π±
Π Π°ΡΠΏΡΠ΅Π΄Π΅Π»Π΅Π½ΠΈΠ΅ Π°ΠΊΡΠΈΠ²ΠΎΠ²
| ΠΠΎΠ·ΠΈΡΠΈΡ | ΠΠ°ΡΠ΅Π³ΠΎΡΠΈΡ/Π‘Π΅ΠΊΡΠΎΡ | Π¦Π΅Π»Π΅Π²Π°Ρ Π΄ΠΎΠ»Ρ |
|---|---|---|
BIL SPDR Barclays 1-3 Month T-Bill ETF | Government Bonds | 8.33% |
BND Vanguard Total Bond Market ETF | Total Bond Market | 8.33% |
BNDX Vanguard Total International Bond ETF | Total Bond Market | 8.33% |
GSG iShares S&P GSCI Commodity-Indexed Trust | Commodities | 8.33% |
IAU iShares Gold Trust | Precious Metals, Gold | 8.33% |
IJH iShares Core S&P Mid-Cap ETF | Small Cap Growth Equities | 8.34% |
VEA Vanguard FTSE Developed Markets ETF | Foreign Large Cap Equities | 8.33% |
VIOO Vanguard S&P Small-Cap 600 ETF | Small Cap Blend Equities | 8.34% |
VNQ Vanguard Real Estate ETF | REIT | 8.34% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | Inflation-Protected Bonds | 8.33% |
VV Vanguard Large-Cap ETF | Large Cap Growth Equities | 8.34% |
VWO Vanguard FTSE Emerging Markets ETF | Emerging Markets Equities | 8.33% |
ΠΠΎΡ ΠΎΠ΄Π½ΠΎΡΡΡ
ΠΡΠ°ΡΠΈΠΊ Π΄ΠΎΡ ΠΎΠ΄Π½ΠΎΡΡΠΈ
ΠΠ°Π³ΡΡΠ·ΠΊΠ°...
Π‘Π°ΠΌΡΠ΅ ΡΠ°Π½Π½ΠΈΠ΅ Π΄Π°Π½Π½ΡΠ΅ Π΄Π»Ρ ΡΡΠΎΠ³ΠΎ Π³ΡΠ°ΡΠΈΠΊΠ° Π΄ΠΎΡΡΡΠΏΠ½Ρ Ρ 4 ΠΈΡΠ½. 2013 Π³., Π½Π°ΡΠ°Π»ΡΠ½ΠΎΠΉ Π΄Π°ΡΡ BNDX
ΠΠΎΡ ΠΎΠ΄Π½ΠΎΡΡΡ ΠΏΠΎ ΠΏΠ΅ΡΠΈΠΎΠ΄Π°ΠΌ
π± Π½Π° 11 ΠΌΠ°Ρ 2025 Π³. ΠΏΠΎΠΊΠ°Π·Π°Π» Π΄ΠΎΡ ΠΎΠ΄Π½ΠΎΡΡΡ Π² 2.72% Ρ Π½Π°ΡΠ°Π»Π° Π³ΠΎΠ΄Π° ΠΈ Π΄ΠΎΡ ΠΎΠ΄Π½ΠΎΡΡΡ Π² 5.87% Π² Π³ΠΎΠ΄ΠΎΠ²ΠΎΠΌ Π²ΡΡΠ°ΠΆΠ΅Π½ΠΈΠΈ Π·Π° ΠΏΠΎΡΠ»Π΅Π΄Π½ΠΈΠ΅ 10 Π»Π΅Ρ.
