Stocks 45-60
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
UNP Union Pacific Corporation | Industrials | 16.67% |
UPS United Parcel Service, Inc. | Industrials | 16.67% |
V Visa Inc. | Financial Services | 16.67% |
VZ Verizon Communications Inc. | Communication Services | 16.67% |
WHR Whirlpool Corporation | Consumer Cyclical | 16.67% |
WRK WestRock Company | Consumer Cyclical | 16.67% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Stocks 45-60, 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 every 3 months.
The earliest data available for this chart is Mar 19, 2008, corresponding to the inception date of V
Returns By Period
As of Apr 21, 2025, the Stocks 45-60 returned -6.64% Year-To-Date and 6.81% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.79% | -9.92% | 6.35% | 14.12% | 9.63% |
| Stocks 45-60 | -0.29% | -3.56% | 1.99% | 9.20% | 12.03% | 9.48% |
| Portfolio components: | ||||||
UNP Union Pacific Corporation | -2.88% | -5.82% | -8.75% | -2.96% | 11.26% | 9.84% |
UPS United Parcel Service, Inc. | -22.43% | -16.22% | -27.16% | -28.98% | 2.74% | 3.23% |
V Visa Inc. | 4.47% | -1.80% | 13.83% | 23.09% | 16.37% | 18.03% |
VZ Verizon Communications Inc. | 13.94% | 1.72% | 3.58% | 16.16% | 0.68% | 3.95% |
WHR Whirlpool Corporation | -29.94% | -15.54% | -23.99% | -19.34% | 0.22% | -5.02% |
WRK WestRock Company | 0.00% | 0.00% | 0.00% | 7.97% | 14.67% | 2.22% |
Monthly Returns
The table below presents the monthly returns of Stocks 45-60, 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 | 5.08% | 4.12% | -3.27% | -5.79% | -0.29% | ||||||||
| 2024 | 1.36% | 4.10% | 0.34% | -4.27% | 1.70% | -2.85% | 2.60% | 3.23% | -0.03% | 0.55% | 6.49% | -2.20% | 11.03% |
| 2023 | 7.21% | -4.51% | 0.69% | 0.34% | -4.47% | 7.19% | 3.98% | -0.41% | -5.53% | -0.12% | 9.49% | 3.81% | 17.60% |
| 2022 | 0.07% | -1.36% | 2.83% | -6.68% | -0.54% | -6.91% | 6.23% | -4.27% | -13.43% | 8.68% | 7.91% | -4.57% | -13.60% |
| 2021 | -7.63% | 6.40% | 5.83% | 7.55% | 0.37% | -1.48% | 0.65% | -2.23% | -5.18% | 4.11% | -5.56% | 8.35% | 9.95% |
| 2020 | 0.23% | -9.93% | -11.34% | 11.72% | 5.65% | 0.20% | 3.76% | 11.06% | -0.44% | -6.16% | 13.17% | 1.44% | 16.98% |
| 2019 | 7.30% | 5.58% | 2.42% | 3.21% | -5.98% | 7.55% | 3.42% | -1.57% | -0.09% | 1.91% | 3.79% | 2.33% | 33.29% |
| 2018 | 5.52% | -4.41% | -1.25% | 1.54% | 2.07% | -0.37% | 3.17% | 2.78% | 1.14% | -8.85% | 6.23% | -10.67% | -4.59% |
| 2017 | 1.36% | 2.70% | -1.13% | 2.92% | 1.84% | 0.43% | 1.18% | 1.78% | 3.82% | 1.32% | 4.47% | 2.05% | 25.12% |
| 2016 | -6.82% | 2.85% | 8.06% | 1.79% | 1.16% | -0.54% | 6.42% | 2.35% | 0.03% | -4.46% | 5.21% | 2.57% | 19.14% |
| 2015 | -0.49% | 5.60% | -5.51% | -1.69% | 1.31% | -4.95% | 5.74% | -5.86% | -5.10% | 6.86% | -1.35% | -5.23% | -11.28% |
| 2014 | -3.93% | 5.26% | -1.00% | -2.86% | 4.27% | -0.14% | -1.30% | 2.47% | -0.33% | 9.24% | 5.68% | 2.08% | 20.30% |
