All Portfolio w HSA
Распределение активов
Доходность
График доходности
График показывает рост $10,000 инвестированных в All Portfolio w HSA и сравнивает его с ростом индекса S&P 500 или другим бенчмарком. Цены представлены с поправкой на сплиты и дивиденды. Портфель ребалансируется раз в квартал
Самые ранние данные для этого графика доступны с 24 окт. 2013 г., начальной даты FTEC
Доходность по периодам
С начала года | 1 месяц | 6 месяцев | 1 год | 5 лет (среднегодовая) | 10 лет (среднегодовая) | |
---|---|---|---|---|---|---|
S&P 500 | 22.29% | 1.65% | 15.83% | 39.98% | 13.99% | 11.23% |
All Portfolio w HSA | 13.80% | -0.76% | 12.09% | 32.49% | 10.71% | N/A |
Активы портфеля: | ||||||
Vanguard Real Estate ETF | 11.11% | -1.36% | 22.28% | 38.62% | 4.10% | 6.10% |
Fidelity MSCI Information Technology Index ETF | 26.96% | 4.44% | 23.84% | 51.72% | 23.52% | 20.75% |
Schwab International Index Fund | 8.38% | -4.38% | 5.84% | 24.25% | 6.63% | 5.40% |
DFA U.S. Targeted Value Portfolio | 8.00% | -0.00% | 9.89% | 31.22% | 13.67% | 9.16% |
Schwab S&P 500 Index Fund | 23.63% | 1.73% | 16.61% | 41.98% | 15.81% | 13.23% |
Schwab MarketTrack All Equity Portfolio™ | 15.62% | -0.71% | 12.73% | 34.41% | 11.14% | 9.23% |
DFA International Value Portfolio | 9.91% | -3.39% | 4.48% | 22.79% | 8.68% | 5.52% |
DFA Emerging Markets Core Equity Fund | 11.88% | -3.19% | 8.14% | 24.63% | 6.72% | 4.72% |
Vanguard Target Retirement 2050 Fund | 15.39% | -0.56% | 11.97% | 32.24% | 10.43% | 8.89% |
DFA International Small Company Portfolio | 7.26% | -4.74% | 6.54% | 24.68% | 6.48% | 6.16% |
Vanguard Dividend Growth Fund | 11.62% | -2.11% | 9.24% | 24.63% | 11.08% | 11.07% |
Schwab Small-Cap Index Fund-Select Shares | 11.66% | 0.69% | 14.19% | 37.95% | 9.00% | 8.19% |
American Beacon Large Cap Value Fund | 17.22% | 0.43% | 11.25% | 34.12% | 12.11% | 9.48% |
Vanguard Information Technology ETF | 26.76% | 4.34% | 23.72% | 51.83% | 23.35% | 21.01% |
23.64% | 1.79% | 16.67% | 42.02% | 15.81% | N/A | |
Vanguard FTSE Developed Markets ETF | 7.77% | -4.28% | 5.91% | 24.08% | 6.73% | 5.55% |
SPDR S&P Emerging Markets Small Cap ETF | 8.57% | -1.70% | 8.05% | 20.24% | 9.27% | 5.39% |
10.96% | -3.23% | 7.90% | 24.72% | 7.69% | N/A | |
16.32% | 0.10% | 11.59% | 33.32% | 10.30% | N/A | |
6.10% | -4.21% | 6.50% | 23.36% | 5.48% | N/A | |
WisdomTree International SmallCap Dividend | 4.67% | -6.14% | 4.04% | 22.87% | 3.54% | 4.60% |
15.27% | -2.57% | 12.24% | 26.95% | 5.35% | N/A | |
Vanguard S&P Small-Cap 600 ETF | 8.04% | -0.62% | 11.90% | 33.18% | 9.55% | 9.15% |
iShares S&P SmallCap 600 Value ETF | 5.48% | -0.03% | 12.75% | 31.59% | 8.73% | 8.12% |
iShares Core S&P 500 ETF | 23.62% | 1.83% | 16.68% | 42.02% | 15.81% | 13.25% |
18.09% | -0.30% | 12.11% | 33.51% | 11.72% | N/A | |
27.96% | 3.66% | 20.44% | 49.80% | 19.22% | N/A |
Доходность по месяцам
Ниже представлена таблица с месячной доходностью All Portfolio w HSA, с цветовой градацией от худшего до лучшего месяца, для легкого выявления сезонных факторов. Значения учитывают дивиденды.
