Stocks/Bonds 80/20 Portfolio
The 80/20 Portfolio is a simple, balanced portfolio with an 80% equity and 20% fixed income allocation.
- Expense Ratio
- 0.03%
- Dividend Yield
- 1.53%
Stocks/Bonds 80/20 PortfolioAsset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 20% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 80% |
Stocks/Bonds 80/20 PortfolioPerformance
The chart shows the growth of $10,000 invested in Stocks/Bonds 80/20 Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $37,962 for a total return of roughly 279.62%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Stocks/Bonds 80/20 PortfolioReturns
As of Apr 11, 2021, the Stocks/Bonds 80/20 Portfolio returned 7.62% Year-To-Date and 12.35% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Stocks/Bonds 80/20 Portfolio | 3.03% | 7.62% | 16.69% | 43.25% | 15.04% | 12.35% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | -0.02% | -3.16% | -2.23% | -0.64% | 3.22% | 3.39% |
VTI Vanguard Total Stock Market ETF | 3.80% | 10.39% | 21.66% | 56.14% | 17.75% | 14.36% |
| Returns over 1 year are annualized | ||||||
Stocks/Bonds 80/20 PortfolioDividends
Stocks/Bonds 80/20 Portfolio granted a 1.53% dividend yield in the last twelve months, as of Apr 11, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.53% | 1.61% | 1.96% | 2.24% | 1.96% | 2.04% | 2.10% | 1.97% | 1.95% | 2.17% | 2.25% | 2.20% |
Stocks/Bonds 80/20 PortfolioDrawdowns Chart
Stocks/Bonds 80/20 PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Stocks/Bonds 80/20 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 28.47%, recorded on Mar 23, 2020. It took 92 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.47% | Feb 20, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
| -15.81% | Sep 21, 2018 | 65 | Dec 24, 2018 | 68 | Apr 3, 2019 | 133 |
| -15.55% | Jul 8, 2011 | 61 | Oct 3, 2011 | 83 | Feb 1, 2012 | 144 |
| -12.51% | Apr 26, 2010 | 49 | Jul 2, 2010 | 85 | Nov 2, 2010 | 134 |
| -11.5% | May 22, 2015 | 183 | Feb 11, 2016 | 74 | May 27, 2016 | 257 |
| -8.18% | Jan 29, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -7.64% | Apr 3, 2012 | 43 | Jun 4, 2012 | 52 | Aug 16, 2012 | 95 |
| -7.64% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -6.32% | Jan 20, 2010 | 14 | Feb 8, 2010 | 18 | Mar 5, 2010 | 32 |
| -5.99% | Sep 17, 2012 | 42 | Nov 15, 2012 | 31 | Jan 2, 2013 | 73 |
Stocks/Bonds 80/20 PortfolioVolatility Chart
The chart below shows the rolling 10-day volatility of the Stocks/Bonds 80/20 Portfolio. Volatility is a statistical measure showing how big price swings are in either direction. The higher portfolio volatility, the riskier it is, because the price movements are less predictable.