Total Stock Market Portfolio
Total Stock Market Portfolio's primary goal is to provide long-term growth by capturing the overall stock market's investment return. It consists of only one low-cost index fund, doesn't require rebalancing, and could be an excellent fit for savers with a long-term savings goal.
Total Stock Market PortfolioAsset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 100% |
Total Stock Market PortfolioPerformance
The chart shows the growth of $10,000 invested in Total Stock Market Portfolio in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $43,741 for a total return of roughly 337.41%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Total Stock Market PortfolioReturns
As of Nov 30, 2022, the Total Stock Market Portfolio returned -17.07% Year-To-Date and 12.57% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 1.45% | -4.82% | -16.96% | -13.86% | 8.56% | 10.84% |
| Total Stock Market Portfolio | 1.37% | -4.07% | -17.07% | -14.85% | 9.77% | 12.57% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | 1.37% | -4.07% | -17.07% | -14.85% | 9.77% | 12.57% |
| Returns over 1 year are annualized | ||||||
Total Stock Market PortfolioDividends
Total Stock Market Portfolio granted a 1.57% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.57% | 1.23% | 1.46% | 1.85% | 2.17% | 1.85% | 2.12% | 2.23% | 2.02% | 2.04% | 2.54% | 2.34% | 2.20% |
Total Stock Market PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Total Stock Market PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Total Stock Market 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 Total Stock Market Portfolio is 35.00%, recorded on Mar 23, 2020. It took 99 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -25.36% | Jan 4, 2022 | 195 | Oct 12, 2022 | — | — | — |
| -20.3% | May 2, 2011 | 108 | Oct 3, 2011 | 88 | Feb 8, 2012 | 196 |
| -20.05% | Sep 21, 2018 | 65 | Dec 24, 2018 | 81 | Apr 23, 2019 | 146 |
| -16.23% | Apr 26, 2010 | 49 | Jul 2, 2010 | 87 | Nov 4, 2010 | 136 |
| -15.13% | Jun 24, 2015 | 161 | Feb 11, 2016 | 81 | Jun 8, 2016 | 242 |
| -10.06% | Apr 3, 2012 | 43 | Jun 4, 2012 | 53 | Aug 17, 2012 | 96 |
| -9.84% | Jan 29, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -9.16% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -8.07% | Jan 20, 2010 | 14 | Feb 8, 2010 | 20 | Mar 9, 2010 | 34 |
Total Stock Market PortfolioVolatility Chart
Current Total Stock Market Portfolio volatility is 14.01%. 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.