| Π‘ Π½Π°ΡΠ°Π»Π° Π³ΠΎΠ΄Π° | 1 ΠΌΠ΅ΡΡΡ | 6 ΠΌΠ΅ΡΡΡΠ΅Π² | 1 Π³ΠΎΠ΄ | 5 Π»Π΅Ρ | 10 Π»Π΅Ρ | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
| π± | 2.72% | 5.54% | 0.49% | 8.32% | 9.65% | 5.87% |
| ΠΠΊΡΠΈΠ²Ρ ΠΏΠΎΡΡΡΠ΅Π»Ρ: | ||||||
IJH iShares Core S&P Mid-Cap ETF | -5.21% | 9.72% | -10.05% | -0.19% | 13.80% | 8.54% |
BNDX Vanguard Total International Bond ETF | 1.10% | 0.72% | 1.65% | 5.47% | 0.11% | 2.09% |
VNQ Vanguard Real Estate ETF | 1.12% | 7.92% | -5.15% | 12.02% | 7.89% | 5.42% |
IAU iShares Gold Trust | 26.78% | 4.95% | 23.81% | 40.49% | 14.17% | 10.36% |
BIL SPDR Barclays 1-3 Month T-Bill ETF | 1.48% | 0.35% | 2.11% | 4.76% | 2.57% | 1.77% |
BND Vanguard Total Bond Market ETF | 2.21% | 0.98% | 1.19% | 5.53% | -0.78% | 1.51% |
VEA Vanguard FTSE Developed Markets ETF | 12.77% | 11.62% | 8.93% | 10.01% | 11.74% | 5.66% |
GSG iShares S&P GSCI Commodity-Indexed Trust | -1.93% | 2.89% | 0.61% | -2.91% | 19.31% | -0.07% |
VV Vanguard Large-Cap ETF | -3.28% | 7.72% | -4.84% | 10.20% | 15.71% | 12.36% |
VWO Vanguard FTSE Emerging Markets ETF | 5.13% | 10.28% | 1.34% | 9.84% | 8.26% | 3.62% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 3.51% | 0.85% | 3.64% | 7.07% | 4.01% | 2.85% |
VIOO Vanguard S&P Small-Cap 600 ETF | -9.72% | 10.05% | -15.51% | -2.99% | 12.54% | 7.56% |
ΠΠΎΡ ΠΎΠ΄Π½ΠΎΡΡΡ ΠΏΠΎ ΠΌΠ΅ΡΡΡΠ°ΠΌ
ΠΠΈΠΆΠ΅ ΠΏΡΠ΅Π΄ΡΡΠ°Π²Π»Π΅Π½Π° ΡΠ°Π±Π»ΠΈΡΠ° Ρ ΠΌΠ΅ΡΡΡΠ½ΠΎΠΉ Π΄ΠΎΡ ΠΎΠ΄Π½ΠΎΡΡΡΡ π±, Ρ ΡΠ²Π΅ΡΠΎΠ²ΠΎΠΉ Π³ΡΠ°Π΄Π°ΡΠΈΠ΅ΠΉ ΠΎΡ Ρ ΡΠ΄ΡΠ΅Π³ΠΎ Π΄ΠΎ Π»ΡΡΡΠ΅Π³ΠΎ ΠΌΠ΅ΡΡΡΠ°, Π΄Π»Ρ Π»Π΅Π³ΠΊΠΎΠ³ΠΎ Π²ΡΡΠ²Π»Π΅Π½ΠΈΡ ΡΠ΅Π·ΠΎΠ½Π½ΡΡ ΡΠ°ΠΊΡΠΎΡΠΎΠ². ΠΠ½Π°ΡΠ΅Π½ΠΈΡ ΡΡΠΈΡΡΠ²Π°ΡΡ Π΄ΠΈΠ²ΠΈΠ΄Π΅Π½Π΄Ρ.
| ΡΠ½Π². | ΡΠ΅Π²Ρ. | ΠΌΠ°ΡΡ | Π°ΠΏΡ. | ΠΌΠ°ΠΉ | ΠΈΡΠ½Ρ | ΠΈΡΠ»Ρ | Π°Π²Π³. | ΡΠ΅Π½Ρ. | ΠΎΠΊΡ. | Π½ΠΎΡΠ±. | Π΄Π΅ΠΊ. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.41% | 0.01% | -0.46% | -0.52% | 1.29% | 2.72% | |||||||
| 2024 | -0.88% | 1.84% | 2.97% | -2.12% | 2.40% | 0.43% | 3.23% | 1.09% | 2.07% | -1.06% | 2.34% | -2.67% | 9.81% |
