Matson Money Aggressive simulation
MM Money aggressive from book Main St. Money Clone
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Matson Money Aggressive simulation, 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.
The earliest data available for this chart is Jun 12, 2014, corresponding to the inception date of IPAC
Returns By Period
As of Apr 15, 2025, the Matson Money Aggressive simulation returned -4.46% Year-To-Date and 6.74% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -8.09% | -4.13% | -7.75% | 5.52% | 14.25% | 10.05% |
| Matson Money Aggressive simulation | -6.29% | -5.36% | -7.99% | 3.48% | 13.66% | 7.00% |
| Portfolio components: | ||||||
EWUS iShares MSCI United Kingdom Small-Cap ETF | -0.25% | -2.80% | -6.81% | 5.71% | 6.91% | 1.43% |
IPAC iShares Core MSCI Pacific ETF | -0.33% | -3.96% | -5.01% | 2.42% | 8.22% | 4.48% |
SCHF Schwab International Equity ETF | 4.97% | -4.00% | -2.32% | 7.16% | 12.96% | 6.22% |
DLS WisdomTree International SmallCap Dividend | 4.25% | -2.67% | -1.10% | 6.86% | 10.42% | 4.35% |
EFV iShares MSCI EAFE Value ETF | 9.03% | -4.17% | 2.70% | 12.43% | 14.30% | 4.44% |
EEMS iShares MSCI Emerging Markets Small-Cap ETF | -5.59% | -3.42% | -10.99% | -4.18% | 13.45% | 3.45% |
VWO Vanguard FTSE Emerging Markets ETF | -1.13% | -5.50% | -6.94% | 7.93% | 7.82% | 2.98% |
SCJ iShares MSCI Japan Small Cap ETF | 5.09% | -1.88% | 0.98% | 5.61% | 7.26% | 4.78% |
FNDC Schwab Fundamental International Small Co. Index ETF | 5.98% | -2.35% | -0.20% | 8.37% | 11.30% | 5.06% |
SCHX Schwab U.S. Large-Cap ETF | -8.01% | -3.95% | -7.23% | 7.92% | 16.82% | 13.28% |
RWJ Invesco S&P SmallCap 600 Revenue ETF | -19.24% | -9.88% | -18.71% | -6.91% | 21.73% | 7.77% |
VIOV Vanguard S&P Small-Cap 600 Value ETF | -18.62% | -10.12% | -17.20% | -6.70% | 13.60% | 5.84% |
SCHV Schwab U.S. Large-Cap Value ETF | -3.10% | -4.09% | -6.45% | 8.56% | 15.74% | 11.37% |
SHY iShares 1-3 Year Treasury Bond ETF | 1.76% | 0.57% | 2.14% | 5.85% | 1.04% | 1.37% |
VGIT Vanguard Intermediate-Term Treasury ETF | 2.77% | 0.54% | 1.46% | 6.54% | -1.07% | 1.13% |
SHV iShares Short Treasury Bond ETF | 1.18% | 0.33% | 2.18% | 4.92% | 2.42% | 1.80% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.76% | 0.72% | 2.78% | 6.79% | 3.85% | 2.74% |
DFGBX DFA Five Year Global Fixed Income Portfolio | 1.20% | 0.30% | 2.20% | 4.95% | 0.90% | 1.33% |
IWC iShares Microcap ETF | -20.48% | -10.58% | -16.81% | -8.53% | 9.71% | 3.81% |
Monthly Returns
The table below presents the monthly returns of Matson Money Aggressive simulation, 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 | 2.57% | -0.87% | -3.17% | -4.82% | -6.29% | ||||||||
| 2024 | -1.66% | 3.23% | 3.76% | -4.20% | 4.13% | -0.82% | 6.02% | 1.05% | 2.08% | -2.50% | 5.58% | -4.62% | 11.92% |
| 2023 | 7.86% | -2.45% | -1.49% | 0.38% | -3.16% | 6.15% | 4.48% | -3.31% | -3.86% | -4.14% | 7.95% | 8.30% | 16.41% |
| 2022 | -3.96% | -0.82% | 1.02% | -6.35% | 1.28% | -8.41% | 6.80% | -3.35% | -9.32% | 8.58% | 6.76% | -3.43% | -12.41% |
| 2021 | 3.49% | 4.63% | 4.88% | 2.63% | 2.62% | 0.01% | -0.92% | 2.05% | -2.89% | 3.21% | -3.39% | 4.31% | 22.15% |
| 2020 | -3.90% | -8.56% | -18.16% | 10.40% | 4.57% | 2.39% | 3.15% | 5.44% | -2.61% | -0.91% | 14.34% | 5.78% | 7.92% |
| 2019 | 8.46% | 3.02% | -0.69% | 2.93% | -6.86% | 6.18% | -0.50% | -3.54% | 4.06% | 2.50% | 2.51% | 4.05% | 23.32% |
| 2018 | 3.80% | -4.14% | -0.51% | 0.65% | 1.30% | -0.75% | 2.42% | 0.71% | -0.80% | -7.95% | 1.17% | -8.21% | -12.37% |
| 2017 | 1.41% | 2.19% | 1.01% | 1.42% | 0.24% | 1.76% | 1.87% | -0.68% | 4.10% | 1.11% | 2.02% | 1.37% | 19.28% |
| 2016 | -5.85% | -0.45% | 8.03% | 1.67% | 0.59% | -0.93% | 4.48% | 0.63% | 1.51% | -2.29% | 4.18% | 2.81% | 14.60% |
| 2015 | -2.21% | 5.66% | -0.17% | 1.88% | 0.76% | -1.50% | -0.83% | -5.67% | -3.20% | 6.27% | 0.57% | -2.00% | -1.07% |
| 2014 | 1.53% | -2.65% | 2.26% | -4.23% | 2.09% | -0.03% | -0.26% | -1.47% |
Expense Ratio
Matson Money Aggressive simulation 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 simulation is 23, meaning it’s performing worse than 77% of other portfolios on our website when it comes to balancing risk and reward. Below is 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.
