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Total Stock Market Portfolio

Last updated Apr 1, 2023

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.

Expense Ratio

Rank 16 of 55

Dividend Yield

Rank 41 of 55

10Y Annualized Return

Rank 13 of 55

Sharpe Ratio

Rank 23 of 55

Maximum Drawdown

Rank 52 of 55


Asset Allocation

VTI 100%EquityEquity


The chart shows the growth of $10,000 invested in Total Stock Market Portfolio in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $52,925 for a total return of roughly 429.25%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly

Total Stock Market Portfolio
Benchmark (^GSPC)
Portfolio components


As of Apr 1, 2023, the Total Stock Market Portfolio returned 7.18% Year-To-Date and 11.75% of annualized return in the last 10 years.

1 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Total Stock Market Portfolio2.71%7.18%13.17%-10.19%10.36%11.75%
Vanguard Total Stock Market ETF

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Total Stock Market Portfolio Sharpe ratio is -0.43. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.

Total Stock Market Portfolio
Benchmark (^GSPC)
Portfolio components


Total Stock Market Portfolio granted a 1.94% dividend yield in the last twelve months.


Dividend yield


Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

Total Stock Market Portfolio
Benchmark (^GSPC)
Portfolio components

Worst 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 55.45%, recorded on Mar 9, 2009. It took 760 trading sessions for the portfolio to recover.



To Bottom


To Recover



-55.45%Oct 10, 2007355Mar 9, 2009760Mar 13, 20121115
-37.01%Jun 6, 2001336Oct 9, 2002522Nov 4, 2004858
-35%Feb 20, 202023Mar 23, 202099Aug 12, 2020122
-25.36%Jan 4, 2022195Oct 12, 2022
-20.05%Sep 21, 201865Dec 24, 201881Apr 23, 2019146
-15.13%Jun 24, 2015161Feb 11, 201681Jun 8, 2016242
-10.06%Apr 3, 201243Jun 4, 201253Aug 17, 201296
-9.84%Jan 29, 20189Feb 8, 2018115Jul 25, 2018124
-9.47%Jul 16, 200723Aug 15, 200736Oct 5, 200759
-9.16%Sep 3, 202014Sep 23, 202033Nov 9, 202047

Volatility Chart

Current Total Stock Market Portfolio volatility is 16.43%. 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.

Total Stock Market Portfolio
Benchmark (^GSPC)
Portfolio components