янв. | февр. | март | апр. | май | июнь | июль | авг. | сент. | окт. | нояб. | дек. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -1.13% | 3.51% | 3.09% | -3.78% | 4.36% | 0.62% | 3.96% | 1.53% | 2.06% | 13.80% | |||
2023 | 7.84% | -2.69% | 0.99% | 0.72% | -1.57% | 5.86% | 3.95% | -3.12% | -4.32% | -3.43% | 8.72% | 6.54% | 19.86% |
2022 | -4.33% | -1.78% | 1.35% | -7.25% | 0.82% | -8.22% | 7.00% | -3.85% | -9.55% | 7.03% | 7.54% | -4.27% | -16.21% |
2021 | 0.62% | 4.20% | 3.31% | 3.68% | 1.85% | 0.91% | 0.08% | 2.14% | -3.54% | 4.38% | -2.52% | 4.17% | 20.63% |
2020 | -2.15% | -7.75% | -16.29% | 10.92% | 4.62% | 3.11% | 4.37% | 5.43% | -2.99% | -1.28% | 13.10% | 5.40% | 13.57% |
2019 | 8.42% | 2.94% | 0.50% | 3.41% | -6.28% | 6.27% | 0.22% | -2.50% | 2.58% | 2.49% | 2.51% | 3.44% | 25.85% |
2018 | 4.46% | -4.04% | -0.76% | 0.46% | 1.68% | -0.45% | 2.74% | 1.36% | -0.49% | -7.74% | 1.56% | -7.79% | -9.43% |
2017 | 2.24% | 2.57% | 0.96% | 1.37% | 1.09% | 1.05% | 2.30% | 0.04% | 2.87% | 1.82% | 2.03% | 1.26% | 21.43% |
2016 | 4.62% | 1.07% | 0.76% | -0.14% | 4.42% | 0.66% | 0.89% | -2.15% | 3.04% | 2.05% | 16.07% |
Комиссия
Комиссия All Portfolio w HSA составляет 0.15%, что ниже среднего уровня по рынку. Ниже вы найдете коэффициенты расходов позиций портфеля для легкого сравнения их относительной стоимости.
Риск-скорректированная доходность
Ранг риск-скорректированной доходности
Текущий ранг All Portfolio w HSA среди портфелей на нашем сайте составляет 42, что означает, что инвестиция имеет средние результаты по показателям риск-скорректированной доходности. Этот ранг определяется совокупными значениями показателей, перечисленных ниже.
Показатели риск-скорректированной доходности
В таблице представлено сравнение показателей доходности скорректированной на риск для позиций. Риск-скорректированные показатели оценивают доходность инвестиций с учетом их рискованности, что позволяет более точно сравнивать различные активы между собой.