| 2023 | 5.44% | -2.98% | 1.04% | 0.13% | -1.97% | 3.39% | 3.15% | -1.89% | -2.81% | -1.74% | 5.11% | 4.38% | 11.23% |
| 2022 | -2.22% | 0.40% | 1.30% | -3.81% | 0.27% | -5.03% | 3.97% | -3.16% | -6.82% | 3.55% | 5.18% | -2.57% | -9.31% |
| 2021 | 0.82% | 2.23% | 1.36% | 3.13% | 1.67% | 0.27% | 0.59% | 0.78% | -1.93% | 2.96% | -2.21% | 3.26% | 13.52% |
| 2020 | -1.26% | -4.16% | -11.20% | 5.64% | 3.90% | 2.56% | 3.97% | 2.27% | -2.20% | -0.59% | 7.13% | 4.10% | 9.06% |
| 2019 | 6.02% | 1.55% | 0.79% | 1.63% | -3.18% | 4.18% | 0.24% | -0.28% | 0.93% | 1.43% | 0.59% | 2.59% | 17.47% |
| 2018 | 2.09% | -3.07% | 0.74% | 0.26% | 1.20% | -0.06% | 0.79% | 0.68% | -0.40% | -4.27% | 0.59% | -3.80% | -5.36% |
| 2017 | 1.31% | 1.67% | -0.07% | 0.60% | 0.23% | 0.37% | 1.74% | 0.35% | 1.18% | 1.05% | 1.27% | 1.10% | 11.35% |
| 2016 | -2.39% | 0.92% | 4.83% | 1.57% | 0.01% | 2.10% | 1.71% | -0.21% | 0.58% | -1.97% | 0.56% | 1.58% | 9.48% |
| 2015 | 0.39% | 1.74% | -0.64% | 1.03% | -0.22% | -1.37% | -1.41% | -3.20% | -1.48% | 3.39% | -1.24% | -1.91% | -4.99% |
| 2014 | -1.23% | 3.39% | 0.21% | 0.44% | 0.91% | 2.14% | -1.80% | 1.80% | -3.54% | 1.42% | -0.20% | -1.09% | 2.27% |
ΠΠΎΠΌΠΈΡΡΠΈΡ
ΠΠΎΠΌΠΈΡΡΠΈΡ π± ΡΠΎΡΡΠ°Π²Π»ΡΠ΅Ρ 0.14%, ΡΡΠΎ Π½ΠΈΠΆΠ΅ ΡΡΠ΅Π΄Π½Π΅Π³ΠΎ ΡΡΠΎΠ²Π½Ρ ΠΏΠΎ ΡΡΠ½ΠΊΡ. ΠΠΈΠΆΠ΅ Π²Ρ Π½Π°ΠΉΠ΄Π΅ΡΠ΅ ΠΊΠΎΡΡΡΠΈΡΠΈΠ΅Π½ΡΡ ΡΠ°ΡΡ ΠΎΠ΄ΠΎΠ² ΠΏΠΎΠ·ΠΈΡΠΈΠΉ ΠΏΠΎΡΡΡΠ΅Π»Ρ Π΄Π»Ρ Π»Π΅Π³ΠΊΠΎΠ³ΠΎ ΡΡΠ°Π²Π½Π΅Π½ΠΈΡ ΠΈΡ ΠΎΡΠ½ΠΎΡΠΈΡΠ΅Π»ΡΠ½ΠΎΠΉ ΡΡΠΎΠΈΠΌΠΎΡΡΠΈ.
Π ΠΈΡΠΊ-ΡΠΊΠΎΡΡΠ΅ΠΊΡΠΈΡΠΎΠ²Π°Π½Π½Π°Ρ Π΄ΠΎΡ ΠΎΠ΄Π½ΠΎΡΡΡ
Π Π°Π½Π³ ΡΠΈΡΠΊ-ΡΠΊΠΎΡΡΠ΅ΠΊΡΠΈΡΠΎΠ²Π°Π½Π½ΠΎΠΉ Π΄ΠΎΡ ΠΎΠ΄Π½ΠΎΡΡΠΈ
Π’Π΅ΠΊΡΡΠΈΠΉ ΡΠ΅ΠΉΡΠΈΠ½Π³ π± ΡΠΎΡΡΠ°Π²Π»ΡΠ΅Ρ 74, ΡΡΠΎ ΡΠΊΠ°Π·ΡΠ²Π°Π΅Ρ Π½Π° ΡΡΠ΅Π΄Π½ΠΈΠΉ ΡΡΠΎΠ²Π΅Π½Ρ ΡΠ΅Π·ΡΠ»ΡΡΠ°ΡΠΎΠ² ΠΏΠΎ ΡΡΠ°Π²Π½Π΅Π½ΠΈΡ Ρ Π΄ΡΡΠ³ΠΈΠΌΠΈ ΠΏΠΎΡΡΡΠ΅Π»Π΅ΠΉ Π½Π° Π½Π°ΡΠ΅ΠΌ ΡΠ°ΠΉΡΠ΅. ΠΠΈΠΆΠ΅ ΠΏΡΠ΅Π΄ΡΡΠ°Π²Π»Π΅Π½Π° ΡΠ°Π·Π±ΠΈΠ²ΠΊΠ° ΠΏΠΎ ΠΊΠ»ΡΡΠ΅Π²ΡΠΌ ΠΏΠΎΠΊΠ°Π·Π°ΡΠ΅Π»ΡΠΌ ΡΡΡΠ΅ΠΊΡΠΈΠ²Π½ΠΎΡΡΠΈ.
