S&P 500 Portfolio
The S&P 500 Portfolio is an excellent choice for those who want to invest in the 500 biggest U.S. companies. The portfolio is conventionally used as a representation of the overall U.S. stock market and as a benchmark for other investments.
- Expense Ratio
- 0.09%
- Dividend Yield
- 1.33%
S&P 500 PortfolioAsset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
SPY SPDR S&P 500 ETF | Large Cap Growth Equities | 100% |
S&P 500 PortfolioPerformance
The chart shows the growth of $10,000 invested in S&P 500 Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $45,959 for a total return of roughly 359.59%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
S&P 500 PortfolioReturns
As of Apr 18, 2021, the S&P 500 Portfolio returned 11.97% Year-To-Date and 14.39% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| S&P 500 Portfolio | 6.93% | 11.97% | 21.05% | 47.90% | 17.03% | 14.39% |
| Portfolio components: | ||||||
SPY SPDR S&P 500 ETF | 6.93% | 11.97% | 21.05% | 47.90% | 17.03% | 14.39% |
| Returns over 1 year are annualized | ||||||
S&P 500 PortfolioDividends
S&P 500 Portfolio granted a 1.33% dividend yield in the last twelve months, as of Apr 18, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.33% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% | 2.18% | 2.05% | 1.80% |
S&P 500 PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
S&P 500 PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the S&P 500 Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the {{portfolioName}} is 33.72%, recorded on Mar 23, 2020. It took 97 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.72% | Feb 20, 2020 | 23 | Mar 23, 2020 | 97 | Aug 10, 2020 | 120 |
| -19.35% | Sep 21, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
| -18.61% | May 2, 2011 | 108 | Oct 3, 2011 | 85 | Feb 3, 2012 | 193 |
| -15.7% | Apr 26, 2010 | 49 | Jul 2, 2010 | 87 | Nov 4, 2010 | 136 |
| -13.02% | Jul 21, 2015 | 143 | Feb 11, 2016 | 45 | Apr 18, 2016 | 188 |
| -10.1% | Jan 29, 2018 | 9 | Feb 8, 2018 | 123 | Aug 6, 2018 | 132 |
| -9.69% | Apr 3, 2012 | 43 | Jun 4, 2012 | 52 | Aug 16, 2012 | 95 |
| -9.44% | Sep 3, 2020 | 14 | Sep 23, 2020 | 35 | Nov 11, 2020 | 49 |
| -7.97% | Jan 20, 2010 | 14 | Feb 8, 2010 | 22 | Mar 11, 2010 | 36 |
| -7.35% | Sep 17, 2012 | 42 | Nov 15, 2012 | 31 | Jan 2, 2013 | 73 |
S&P 500 PortfolioVolatility Chart
Current S&P 500 Portfolio volatility is 6.75%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.