Дивиденды
Дивидендный доход
Дивидендная доходность All Portfolio w HSA за предыдущие двенадцать месяцев составила 2.14%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
All Portfolio w HSA | 2.14% | 2.35% | 2.73% | 6.40% | 2.10% | 2.54% | 2.89% | 2.31% | 2.20% | 2.56% | 2.25% | 1.91% |
Активы портфеля: | ||||||||||||
Vanguard Real Estate ETF | 3.82% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Fidelity MSCI Information Technology Index ETF | 0.62% | 0.77% | 0.93% | 0.63% | 0.83% | 1.03% | 1.20% | 0.96% | 1.25% | 1.27% | 1.09% | 0.18% |
Schwab International Index Fund | 3.06% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% | 2.54% |
DFA U.S. Targeted Value Portfolio | 2.20% | 2.26% | 5.17% | 8.12% | 1.52% | 3.82% | 5.95% | 5.58% | 4.24% | 5.84% | 5.52% | 6.45% |
Schwab S&P 500 Index Fund | 1.16% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.66% | 1.78% | 2.55% | 3.17% | 1.80% | 1.67% |
Schwab MarketTrack All Equity Portfolio™ | 2.73% | 3.15% | 4.93% | 3.90% | 6.78% | 6.54% | 4.85% | 3.49% | 4.54% | 11.29% | 1.37% | 1.61% |
DFA International Value Portfolio | 4.19% | 4.40% | 3.78% | 4.48% | 2.42% | 3.70% | 6.60% | 2.85% | 3.36% | 3.45% | 4.89% | 2.71% |
DFA Emerging Markets Core Equity Fund | 3.14% | 3.53% | 3.78% | 2.59% | 1.70% | 2.42% | 2.33% | 1.92% | 1.99% | 2.28% | 2.04% | 2.03% |
Vanguard Target Retirement 2050 Fund | 1.92% | 2.21% | 2.38% | 12.83% | 1.84% | 2.20% | 2.51% | 1.92% | 2.04% | 2.36% | 2.03% | 1.84% |
DFA International Small Company Portfolio | 3.11% | 3.02% | 2.31% | 2.53% | 1.71% | 2.42% | 2.61% | 2.36% | 2.59% | 2.17% | 2.63% | 2.44% |
Vanguard Dividend Growth Fund | 3.13% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% | 2.28% |
Schwab Small-Cap Index Fund-Select Shares | 1.34% | 1.49% | 1.32% | 1.17% | 1.12% | 1.43% | 1.61% | 1.26% | 1.39% | 1.50% | 1.28% | 1.11% |
American Beacon Large Cap Value Fund | 4.51% | 5.28% | 11.80% | 11.20% | 14.65% | 9.93% | 10.39% | 10.73% | 2.97% | 11.85% | 9.21% | 1.54% |
Vanguard Information Technology ETF | 0.61% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
1.27% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% | |
Vanguard FTSE Developed Markets ETF | 2.96% | 3.15% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% | 2.60% |
SPDR S&P Emerging Markets Small Cap ETF | 2.10% | 2.32% | 3.00% | 2.77% | 2.24% | 2.73% | 3.26% | 2.30% | 2.46% | 3.04% | 2.74% | 2.33% |
4.46% | 4.58% | 4.70% | 4.30% | 3.22% | 4.20% | 4.29% | 3.21% | 2.39% | 0.00% | 0.00% | 0.00% | |
1.95% | 2.10% | 2.22% | 1.67% | 2.25% | 2.30% | 2.56% | 2.18% | 2.39% | 2.38% | 2.10% | 1.92% | |
2.86% | 3.14% | 2.30% | 2.74% | 1.90% | 3.25% | 2.80% | 2.83% | 2.93% | 2.66% | 2.67% | 2.71% | |
WisdomTree International SmallCap Dividend | 3.90% | 4.29% | 4.96% | 3.29% | 2.50% | 3.37% | 3.66% | 2.79% | 3.29% | 2.72% | 3.61% | 3.89% |
2.57% | 3.52% | 4.11% | 2.63% | 1.91% | 3.23% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% | 2.73% | |
Vanguard S&P Small-Cap 600 ETF | 1.36% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 0.95% | 1.26% | 1.06% | 0.86% |
iShares S&P SmallCap 600 Value ETF | 1.51% | 1.42% | 1.46% | 1.52% | 1.00% | 1.66% | 1.75% | 1.41% | 1.22% | 1.59% | 1.41% | 1.18% |
iShares Core S&P 500 ETF | 1.27% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.20% | 1.75% | 2.01% | 2.26% | 1.82% | 1.80% |
2.29% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% | 2.21% | |
0.50% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Просадки
График просадок
На графике просадок отображаются убытки портфеля с любого максимума на всем периоде.
Максимальные просадки
All Portfolio w HSA показал максимальную просадку в 35.39%, зарегистрированную 23 мар. 2020 г.. Полное восстановление заняло 161 торговую сессию.
Текущая просадка All Portfolio w HSA составляет 1.46%.
В таблице ниже показаны максимальные просадки. Максимальная просадка - показатель риска. Он показывает снижение стоимости портфеля от максимума после серии убыточных торгов.
