kids
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in kids, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
The earliest data available for this chart is Oct 17, 2013, corresponding to the inception date of SHYG
Returns By Period
As of Nov 13, 2024, the kids returned 30.25% Year-To-Date and 24.82% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 25.45% | 2.91% | 14.05% | 35.64% | 14.13% | 11.39% |
| kids | 30.25% | 3.16% | 12.27% | 49.45% | 34.78% | 24.82% |
| Portfolio components: | ||||||
VEU Vanguard FTSE All-World ex-US ETF | 7.13% | -5.20% | -0.78% | 14.11% | 5.52% | 4.97% |
SCHD Schwab US Dividend Equity ETF | 17.07% | 0.77% | 10.34% | 27.17% | 12.67% | 11.62% |
SMH VanEck Vectors Semiconductor ETF | 44.03% | -3.61% | 7.68% | 57.29% | 33.43% | 28.85% |
QQQ Invesco QQQ | 25.79% | 3.10% | 13.59% | 34.02% | 21.26% | 18.39% |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 7.99% | 0.48% | 5.33% | 11.40% | 4.46% | 4.26% |
NVDA NVIDIA Corporation | 199.51% | 7.40% | 56.73% | 198.72% | 96.89% | 77.92% |
GOOGL Alphabet Inc. | 30.34% | 10.10% | 5.54% | 36.26% | 22.35% | 20.75% |
AAPL Apple Inc | 17.04% | -2.95% | 18.46% | 20.21% | 28.46% | 24.38% |
AMZN Amazon.com, Inc. | 37.50% | 11.39% | 12.32% | 43.29% | 19.24% | 29.06% |
MARA Marathon Digital Holdings, Inc. | 7.41% | 48.59% | 24.90% | 175.14% | 86.24% | -14.24% |
MSFT Microsoft Corporation | 13.11% | 0.93% | 0.17% | 15.11% | 24.29% | 25.94% |
XLV Health Care Select Sector SPDR Fund | 9.17% | -4.86% | 1.47% | 16.96% | 10.52% | 9.94% |
Monthly Returns
The table below presents the monthly returns of kids, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.91% | 7.75% | 3.50% | -4.40% | 7.09% | 4.76% | 0.04% | 0.08% | 1.21% | -0.45% | 30.25% | ||
| 2023 | 14.63% | -0.67% | 8.30% | 1.00% | 5.68% | 7.21% | 4.85% | -2.31% | -6.32% | -1.70% | 10.49% | 12.35% | 65.24% |
| 2022 | -7.21% | -1.44% | 3.28% | -12.25% | 0.40% | -10.01% | 16.46% | -6.19% | -9.36% | 5.76% | 4.99% | -7.52% | -23.86% |
| 2021 | 5.53% | 6.47% | 8.82% | 2.97% | -0.32% | 5.26% | 0.83% | 5.54% | -5.64% | 9.65% | 3.21% | -0.49% | 49.36% |
| 2020 | 1.63% | -5.43% | -10.43% | 11.91% | 7.18% | 6.13% | 12.94% | 9.30% | -5.24% | -0.54% | 19.88% | 12.51% | 71.97% |
| 2019 | 6.54% | 6.62% | 2.51% | 6.08% | -8.73% | 7.48% | 1.02% | -2.05% | 2.61% | 2.95% | 3.26% | 4.00% | 36.02% |
| 2018 | 6.63% | -2.67% | -4.26% | 1.97% | 2.87% | -2.25% | 4.46% | 4.31% | -1.16% | -9.22% | 0.27% | -9.12% | -9.25% |
| 2017 | 2.71% | 1.53% | 1.16% | -1.34% | 4.08% | -0.92% | 2.21% | 3.45% | 1.41% | 5.35% | 7.96% | 0.48% | 31.55% |
| 2016 | -4.13% | 1.01% | 5.86% | -1.94% | 7.84% | 0.16% | 7.20% | 1.42% | 2.86% | -2.07% | 1.98% | 3.26% | 25.21% |
| 2015 | -1.48% | 6.16% | -3.02% | 2.84% | 1.13% | -5.38% | 2.51% | -4.79% | -1.34% | 9.12% | 1.89% | -0.82% | 5.99% |
| 2014 | -3.03% | 5.07% | 0.51% | 0.26% | 4.14% | 3.57% | -0.65% | 4.12% | 0.11% | 0.90% | 4.67% | -1.51% | 19.29% |
| 2013 | 3.14% | 3.09% | 2.32% | 8.79% |
Expense Ratio
kids has an expense ratio of 0.13%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of kids is 72, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VEU Vanguard FTSE All-World ex-US ETF | 1.34 | 1.92 | 1.24 | 1.28 | 7.68 |
SCHD Schwab US Dividend Equity ETF | 2.64 | 3.81 | 1.47 | 2.92 | 14.57 |
SMH VanEck Vectors Semiconductor ETF | 1.78 | 2.29 | 1.30 | 2.46 | 6.77 |
QQQ Invesco QQQ | 2.11 | 2.78 | 1.38 | 2.69 | 9.81 |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 3.41 | 5.50 | 1.69 | 7.04 | 29.85 |
NVDA NVIDIA Corporation | 4.00 | 3.97 | 1.51 | 7.65 | 24.12 |
GOOGL Alphabet Inc. | 1.41 | 1.96 | 1.26 | 1.69 | 4.24 |