Dividends
Dividend yield
Matson Money Aggressive simulation provided a 2.85% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.85% | 2.84% | 2.85% | 2.84% | 2.39% | 1.98% | 2.70% | 2.82% | 2.18% | 2.43% | 2.20% | 2.47% |
| Portfolio components: | ||||||||||||
EWUS iShares MSCI United Kingdom Small-Cap ETF | 3.68% | 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 | 3.44% | 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 | 3.11% | 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 | 4.13% | 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 | 4.28% | 4.67% | 4.36% | 4.17% | 4.07% | 2.42% | 4.62% | 4.56% | 3.56% | 3.27% | 3.59% | 4.87% |
EEMS iShares MSCI Emerging Markets Small-Cap ETF | 2.75% | 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 | 3.26% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
SCJ iShares MSCI Japan Small Cap ETF | 1.71% | 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 | 3.39% | 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 | 1.33% | 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 | 1.43% | 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 | 2.31% | 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 | 2.37% | 2.25% | 2.42% | 2.38% | 1.93% | 3.03% | 3.02% | 3.05% | 2.37% | 3.96% | 2.69% | 2.38% |
SHY iShares 1-3 Year Treasury Bond ETF | 3.95% | 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 | 3.72% | 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 | 4.78% | 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 | 2.78% | 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 | 4.64% | 4.69% | 3.61% | 1.63% | 0.73% | 0.03% | 2.30% | 4.74% | 1.90% | 1.68% | 1.41% | 2.18% |
IWC iShares Microcap ETF | 1.35% | 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Matson Money Aggressive simulation. 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 simulation was 37.62%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
The current Matson Money Aggressive simulation drawdown is 8.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.62% | Jan 21, 2020 | 44 | Mar 23, 2020 | 166 | Nov 16, 2020 | 210 |
| -23.64% | Nov 9, 2021 | 225 | Sep 30, 2022 | 311 | Dec 27, 2023 | 536 |
| -20.96% | Jan 29, 2018 | 229 | Dec 24, 2018 | 244 | Dec 12, 2019 | 473 |
| -18.46% | Jun 24, 2015 | 161 | Feb 11, 2016 | 142 | Sep 2, 2016 | 303 |
| -16.66% | Dec 2, 2024 | 87 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The current Matson Money Aggressive simulation volatility is 11.27%, 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
| SHV | SHY | DFGBX | VTIP | VGIT | EWUS | SCJ | EEMS | VWO | IWC | RWJ | VIOV | SCHV | SCHX | IPAC | DLS | EFV | FNDC | SCHF | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHV | 1.00 | 0.30 | 0.25 | 0.18 | 0.25 | -0.02 | -0.01 | -0.01 | -0.02 | -0.07 | -0.06 | -0.06 | -0.04 | -0.04 | -0.01 | -0.02 | -0.02 | -0.02 | -0.01 |