ΠΠΎΠΊΠ°Π·Π°ΡΠ΅Π»ΠΈ ΡΠΈΡΠΊ-ΡΠΊΠΎΡΡΠ΅ΠΊΡΠΈΡΠΎΠ²Π°Π½Π½ΠΎΠΉ Π΄ΠΎΡ ΠΎΠ΄Π½ΠΎΡΡΠΈ
Π ΡΠ°Π±Π»ΠΈΡΠ΅ ΠΏΡΠ΅Π΄ΡΡΠ°Π²Π»Π΅Π½ΠΎ ΡΡΠ°Π²Π½Π΅Π½ΠΈΠ΅ ΠΏΠΎΠΊΠ°Π·Π°ΡΠ΅Π»Π΅ΠΉ Π΄ΠΎΡ ΠΎΠ΄Π½ΠΎΡΡΠΈ ΡΠΊΠΎΡΡΠ΅ΠΊΡΠΈΡΠΎΠ²Π°Π½Π½ΠΎΠΉ Π½Π° ΡΠΈΡΠΊ Π΄Π»Ρ ΠΏΠΎΠ·ΠΈΡΠΈΠΉ. Π ΠΈΡΠΊ-ΡΠΊΠΎΡΡΠ΅ΠΊΡΠΈΡΠΎΠ²Π°Π½Π½ΡΠ΅ ΠΏΠΎΠΊΠ°Π·Π°ΡΠ΅Π»ΠΈ ΠΎΡΠ΅Π½ΠΈΠ²Π°ΡΡ Π΄ΠΎΡ ΠΎΠ΄Π½ΠΎΡΡΡ ΠΈΠ½Π²Π΅ΡΡΠΈΡΠΈΠΉ Ρ ΡΡΠ΅ΡΠΎΠΌ ΠΈΡ ΡΠΈΡΠΊΠΎΠ²Π°Π½Π½ΠΎΡΡΠΈ, ΡΡΠΎ ΠΏΠΎΠ·Π²ΠΎΠ»ΡΠ΅Ρ Π±ΠΎΠ»Π΅Π΅ ΡΠΎΡΠ½ΠΎ ΡΡΠ°Π²Π½ΠΈΠ²Π°ΡΡ ΡΠ°Π·Π»ΠΈΡΠ½ΡΠ΅ Π°ΠΊΡΠΈΠ²Ρ ΠΌΠ΅ΠΆΠ΄Ρ ΡΠΎΠ±ΠΎΠΉ.
| ΠΠΎΡΡΡΠΈΡΠΈΠ΅Π½Ρ Π¨Π°ΡΠΏΠ° | ΠΠΎΡΡΡΠΈΡΠΈΠ΅Π½Ρ Π‘ΠΎΡΡΠΈΠ½ΠΎ | ΠΠΎΡΡΡΠΈΡΠΈΠ΅Π½Ρ ΠΠΌΠ΅Π³Π° | ΠΠΎΡΡΡΠΈΡΠΈΠ΅Π½Ρ ΠΠ°Π»ΡΠΌΠ°ΡΠ° | ΠΠΎΡΡΡΠΈΡΠΈΠ΅Π½Ρ ΠΠ°ΡΡΠΈΠ½Π° | |
|---|---|---|---|---|---|
IJH iShares Core S&P Mid-Cap ETF | -0.01 | 0.17 | 1.02 | 0.01 | 0.04 |
BNDX Vanguard Total International Bond ETF | 1.40 | 1.97 | 1.24 | 0.57 | 6.11 |
VNQ Vanguard Real Estate ETF | 0.66 | 1.09 | 1.14 | 0.54 | 2.35 |
IAU iShares Gold Trust | 2.41 | 3.33 | 1.43 | 5.34 | 14.29 |
BIL SPDR Barclays 1-3 Month T-Bill ETF | 20.77 | 250.17 | 145.44 | 441.43 | 4,066.20 |
BND Vanguard Total Bond Market ETF | 1.00 | 1.45 | 1.17 | 0.42 | 2.54 |
VEA Vanguard FTSE Developed Markets ETF | 0.59 | 1.00 | 1.13 | 0.80 | 2.42 |
GSG iShares S&P GSCI Commodity-Indexed Trust | -0.20 | -0.12 | 0.99 | -0.07 | -0.52 |
VV Vanguard Large-Cap ETF | 0.53 | 0.90 | 1.13 | 0.58 | 2.22 |
VWO Vanguard FTSE Emerging Markets ETF | 0.55 | 0.92 | 1.12 | 0.54 | 1.77 |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 3.63 | 5.96 | 1.84 | 7.36 | 24.70 |
VIOO Vanguard S&P Small-Cap 600 ETF | -0.14 | 0.01 | 1.00 | -0.09 | -0.27 |
ΠΠ°Π³ΡΡΠ·ΠΊΠ°...