Expense Ratio
Stocks 45-60 has an expense ratio of 0.00%, meaning no management fees are charged. 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 Stocks 45-60 is 10, meaning it’s performing worse than 90% of other portfolios on our website when it comes to balancing risk and reward. Below is 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 | |
|---|---|---|---|---|---|
UNP Union Pacific Corporation | -0.11 | 0.00 | 1.00 | -0.14 | -0.40 |
UPS United Parcel Service, Inc. | -0.93 | -1.12 | 0.83 | -0.53 | -1.97 |
V Visa Inc. | 1.05 | 1.49 | 1.22 | 1.49 | 5.30 |
VZ Verizon Communications Inc. | 0.81 | 1.14 | 1.17 | 0.78 | 3.39 |
WHR Whirlpool Corporation | -0.43 | -0.37 | 0.95 | -0.32 | -1.28 |
WRK WestRock Company | 0.74 | 1.42 | 1.33 | 0.51 | 1.71 |
Dividends
Dividend yield
Stocks 45-60 provided a 4.24% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 4.24% | 3.69% | 3.73% | 3.52% | 2.25% | 2.36% | 2.89% | 3.29% | 2.46% | 2.51% | 2.71% | 1.98% |
| Portfolio components: | ||||||||||||
UNP Union Pacific Corporation | 2.42% | 2.32% | 2.12% | 2.45% | 1.70% | 1.86% | 2.05% | 2.21% | 1.85% | 2.17% | 2.81% | 1.60% |
UPS United Parcel Service, Inc. | 6.77% | 5.17% | 4.12% | 3.50% | 1.90% | 2.40% | 3.28% | 3.73% | 2.79% | 2.72% | 3.03% | 2.41% |
V Visa Inc. | 0.67% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% |
VZ Verizon Communications Inc. | 6.13% | 6.68% | 6.96% | 6.53% | 4.86% | 4.21% | 3.95% | 4.22% | 4.39% | 4.26% | 4.79% | 4.57% |
WHR Whirlpool Corporation | 8.88% | 6.11% | 5.75% | 4.95% | 2.32% | 2.69% | 3.22% | 4.26% | 2.55% | 2.15% | 2.35% | 1.48% |
WRK WestRock Company | 0.59% | 1.17% | 2.72% | 2.92% | 2.10% | 2.45% | 4.26% | 4.62% | 2.58% | 3.00% | 2.64% | 1.17% |
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 Stocks 45-60. 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 Stocks 45-60 was 46.27%, occurring on Mar 9, 2009. Recovery took 187 trading sessions.
The current Stocks 45-60 drawdown is 14.69%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.27% | Sep 12, 2008 | 122 | Mar 9, 2009 | 187 | Dec 2, 2009 | 309 |
| -34.84% | Jan 24, 2020 | 41 | Mar 23, 2020 | 99 | Aug 12, 2020 | 140 |
| -26.28% | Feb 23, 2015 | 236 | Jan 28, 2016 | 218 | Dec 7, 2016 | 454 |
| -26.21% | May 10, 2021 | 361 | Oct 12, 2022 | 324 | Jan 29, 2024 | 685 |
| -21.63% | Jun 1, 2011 | 87 | Oct 3, 2011 | 74 | Jan 19, 2012 | 161 |
Volatility
Volatility Chart
The current Stocks 45-60 volatility is 10.36%, 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
| VZ | V | WRK | WHR | UNP | UPS | |
|---|---|---|---|---|---|---|
| VZ | 1.00 | 0.30 | 0.30 | 0.32 | 0.35 | 0.37 |
| V | 0.30 | 1.00 | 0.38 | 0.38 | 0.46 | 0.43 |
| WRK | 0.30 | 0.38 | 1.00 | 0.46 | 0.46 | 0.45 |
| WHR | 0.32 | 0.38 | 0.46 | 1.00 | 0.47 | 0.50 |
| UNP | 0.35 | 0.46 | 0.46 | 0.47 | 1.00 | 0.57 |
| UPS | 0.37 | 0.43 | 0.45 | 0.50 | 0.57 | 1.00 |