Matson Money Aggressive Clone using AVG performing ETFs
MM Money aggressive from book Main St. Money using older average performing ETFs
Asset Allocation
Performance
Performance Chart
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The earliest data available for this chart is Jun 12, 2014, corresponding to the inception date of IPAC
Returns By Period
As of May 21, 2025, the Matson Money Aggressive Clone using AVG performing ETFs returned 5.50% Year-To-Date and 7.56% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.00% | 12.45% | 0.40% | 11.91% | 15.04% | 10.82% |
| Matson Money Aggressive Clone using AVG performing ETFs | 5.50% | 9.81% | 4.12% | 9.80% | 14.07% | 7.56% |
| Portfolio components: | ||||||
EWUS iShares MSCI United Kingdom Small-Cap ETF | 15.01% | 12.55% | 13.76% | 10.65% | 8.74% | 1.98% |
IPAC iShares Core MSCI Pacific ETF | 9.02% | 7.44% | 7.86% | 9.56% | 9.07% | 5.19% |
SCHF Schwab International Equity ETF | 16.00% | 8.82% | 14.12% | 12.46% | 13.96% | 7.00% |
DLS WisdomTree International SmallCap Dividend | 15.23% | 9.03% | 14.83% | 13.26% | 10.93% | 4.96% |
EFV iShares MSCI EAFE Value ETF | 21.00% | 8.44% | 19.43% | 17.93% | 15.75% | 5.19% |
EEMS iShares MSCI Emerging Markets Small-Cap ETF | 4.37% | 9.69% | 4.02% | 0.83% | 13.99% | 4.20% |
VWO Vanguard FTSE Emerging Markets ETF | 8.72% | 10.46% | 7.60% | 10.22% | 8.66% | 3.85% |
SCJ iShares MSCI Japan Small Cap ETF | 10.98% | 4.68% | 11.67% | 13.18% | 6.16% | 5.07% |
FNDC Schwab Fundamental International Small Co. Index ETF | 16.55% | 8.45% | 15.86% | 13.91% | 11.58% | 5.70% |
SCHX Schwab U.S. Large-Cap ETF | 1.55% | 12.89% | 0.93% | 14.85% | 17.58% | 14.11% |
RWJ Invesco S&P SmallCap 600 Revenue ETF | -7.80% | 13.58% | -9.28% | 1.49% | 21.21% | 9.05% |
VIOV Vanguard S&P Small-Cap 600 Value ETF | -9.22% | 11.77% | -11.45% | -1.15% | 13.85% | 6.94% |
SCHV Schwab U.S. Large-Cap Value ETF | 4.38% | 8.32% | 0.69% | 12.55% | 16.73% | 11.92% |
SHY iShares 1-3 Year Treasury Bond ETF | 1.87% | -0.06% | 2.42% | 5.37% | 1.05% | 1.39% |
VGIT Vanguard Intermediate-Term Treasury ETF | 2.84% | -0.35% | 2.72% | 5.67% | -1.06% | 1.27% |
SHV iShares Short Treasury Bond ETF | 1.56% | 0.30% | 2.12% | 4.78% | 2.49% | 1.84% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 3.34% | 0.16% | 3.47% | 6.70% | 3.89% | 2.81% |
DFGBX DFA Five Year Global Fixed Income Portfolio | 1.70% | 0.39% | 2.20% | 4.95% | 0.92% | 1.44% |
IWC iShares Microcap ETF | -7.03% | 15.65% | -6.50% | 2.13% | 9.76% | 5.54% |
Monthly Returns
The table below presents the monthly returns of Matson Money Aggressive Clone using AVG performing ETFs, 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 | 2.34% | -0.40% | -2.02% | 0.09% | 5.54% | 5.50% | |||||||
| 2024 | -1.82% | 2.77% | 3.55% | -3.71% | 4.12% | -1.33% | 6.11% | 0.95% | 1.94% | -3.00% | 4.59% | -4.15% | 9.73% |
| 2023 | 7.96% | -2.43% | -1.35% | 0.60% | -3.31% | 5.67% | 4.46% | -3.35% | -3.61% | -4.13% | 7.74% | 8.11% | 16.08% |