| SHY | 0.30 | 1.00 | 0.62 | 0.58 | 0.84 | -0.01 | 0.02 | -0.03 | -0.05 | -0.09 | -0.11 | -0.10 | -0.11 | -0.10 | -0.01 | -0.01 | -0.06 | -0.01 | -0.03 |
| DFGBX | 0.25 | 0.62 | 1.00 | 0.40 | 0.68 | -0.04 | -0.02 | -0.06 | -0.08 | -0.13 | -0.15 | -0.15 | -0.13 | -0.12 | -0.05 | -0.05 | -0.11 | -0.06 | -0.07 |
| VTIP | 0.18 | 0.58 | 0.40 | 1.00 | 0.57 | 0.14 | 0.12 | 0.13 | 0.12 | 0.07 | 0.08 | 0.08 | 0.08 | 0.08 | 0.14 | 0.16 | 0.13 | 0.17 | 0.15 |
| VGIT | 0.25 | 0.84 | 0.68 | 0.57 | 1.00 | -0.05 | -0.04 | -0.08 | -0.10 | -0.16 | -0.18 | -0.18 | -0.18 | -0.16 | -0.08 | -0.08 | -0.13 | -0.08 | -0.09 |
| EWUS | -0.02 | -0.01 | -0.04 | 0.14 | -0.05 | 1.00 | 0.52 | 0.57 | 0.56 | 0.53 | 0.54 | 0.55 | 0.57 | 0.58 | 0.63 | 0.78 | 0.72 | 0.76 | 0.74 |
| SCJ | -0.01 | 0.02 | -0.02 | 0.12 | -0.04 | 0.52 | 1.00 | 0.58 | 0.58 | 0.51 | 0.50 | 0.52 | 0.58 | 0.61 | 0.87 | 0.77 | 0.70 | 0.81 | 0.74 |
| EEMS | -0.01 | -0.03 | -0.06 | 0.13 | -0.08 | 0.57 | 0.58 | 1.00 | 0.88 | 0.56 | 0.53 | 0.55 | 0.61 | 0.66 | 0.71 | 0.74 | 0.71 | 0.76 | 0.76 |
| VWO | -0.02 | -0.05 | -0.08 | 0.12 | -0.10 | 0.56 | 0.58 | 0.88 | 1.00 | 0.57 | 0.55 | 0.56 | 0.63 | 0.68 | 0.74 | 0.76 | 0.75 | 0.77 | 0.79 |
| IWC | -0.07 | -0.09 | -0.13 | 0.07 | -0.16 | 0.53 | 0.51 | 0.56 | 0.57 | 1.00 | 0.88 | 0.89 | 0.74 | 0.75 | 0.62 | 0.65 | 0.64 | 0.67 | 0.67 |
| RWJ | -0.06 | -0.11 | -0.15 | 0.08 | -0.18 | 0.54 | 0.50 | 0.53 | 0.55 | 0.88 | 1.00 | 0.96 | 0.79 | 0.73 | 0.62 | 0.65 | 0.68 | 0.67 | 0.67 |
| VIOV | -0.06 | -0.10 | -0.15 | 0.08 | -0.18 | 0.55 | 0.52 | 0.55 | 0.56 | 0.89 | 0.96 | 1.00 | 0.82 | 0.75 | 0.63 | 0.66 | 0.69 | 0.69 | 0.69 |
| SCHV | -0.04 | -0.11 | -0.13 | 0.08 | -0.18 | 0.57 | 0.58 | 0.61 | 0.63 | 0.74 | 0.79 | 0.82 | 1.00 | 0.88 | 0.71 | 0.73 | 0.77 | 0.76 | 0.78 |
| SCHX | -0.04 | -0.10 | -0.12 | 0.08 | -0.16 | 0.58 | 0.61 | 0.66 | 0.68 | 0.75 | 0.73 | 0.75 | 0.88 | 1.00 | 0.74 | 0.75 | 0.74 | 0.77 | 0.81 |
| IPAC | -0.01 | -0.01 | -0.05 | 0.14 | -0.08 | 0.63 | 0.87 | 0.71 | 0.74 | 0.62 | 0.62 | 0.63 | 0.71 | 0.74 | 1.00 | 0.87 | 0.86 | 0.90 | 0.89 |
| DLS | -0.02 | -0.01 | -0.05 | 0.16 | -0.08 | 0.78 | 0.77 | 0.74 | 0.76 | 0.65 | 0.65 | 0.66 | 0.73 | 0.75 | 0.87 | 1.00 | 0.91 | 0.96 | 0.93 |
| EFV | -0.02 | -0.06 | -0.11 | 0.13 | -0.13 | 0.72 | 0.70 | 0.71 | 0.75 | 0.64 | 0.68 | 0.69 | 0.77 | 0.74 | 0.86 | 0.91 | 1.00 | 0.92 | 0.96 |
| FNDC | -0.02 | -0.01 | -0.06 | 0.17 | -0.08 | 0.76 | 0.81 | 0.76 | 0.77 | 0.67 | 0.67 | 0.69 | 0.76 | 0.77 | 0.90 | 0.96 | 0.92 | 1.00 | 0.95 |
| SCHF | -0.01 | -0.03 | -0.07 | 0.15 | -0.09 | 0.74 | 0.74 | 0.76 | 0.79 | 0.67 | 0.67 | 0.69 | 0.78 | 0.81 | 0.89 | 0.93 | 0.96 | 0.95 | 1.00 |