AAPL Apple Inc | 0.93 | 1.47 | 1.18 | 1.26 | 2.96 |
AMZN Amazon.com, Inc. | 1.69 | 2.35 | 1.30 | 1.93 | 7.75 |
MARA Marathon Digital Holdings, Inc. | 1.48 | 2.41 | 1.28 | 1.73 | 4.44 |
MSFT Microsoft Corporation | 0.78 | 1.12 | 1.15 | 0.99 | 2.42 |
XLV Health Care Select Sector SPDR Fund | 1.75 | 2.45 | 1.32 | 2.07 | 7.72 |
Dividends
Dividend yield
kids provided a 2.10% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.10% | 2.14% | 2.26% | 1.76% | 1.92% | 2.77% | 2.60% | 2.26% | 2.23% | 2.62% | 2.20% | 1.76% |
| Portfolio components: | ||||||||||||
VEU Vanguard FTSE All-World ex-US ETF | 2.98% | 3.32% | 3.12% | 3.07% | 2.00% | 3.10% | 3.27% | 2.66% | 2.96% | 2.95% | 3.52% | 2.66% |
SCHD Schwab US Dividend Equity ETF | 3.38% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
SMH VanEck Vectors Semiconductor ETF | 0.41% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
QQQ Invesco QQQ | 0.59% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 6.75% | 6.54% | 5.57% | 4.84% | 5.07% | 5.32% | 5.90% | 5.49% | 5.53% | 5.17% | 4.33% | 0.85% |
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% | 1.94% |
GOOGL Alphabet Inc. | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AAPL Apple Inc | 0.44% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
AMZN Amazon.com, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MARA Marathon Digital Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT Microsoft Corporation | 0.71% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
XLV Health Care Select Sector SPDR Fund | 1.54% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.58% | 1.47% | 1.60% | 1.43% | 1.35% | 1.52% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the kids. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the kids was 30.19%, occurring on Oct 14, 2022. Recovery took 166 trading sessions.
The current kids drawdown is 0.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.19% | Nov 10, 2021 | 234 | Oct 14, 2022 | 166 | Jun 14, 2023 | 400 |
| -29.56% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -22.45% | Sep 5, 2018 | 77 | Dec 24, 2018 | 73 | Apr 10, 2019 | 150 |
| -16.65% | Aug 7, 2020 | 33 | Sep 23, 2020 | 43 | Nov 23, 2020 | 76 |
| -13.65% | Apr 27, 2015 | 85 | Aug 25, 2015 | 49 | Nov 3, 2015 | 134 |
Volatility
Volatility Chart
The current kids volatility is 4.72%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| MARA | XLV | SHYG | NVDA | AMZN | AAPL | SCHD | GOOGL | MSFT | VEU | SMH | QQQ | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARA | 1.00 | 0.18 | 0.27 | 0.26 | 0.25 | 0.24 | 0.24 | 0.24 | 0.24 | 0.30 | 0.30 | 0.32 |
| XLV | 0.18 | 1.00 | 0.49 | 0.37 | 0.41 | 0.44 | 0.69 | 0.49 | 0.51 | 0.60 | 0.48 | 0.64 |
| SHYG | 0.27 | 0.49 | 1.00 | 0.42 | 0.45 | 0.47 | 0.60 | 0.49 | 0.49 | 0.65 | 0.54 | 0.62 |
| NVDA | 0.26 | 0.37 | 0.42 | 1.00 | 0.53 | 0.51 | 0.42 | 0.52 | 0.57 | 0.49 | 0.79 | 0.72 |
| AMZN | 0.25 | 0.41 | 0.45 | 0.53 | 1.00 | 0.54 | 0.41 | 0.67 | 0.62 | 0.50 | 0.55 | 0.76 |
| AAPL | 0.24 | 0.44 | 0.47 | 0.51 | 0.54 | 1.00 | 0.48 | 0.56 | 0.60 | 0.52 | 0.59 | 0.76 |
| SCHD | 0.24 | 0.69 | 0.60 | 0.42 | 0.41 | 0.48 | 1.00 | 0.49 | 0.53 | 0.74 | 0.61 | 0.65 |
| GOOGL | 0.24 | 0.49 | 0.49 | 0.52 | 0.67 | 0.56 | 0.49 | 1.00 | 0.67 | 0.56 | 0.57 | 0.77 |
| MSFT | 0.24 | 0.51 | 0.49 | 0.57 | 0.62 | 0.60 | 0.53 | 0.67 | 1.00 | 0.55 | 0.63 | 0.81 |
| VEU | 0.30 | 0.60 | 0.65 | 0.49 | 0.50 | 0.52 | 0.74 | 0.56 | 0.55 | 1.00 | 0.67 | 0.71 |
| SMH | 0.30 | 0.48 | 0.54 | 0.79 | 0.55 | 0.59 | 0.61 | 0.57 | 0.63 | 0.67 | 1.00 | 0.82 |
| QQQ | 0.32 | 0.64 | 0.62 | 0.72 | 0.76 | 0.76 | 0.65 | 0.77 | 0.81 | 0.71 | 0.82 | 1.00 |