| 2022 | -3.43% | -0.99% | 0.64% | -6.04% | 1.32% | -8.28% | 6.13% | -3.43% | -9.31% | 7.47% | 7.58% | -2.80% | -12.24% |
| 2021 | 3.34% | 4.59% | 4.64% | 2.53% | 2.69% | -0.24% | -0.81% | 1.86% | -2.75% | 2.74% | -3.75% | 4.28% | 20.38% |
| 2020 | -4.10% | -8.35% | -18.34% | 10.17% | 4.74% | 2.70% | 2.94% | 5.44% | -2.62% | -0.86% | 14.63% | 5.90% | 8.20% |
| 2019 | 8.39% | 2.88% | -0.76% | 2.80% | -6.72% | 5.88% | -0.79% | -3.59% | 4.09% | 2.65% | 2.31% | 4.08% | 22.27% |
| 2018 | 3.82% | -4.15% | -0.45% | 0.68% | 1.06% | -0.82% | 2.36% | 0.31% | -0.70% | -7.90% | 1.15% | -7.77% | -12.43% |
| 2017 | 1.70% | 2.10% | 1.22% | 1.52% | 0.36% | 1.71% | 1.96% | -0.62% | 3.97% | 1.09% | 1.90% | 1.40% | 19.84% |
| 2016 | -5.91% | -0.52% | 8.06% | 1.73% | 0.49% | -1.09% | 4.56% | 0.70% | 1.60% | -2.22% | 3.79% | 2.81% | 14.13% |
| 2015 | -2.02% | 5.71% | -0.22% | 2.04% | 0.72% | -1.57% | -0.82% | -5.70% | -3.22% | 6.24% | 0.50% | -2.02% | -1.00% |
| 2014 | 1.53% | -2.64% | 2.25% | -4.24% | 2.07% | -0.09% | -0.27% | -1.59% |
Expense Ratio
Matson Money Aggressive Clone using AVG performing ETFs has an expense ratio of 0.31%, placing it in the medium range. 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 Matson Money Aggressive Clone using AVG performing ETFs is 35, indicating average performance compared to other portfolios on our website. Here’s 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.
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Dividends
Dividend yield
Matson Money Aggressive Clone using AVG performing ETFs provided a 2.59% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.59% | 2.84% | 2.85% | 2.84% | 2.39% | 1.98% | 2.70% | 2.82% | 2.18% | 2.44% | 2.20% | 2.47% |
| Portfolio components: | ||||||||||||
EWUS iShares MSCI United Kingdom Small-Cap ETF | 3.19% | 3.67% | 2.88% | 2.03% | 3.54% | 1.97% | 2.59% | 3.52% | 2.61% | 3.18% | 2.85% | 3.33% |
IPAC iShares Core MSCI Pacific ETF | 3.14% | 3.43% | 3.16% | 2.76% | 4.03% | 1.68% | 3.37% | 2.95% | 2.98% | 2.66% | 2.60% | 0.96% |
SCHF Schwab International Equity ETF | 2.81% | 3.26% | 2.97% | 2.80% | 3.19% | 2.08% | 2.95% | 3.06% | 2.35% | 2.58% | 2.26% | 2.90% |
DLS WisdomTree International SmallCap Dividend | 3.73% | 4.56% | 4.29% | 4.96% | 3.29% | 2.50% | 3.37% | 3.66% | 2.79% | 3.29% | 2.72% | 3.61% |
EFV iShares MSCI EAFE Value ETF | 3.85% | 4.66% | 4.36% | 4.17% | 4.07% | 2.42% | 4.62% | 4.56% | 3.56% | 3.28% | 3.59% | 4.87% |
EEMS iShares MSCI Emerging Markets Small-Cap ETF | 2.49% | 2.60% | 2.69% | 0.89% | 3.56% | 2.14% | 2.64% | 3.06% | 2.47% | 2.51% | 2.33% | 2.67% |
VWO Vanguard FTSE Emerging Markets ETF | 2.96% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.23% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
SCJ iShares MSCI Japan Small Cap ETF | 1.62% | 1.79% | 1.99% | 1.18% | 1.87% | 0.89% | 4.46% | 1.44% | 1.45% | 2.73% | 1.53% | 2.31% |