Глубина | Начало | Падение | Дно | Восстановление | Окончание | Всего |
---|---|---|---|---|---|---|
-35.39% | 21 янв. 2020 г. | 44 | 23 мар. 2020 г. | 161 | 9 нояб. 2020 г. | 205 |
-24.78% | 9 нояб. 2021 г. | 225 | 30 сент. 2022 г. | 341 | 9 февр. 2024 г. | 566 |
-18.91% | 29 янв. 2018 г. | 229 | 24 дек. 2018 г. | 145 | 24 июл. 2019 г. | 374 |
-7.42% | 17 июл. 2024 г. | 14 | 5 авг. 2024 г. | 14 | 23 авг. 2024 г. | 28 |
-7.08% | 9 июн. 2016 г. | 13 | 27 июн. 2016 г. | 10 | 12 июл. 2016 г. | 23 |
Волатильность
График волатильности
Текущая волатильность All Portfolio w HSA составляет 2.56%, что отражает среднее процентное изменение стоимости инвестиций вверх или вниз за последний месяц. Ниже представлен график, показывающий скользящую волатильность за один месяц.
Диверсификация
Таблица корреляции активов
VNQ | EWX | DFCEX | VWO | FTEC | VGT | IJS | VUG | VDIGX | DFFVX | VIOO | DFIVX | DFISX | SWSSX | DLS | VTV | VYMI | SWISX | VSS | AADEX | VONV | VEA | SWPPX | IVV | VOO | SWEGX | VFIFX | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
VNQ | 1.00 | 0.42 | 0.39 | 0.40 | 0.46 | 0.46 | 0.59 | 0.52 | 0.64 | 0.54 | 0.60 | 0.46 | 0.49 | 0.60 | 0.52 | 0.61 | 0.50 | 0.51 | 0.52 | 0.56 | 0.64 | 0.53 | 0.60 | 0.60 | 0.60 | 0.62 | 0.60 |
EWX | 0.42 | 1.00 | 0.85 | 0.91 | 0.60 | 0.60 | 0.55 | 0.62 | 0.56 | 0.57 | 0.57 | 0.71 | 0.73 | 0.60 | 0.74 | 0.60 | 0.79 | 0.74 | 0.84 | 0.63 | 0.62 | 0.77 | 0.65 | 0.66 | 0.66 | 0.71 | 0.75 |
DFCEX | 0.39 | 0.85 | 1.00 | 0.91 | 0.61 | 0.61 | 0.55 | 0.62 | 0.55 | 0.58 | 0.57 | 0.74 | 0.76 | 0.59 | 0.73 | 0.60 | 0.79 | 0.75 | 0.82 | 0.64 | 0.62 | 0.77 | 0.66 | 0.66 | 0.66 | 0.72 | 0.78 |
VWO | 0.40 | 0.91 | 0.91 | 1.00 | 0.63 | 0.63 | 0.55 | 0.64 | 0.56 | 0.58 | 0.58 | 0.73 | 0.74 | 0.61 | 0.75 | 0.60 | 0.82 | 0.77 | 0.84 | 0.64 | 0.62 | 0.79 | 0.67 | 0.67 | 0.67 | 0.73 | 0.78 |
FTEC | 0.46 | 0.60 | 0.61 | 0.63 | 1.00 | 1.00 | 0.56 | 0.96 | 0.67 | 0.58 | 0.63 | 0.57 | 0.63 | 0.69 | 0.64 | 0.63 | 0.61 | 0.67 | 0.69 | 0.65 | 0.65 | 0.70 | 0.89 | 0.89 | 0.89 | 0.79 | 0.84 |