ΠΠΈΠ²ΠΈΠ΄Π΅Π½Π΄Ρ
ΠΠΈΠ²ΠΈΠ΄Π΅Π½Π΄Π½ΡΠΉ Π΄ΠΎΡ ΠΎΠ΄
ΠΠΈΠ²ΠΈΠ΄Π΅Π½Π΄Π½Π°Ρ Π΄ΠΎΡ ΠΎΠ΄Π½ΠΎΡΡΡ π± Π·Π° ΠΏΡΠ΅Π΄ΡΠ΄ΡΡΠΈΠ΅ Π΄Π²Π΅Π½Π°Π΄ΡΠ°ΡΡ ΠΌΠ΅ΡΡΡΠ΅Π² ΡΠΎΡΡΠ°Π²ΠΈΠ»Π° 2.49%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ΠΠΎΡΡΡΠ΅Π»Ρ | 2.49% | 2.50% | 2.56% | 2.34% | 1.86% | 1.38% | 2.05% | 2.17% | 1.69% | 1.68% | 1.59% | 1.62% |
| ΠΠΊΡΠΈΠ²Ρ ΠΏΠΎΡΡΡΠ΅Π»Ρ: | ||||||||||||
IJH iShares Core S&P Mid-Cap ETF | 1.41% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% |
BNDX Vanguard Total International Bond ETF | 4.29% | 4.18% | 4.42% | 1.52% | 3.74% | 1.11% | 3.40% | 3.01% | 2.23% | 1.89% | 1.63% | 1.54% |
VNQ Vanguard Real Estate ETF | 4.07% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
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% |
BIL SPDR Barclays 1-3 Month T-Bill ETF | 4.69% | 5.03% | 4.92% | 1.35% | 0.00% | 0.30% | 2.05% | 1.66% | 0.68% | 0.07% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.75% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
VEA Vanguard FTSE Developed Markets ETF | 2.91% | 3.36% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
GSG iShares S&P GSCI Commodity-Indexed 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% |
VV Vanguard Large-Cap ETF | 1.31% | 1.24% | 1.41% | 1.66% | 1.19% | 1.46% | 1.81% | 2.09% | 1.75% | 1.98% | 1.96% | 1.77% |
VWO Vanguard FTSE Emerging Markets ETF | 3.06% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.76% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.64% | 1.48% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 0.95% | 1.26% | 1.06% |
ΠΡΠΎΡΠ°Π΄ΠΊΠΈ
ΠΡΠ°ΡΠΈΠΊ ΠΏΡΠΎΡΠ°Π΄ΠΎΠΊ
ΠΠ° Π³ΡΠ°ΡΠΈΠΊΠ΅ ΠΏΡΠΎΡΠ°Π΄ΠΎΠΊ ΠΎΡΠΎΠ±ΡΠ°ΠΆΠ°ΡΡΡΡ ΡΠ±ΡΡΠΊΠΈ ΠΏΠΎΡΡΡΠ΅Π»Ρ Ρ Π»ΡΠ±ΠΎΠ³ΠΎ ΠΌΠ°ΠΊΡΠΈΠΌΡΠΌΠ° Π½Π° Π²ΡΠ΅ΠΌ ΠΏΠ΅ΡΠΈΠΎΠ΄Π΅.
