dr.Lowell
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
VIGAX Vanguard Growth Index Fund Admiral Shares | Large Cap Growth Equities | 15% |
VISVX Vanguard Small Cap Value Index Fund | Small Cap Value Equities | 25% |
VOOG Vanguard S&P 500 Growth ETF | Large Cap Blend Equities | 15% |
VOT Vanguard Mid-Cap Growth ETF | Mid Cap Blend Equities | 30% |
VUG Vanguard Growth ETF | Large Cap Growth Equities | 15% |
Performance
Performance Chart
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The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOOG
Returns By Period
As of May 11, 2025, the dr.Lowell returned -3.32% Year-To-Date and 11.66% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
| dr.Lowell | -3.32% | 10.31% | -5.32% | 10.36% | 15.16% | 11.66% |
| Portfolio components: | ||||||
VOOG Vanguard S&P 500 Growth ETF | -4.23% | 9.45% | -3.79% | 15.23% | 16.00% | 14.27% |
VUG Vanguard Growth ETF | -5.41% | 9.75% | -4.74% | 13.34% | 16.55% | 14.70% |
VIGAX Vanguard Growth Index Fund Admiral Shares | -5.39% | 9.81% | -4.64% | 13.33% | 16.54% | 14.69% |
VOT Vanguard Mid-Cap Growth ETF | 1.16% | 11.75% | -1.97% | 12.02% | 11.68% | 9.90% |
VISVX Vanguard Small Cap Value Index Fund | -5.71% | 9.76% | -11.19% | 0.76% | 15.85% | 7.61% |
Monthly Returns
The table below presents the monthly returns of dr.Lowell, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.85% | -3.44% | -6.78% | 0.61% | 2.79% | -3.32% | |||||||
| 2024 | 0.02% | 6.03% | 2.99% | -4.87% | 4.68% | 2.67% | 1.95% | 1.57% | 2.30% | -0.41% | 8.47% | -3.56% | 23.22% |
| 2023 | 8.89% | -1.87% | 2.34% | -0.40% | 1.16% | 7.71% | 3.82% | -2.25% | -5.22% | -3.91% | 10.46% | 6.59% | 29.15% |
| 2022 | -9.07% | -1.93% | 2.74% | -10.75% | -1.46% | -8.84% | 11.81% | -4.02% | -10.06% | 6.93% | 5.28% | -6.92% | -25.70% |
| 2021 | -0.16% | 3.52% | 2.02% | 5.65% | -0.23% | 4.09% | 1.69% | 3.16% | -4.55% | 7.60% | -1.11% | 2.62% | 26.47% |
| 2020 | 0.78% | -7.59% | -15.19% | 14.64% | 7.10% | 3.41% | 6.40% | 6.57% | -3.49% | -0.86% | 13.15% | 4.96% | 29.21% |
| 2019 | 10.01% | 4.17% | 1.62% | 4.13% | -6.24% | 6.56% | 1.55% | -2.26% | 1.03% | 2.00% | 3.37% | 2.66% | 31.50% |
| 2018 | 5.12% | -3.35% | -0.99% | -0.05% | 4.21% | 0.81% | 2.44% | 4.14% | -0.27% | -9.09% | 1.73% | -9.40% | -5.84% |
| 2017 | 2.80% | 3.30% | 0.51% | 1.71% | 1.24% | 0.49% | 1.93% | 0.25% | 2.21% | 2.24% | 2.79% | 0.46% | 21.76% |
| 2016 | -6.55% | 0.46% | 7.87% | 0.08% | 2.19% | -0.38% | 4.84% | -0.19% | 0.41% | -2.97% | 4.08% | 1.35% | 10.96% |
| 2015 | -1.97% | 6.17% | -0.33% | -0.17% | 1.33% | -1.50% | 1.70% | -5.77% | -3.31% | 7.43% | 0.39% | -2.94% | 0.26% |
| 2014 | -2.71% | 5.73% | -0.76% | -0.89% | 2.85% | 3.10% | -2.58% | 5.00% | -3.00% | 3.58% | 2.54% | -0.08% | 12.96% |
Expense Ratio
dr.Lowell has an expense ratio of 0.10%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of dr.Lowell is 34, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
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 | |
|---|---|---|---|---|---|
VOOG Vanguard S&P 500 Growth ETF | 0.62 | 1.01 | 1.14 | 0.70 | 2.34 |
VUG Vanguard Growth ETF | 0.54 | 0.91 | 1.13 | 0.59 | 2.00 |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.54 | 0.91 | 1.13 | 0.59 | 2.00 |
VOT Vanguard Mid-Cap Growth ETF | 0.56 | 0.92 | 1.13 | 0.56 | 2.01 |
VISVX Vanguard Small Cap Value Index Fund | 0.03 | 0.28 | 1.04 | 0.08 | 0.24 |
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Dividends
Dividend yield
dr.Lowell provided a 0.98% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.98% | 0.88% | 1.06% | 1.06% | 0.73% | 0.89% | 1.20% | 1.40% | 1.18% | 1.30% | 1.33% | 1.20% |
| Portfolio components: | ||||||||||||
VOOG Vanguard S&P 500 Growth ETF | 0.58% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
VUG Vanguard Growth ETF | 0.50% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.49% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% |
VOT Vanguard Mid-Cap Growth ETF | 0.68% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% | 0.79% |
VISVX Vanguard Small Cap Value Index Fund | 2.14% | 1.86% | 2.00% | 1.91% | 1.64% | 1.58% | 1.95% | 2.20% | 1.68% | 1.66% | 1.85% | 1.62% |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the dr.Lowell. 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 dr.Lowell was 36.08%, occurring on Mar 23, 2020. Recovery took 92 trading sessions.
The current dr.Lowell drawdown is 8.19%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.08% | Feb 20, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
| -31.19% | Nov 17, 2021 | 229 | Oct 14, 2022 | 345 | Mar 1, 2024 | 574 |
| -22.59% | Jul 8, 2011 | 61 | Oct 3, 2011 | 94 | Feb 16, 2012 | 155 |
| -22.04% | Aug 30, 2018 | 80 | Dec 24, 2018 | 75 | Apr 12, 2019 | 155 |
| -21.5% | Dec 9, 2024 | 82 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 5 assets, with an effective number of assets of 4.55, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | VISVX | VOT | VOOG | VUG | VIGAX | Portfolio | |
|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.84 | 0.91 | 0.95 | 0.95 | 0.95 | 0.96 |
| VISVX | 0.84 | 1.00 | 0.83 | 0.73 | 0.73 | 0.74 | 0.88 |
| VOT | 0.91 | 0.83 | 1.00 | 0.89 | 0.91 | 0.91 | 0.97 |
| VOOG | 0.95 | 0.73 | 0.89 | 1.00 | 0.97 | 0.97 | 0.94 |
| VUG | 0.95 | 0.73 | 0.91 | 0.97 | 1.00 | 1.00 | 0.95 |
| VIGAX | 0.95 | 0.74 | 0.91 | 0.97 | 1.00 | 1.00 | 0.95 |
| Portfolio | 0.96 | 0.88 | 0.97 | 0.94 | 0.95 | 0.95 | 1.00 |