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.
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 100% |
Performance
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
Returns
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 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 3.51% | 7.03% | 12.88% | -10.71% | 9.25% | 10.16% |
| Total Stock Market Portfolio | 2.71% | 7.18% | 13.17% | -10.19% | 10.36% | 11.75% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | 2.71% | 7.18% | 13.17% | -10.19% | 10.36% | 11.75% |
| Returns over 1 year are annualized | ||||||
Dividends
Total Stock Market Portfolio granted a 1.94% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.94% | 1.67% | 1.24% | 1.47% | 1.87% | 2.19% | 1.87% | 2.14% | 2.25% | 2.04% | 2.06% | 2.57% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.45% | Oct 10, 2007 | 355 | Mar 9, 2009 | 760 | Mar 13, 2012 | 1115 |
| -37.01% | Jun 6, 2001 | 336 | Oct 9, 2002 | 522 | Nov 4, 2004 | 858 |
| -35% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -25.36% | Jan 4, 2022 | 195 | Oct 12, 2022 | — | — | — |
| -20.05% | Sep 21, 2018 | 65 | Dec 24, 2018 | 81 | Apr 23, 2019 | 146 |
| -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 |
| -9.47% | Jul 16, 2007 | 23 | Aug 15, 2007 | 36 | Oct 5, 2007 | 59 |
| -9.16% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
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.