simple portfolio
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in simple portfolio, 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 Apr 25, 2012, corresponding to the inception date of MOAT
Returns By Period
As of Apr 21, 2025, the simple portfolio returned -8.88% Year-To-Date and 11.67% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -12.30% | -8.99% | -11.89% | 3.84% | 13.06% | 9.34% |
| simple portfolio | -12.99% | -9.03% | -11.71% | 4.38% | 14.57% | 12.18% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | -12.03% | -8.89% | -11.37% | 5.19% | 14.80% | 11.29% |
QQQ Invesco QQQ | -15.15% | -9.79% | -12.31% | 5.09% | 16.27% | 15.58% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | -13.59% | -10.17% | -16.27% | -3.66% | 12.71% | 11.28% |
VXUS Vanguard Total International Stock ETF | 3.99% | -3.72% | -1.42% | 9.00% | 10.30% | 4.44% |
VXF Vanguard Extended Market ETF | -16.48% | -10.46% | -14.32% | -1.06% | 11.73% | 6.82% |
IAU iShares Gold Trust | 30.46% | 13.38% | 25.71% | 43.09% | 14.58% | 11.01% |
VGSH Vanguard Short-Term Treasury ETF | 2.01% | 0.57% | 2.44% | 6.24% | 1.18% | 1.48% |
Monthly Returns
The table below presents the monthly returns of simple portfolio, 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 | 2.53% | -2.19% | -6.14% | -7.56% | -12.99% | ||||||||
| 2024 | 1.12% | 4.96% | 2.37% | -4.20% | 4.98% | 4.27% | 0.43% | 1.91% | 2.31% | -1.07% | 5.41% | -1.38% | 22.70% |
| 2023 | 8.64% | -1.65% | 5.93% | 0.92% | 3.48% | 6.20% | 3.66% | -1.85% | -4.83% | -2.41% | 9.75% | 5.43% | 37.27% |
| 2022 | -6.52% | -3.24% | 3.63% | -10.53% | -0.62% | -8.23% | 10.25% | -4.48% | -9.60% | 5.86% | 5.80% | -6.79% | -23.99% |
| 2021 | -0.24% | 1.74% | 3.06% | 5.18% | -0.03% | 3.71% | 2.32% | 3.19% | -4.91% | 6.71% | 0.03% | 2.75% | 25.60% |
| 2020 | 0.96% | -6.75% | -10.15% | 13.14% | 5.38% | 3.60% | 5.95% | 8.24% | -4.41% | -2.57% | 11.20% | 4.25% | 29.35% |
| 2019 | 8.17% | 3.05% | 2.22% | 4.39% | -6.88% | 6.89% | 1.81% | -1.76% | 1.62% | 3.17% | 3.63% | 3.10% | 32.63% |
| 2018 | 6.60% | -3.00% | -2.84% | 0.47% | 3.34% | 0.93% | 3.02% | 3.78% | 0.18% | -7.22% | 1.30% | -8.24% | -2.76% |
| 2017 | 3.01% | 3.82% | 0.79% | 1.72% | 2.04% | -0.18% | 2.53% | 0.82% | 1.10% | 2.72% | 2.54% | 1.00% | 24.18% |
| 2016 | -5.32% | -0.05% | 6.35% | -0.22% | 2.43% | -0.75% | 4.85% | 0.49% | 0.68% | -1.73% | 2.40% | 1.44% | 10.54% |
| 2015 | -2.54% | 5.72% | -1.63% | 1.53% | 1.21% | -1.92% | 2.55% | -6.00% | -2.50% | 8.52% | 0.52% | -1.86% | 2.76% |
| 2014 | -2.57% | 4.32% | -0.42% | 0.27% | 2.60% | 2.37% | -0.66% | 4.03% | -1.42% | 2.06% | 2.87% | -1.16% | 12.69% |
Expense Ratio
simple portfolio has an expense ratio of 0.13%, 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 simple portfolio is 33, 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 | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 0.22 | 0.43 | 1.06 | 0.22 | 0.94 |
QQQ Invesco QQQ | 0.09 | 0.31 | 1.04 | 0.10 | 0.37 |
MOAT VanEck Vectors Morningstar Wide Moat ETF | -0.19 | -0.15 | 0.98 | -0.16 | -0.67 |
VXUS Vanguard Total International Stock ETF | 0.53 | 0.86 | 1.12 | 0.66 | 2.10 |
VXF Vanguard Extended Market ETF | -0.06 | 0.09 | 1.01 | -0.05 | -0.18 |
IAU iShares Gold Trust | 2.66 | 3.50 | 1.46 | 5.41 | 14.57 |
VGSH Vanguard Short-Term Treasury ETF | 3.78 | 6.49 | 1.87 | 6.37 | 18.65 |
Dividends
Dividend yield
simple portfolio provided a 1.56% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.56% | 1.40% | 1.37% | 1.33% | 0.97% | 1.23% | 1.51% | 1.65% | 1.34% | 1.50% | 1.59% | 1.53% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.48% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
QQQ Invesco QQQ | 0.69% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 1.58% | 1.37% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% |
VXUS Vanguard Total International Stock ETF | 3.19% | 3.37% | 3.25% | 3.09% | 3.10% | 2.14% | 3.06% | 3.17% | 2.73% | 2.93% | 2.83% | 3.40% |
VXF Vanguard Extended Market ETF | 1.41% | 1.09% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% |
IAU iShares Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGSH Vanguard Short-Term Treasury ETF | 4.16% | 4.19% | 3.32% | 1.15% | 0.66% | 1.75% | 2.28% | 1.79% | 1.10% | 0.84% | 0.71% | 0.46% |
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 simple portfolio. 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 simple portfolio was 30.18%, occurring on Mar 23, 2020. Recovery took 72 trading sessions.
The current simple portfolio drawdown is 12.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.18% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -28.69% | Dec 28, 2021 | 202 | Oct 14, 2022 | 291 | Dec 12, 2023 | 493 |
| -20% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -19.16% | Oct 2, 2018 | 58 | Dec 24, 2018 | 70 | Apr 5, 2019 | 128 |
| -13.27% | Jul 21, 2015 | 143 | Feb 11, 2016 | 77 | Jun 2, 2016 | 220 |
Volatility
Volatility Chart
The current simple portfolio volatility is 14.30%, 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
| IAU | VGSH | VXUS | QQQ | MOAT | VXF | VOO | |
|---|---|---|---|---|---|---|---|
| IAU | 1.00 | 0.33 | 0.17 | 0.02 | 0.04 | 0.03 | 0.02 |
| VGSH | 0.33 | 1.00 | -0.06 | -0.10 | -0.11 | -0.11 | -0.13 |
| VXUS | 0.17 | -0.06 | 1.00 | 0.71 | 0.76 | 0.76 | 0.81 |
| QQQ | 0.02 | -0.10 | 0.71 | 1.00 | 0.76 | 0.79 | 0.90 |
| MOAT | 0.04 | -0.11 | 0.76 | 0.76 | 1.00 | 0.85 | 0.88 |
| VXF | 0.03 | -0.11 | 0.76 | 0.79 | 0.85 | 1.00 | 0.87 |
| VOO | 0.02 | -0.13 | 0.81 | 0.90 | 0.88 | 0.87 | 1.00 |