Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | Total Bond Market | 12% |
GDX VanEck Gold Miners ETF | Gold, Precious Metals | 18% |
IXG iShares Global Financials ETF | Financials Equities | 10.50% |
IXUS iShares Core MSCI Total International Stock ETF | Foreign Large Cap Equities | 14.50% |
PICK iShares MSCI Global Select Metals & Mining Producers ETF | Materials | 2.50% |
VGT Vanguard Information Technology ETF | Technology Equities | 9% |
VOO Vanguard S&P 500 ETF | S&P 500 | 33.50% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in VGPMX Beater-Acorns Sweet Spot Mod, 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.
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The earliest data available for this chart is Oct 24, 2012, corresponding to the inception date of IXUS
Returns By Period
As of Apr 3, 2026, the VGPMX Beater-Acorns Sweet Spot Mod returned 0.39% Year-To-Date and 14.13% of annualized return in the last 10 years.
| 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 0.11% | -3.43% | -3.84% | -1.98% | 16.08% | 16.86% | 10.37% | 12.29% |
Portfolio VGPMX Beater-Acorns Sweet Spot Mod | -0.27% | -4.10% | 0.39% | 4.81% | 33.41% | 22.15% | 13.31% | 14.13% |
| Portfolio components: | ||||||||
GDX VanEck Gold Miners ETF | -1.48% | -10.12% | 10.28% | 23.58% | 108.21% | 43.61% | 24.72% | 18.24% |
IXG iShares Global Financials ETF | -0.21% | -1.69% | -4.97% | 0.06% | 12.72% | 21.31% | 12.02% | 11.80% |
PICK iShares MSCI Global Select Metals & Mining Producers ETF | -0.86% | -5.27% | 11.71% | 29.41% | 64.73% | 14.15% | 11.13% | 16.41% |
VOO Vanguard S&P 500 ETF | 0.11% | -3.33% | -3.55% | -1.41% | 17.60% | 18.47% | 11.96% | 14.19% |
IXUS iShares Core MSCI Total International Stock ETF | -0.59% | -2.38% | 2.89% | 6.41% | 28.28% | 15.46% | 7.33% | 9.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 0.23% | -1.00% | 0.32% | 0.90% | 4.41% | 3.55% | 0.29% | 1.68% |
VGT Vanguard Information Technology ETF | 0.85% | -1.42% | -5.36% | -5.79% | 29.79% | 23.50% | 15.02% | 21.67% |
Monthly Returns
Based on dividend-adjusted daily data since Oct 25, 2012, VGPMX Beater-Acorns Sweet Spot Mod's average daily return is +0.05%, while the average monthly return is +0.97%. At this rate, your investment would double in approximately 6.0 years.
Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +14.8%, while the worst month was Mar 2020 at -12.0%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 5 months.
On a daily basis, VGPMX Beater-Acorns Sweet Spot Mod closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +9.3%, while the worst single day was Mar 12, 2020 at -9.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.45% | 4.93% | -8.69% | 1.28% | 0.39% | ||||||||
| 2025 | 4.78% | 0.55% | 0.43% | 1.49% | 4.96% | 4.31% | 0.91% | 6.12% | 7.03% | 0.56% | 2.62% | 1.78% | 41.50% |
| 2024 | -1.34% | 1.91% | 5.62% | -1.92% | 5.01% | 0.83% | 3.59% | 2.10% | 2.41% | -1.25% | 2.23% | -3.58% | 16.28% |
| 2023 | 8.01% | -4.80% | 5.07% | 1.83% | -1.84% | 3.86% | 3.41% | -3.33% | -4.70% | -1.29% | 9.44% | 4.05% | 20.11% |
| 2022 | -3.95% | 0.47% | 3.70% | -8.21% | -1.09% | -8.91% | 5.03% | -4.86% | -7.10% | 4.84% | 9.86% | -3.33% | -14.47% |
| 2021 | -1.45% | 0.93% | 3.11% | 4.49% | 3.95% | -1.91% | 1.61% | 0.56% | -4.74% | 5.61% | -1.29% | 3.37% | 14.61% |
Benchmark Metrics
VGPMX Beater-Acorns Sweet Spot Mod has an annualized alpha of 2.07%, beta of 0.76, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since October 25, 2012.
- This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (80.32%) than losses (78.21%) — typical of diversified or defensive assets.
- This portfolio generated an annualized alpha of 2.07% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Alpha
- 2.07%
- Beta
- 0.76
- R²
- 0.72
- Upside Capture
- 80.32%
- Downside Capture
- 78.21%
Expense Ratio
VGPMX Beater-Acorns Sweet Spot Mod has an expense ratio of 0.18%, 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.