VGT | 0.46 | 0.60 | 0.61 | 0.63 | 1.00 | 1.00 | 0.57 | 0.96 | 0.67 | 0.58 | 0.64 | 0.58 | 0.63 | 0.69 | 0.64 | 0.63 | 0.61 | 0.68 | 0.69 | 0.65 | 0.66 | 0.70 | 0.89 | 0.89 | 0.89 | 0.79 | 0.85 |
IJS | 0.59 | 0.55 | 0.55 | 0.55 | 0.56 | 0.57 | 1.00 | 0.59 | 0.69 | 0.97 | 0.98 | 0.71 | 0.66 | 0.93 | 0.67 | 0.82 | 0.69 | 0.67 | 0.68 | 0.87 | 0.86 | 0.69 | 0.73 | 0.73 | 0.73 | 0.84 | 0.77 |
VUG | 0.52 | 0.62 | 0.62 | 0.64 | 0.96 | 0.96 | 0.59 | 1.00 | 0.73 | 0.60 | 0.66 | 0.60 | 0.66 | 0.71 | 0.67 | 0.67 | 0.64 | 0.71 | 0.71 | 0.68 | 0.70 | 0.73 | 0.93 | 0.93 | 0.93 | 0.83 | 0.88 |
VDIGX | 0.64 | 0.56 | 0.55 | 0.56 | 0.67 | 0.67 | 0.69 | 0.73 | 1.00 | 0.69 | 0.71 | 0.67 | 0.66 | 0.71 | 0.69 | 0.89 | 0.70 | 0.73 | 0.68 | 0.84 | 0.88 | 0.74 | 0.86 | 0.86 | 0.86 | 0.82 | 0.83 |
DFFVX | 0.54 | 0.57 | 0.58 | 0.58 | 0.58 | 0.58 | 0.97 | 0.60 | 0.69 | 1.00 | 0.96 | 0.76 | 0.69 | 0.92 | 0.69 | 0.85 | 0.72 | 0.69 | 0.70 | 0.90 | 0.88 | 0.72 | 0.75 | 0.75 | 0.75 | 0.85 | 0.79 |
VIOO | 0.60 | 0.57 | 0.57 | 0.58 | 0.63 | 0.64 | 0.98 | 0.66 | 0.71 | 0.96 | 1.00 | 0.71 | 0.68 | 0.97 | 0.69 | 0.82 | 0.70 | 0.69 | 0.71 | 0.87 | 0.86 | 0.72 | 0.78 | 0.78 | 0.78 | 0.87 | 0.81 |
DFIVX | 0.46 | 0.71 | 0.74 | 0.73 | 0.57 | 0.58 | 0.71 | 0.60 | 0.67 | 0.76 | 0.71 | 1.00 | 0.91 | 0.71 | 0.89 | 0.77 | 0.95 | 0.93 | 0.87 | 0.82 | 0.79 | 0.93 | 0.72 | 0.73 | 0.73 | 0.83 | 0.84 |
DFISX | 0.49 | 0.73 | 0.76 | 0.74 | 0.63 | 0.63 | 0.66 | 0.66 | 0.66 | 0.69 | 0.68 | 0.91 | 1.00 | 0.69 | 0.95 | 0.71 | 0.89 | 0.93 | 0.94 | 0.75 | 0.73 | 0.93 | 0.73 | 0.74 | 0.74 | 0.83 | 0.86 |
SWSSX | 0.60 | 0.60 | 0.59 | 0.61 | 0.69 | 0.69 | 0.93 | 0.71 | 0.71 | 0.92 | 0.97 | 0.71 | 0.69 | 1.00 | 0.70 | 0.80 | 0.70 | 0.72 | 0.73 | 0.85 | 0.85 | 0.74 | 0.81 | 0.81 | 0.81 | 0.89 | 0.84 |
DLS | 0.52 | 0.74 | 0.73 | 0.75 | 0.64 | 0.64 | 0.67 | 0.67 | 0.69 | 0.69 | 0.69 | 0.89 | 0.95 | 0.70 | 1.00 | 0.73 | 0.90 | 0.92 | 0.94 | 0.76 | 0.75 | 0.94 | 0.75 | 0.75 | 0.75 | 0.83 | 0.86 |
VTV | 0.61 | 0.60 | 0.60 | 0.60 | 0.63 | 0.63 | 0.82 | 0.67 | 0.89 | 0.85 | 0.82 | 0.77 | 0.71 | 0.80 | 0.73 | 1.00 | 0.77 | 0.75 | 0.73 | 0.96 | 0.98 | 0.77 | 0.86 | 0.86 | 0.86 | 0.88 | 0.85 |