ΠΠ°Π³ΡΡΠ·ΠΊΠ°...
ΠΠ°ΠΊΡΠΈΠΌΠ°Π»ΡΠ½ΡΠ΅ ΠΏΡΠΎΡΠ°Π΄ΠΊΠΈ
π± ΠΏΠΎΠΊΠ°Π·Π°Π» ΠΌΠ°ΠΊΡΠΈΠΌΠ°Π»ΡΠ½ΡΡ ΠΏΡΠΎΡΠ°Π΄ΠΊΡ Π² 22.46%, Π·Π°ΡΠ΅Π³ΠΈΡΡΡΠΈΡΠΎΠ²Π°Π½Π½ΡΡ 23 ΠΌΠ°Ρ. 2020 Π³.. ΠΠΎΠ»Π½ΠΎΠ΅ Π²ΠΎΡΡΡΠ°Π½ΠΎΠ²Π»Π΅Π½ΠΈΠ΅ Π·Π°Π½ΡΠ»ΠΎ 114 ΡΠΎΡΠ³ΠΎΠ²ΡΡ ΡΠ΅ΡΡΠΈΠΉ.
Π’Π΅ΠΊΡΡΠ°Ρ ΠΏΡΠΎΡΠ°Π΄ΠΊΠ° π± ΡΠΎΡΡΠ°Π²Π»ΡΠ΅Ρ 1.16%.
Π ΡΠ°Π±Π»ΠΈΡΠ΅ Π½ΠΈΠΆΠ΅ ΠΏΠΎΠΊΠ°Π·Π°Π½Ρ ΠΌΠ°ΠΊΡΠΈΠΌΠ°Π»ΡΠ½ΡΠ΅ ΠΏΡΠΎΡΠ°Π΄ΠΊΠΈ. ΠΠ°ΠΊΡΠΈΠΌΠ°Π»ΡΠ½Π°Ρ ΠΏΡΠΎΡΠ°Π΄ΠΊΠ° - ΠΏΠΎΠΊΠ°Π·Π°ΡΠ΅Π»Ρ ΡΠΈΡΠΊΠ°. ΠΠ½ ΠΏΠΎΠΊΠ°Π·ΡΠ²Π°Π΅Ρ ΡΠ½ΠΈΠΆΠ΅Π½ΠΈΠ΅ ΡΡΠΎΠΈΠΌΠΎΡΡΠΈ ΠΏΠΎΡΡΡΠ΅Π»Ρ ΠΎΡ ΠΌΠ°ΠΊΡΠΈΠΌΡΠΌΠ° ΠΏΠΎΡΠ»Π΅ ΡΠ΅ΡΠΈΠΈ ΡΠ±ΡΡΠΎΡΠ½ΡΡ ΡΠΎΡΠ³ΠΎΠ².
ΠΠ»ΡΠ±ΠΈΠ½Π° | ΠΠ°ΡΠ°Π»ΠΎ | ΠΠ°Π΄Π΅Π½ΠΈΠ΅ | ΠΠ½ΠΎ | ΠΠΎΡΡΡΠ°Π½ΠΎΠ²Π»Π΅Π½ΠΈΠ΅ | ΠΠΊΠΎΠ½ΡΠ°Π½ΠΈΠ΅ | ΠΡΠ΅Π³ΠΎ |
|---|---|---|---|---|---|---|
| -22.46% | 21 ΡΠ½Π². 2020 Π³. | 44 | 23 ΠΌΠ°Ρ. 2020 Π³. | 114 | 2 ΡΠ΅Π½Ρ. 2020 Π³. | 158 |
| -15.36% | 16 Π½ΠΎΡΠ±. 2021 Π³. | 217 | 27 ΡΠ΅Π½Ρ. 2022 Π³. | 313 | 26 Π΄Π΅ΠΊ. 2023 Π³. | 530 |
| -13.82% | 2 ΠΈΡΠ». 2014 Π³. | 391 | 20 ΡΠ½Π². 2016 Π³. | 144 | 15 Π°Π²Π³. 2016 Π³. | 535 |
| -10.52% | 29 ΡΠ½Π². 2018 Π³. | 229 | 24 Π΄Π΅ΠΊ. 2018 Π³. | 66 | 1 Π°ΠΏΡ. 2019 Π³. | 295 |
| -9% | 19 ΡΠ΅Π²Ρ. 2025 Π³. | 35 | 8 Π°ΠΏΡ. 2025 Π³. | β | β | β |
ΠΠΎΠ»Π°ΡΠΈΠ»ΡΠ½ΠΎΡΡΡ
ΠΡΠ°ΡΠΈΠΊ Π²ΠΎΠ»Π°ΡΠΈΠ»ΡΠ½ΠΎΡΡΠΈ
ΠΠΈΠΆΠ΅ ΠΏΡΠ΅Π΄ΡΡΠ°Π²Π»Π΅Π½ Π³ΡΠ°ΡΠΈΠΊ, ΠΏΠΎΠΊΠ°Π·ΡΠ²Π°ΡΡΠΈΠΉ ΡΠΊΠΎΠ»ΡΠ·ΡΡΡΡ Π²ΠΎΠ»Π°ΡΠΈΠ»ΡΠ½ΠΎΡΡΡ Π·Π° ΠΎΠ΄ΠΈΠ½ ΠΌΠ΅ΡΡΡ.