FNDC Schwab Fundamental International Small Co. Index ETF | 3.08% | 3.59% | 2.86% | 1.98% | 2.58% | 1.77% | 2.71% | 2.68% | 1.94% | 1.96% | 1.30% | 1.61% |
SCHX Schwab U.S. Large-Cap ETF | 1.21% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
RWJ Invesco S&P SmallCap 600 Revenue ETF | 1.25% | 1.15% | 1.34% | 1.02% | 0.61% | 0.89% | 1.22% | 1.44% | 0.91% | 0.60% | 0.74% | 0.57% |
VIOV Vanguard S&P Small-Cap 600 Value ETF | 2.07% | 1.78% | 2.18% | 1.81% | 1.59% | 1.42% | 1.60% | 1.76% | 1.43% | 1.17% | 1.32% | 1.27% |
SCHV Schwab U.S. Large-Cap Value ETF | 2.21% | 2.25% | 2.42% | 2.37% | 1.93% | 3.03% | 3.02% | 3.05% | 2.37% | 3.95% | 2.69% | 2.38% |
SHY iShares 1-3 Year Treasury Bond ETF | 3.96% | 3.92% | 2.99% | 1.30% | 0.24% | 0.94% | 2.12% | 1.72% | 0.98% | 0.71% | 0.54% | 0.36% |
VGIT Vanguard Intermediate-Term Treasury ETF | 3.75% | 3.67% | 2.72% | 1.74% | 1.69% | 2.23% | 2.24% | 2.05% | 1.67% | 1.69% | 1.69% | 1.54% |
SHV iShares Short Treasury Bond ETF | 4.70% | 5.02% | 4.73% | 1.39% | 0.00% | 0.74% | 2.19% | 1.66% | 0.72% | 0.34% | 0.03% | 0.00% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.76% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
DFGBX DFA Five Year Global Fixed Income Portfolio | 4.61% | 4.69% | 3.61% | 1.63% | 0.73% | 0.03% | 2.30% | 4.74% | 1.97% | 2.07% | 1.72% | 2.35% |
IWC iShares Microcap ETF | 1.16% | 1.06% | 1.17% | 1.18% | 0.78% | 0.98% | 1.19% | 1.01% | 1.09% | 1.16% | 1.49% | 1.11% |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Matson Money Aggressive Clone using AVG performing ETFs. 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 Matson Money Aggressive Clone using AVG performing ETFs was 37.40%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.4% | Jan 21, 2020 | 44 | Mar 23, 2020 | 166 | Nov 16, 2020 | 210 |
| -23.82% | Nov 9, 2021 | 225 | Sep 30, 2022 | 352 | Feb 27, 2024 | 577 |
| -20.8% | Jan 29, 2018 | 229 | Dec 24, 2018 | 246 | Dec 16, 2019 | 475 |
| -18.73% | May 22, 2015 | 183 | Feb 11, 2016 | 143 | Sep 6, 2016 | 326 |
| -14.63% | Feb 19, 2025 | 35 | Apr 8, 2025 | 26 | May 15, 2025 | 61 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 19 assets, with an effective number of assets of 9.07, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.
Asset Correlations Table
| ^GSPC | SHV | SHY | DFGBX | VTIP | VGIT | EWUS | SCJ | EEMS | VWO | IWC | RWJ | VIOV | IPAC | SCHV | SCHX | DLS | EFV | FNDC | SCHF | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | -0.04 | -0.10 | -0.12 | 0.08 | -0.16 | 0.58 | 0.60 | 0.65 | 0.68 | 0.74 | 0.72 | 0.74 | 0.74 | 0.88 | 0.99 | 0.74 | 0.73 | 0.76 | 0.80 | 0.87 |
| SHV | -0.04 | 1.00 | 0.29 | 0.25 | 0.18 | 0.25 | -0.02 | -0.01 | -0.01 | -0.02 | -0.06 | -0.06 | -0.05 | -0.01 | -0.03 | -0.03 | -0.01 | -0.02 | -0.02 | -0.01 | -0.03 |
| SHY | -0.10 | 0.29 | 1.00 | 0.61 | 0.59 | 0.84 | -0.01 | 0.02 | -0.03 | -0.05 | -0.09 | -0.11 | -0.10 | -0.01 | -0.11 | -0.10 | -0.00 | -0.05 | -0.01 | -0.02 | -0.07 |
