Legacy Wealth
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Legacy Wealth, 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
The earliest data available for this chart is Apr 11, 2014, corresponding to the inception date of FPI
Returns By Period
As of Oct 30, 2024, the Legacy Wealth returned 16.73% Year-To-Date and 13.14% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 22.29% | 1.65% | 15.83% | 39.98% | 13.99% | 11.23% |
| Legacy Wealth | 16.73% | 0.41% | 15.44% | 31.00% | 12.59% | 13.14% |
| Portfolio components: | ||||||
UNH UnitedHealth Group Incorporated | 8.03% | -3.39% | 17.12% | 7.68% | 19.14% | 21.34% |
AAPL Apple Inc | 21.83% | 2.58% | 37.53% | 37.92% | 31.28% | 25.64% |
BRK-B Berkshire Hathaway Inc. | 27.47% | -0.62% | 14.59% | 34.74% | 16.48% | 12.52% |
O Realty Income Corporation | 9.73% | -3.30% | 15.45% | 38.34% | -0.76% | 7.84% |
GPC Genuine Parts Company | -13.54% | -16.96% | -24.33% | -5.42% | 5.62% | 4.83% |
WMT Walmart Inc. | 56.98% | 2.41% | 38.53% | 52.38% | 17.75% | 14.73% |
MSFT Microsoft Corporation | 15.50% | 0.92% | 11.35% | 29.02% | 25.92% | 26.89% |
VIG Vanguard Dividend Appreciation ETF | 17.37% | 0.04% | 13.76% | 32.38% | 12.69% | 11.82% |
RGLD Royal Gold, Inc. | 28.60% | 8.64% | 28.63% | 46.45% | 7.17% | 11.84% |
AGG iShares Core U.S. Aggregate Bond ETF | 2.05% | -2.62% | 5.41% | 10.61% | -0.22% | 1.48% |
FPI Farmland Partners Inc. | -10.40% | 5.67% | 3.36% | 11.30% | 13.24% | 4.16% |
VUG Vanguard Growth ETF | 27.96% | 3.66% | 20.44% | 49.80% | 19.22% | 15.61% |
DVY iShares Select Dividend ETF | 16.94% | -1.02% | 13.86% | 33.15% | 9.52% | 9.28% |
Monthly Returns
The table below presents the monthly returns of Legacy Wealth, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.91% | 0.18% | 4.54% | -2.56% | 3.72% | 1.08% | 5.37% | 3.36% | 0.86% | 16.73% | |||
| 2023 | 4.80% | -3.80% | 3.56% | 1.99% | -2.27% | 2.74% | 1.83% | -3.13% | -4.09% | -1.17% | 9.40% | 2.09% | 11.65% |
| 2022 | -2.80% | 1.88% | 7.90% | -4.01% | -2.89% | -5.12% | 6.42% | -5.05% | -6.32% | 6.76% | 6.10% | -2.98% | -1.70% |
| 2021 | -0.23% | 2.24% | 4.39% | 6.19% | 2.42% | -1.69% | 3.12% | 0.03% | -6.08% | 5.96% | -0.77% | 5.56% | 22.43% |
| 2020 | -1.06% | -8.15% | -10.01% | 14.63% | 4.06% | 0.10% | 5.80% | 3.93% | -3.70% | -2.29% | 6.79% | 2.06% | 10.11% |
| 2019 | 5.68% | 0.62% | 4.28% | 0.70% | -2.89% | 7.51% | 1.45% | 3.14% | 0.68% | 1.84% | 2.06% | 2.46% | 30.83% |
| 2018 | 3.95% | -5.56% | 0.84% | 0.32% | 2.54% | 1.34% | -0.07% | 2.35% | -0.06% | -1.27% | 0.85% | -3.06% | 1.82% |
| 2017 | 3.73% | 0.85% | 0.67% | 1.03% | 2.25% | -0.48% | 3.38% | 2.47% | -0.46% | 0.82% | 3.24% | 0.70% | 19.66% |
| 2016 | -3.09% | 9.93% | 7.09% | 2.46% | -0.78% | 8.36% | 5.13% | -3.28% | 1.09% | -4.17% | 2.42% | 0.11% | 26.93% |
| 2015 | 2.90% | 1.48% | -2.46% | -0.29% | -0.14% | -2.14% | -1.37% | -5.07% | 0.14% | 3.71% | -3.57% | 0.12% | -6.83% |
