to Wealth Portfolio
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Apr 10, 2007, corresponding to the inception date of BND

Returns By Period

As of Apr 13, 2024, the Simple Path to Wealth Portfolio returned 4.70% Year-To-Date and 9.64% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
7.41%-0.81%18.38%23.57%12.02%10.79%
Simple Path to Wealth Portfolio4.70%-0.13%14.72%18.59%10.11%9.56%
VTI
Vanguard Total Stock Market ETF
7.03%0.07%18.04%25.26%13.16%12.09%
BND
Vanguard Total Bond Market ETF
-2.35%-0.84%4.86%-0.12%0.09%1.28%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.80%3.65%2.69%
2023-4.23%-2.36%8.18%4.87%

Expense Ratio

The Simple Path to Wealth 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.


0.50%1.00%1.50%2.00%0.03%
0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

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.


Simple Path to Wealth Portfolio
Sharpe ratio
The chart of Sharpe ratio for Simple Path to Wealth Portfolio, currently valued at 2.01, compared to the broader market0.002.004.002.01
Sortino ratio
The chart of Sortino ratio for Simple Path to Wealth Portfolio, currently valued at 2.95, compared to the broader market-2.000.002.004.006.002.95
Omega ratio
The chart of Omega ratio for Simple Path to Wealth Portfolio, currently valued at 1.35, compared to the broader market0.801.001.201.401.601.801.35
Calmar ratio
The chart of Calmar ratio for Simple Path to Wealth Portfolio, currently valued at 1.37, compared to the broader market0.002.004.006.008.0010.0012.001.37
Martin ratio
The chart of Martin ratio for Simple Path to Wealth Portfolio, currently valued at 7.20, compared to the broader market0.0010.0020.0030.0040.0050.007.20
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.15, compared to the broader market0.002.004.002.15
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.11, compared to the broader market-2.000.002.004.006.003.11
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.801.001.201.401.601.801.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.63, compared to the broader market0.002.004.006.008.0010.0012.001.63
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.76, compared to the broader market0.0010.0020.0030.0040.0050.008.76

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
VTI
Vanguard Total Stock Market ETF
2.203.141.381.698.71
BND
Vanguard Total Bond Market ETF
-0.09-0.080.99-0.03-0.22

Sharpe Ratio

The current Simple Path to Wealth Portfolio Sharpe ratio is 2.01. A Sharpe ratio higher than 2.0 is considered very good.

0.002.004.002.01

The Sharpe ratio of Simple Path to Wealth Portfolio lies between the 25th and 75th percentiles. It indicates that the portfolio's risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
2.01
2.15
Simple Path to Wealth Portfolio
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

Simple Path to Wealth Portfolio granted a 1.88% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
Simple Path to Wealth Portfolio1.88%1.85%1.90%1.40%1.62%2.01%2.23%1.92%2.07%2.13%2.02%2.00%
VTI
Vanguard Total Stock Market ETF
1.40%1.44%1.66%1.21%1.42%1.78%2.04%1.71%1.92%1.98%1.76%1.74%
BND
Vanguard Total Bond Market ETF
3.34%3.09%2.60%1.97%2.22%2.72%2.81%2.54%2.51%2.57%2.79%2.78%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-2.41%
-2.49%
Simple Path to Wealth Portfolio
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Simple Path to Wealth 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 Simple Path to Wealth Portfolio was 43.49%, occurring on Mar 9, 2009. Recovery took 467 trading sessions.

The current Simple Path to Wealth Portfolio drawdown is 2.41%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-43.49%Oct 10, 2007355Mar 9, 2009467Jan 12, 2011822
-26.82%Feb 20, 202023Mar 23, 202092Aug 3, 2020115
-22.92%Dec 28, 2021202Oct 14, 2022320Jan 25, 2024522
-14.75%Sep 21, 201865Dec 24, 201866Apr 1, 2019131
-14.37%Jul 8, 201161Oct 3, 201178Jan 25, 2012139

Volatility

Volatility Chart

The current Simple Path to Wealth Portfolio volatility is 2.62%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%NovemberDecember2024FebruaryMarchApril
2.62%
3.24%
Simple Path to Wealth Portfolio
Benchmark (^GSPC)
Portfolio components

Diversification

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

BNDVTI
BND1.00-0.18
VTI-0.181.00