Start 1
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
QQQ Invesco QQQ | Large Cap Blend Equities | 15% |
SOXX iShares PHLX Semiconductor ETF | Technology Equities | 10% |
VGIT Vanguard Intermediate-Term Treasury ETF | Government Bonds | 30% |
VGLT Vanguard Long-Term Treasury ETF | Government Bonds | 10% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 35% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Start 1 , 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 Nov 24, 2009, corresponding to the inception date of VGLT
Returns By Period
As of Nov 13, 2024, the Start 1 returned 14.40% Year-To-Date and 10.41% 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% |
| Start 1 | 14.40% | 0.04% | 7.20% | 22.39% | 10.84% | 10.41% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | 26.21% | 2.78% | 13.59% | 35.35% | 15.18% | 12.90% |
QQQ Invesco QQQ | 25.79% | 3.10% | 13.59% | 34.02% | 21.26% | 18.39% |
SOXX iShares PHLX Semiconductor ETF | 16.73% | -6.96% | -2.92% | 32.63% | 24.38% | 23.99% |
VGIT Vanguard Intermediate-Term Treasury ETF | 1.15% | -1.51% | 2.04% | 4.66% | -0.23% | 1.10% |
VGLT Vanguard Long-Term Treasury ETF | -4.06% | -2.85% | 0.74% | 5.67% | -5.01% | 0.10% |
Monthly Returns
The table below presents the monthly returns of Start 1 , 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 | 0.74% | 3.11% | 2.03% | -3.90% | 4.21% | 3.09% | 1.00% | 1.31% | 1.65% | -2.16% | 14.40% | ||
| 2023 | 7.05% | -1.90% | 4.75% | 0.00% | 2.19% | 3.66% | 2.17% | -1.70% | -4.37% | -2.65% | 8.31% | 5.59% | 24.60% |
| 2022 | -5.43% | -1.93% | 0.27% | -8.40% | 0.28% | -6.19% | 7.60% | -4.35% | -8.00% | 2.93% | 5.95% | -5.02% | -21.41% |
| 2021 | -0.24% | 0.80% | 0.95% | 3.04% | 0.30% | 2.82% | 1.82% | 1.76% | -3.47% | 4.12% | 1.36% | 1.49% | 15.56% |
| 2020 | 1.50% | -2.81% | -5.08% | 8.34% | 3.70% | 2.68% | 4.42% | 4.26% | -2.19% | -1.63% | 7.89% | 2.90% | 25.60% |
| 2019 | 5.54% | 2.23% | 2.47% | 3.15% | -4.12% | 5.18% | 1.41% | 0.52% | 0.62% | 1.99% | 2.22% | 2.07% | 25.51% |
| 2018 | 3.24% | -1.94% | -1.12% | -0.87% | 3.32% | 0.03% | 1.76% | 2.70% | -0.69% | -5.38% | 1.45% | -3.76% | -1.67% |
| 2017 | 2.00% | 2.54% | 0.74% | 1.12% | 2.16% | -0.63% | 1.82% | 1.26% | 0.85% | 2.29% | 1.32% | 0.55% | 17.18% |
| 2016 | -2.60% | 0.48% | 4.24% | -0.79% | 2.10% | 0.88% | 3.81% | 0.43% | 0.86% | -1.83% | 0.84% | 1.16% | 9.79% |
| 2015 | -0.13% | 2.84% | -0.66% | 0.04% | 1.42% | -2.46% | 1.45% | -3.77% | -0.81% | 5.30% | 0.37% | -1.19% | 2.12% |
| 2014 | -0.39% | 3.24% | 0.05% | 0.14% | 2.43% | 1.95% | -1.06% | 3.61% | -1.33% | 1.99% | 2.73% | -0.04% | 13.98% |
| 2013 | 2.66% | 1.21% | 2.16% | 1.74% | 0.83% | -1.64% | 3.02% | -1.84% | 3.26% | 2.85% | 1.30% | 1.31% | 18.04% |
Expense Ratio
Start 1 has an expense ratio of 0.10%, 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 Start 1 is 39, 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 | |
|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | 3.04 | 4.05 | 1.57 | 4.46 | 19.72 |
QQQ Invesco QQQ | 2.11 | 2.78 | 1.38 | 2.69 | 9.81 |
SOXX iShares PHLX Semiconductor ETF | 1.06 | 1.53 | 1.20 | 1.45 | 3.72 |
VGIT Vanguard Intermediate-Term Treasury ETF | 1.14 | 1.71 | 1.20 | 0.42 | 3.64 |
VGLT Vanguard Long-Term Treasury ETF | 0.57 | 0.89 | 1.10 | 0.18 | 1.45 |
Dividends
Dividend yield
Start 1 provided a 2.08% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.08% | 1.82% | 1.63% | 1.24% | 1.55% | 1.77% | 1.87% | 1.57% | 1.71% | 1.80% | 1.72% | 1.69% |
| Portfolio components: | ||||||||||||
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
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% |
SOXX iShares PHLX Semiconductor ETF | 0.65% | 0.78% | 1.25% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% | 1.56% | 1.18% |
VGIT Vanguard Intermediate-Term Treasury ETF | 3.58% | 2.72% | 1.74% | 1.69% | 2.23% | 2.24% | 2.05% | 1.67% | 1.69% | 1.69% | 1.54% | 1.63% |
VGLT Vanguard Long-Term Treasury ETF | 4.10% | 3.33% | 2.83% | 1.82% | 2.15% | 2.46% | 2.71% | 2.55% | 2.69% | 3.21% | 2.75% | 3.19% |
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 Start 1 . 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 Start 1 was 25.94%, occurring on Oct 14, 2022. Recovery took 331 trading sessions.
The current Start 1 drawdown is 0.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.94% | Dec 28, 2021 | 202 | Oct 14, 2022 | 331 | Feb 9, 2024 | 533 |
| -17.44% | Feb 20, 2020 | 20 | Mar 18, 2020 | 52 | Jun 2, 2020 | 72 |
| -11.94% | Aug 30, 2018 | 80 | Dec 24, 2018 | 55 | Mar 15, 2019 | 135 |
| -8.73% | Jul 25, 2011 | 11 | Aug 8, 2011 | 57 | Oct 27, 2011 | 68 |
| -7.92% | May 28, 2015 | 63 | Aug 25, 2015 | 68 | Dec 1, 2015 | 131 |
Volatility
Volatility Chart
The current Start 1 volatility is 2.88%, 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
| VGIT | VGLT | SOXX | QQQ | VTI | |
|---|---|---|---|---|---|
| VGIT | 1.00 | 0.84 | -0.21 | -0.20 | -0.25 |
| VGLT | 0.84 | 1.00 | -0.24 | -0.22 | -0.28 |
| SOXX | -0.21 | -0.24 | 1.00 | 0.83 | 0.79 |
| QQQ | -0.20 | -0.22 | 0.83 | 1.00 | 0.89 |
| VTI | -0.25 | -0.28 | 0.79 | 0.89 | 1.00 |