| 2014 | 2.95% | -0.26% | 4.53% | -1.95% | 4.23% | -4.20% | 1.64% | 5.15% | 0.09% | 12.43% |
Expense Ratio
Legacy Wealth has an expense ratio of 0.05%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Legacy Wealth is 56, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated | 0.37 | 0.67 | 1.09 | 0.44 | 1.17 |
AAPL Apple Inc | 1.76 | 2.52 | 1.32 | 2.39 | 5.67 |
BRK-B Berkshire Hathaway Inc. | 2.78 | 3.68 | 1.48 | 4.15 | 13.56 |
O Realty Income Corporation | 1.57 | 2.20 | 1.29 | 0.88 | 4.64 |
GPC Genuine Parts Company | -0.17 | -0.01 | 1.00 | -0.14 | -0.50 |
WMT Walmart Inc. | 2.88 | 3.78 | 1.59 | 5.01 | 15.06 |
MSFT Microsoft Corporation | 1.69 | 2.26 | 1.29 | 2.06 | 5.37 |
VIG Vanguard Dividend Appreciation ETF | 3.44 | 4.79 | 1.64 | 3.91 | 23.21 |
RGLD Royal Gold, Inc. | 1.72 | 2.37 | 1.29 | 1.58 | 7.92 |
AGG iShares Core U.S. Aggregate Bond ETF | 1.72 | 2.54 | 1.31 | 0.60 | 6.72 |
FPI Farmland Partners Inc. | 0.39 | 0.74 | 1.09 | 0.28 | 0.70 |
VUG Vanguard Growth ETF | 3.13 | 3.94 | 1.56 | 3.00 | 15.90 |
DVY iShares Select Dividend ETF | 2.67 | 3.73 | 1.47 | 2.06 | 16.41 |
Dividends
Dividend yield
Legacy Wealth provided a 2.16% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Legacy Wealth | 2.16% | 2.17% | 1.88% | 1.61% | 1.88% | 1.89% | 2.44% | 2.18% | 2.25% | 2.42% | 2.10% | 2.22% |
| Portfolio components: | ||||||||||||
UNH UnitedHealth Group Incorporated | 1.42% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
AAPL Apple Inc | 0.42% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
O Realty Income Corporation | 5.15% | 5.33% | 4.68% | 3.87% | 4.50% | 3.69% | 4.18% | 4.45% | 4.18% | 4.41% | 4.59% | 5.83% |
GPC Genuine Parts Company | 3.37% | 2.74% | 2.06% | 2.33% | 3.15% | 2.87% | 3.00% | 2.84% | 2.75% | 2.86% | 2.16% | 2.58% |
WMT Walmart Inc. | 0.99% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% | 2.39% |
MSFT Microsoft Corporation | 0.69% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
VIG Vanguard Dividend Appreciation ETF | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
RGLD Royal Gold, Inc. | 1.04% | 1.24% | 1.24% | 1.14% | 1.05% | 0.87% | 1.17% | 1.17% | 1.45% | 1.81% | 1.36% | 2.19% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.57% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% | 2.32% |
FPI Farmland Partners Inc. | 4.09% | 3.58% | 1.84% | 1.67% | 2.30% | 2.86% | 7.69% | 5.78% | 4.49% | 4.47% | 3.08% | 0.00% |
VUG Vanguard Growth ETF | 0.50% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
DVY iShares Select Dividend ETF | 3.50% | 3.82% | 3.43% | 3.12% | 3.66% | 3.41% | 3.58% | 3.00% | 3.04% | 3.45% | 3.03% | 3.06% |
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 Legacy Wealth. 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 Legacy Wealth was 28.39%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.