ΠΠ°Π³ΡΡΠ·ΠΊΠ°...
ΠΠΈΠ²Π΅ΡΡΠΈΡΠΈΠΊΠ°ΡΠΈΡ
ΠΠΎΠΊΠ°Π·Π°ΡΠ΅Π»ΠΈ Π΄ΠΈΠ²Π΅ΡΡΠΈΡΠΈΠΊΠ°ΡΠΈΠΈ
ΠΡΡΠ΅ΠΊΡΠΈΠ²Π½ΠΎΠ΅ ΠΊΠΎΠ»ΠΈΡΠ΅ΡΡΠ²ΠΎ Π°ΠΊΡΠΈΠ²ΠΎΠ²
ΠΠΎΠ»ΠΈΡΠ΅ΡΡΠ²ΠΎ ΠΏΠΎΠ·ΠΈΡΠΈΠΉ Π² ΠΏΠΎΡΡΡΠ΅Π»Π΅ ΡΠ°Π²Π½ΠΎ 12, ΠΏΡΠΈ ΡΡΠΎΠΌ ΡΡΡΠ΅ΠΊΡΠΈΠ²Π½ΠΎΠ΅ ΠΊΠΎΠ»ΠΈΡΠ΅ΡΡΠ²ΠΎ Π°ΠΊΡΠΈΠ²ΠΎΠ² ΡΠ°Π²Π½ΠΎ 12.00, ΠΎΡΡΠ°ΠΆΠ°Ρ ΡΡΠ΅ΠΏΠ΅Π½Ρ Π΄ΠΈΠ²Π΅ΡΡΠΈΡΠΈΠΊΠ°ΡΠΈΠΈ ΠΈΡΡ ΠΎΠ΄Ρ ΠΈΠ· Π²Π΅ΡΠΎΠ² Π°ΠΊΡΠΈΠ²ΠΎΠ² Π² ΠΏΠΎΡΡΡΠ΅Π»Π΅. Π’Π°ΠΊΠΎΠ΅ ΡΡΡΠ΅ΠΊΡΠΈΠ²Π½ΠΎΠ΅ ΠΊΠΎΠ»ΠΈΡΠ΅ΡΡΠ²ΠΎ Π°ΠΊΡΠΈΠ²ΠΎΠ² ΡΠΊΠ°Π·ΡΠ²Π°Π΅Ρ Π½Π° ΡΠΎ, ΡΡΠΎ ΠΈΠ½Π²Π΅ΡΡΠΈΡΠΈΠΈ Π² ΠΏΠΎΡΡΡΠ΅Π»Π΅ ΡΠ°ΡΠΏΡΠ΅Π΄Π΅Π»Π΅Π½Ρ ΠΌΠ΅ΠΆΠ΄Ρ Π±ΠΎΠ»ΡΡΠΈΠΌ ΡΠΈΡΠ»ΠΎΠΌ ΠΏΠΎΠ·ΠΈΡΠΈΠΉ, ΡΡΠΎ ΠΌΠΎΠΆΠ΅Ρ ΡΠ²ΠΈΠ΄Π΅ΡΠ΅Π»ΡΡΡΠ²ΠΎΠ²Π°ΡΡ ΠΎ Ρ ΠΎΡΠΎΡΠ΅ΠΉ Π΄ΠΈΠ²Π΅ΡΡΠΈΡΠΈΠΊΠ°ΡΠΈΠΈ. ΠΠ΄Π½Π°ΠΊΠΎ ΡΠ΅Π°Π»ΡΠ½ΡΠΉ ΡΡΠΎΠ²Π΅Π½Ρ Π΄ΠΈΠ²Π΅ΡΡΠΈΡΠΈΠΊΠ°ΡΠΈΠΈ ΡΠ°ΠΊΠΆΠ΅ Π·Π°Π²ΠΈΡΠΈΡ ΠΎΡ ΠΊΠΎΡΡΠ΅Π»ΡΡΠΈΠΈ ΠΌΠ΅ΠΆΠ΄Ρ Π°ΠΊΡΠΈΠ²Π°ΠΌΠΈ.
