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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

Dividend Yield

Rank 42 of 54

10Y Annualized Return

Rank 12 of 54

Sharpe Ratio

Rank 12 of 54

Maximum Drawdown

Rank 43 of 54


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

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.

Total Stock Market Portfolio1.37%-4.07%-17.07%-14.85%9.77%12.57%
Vanguard Total Stock Market ETF

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.

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.


Dividend yield


Total Stock Market PortfolioDrawdowns Chart

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

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.



To Bottom


To Recover



-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.

Total Stock Market Portfolio
Benchmark (^GSPC)
Portfolio components