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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.

Expense Ratio
0.03%
Dividend Yield
1.30%

Total Stock Market PortfolioAsset Allocation


VTI 100%EquityEquity
S&P 500

Total Stock Market PortfolioPerformance

The chart shows the growth of $10,000 invested in Total Stock Market Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $46,979 for a total return of roughly 369.79%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Total Stock Market Portfolio
Benchmark (S&P 500)
Portfolio components

Total Stock Market PortfolioReturns

As of Apr 18, 2021, the Total Stock Market Portfolio returned 11.94% Year-To-Date and 14.36% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Total Stock Market Portfolio6.28%11.94%23.21%54.15%17.44%14.36%
VTI
Vanguard Total Stock Market ETF
6.28%11.94%23.21%54.15%17.44%14.36%

Total Stock Market PortfolioSharpe 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 3.06. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


Total Stock Market Portfolio
Benchmark (S&P 500)
Portfolio components

Total Stock Market PortfolioDividends

Total Stock Market Portfolio granted a 1.30% dividend yield in the last twelve months, as of Apr 18, 2021.


PeriodTTM20202019201820172016201520142013201220112010
Dividend yield
1.30%1.42%1.78%2.04%1.71%1.92%1.98%1.76%1.74%2.13%1.92%1.77%

Total Stock Market PortfolioDrawdowns Chart

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


Total Stock Market Portfolio
Benchmark (S&P 500)
Portfolio components

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 {{portfolioName}} 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, 202023Mar 23, 202099Aug 12, 2020122
-20.3%May 2, 2011108Oct 3, 201188Feb 8, 2012196
-20.05%Sep 21, 201865Dec 24, 201881Apr 23, 2019146
-16.23%Apr 26, 201049Jul 2, 201087Nov 4, 2010136
-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
-9.16%Sep 3, 202014Sep 23, 202033Nov 9, 202047
-8.07%Jan 20, 201014Feb 8, 201020Mar 9, 201034
-7.67%Sep 17, 201242Nov 15, 201231Jan 2, 201373

Total Stock Market PortfolioVolatility Chart

Current Total Stock Market Portfolio volatility is 6.42%. 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 (S&P 500)
Portfolio components

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