Π’Π°Π±Π»ΠΈΡΠ° ΠΊΠΎΡΡΠ΅Π»ΡΡΠΈΠΈ Π°ΠΊΡΠΈΠ²ΠΎΠ²
| ^GSPC | BIL | BNDX | IAU | BND | VTIP | GSG | VNQ | VWO | VIOO | VEA | VV | IJH | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.00 | -0.01 | -0.00 | -0.03 | 0.08 | 0.29 | 0.60 | 0.68 | 0.80 | 0.81 | 1.00 | 0.87 | 0.84 |
| BIL | 0.00 | 1.00 | 0.01 | 0.04 | 0.02 | 0.04 | 0.00 | -0.01 | 0.02 | -0.02 | 0.01 | 0.00 | -0.01 | 0.01 |
| BNDX | -0.01 | 0.01 | 1.00 | 0.26 | 0.72 | 0.39 | -0.10 | 0.18 | 0.00 | -0.03 | 0.01 | -0.00 | -0.03 | 0.10 |
| IAU | -0.00 | 0.04 | 0.26 | 1.00 | 0.37 | 0.36 | 0.17 | 0.11 | 0.15 | -0.01 | 0.14 | 0.00 | 0.00 | 0.27 |
| BND | -0.03 | 0.02 | 0.72 | 0.37 | 1.00 | 0.56 | -0.09 | 0.22 | 0.01 | -0.06 | 0.02 | -0.02 | -0.05 | 0.12 |
| VTIP | 0.08 | 0.04 | 0.39 | 0.36 | 0.56 | 1.00 | 0.24 | 0.20 | 0.12 | 0.07 | 0.15 | 0.08 | 0.08 | 0.26 |
| GSG | 0.29 | 0.00 | -0.10 | 0.17 | -0.09 | 0.24 | 1.00 | 0.12 | 0.33 | 0.29 | 0.34 | 0.28 | 0.30 | 0.50 |
| VNQ | 0.60 | -0.01 | 0.18 | 0.11 | 0.22 | 0.20 | 0.12 | 1.00 | 0.42 | 0.59 | 0.54 | 0.60 | 0.64 | 0.68 |
| VWO | 0.68 | 0.02 | 0.00 | 0.15 | 0.01 | 0.12 | 0.33 | 0.42 | 1.00 | 0.58 | 0.79 | 0.68 | 0.63 | 0.78 |
| VIOO | 0.80 | -0.02 | -0.03 | -0.01 | -0.06 | 0.07 | 0.29 | 0.59 | 0.58 | 1.00 | 0.71 | 0.80 | 0.95 | 0.84 |
| VEA | 0.81 | 0.01 | 0.01 | 0.14 | 0.02 | 0.15 | 0.34 | 0.54 | 0.79 | 0.71 | 1.00 | 0.81 | 0.77 | 0.86 |
| VV | 1.00 | 0.00 | -0.00 | 0.00 | -0.02 | 0.08 | 0.28 | 0.60 | 0.68 | 0.80 | 0.81 | 1.00 | 0.87 | 0.84 |
| IJH | 0.87 | -0.01 | -0.03 | 0.00 | -0.05 | 0.08 | 0.30 | 0.64 | 0.63 | 0.95 | 0.77 | 0.87 | 1.00 | 0.88 |
| Portfolio | 0.84 | 0.01 | 0.10 | 0.27 | 0.12 | 0.26 | 0.50 | 0.68 | 0.78 | 0.84 | 0.86 | 0.84 | 0.88 | 1.00 |