Good life
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Good life, 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 16, 2012, corresponding to the inception date of VTIP
Returns By Period
As of Jul 25, 2024, the Good life returned 9.78% Year-To-Date and 8.20% 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 | 13.20% | -1.28% | 10.32% | 18.23% | 12.31% | 10.58% |
| Good life | 9.71% | 2.13% | 9.21% | 14.74% | 9.03% | 8.23% |
| Portfolio components: | ||||||
MAIIX iShares MSCI EAFE International Index Fund | 5.92% | 0.31% | 6.34% | 9.46% | 6.58% | 4.36% |
JUSC.L JPmorgan US Smaller Companies Investment Trust plc | 9.80% | 15.62% | 11.13% | 15.24% | 7.20% | 9.20% |
VOOG Vanguard S&P 500 Growth ETF | 18.81% | -4.35% | 13.81% | 25.28% | 14.81% | 14.01% |
TFSCX Templeton Institutional Foreign Smaller Companies Series Fund | 1.07% | 0.91% | 5.01% | 5.56% | 2.94% | 2.76% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.74% | 0.63% | 2.61% | 6.10% | 3.25% | 2.06% |
Monthly Returns
The table below presents the monthly returns of Good life, 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 | -0.05% | 2.43% | 2.40% | -2.88% | 4.24% | 1.45% | 9.71% | ||||||
| 2023 | 5.78% | -0.69% | 1.38% | 0.54% | -1.76% | 5.08% | 3.01% | -2.41% | -4.72% | -3.99% | 8.26% | 6.93% | 17.68% |
| 2022 | -7.23% | -2.31% | 0.85% | -8.16% | -0.05% | -7.93% | 7.31% | -4.17% | -8.89% | 5.55% | 7.86% | -3.33% | -20.36% |
| 2021 | -0.29% | 2.29% | 2.26% | 4.00% | 0.85% | 0.89% | 1.25% | 1.86% | -4.03% | 4.37% | -0.69% | 3.60% | 17.29% |
| 2020 | -0.64% | -8.26% | -14.65% | 12.80% | 5.91% | 2.45% | 3.19% | 6.85% | -2.80% | -1.04% | 13.75% | 4.58% | 20.12% |
| 2019 | 6.55% | 4.41% | 0.29% | 3.67% | -5.42% | 5.28% | 0.48% | -2.12% | 1.48% | 2.24% | 2.82% | 3.70% | 25.29% |
| 2018 | 4.08% | -3.77% | -0.81% | 1.31% | 1.99% | -1.08% | 1.67% | 1.74% | 0.96% | -8.26% | 0.93% | -7.22% | -8.91% |
| 2017 | 1.90% | 1.74% | 1.64% | 1.75% | 1.73% | 1.42% | 1.81% | -0.68% | 2.58% | 2.28% | 2.56% | 1.27% | 21.89% |
| 2016 | -6.98% | -0.65% | 6.13% | 0.35% | 1.03% | -1.71% | 4.58% | 0.78% | 0.62% | -1.39% | 1.63% | 4.25% | 8.28% |
| 2015 | -0.40% | 5.49% | -1.16% | 1.35% | 0.28% | -1.45% | 1.13% | -5.08% | -2.25% | 6.13% | -0.62% | -0.80% | 2.11% |
| 2014 | -3.30% | 4.02% | -0.12% | 0.08% | 1.11% | 1.43% | -2.52% | 1.63% | -2.22% | 1.44% | 1.40% | -0.43% | 2.30% |
| 2013 | 4.79% | 0.24% | 2.43% | 2.26% | 0.56% | -1.23% | 6.39% | -1.78% | 4.46% | 2.69% | 2.70% | 2.17% | 28.53% |
Expense Ratio
Good life has an expense ratio of 0.21%, 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 Good life is 40, 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 | |
|---|---|---|---|---|---|
MAIIX iShares MSCI EAFE International Index Fund | 1.03 | 1.55 | 1.18 | 0.85 | 4.03 |
JUSC.L JPmorgan US Smaller Companies Investment Trust plc | 0.71 | 1.28 | 1.14 | 0.38 | 1.85 |
VOOG Vanguard S&P 500 Growth ETF | 1.74 | 2.39 | 1.32 | 1.23 | 10.33 |
TFSCX Templeton Institutional Foreign Smaller Companies Series Fund | 0.59 | 0.96 | 1.11 | 0.23 | 1.85 |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.66 | 4.84 | 1.59 | 2.19 | 23.56 |
Dividends
Dividend yield
Good life granted a 1.56% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Good life | 1.56% | 1.66% | 2.21% | 3.92% | 1.02% | 1.79% | 3.32% | 2.09% | 1.63% | 1.16% | 0.98% | 1.20% |
| Portfolio components: | ||||||||||||
MAIIX iShares MSCI EAFE International Index Fund | 3.09% | 3.16% | 2.76% | 3.00% | 1.94% | 3.29% | 4.53% | 2.42% | 2.81% | 2.41% | 0.80% | 2.39% |
JUSC.L JPmorgan US Smaller Companies Investment Trust plc | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% |
VOOG Vanguard S&P 500 Growth ETF | 0.75% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
TFSCX Templeton Institutional Foreign Smaller Companies Series Fund | 1.27% | 1.28% | 2.34% | 16.40% | 1.23% | 3.06% | 10.96% | 6.54% | 3.39% | 1.43% | 2.07% | 1.87% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 3.49% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% | 0.05% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Good life. 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 Good life was 32.12%, occurring on Mar 23, 2020. Recovery took 101 trading sessions.
The current Good life drawdown is 2.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.12% | Feb 18, 2020 | 25 | Mar 23, 2020 | 101 | Aug 13, 2020 | 126 |
| -28.27% | Jan 5, 2022 | 199 | Oct 11, 2022 | 424 | Jun 6, 2024 | 623 |
| -17.06% | Sep 26, 2018 | 64 | Dec 24, 2018 | 216 | Oct 28, 2019 | 280 |
| -15.45% | May 22, 2015 | 187 | Feb 11, 2016 | 212 | Dec 7, 2016 | 399 |
| -9.04% | Jul 7, 2014 | 73 | Oct 15, 2014 | 79 | Feb 5, 2015 | 152 |
Volatility
Volatility Chart
The current Good life volatility is 2.66%, 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
| VTIP | JUSC.L | VOOG | TFSCX | MAIIX | |
|---|---|---|---|---|---|
| VTIP | 1.00 | 0.11 | 0.07 | 0.20 | 0.16 |
| JUSC.L | 0.11 | 1.00 | 0.29 | 0.48 | 0.42 |
| VOOG | 0.07 | 0.29 | 1.00 | 0.58 | 0.72 |
| TFSCX | 0.20 | 0.48 | 0.58 | 1.00 | 0.82 |
| MAIIX | 0.16 | 0.42 | 0.72 | 0.82 | 1.00 |