VG Suggested 2022
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in VG Suggested 2022, 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 Feb 7, 2019, corresponding to the inception date of VBLAX
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 19.55% | 1.45% | 8.95% | 31.70% | 13.79% | 11.17% |
| VG Suggested 2022 | 12.77% | 0.97% | 7.29% | 25.04% | 9.75% | N/A |
| Portfolio components: | ||||||
VTIAX Vanguard Total International Stock Index Fund Admiral Shares | 10.13% | 0.44% | 5.92% | 19.68% | 6.85% | 4.91% |
VEXAX Vanguard Extended Market Index Fund Admiral Shares | 11.17% | 2.67% | 5.84% | 28.78% | 10.28% | 9.48% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 22.86% | 0.47% | 10.11% | 40.20% | 18.61% | 15.45% |
VBLAX Vanguard Long-Term Bond Index Fund Admiral Shares | 3.99% | 1.25% | 7.52% | 15.79% | -1.75% | N/A |
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | 4.43% | 0.78% | 4.53% | 8.33% | 1.54% | 1.69% |
VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares | 5.07% | 1.17% | 6.21% | 12.04% | 0.82% | 2.30% |
VTABX Vanguard Total International Bond Index Fund Admiral Shares | 3.20% | 0.50% | 3.21% | 9.23% | -0.21% | 2.13% |
Monthly Returns
The table below presents the monthly returns of VG Suggested 2022, 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 | 0.15% | 3.41% | 1.70% | -3.57% | 3.80% | 2.60% | 1.55% | 1.55% | 12.77% | ||||
| 2023 | 7.59% | -2.16% | 3.73% | 0.48% | 1.12% | 4.28% | 2.56% | -1.76% | -4.08% | -2.46% | 8.50% | 5.07% | 24.32% |
| 2022 | -5.98% | -2.44% | 0.28% | -8.29% | -0.99% | -5.99% | 7.62% | -3.74% | -8.01% | 2.88% | 5.23% | -4.79% | -22.85% |
| 2021 | -0.21% | 0.76% | 0.31% | 3.78% | -0.12% | 2.98% | 1.32% | 1.75% | -3.37% | 4.06% | -0.95% | 1.11% | 11.77% |
| 2020 | 1.49% | -3.76% | -9.29% | 9.52% | 4.84% | 3.27% | 4.74% | 5.07% | -2.47% | -1.55% | 8.60% | 3.59% | 24.89% |
| 2019 | 2.14% | 1.86% | 2.62% | -3.43% | 4.70% | 1.00% | -0.04% | 0.31% | 1.65% | 2.24% | 1.91% | 15.80% |
Expense Ratio
VG Suggested 2022 has an expense ratio of 0.07%, 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 VG Suggested 2022 is 49, 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 | |
|---|---|---|---|---|---|
VTIAX Vanguard Total International Stock Index Fund Admiral Shares | 1.46 | 2.04 | 1.26 | 0.97 | 8.48 |
VEXAX Vanguard Extended Market Index Fund Admiral Shares | 1.40 | 1.98 | 1.24 | 0.81 | 7.59 |
VIGAX Vanguard Growth Index Fund Admiral Shares | 2.15 | 2.81 | 1.38 | 2.00 | 10.99 |
VBLAX Vanguard Long-Term Bond Index Fund Admiral Shares | 1.00 | 1.46 | 1.17 | 0.35 | 3.21 |
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | 2.68 | 4.47 | 1.58 | 1.38 | 16.36 |
VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares | 1.75 | 2.58 | 1.31 | 0.63 | 7.05 |
VTABX Vanguard Total International Bond Index Fund Admiral Shares | 2.20 | 3.42 | 1.38 | 0.66 | 8.98 |
Dividends
Dividend yield
VG Suggested 2022 granted a 1.97% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VG Suggested 2022 | 1.97% | 2.01% | 1.61% | 1.76% | 1.62% | 1.94% | 1.91% | 1.60% | 1.75% | 1.63% | 1.69% | 1.61% |
| Portfolio components: | ||||||||||||
VTIAX Vanguard Total International Stock Index Fund Admiral Shares | 2.44% | 3.21% | 3.04% | 3.05% | 2.10% | 3.04% | 3.16% | 2.73% | 2.93% | 2.84% | 3.40% | 2.71% |
VEXAX Vanguard Extended Market Index Fund Admiral Shares | 1.19% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% | 1.13% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.39% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
VBLAX Vanguard Long-Term Bond Index Fund Admiral Shares | 4.15% | 4.08% | 4.13% | 3.34% | 5.82% | 3.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | 3.05% | 2.41% | 1.46% | 1.45% | 1.78% | 2.24% | 2.01% | 1.53% | 1.49% | 1.30% | 1.25% | 1.39% |
VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares | 3.46% | 3.09% | 2.39% | 3.38% | 2.93% | 2.73% | 2.85% | 2.73% | 3.06% | 2.85% | 3.18% | 3.94% |
VTABX Vanguard Total International Bond Index Fund Admiral Shares | 4.65% | 4.39% | 1.48% | 3.70% | 1.08% | 3.38% | 3.00% | 2.23% | 1.90% | 1.64% | 1.54% | 0.87% |
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 VG Suggested 2022. 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 VG Suggested 2022 was 27.62%, occurring on Oct 14, 2022. Recovery took 397 trading sessions.
The current VG Suggested 2022 drawdown is 0.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.62% | Nov 9, 2021 | 235 | Oct 14, 2022 | 397 | May 15, 2024 | 632 |
| -22.87% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -6.42% | Sep 3, 2020 | 14 | Sep 23, 2020 | 37 | Nov 13, 2020 | 51 |
| -6.08% | Feb 16, 2021 | 15 | Mar 8, 2021 | 27 | Apr 15, 2021 | 42 |
| -6.01% | Jul 17, 2024 | 16 | Aug 7, 2024 | 12 | Aug 23, 2024 | 28 |
Volatility
Volatility Chart
The current VG Suggested 2022 volatility is 3.36%, 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
| VTIAX | VEXAX | VIGAX | VBIRX | VTABX | VBLAX | VBILX | |
|---|---|---|---|---|---|---|---|
| VTIAX | 1.00 | 0.78 | 0.73 | 0.04 | 0.03 | -0.01 | 0.04 |
| VEXAX | 0.78 | 1.00 | 0.81 | 0.03 | 0.03 | -0.01 | 0.01 |
| VIGAX | 0.73 | 0.81 | 1.00 | 0.04 | 0.07 | 0.03 | 0.05 |
| VBIRX | 0.04 | 0.03 | 0.04 | 1.00 | 0.64 | 0.70 | 0.87 |
| VTABX | 0.03 | 0.03 | 0.07 | 0.64 | 1.00 | 0.78 | 0.78 |
| VBLAX | -0.01 | -0.01 | 0.03 | 0.70 | 0.78 | 1.00 | 0.91 |
| VBILX | 0.04 | 0.01 | 0.05 | 0.87 | 0.78 | 0.91 | 1.00 |