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Total Stock Market Portfolio

Last updated Nov 30, 2022

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 15 of 54

0.03%
0.00%0.94%
Dividend Yield

Rank 42 of 54

1.57%
0.00%4.60%
10Y Annualized Return

Rank 12 of 54

12.57%
3.45%54.48%
Sharpe Ratio

Rank 12 of 54

-0.63
-1.210.45
Maximum Drawdown

Rank 43 of 54

-35.00%
-91.88%-19.55%

Total Stock Market PortfolioAsset Allocation


VTI 100%EquityEquity

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


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovember
-4.58%
-5.25%
Total Stock Market Portfolio
Benchmark (^GSPC)
Portfolio components

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.


1M6MYTD1Y5Y10Y
Benchmark1.45%-4.82%-16.96%-13.86%8.56%10.84%
Total Stock Market Portfolio1.37%-4.07%-17.07%-14.85%9.77%12.57%
VTI
Vanguard Total Stock Market ETF
1.37%-4.07%-17.07%-14.85%9.77%12.57%

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 -0.63. 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.


-0.80-0.60-0.40-0.200.00JulyAugustSeptemberOctoberNovember
-0.63
-0.63
Total Stock Market Portfolio
Benchmark (^GSPC)
Portfolio components

Total Stock Market PortfolioDividends

Total Stock Market Portfolio granted a 1.57% dividend yield in the last twelve months.


PeriodTTM202120202019201820172016201520142013201220112010

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%2022FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovember
-17.60%
-17.49%
Total Stock Market Portfolio
Benchmark (^GSPC)
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 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, 202023Mar 23, 202099Aug 12, 2020122
-25.36%Jan 4, 2022195Oct 12, 2022
-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

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.


10.00%15.00%20.00%25.00%30.00%35.00%40.00%JulyAugustSeptemberOctoberNovember
14.01%
13.39%
Total Stock Market Portfolio
Benchmark (^GSPC)
Portfolio components