VYMI | 0.50 | 0.79 | 0.79 | 0.82 | 0.61 | 0.61 | 0.69 | 0.64 | 0.70 | 0.72 | 0.70 | 0.95 | 0.89 | 0.70 | 0.90 | 0.77 | 1.00 | 0.94 | 0.91 | 0.80 | 0.78 | 0.95 | 0.74 | 0.75 | 0.75 | 0.84 | 0.86 |
SWISX | 0.51 | 0.74 | 0.75 | 0.77 | 0.67 | 0.68 | 0.67 | 0.71 | 0.73 | 0.69 | 0.69 | 0.93 | 0.93 | 0.72 | 0.92 | 0.75 | 0.94 | 1.00 | 0.92 | 0.79 | 0.77 | 0.98 | 0.79 | 0.79 | 0.79 | 0.87 | 0.90 |
VSS | 0.52 | 0.84 | 0.82 | 0.84 | 0.69 | 0.69 | 0.68 | 0.71 | 0.68 | 0.70 | 0.71 | 0.87 | 0.94 | 0.73 | 0.94 | 0.73 | 0.91 | 0.92 | 1.00 | 0.76 | 0.76 | 0.95 | 0.77 | 0.78 | 0.78 | 0.85 | 0.89 |
AADEX | 0.56 | 0.63 | 0.64 | 0.64 | 0.65 | 0.65 | 0.87 | 0.68 | 0.84 | 0.90 | 0.87 | 0.82 | 0.75 | 0.85 | 0.76 | 0.96 | 0.80 | 0.79 | 0.76 | 1.00 | 0.97 | 0.80 | 0.86 | 0.86 | 0.86 | 0.91 | 0.87 |
VONV | 0.64 | 0.62 | 0.62 | 0.62 | 0.65 | 0.66 | 0.86 | 0.70 | 0.88 | 0.88 | 0.86 | 0.79 | 0.73 | 0.85 | 0.75 | 0.98 | 0.78 | 0.77 | 0.76 | 0.97 | 1.00 | 0.79 | 0.87 | 0.88 | 0.88 | 0.90 | 0.88 |
VEA | 0.53 | 0.77 | 0.77 | 0.79 | 0.70 | 0.70 | 0.69 | 0.73 | 0.74 | 0.72 | 0.72 | 0.93 | 0.93 | 0.74 | 0.94 | 0.77 | 0.95 | 0.98 | 0.95 | 0.80 | 0.79 | 1.00 | 0.80 | 0.81 | 0.81 | 0.88 | 0.91 |
SWPPX | 0.60 | 0.65 | 0.66 | 0.67 | 0.89 | 0.89 | 0.73 | 0.93 | 0.86 | 0.75 | 0.78 | 0.72 | 0.73 | 0.81 | 0.75 | 0.86 | 0.74 | 0.79 | 0.77 | 0.86 | 0.87 | 0.80 | 1.00 | 0.99 | 0.99 | 0.93 | 0.95 |
IVV | 0.60 | 0.66 | 0.66 | 0.67 | 0.89 | 0.89 | 0.73 | 0.93 | 0.86 | 0.75 | 0.78 | 0.73 | 0.74 | 0.81 | 0.75 | 0.86 | 0.75 | 0.79 | 0.78 | 0.86 | 0.88 | 0.81 | 0.99 | 1.00 | 1.00 | 0.93 | 0.95 |
VOO | 0.60 | 0.66 | 0.66 | 0.67 | 0.89 | 0.89 | 0.73 | 0.93 | 0.86 | 0.75 | 0.78 | 0.73 | 0.74 | 0.81 | 0.75 | 0.86 | 0.75 | 0.79 | 0.78 | 0.86 | 0.88 | 0.81 | 0.99 | 1.00 | 1.00 | 0.93 | 0.95 |
SWEGX | 0.62 | 0.71 | 0.72 | 0.73 | 0.79 | 0.79 | 0.84 | 0.83 | 0.82 | 0.85 | 0.87 | 0.83 | 0.83 | 0.89 | 0.83 | 0.88 | 0.84 | 0.87 | 0.85 | 0.91 | 0.90 | 0.88 | 0.93 | 0.93 | 0.93 | 1.00 | 0.96 |
VFIFX | 0.60 | 0.75 | 0.78 | 0.78 | 0.84 | 0.85 | 0.77 | 0.88 | 0.83 | 0.79 | 0.81 | 0.84 | 0.86 | 0.84 | 0.86 | 0.85 | 0.86 | 0.90 | 0.89 | 0.87 | 0.88 | 0.91 | 0.95 | 0.95 | 0.95 | 0.96 | 1.00 |