Return for Risk
Risk / Return Rank
VGPMX Beater-Acorns Sweet Spot Mod ranks 83 for risk / return — in the top 83% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.87 | 0.88 | +0.99 |
Sortino ratioReturn per unit of downside risk | 2.53 | 1.37 | +1.16 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.21 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.84 | 1.39 | +1.45 |
Martin ratioReturn relative to average drawdown | 11.25 | 6.43 | +4.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|---|
GDX VanEck Gold Miners ETF | 90 | 2.35 | 2.55 | 1.37 | 3.50 | 12.47 |
IXG iShares Global Financials ETF | 34 | 0.71 | 1.06 | 1.16 | 1.09 | 4.00 |
PICK iShares MSCI Global Select Metals & Mining Producers ETF | 90 | 2.22 | 2.73 | 1.40 | 3.28 | 13.02 |
VOO Vanguard S&P 500 ETF | 54 | 0.98 | 1.49 | 1.23 | 1.53 | 7.13 |
IXUS iShares Core MSCI Total International Stock ETF | 80 | 1.63 | 2.26 | 1.34 | 2.52 | 9.49 |
AGG iShares Core U.S. Aggregate Bond ETF | 49 | 1.02 | 1.44 | 1.18 | 1.70 | 4.71 |
VGT Vanguard Information Technology ETF | 58 | 1.10 | 1.67 | 1.23 | 1.88 | 5.72 |
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Dividends
Dividend yield
VGPMX Beater-Acorns Sweet Spot Mod provided a 1.77% dividend yield over the last twelve months.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.77% | 1.77% | 1.97% | 2.05% | 2.16% | 1.76% | 1.49% | 2.06% | 2.11% | 1.73% | 1.76% | 2.36% |
| Portfolio components: | ||||||||||||
GDX VanEck Gold Miners ETF | 0.67% | 0.74% | 1.19% | 1.61% | 1.66% | 1.67% | 0.53% | 0.67% | 0.50% | 0.76% | 0.26% | 0.85% |
IXG iShares Global Financials ETF | 2.15% | 2.04% | 2.64% | 2.62% | 3.71% | 1.69% | 2.13% | 2.87% | 3.14% | 2.12% | 2.21% | 2.79% |
PICK iShares MSCI Global Select Metals & Mining Producers ETF | 2.57% | 2.88% | 3.26% | 4.19% | 6.93% | 5.89% | 2.27% | 5.51% | 4.77% | 2.41% | 1.15% | 15.77% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
IXUS iShares Core MSCI Total International Stock ETF | 3.15% | 3.24% | 3.33% | 3.13% | 2.48% | 3.12% | 1.85% | 3.09% | 3.00% | 2.41% | 2.58% | 2.81% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.94% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
VGT Vanguard Information Technology ETF | 0.43% | 0.40% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
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 VGPMX Beater-Acorns Sweet Spot Mod. 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 VGPMX Beater-Acorns Sweet Spot Mod was 29.42%, occurring on Mar 23, 2020. Recovery took 72 trading sessions.
The current VGPMX Beater-Acorns Sweet Spot Mod drawdown is 7.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.42% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -25.31% | Mar 30, 2022 | 138 | Oct 14, 2022 | 293 | Dec 14, 2023 | 431 |
| -19.23% | Sep 2, 2014 | 349 | Jan 20, 2016 | 62 | Apr 19, 2016 | 411 |
| -14.86% | Jan 29, 2018 | 229 | Dec 24, 2018 | 120 | Jun 18, 2019 | 349 |
| -12.08% | Feb 21, 2025 | 33 | Apr 8, 2025 | 18 | May 5, 2025 | 51 |
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 7 assets, with an effective number of assets of 5.01, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.
Asset Correlations Table
| Benchmark | AGG | GDX | PICK | VGT | IXG | VOO | IXUS | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|
| Benchmark | 1.00 | -0.00 | 0.16 | 0.60 | 0.89 | 0.80 | 1.00 | 0.80 | 0.80 |
| AGG | -0.00 | 1.00 | 0.28 | -0.02 | 0.01 | -0.09 | -0.00 | 0.05 | 0.16 |
| GDX | 0.16 | 0.28 | 1.00 | 0.38 | 0.14 | 0.14 | 0.16 | 0.31 | 0.65 |
| PICK | 0.60 | -0.02 | 0.38 | 1.00 | 0.50 | 0.66 | 0.60 | 0.76 | 0.72 |
| VGT | 0.89 | 0.01 | 0.14 | 0.50 | 1.00 | 0.62 | 0.89 | 0.70 | 0.72 |
| IXG | 0.80 | -0.09 | 0.14 | 0.66 | 0.62 | 1.00 | 0.80 | 0.82 | 0.70 |
| VOO | 1.00 | -0.00 | 0.16 | 0.60 | 0.89 | 0.80 | 1.00 | 0.80 | 0.80 |
| IXUS | 0.80 | 0.05 | 0.31 | 0.76 | 0.70 | 0.82 | 0.80 | 1.00 | 0.83 |
| Portfolio | 0.80 | 0.16 | 0.65 | 0.72 | 0.72 | 0.70 | 0.80 | 0.83 | 1.00 |