The current Legacy Wealth drawdown is 2.02%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.39% | Feb 21, 2020 | 22 | Mar 23, 2020 | 82 | Jul 20, 2020 | 104 |
| -19.91% | Jan 27, 2015 | 248 | Jan 20, 2016 | 47 | Mar 29, 2016 | 295 |
| -18.78% | Apr 21, 2022 | 123 | Oct 14, 2022 | 292 | Dec 13, 2023 | 415 |
| -9.37% | Nov 9, 2018 | 30 | Dec 24, 2018 | 25 | Jan 31, 2019 | 55 |
| -9.03% | Jan 29, 2018 | 9 | Feb 8, 2018 | 138 | Aug 27, 2018 | 147 |
Volatility
Volatility Chart
The current Legacy Wealth volatility is 2.52%, 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
| AGG | RGLD | FPI | WMT | O | UNH | AAPL | GPC | MSFT | BRK-B | DVY | VUG | VIG | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AGG | 1.00 | 0.27 | 0.02 | 0.00 | 0.25 | -0.04 | 0.01 | -0.07 | 0.03 | -0.13 | -0.02 | 0.03 | 0.00 |
| RGLD | 0.27 | 1.00 | 0.11 | 0.10 | 0.19 | 0.07 | 0.10 | 0.07 | 0.12 | 0.06 | 0.18 | 0.17 | 0.17 |
| FPI | 0.02 | 0.11 | 1.00 | 0.12 | 0.27 | 0.14 | 0.19 | 0.24 | 0.17 | 0.24 | 0.34 | 0.25 | 0.29 |
| WMT | 0.00 | 0.10 | 0.12 | 1.00 | 0.24 | 0.29 | 0.26 | 0.32 | 0.30 | 0.37 | 0.39 | 0.35 | 0.48 |
| O | 0.25 | 0.19 | 0.27 | 0.24 | 1.00 | 0.24 | 0.20 | 0.34 | 0.25 | 0.29 | 0.47 | 0.31 | 0.43 |
| UNH | -0.04 | 0.07 | 0.14 | 0.29 | 0.24 | 1.00 | 0.31 | 0.36 | 0.33 | 0.44 | 0.43 | 0.40 | 0.51 |
| AAPL | 0.01 | 0.10 | 0.19 | 0.26 | 0.20 | 0.31 | 1.00 | 0.33 | 0.62 | 0.41 | 0.40 | 0.74 | 0.57 |
| GPC | -0.07 | 0.07 | 0.24 | 0.32 | 0.34 | 0.36 | 0.33 | 1.00 | 0.34 | 0.56 | 0.67 | 0.47 | 0.66 |
| MSFT | 0.03 | 0.12 | 0.17 | 0.30 | 0.25 | 0.33 | 0.62 | 0.34 | 1.00 | 0.43 | 0.42 | 0.80 | 0.66 |
| BRK-B | -0.13 | 0.06 | 0.24 | 0.37 | 0.29 | 0.44 | 0.41 | 0.56 | 0.43 | 1.00 | 0.73 | 0.55 | 0.73 |
| DVY | -0.02 | 0.18 | 0.34 | 0.39 | 0.47 | 0.43 | 0.40 | 0.67 | 0.42 | 0.73 | 1.00 | 0.58 | 0.81 |
| VUG | 0.03 | 0.17 | 0.25 | 0.35 | 0.31 | 0.40 | 0.74 | 0.47 | 0.80 | 0.55 | 0.58 | 1.00 | 0.82 |
| VIG | 0.00 | 0.17 | 0.29 | 0.48 | 0.43 | 0.51 | 0.57 | 0.66 | 0.66 | 0.73 | 0.81 | 0.82 | 1.00 |