| DFGBX | -0.12 | 0.25 | 0.61 | 1.00 | 0.40 | 0.67 | -0.04 | -0.02 | -0.05 | -0.08 | -0.13 | -0.15 | -0.15 | -0.05 | -0.13 | -0.12 | -0.05 | -0.10 | -0.06 | -0.07 | -0.12 |
| VTIP | 0.08 | 0.18 | 0.59 | 0.40 | 1.00 | 0.58 | 0.14 | 0.12 | 0.13 | 0.12 | 0.07 | 0.08 | 0.08 | 0.14 | 0.08 | 0.08 | 0.16 | 0.14 | 0.17 | 0.15 | 0.12 |
| VGIT | -0.16 | 0.25 | 0.84 | 0.67 | 0.58 | 1.00 | -0.05 | -0.04 | -0.08 | -0.11 | -0.16 | -0.18 | -0.18 | -0.08 | -0.18 | -0.16 | -0.08 | -0.13 | -0.08 | -0.09 | -0.15 |
| EWUS | 0.58 | -0.02 | -0.01 | -0.04 | 0.14 | -0.05 | 1.00 | 0.52 | 0.57 | 0.56 | 0.53 | 0.53 | 0.55 | 0.63 | 0.57 | 0.58 | 0.78 | 0.72 | 0.76 | 0.74 | 0.70 |
| SCJ | 0.60 | -0.01 | 0.02 | -0.02 | 0.12 | -0.04 | 0.52 | 1.00 | 0.58 | 0.58 | 0.50 | 0.50 | 0.52 | 0.87 | 0.58 | 0.61 | 0.77 | 0.70 | 0.81 | 0.74 | 0.69 |
| EEMS | 0.65 | -0.01 | -0.03 | -0.05 | 0.13 | -0.08 | 0.57 | 0.58 | 1.00 | 0.88 | 0.55 | 0.53 | 0.55 | 0.71 | 0.61 | 0.66 | 0.74 | 0.71 | 0.76 | 0.76 | 0.73 |
| VWO | 0.68 | -0.02 | -0.05 | -0.08 | 0.12 | -0.11 | 0.56 | 0.58 | 0.88 | 1.00 | 0.57 | 0.55 | 0.56 | 0.74 | 0.63 | 0.68 | 0.75 | 0.74 | 0.77 | 0.79 | 0.75 |
| IWC | 0.74 | -0.06 | -0.09 | -0.13 | 0.07 | -0.16 | 0.53 | 0.50 | 0.55 | 0.57 | 1.00 | 0.88 | 0.89 | 0.62 | 0.74 | 0.76 | 0.65 | 0.64 | 0.67 | 0.67 | 0.86 |
| RWJ | 0.72 | -0.06 | -0.11 | -0.15 | 0.08 | -0.18 | 0.53 | 0.50 | 0.53 | 0.55 | 0.88 | 1.00 | 0.96 | 0.62 | 0.79 | 0.73 | 0.65 | 0.68 | 0.67 | 0.67 | 0.89 |
| VIOV | 0.74 | -0.05 | -0.10 | -0.15 | 0.08 | -0.18 | 0.55 | 0.52 | 0.55 | 0.56 | 0.89 | 0.96 | 1.00 | 0.63 | 0.83 | 0.75 | 0.66 | 0.69 | 0.69 | 0.69 | 0.90 |
| IPAC | 0.74 | -0.01 | -0.01 | -0.05 | 0.14 | -0.08 | 0.63 | 0.87 | 0.71 | 0.74 | 0.62 | 0.62 | 0.63 | 1.00 | 0.71 | 0.74 | 0.87 | 0.86 | 0.90 | 0.89 | 0.83 |
| SCHV | 0.88 | -0.03 | -0.11 | -0.13 | 0.08 | -0.18 | 0.57 | 0.58 | 0.61 | 0.63 | 0.74 | 0.79 | 0.83 | 0.71 | 1.00 | 0.88 | 0.73 | 0.77 | 0.75 | 0.78 | 0.90 |
| SCHX | 0.99 | -0.03 | -0.10 | -0.12 | 0.08 | -0.16 | 0.58 | 0.61 | 0.66 | 0.68 | 0.76 | 0.73 | 0.75 | 0.74 | 0.88 | 1.00 | 0.75 | 0.73 | 0.77 | 0.80 | 0.87 |
| DLS | 0.74 | -0.01 | -0.00 | -0.05 | 0.16 | -0.08 | 0.78 | 0.77 | 0.74 | 0.75 | 0.65 | 0.65 | 0.66 | 0.87 | 0.73 | 0.75 | 1.00 | 0.91 | 0.96 | 0.93 | 0.88 |
| EFV | 0.73 | -0.02 | -0.05 | -0.10 | 0.14 | -0.13 | 0.72 | 0.70 | 0.71 | 0.74 | 0.64 | 0.68 | 0.69 | 0.86 | 0.77 | 0.73 | 0.91 | 1.00 | 0.92 | 0.96 | 0.89 |
| FNDC | 0.76 | -0.02 | -0.01 | -0.06 | 0.17 | -0.08 | 0.76 | 0.81 | 0.76 | 0.77 | 0.67 | 0.67 | 0.69 | 0.90 | 0.75 | 0.77 | 0.96 | 0.92 | 1.00 | 0.95 | 0.89 |
| SCHF | 0.80 | -0.01 | -0.02 | -0.07 | 0.15 | -0.09 | 0.74 | 0.74 | 0.76 | 0.79 | 0.67 | 0.67 | 0.69 | 0.89 | 0.78 | 0.80 | 0.93 | 0.96 | 0.95 | 1.00 | 0.90 |
| Portfolio | 0.87 | -0.03 | -0.07 | -0.12 | 0.12 | -0.15 | 0.70 | 0.69 | 0.73 | 0.75 | 0.86 | 0.89 | 0.90 | 0.83 | 0.90 | 0.87 | 0.88 | 0.89 | 0.89 | 0.90 | 1.00 |