Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 40% |
GLD SPDR Gold Shares | Gold, Precious Metals | 20% |
VOO Vanguard S&P 500 ETF | S&P 500 | 40% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Golden Butterfly Simplified, 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 Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of Apr 3, 2026, the Golden Butterfly Simplified returned 0.41% Year-To-Date and 9.45% 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 Golden Butterfly Simplified | -0.26% | -3.50% | 0.41% | 3.87% | 18.00% | 15.23% | 9.27% | 9.45% |
| Portfolio components: | ||||||||
VOO Vanguard S&P 500 ETF | 0.11% | -3.33% | -3.55% | -1.41% | 17.60% | 18.47% | 11.96% | 14.19% |
GLD SPDR Gold Shares | -1.92% | -8.27% | 8.35% | 21.03% | 49.02% | 32.51% | 21.53% | 13.97% |
BND Vanguard Total Bond Market ETF | 0.22% | -0.98% | 0.31% | 0.85% | 4.27% | 3.53% | 0.30% | 1.70% |
Monthly Returns
Based on dividend-adjusted daily data since Sep 10, 2010, Golden Butterfly Simplified's average daily return is +0.03%, while the average monthly return is +0.71%. At this rate, your investment would double in approximately 8.2 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +7.7%, while the worst month was Sep 2022 at -6.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.
On a daily basis, Golden Butterfly Simplified closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +4.4%, while the worst single day was Mar 12, 2020 at -6.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.12% | 2.20% | -5.13% | 0.43% | 0.41% | ||||||||
| 2025 | 2.68% | 0.72% | -0.21% | 0.93% | 2.19% | 2.78% | 0.68% | 2.29% | 4.25% | 1.91% | 1.42% | 0.38% | 21.87% |
| 2024 | 0.29% | 1.66% | 3.38% | -1.96% | 2.97% | 1.74% | 2.48% | 1.96% | 2.45% | -0.51% | 2.13% | -1.89% | 15.52% |
| 2023 | 5.00% | -3.15% | 4.14% | 1.05% | -0.53% | 2.12% | 1.73% | -1.18% | -3.86% | -0.02% | 5.93% | 3.50% | 15.17% |
| 2022 | -3.25% | -0.37% | 0.61% | -5.50% | -0.24% | -4.21% | 4.10% | -3.38% | -6.01% | 2.40% | 5.37% | -2.14% | -12.58% |
| 2021 | -1.40% | -0.74% | 1.21% | 3.18% | 1.89% | -0.28% | 1.95% | 1.10% | -2.93% | 3.11% | -0.36% | 2.41% | 9.32% |
Benchmark Metrics
Golden Butterfly Simplified has an annualized alpha of 3.52%, beta of 0.40, and R² of 0.71 versus S&P 500 Index. Calculated based on daily prices since September 10, 2010.
- This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (48.76%) than losses (42.68%) — typical of diversified or defensive assets.
- This portfolio generated an annualized alpha of 3.52% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Beta of 0.40 indicates this portfolio moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 3.52%
- Beta
- 0.40
- R²
- 0.71
- Upside Capture
- 48.76%
- Downside Capture
- 42.68%
Expense Ratio
Golden Butterfly Simplified 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.
Return for Risk
Risk / Return Rank
Golden Butterfly Simplified ranks 79 for risk / return — better than 79% of portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.78 | 0.88 | +0.90 |
Sortino ratioReturn per unit of downside risk | 2.50 | 1.37 | +1.14 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.21 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 1.39 | +1.05 |
Martin ratioReturn relative to average drawdown | 10.06 | 6.43 | +3.62 |
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 | |
|---|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 54 | 0.98 | 1.49 | 1.23 | 1.53 | 7.13 |
GLD SPDR Gold Shares | 80 | 1.77 | 2.19 | 1.32 | 2.57 | 9.28 |
BND Vanguard Total Bond Market ETF | 48 | 1.00 | 1.42 | 1.18 | 1.71 | 4.64 |
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Dividends
Dividend yield
Golden Butterfly Simplified provided a 2.04% dividend yield over the last twelve months.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.04% | 1.99% | 1.97% | 1.82% | 1.72% | 1.35% | 1.57% | 1.84% | 1.95% | 1.73% | 1.81% | 1.87% |
| Portfolio components: | ||||||||||||
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% |
GLD SPDR Gold Shares | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.92% | 3.86% | 3.67% | 3.09% | 2.60% | 2.12% | 2.38% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% |
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 Golden Butterfly Simplified. 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 Golden Butterfly Simplified was 17.91%, occurring on Oct 14, 2022. Recovery took 296 trading sessions.
The current Golden Butterfly Simplified drawdown is 5.14%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.91% | Dec 28, 2021 | 202 | Oct 14, 2022 | 296 | Dec 19, 2023 | 498 |
| -15.89% | Feb 21, 2020 | 21 | Mar 20, 2020 | 50 | Jun 2, 2020 | 71 |
| -7.5% | Jan 29, 2026 | 40 | Mar 26, 2026 | — | — | — |
| -7.34% | Jan 29, 2018 | 229 | Dec 24, 2018 | 36 | Feb 15, 2019 | 265 |
| -7.01% | Feb 20, 2025 | 34 | Apr 8, 2025 | 18 | May 5, 2025 | 52 |
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 3 assets, with an effective number of assets of 2.78, 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
| Benchmark | BND | GLD | VOO | Portfolio | |
|---|---|---|---|---|---|
| Benchmark | 1.00 | -0.09 | 0.04 | 1.00 | 0.80 |
| BND | -0.09 | 1.00 | 0.30 | -0.08 | 0.26 |
| GLD | 0.04 | 0.30 | 1.00 | 0.04 | 0.52 |
| VOO | 1.00 | -0.08 | 0.04 | 1.00 | 0.80 |
| Portfolio | 0.80 | 0.26 | 0.52 | 0.80 | 1.00 |