The FundAdvice Ultimate Buy&Hold Portfolio is exposed for 60% on the Stock Market.
In the last 10 years, it obtained a 8.46% compound annual return, with a 8.17% standard deviation (*).
(*) Last Update: April 2019
The FundAdvice Ultimate Buy&Hold Portfolio has the following asset allocation:
The FundAdvice Ultimate Buy&Hold Portfolio can be replicated with the following ETFs:
Capital growth, returns, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at each January 1st).
Last Update: April 2019.
Capital Growth and Historical Returns
An investment of 1000$, since January 2001, now would be worth 3589.06$, with a total return of 258.91% (7.22% annualized).
Portofolio Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.
In particular, it has been used:
DLS - WisdomTree International SmallCp Div: simulated historical serie, up to December 2006
VTV - Vanguard Value: simulated historical serie, up to December 2004
VEA - Vanguard FTSE Developed Markets: simulated historical serie, up to December 2007
EFV - iShares MSCI EAFE Value: simulated historical serie, up to December 2005
VWO - Vanguard FTSE Emerging Markets: simulated historical serie, up to December 2005
VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004
VV - Vanguard Large-Cap: simulated historical serie, up to December 2004
IEI - iShares 3-7 Year Treasury Bond: simulated historical serie, up to December 2007
SHY - iShares 1-3 Year Treasury Bond: simulated historical serie, up to December 2002
TIP - iShares TIPS Bond: simulated historical serie, up to December 2003
| Range | Returns Apr 2019 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+1.77%
|
0.00%
|
1 - 0 | |
|
YTD
|
+9.56%
|
0.00%
|
4 - 0 | |
|
1Y
|
+3.05%
|
8.97%
|
-8.08%
Sep 2018 - Dec 2018
|
8 - 4 |
|
3Y
|
+6.77%
annualized
|
6.16%
|
-8.57%
Feb 2018 - Dec 2018
|
29 - 7 |
|
5Y
|
+4.72%
annualized
|
6.56%
|
-8.57%
Feb 2018 - Dec 2018
|
42 - 18 |
|
10Y
|
+8.46%
annualized
|
8.17%
|
-11.44%
May 2011 - Sep 2011
|
82 - 38 |
|
MAX
Dec 2000
|
+7.22%
annualized
|
9.15%
|
-34.27%
Nov 2007 - Feb 2009
|
148 - 72 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns
FundAdvice Ultimate Buy&Hold Portfolio: annualized rolling and average returns
| Return (*) | |||
|---|---|---|---|
| Rolling Period | Average | Best | Worst |
| 1 Year |
+8.00% |
+39.39% Mar 2009 - Feb 2010 |
-29.52% Mar 2008 - Feb 2009 |
| 2 Years |
+8.05% |
+27.43% Mar 2009 - Feb 2011 |
-15.13% Mar 2007 - Feb 2009 |
| 3 Years |
+8.01% |
+21.08% Apr 2003 - Mar 2006 |
-6.58% Mar 2006 - Feb 2009 |
| 5 Years |
+7.65% |
+16.66% Nov 2002 - Oct 2007 |
+0.74% Mar 2004 - Feb 2009 |
| 7 Years |
+7.17% |
+10.89% Apr 2003 - Mar 2010 |
+4.53% Nov 2007 - Oct 2014 |
| 10 Years |
+7.23% |
+10.07% Apr 2003 - Mar 2013 |
+4.85% Jun 2007 - May 2017 |
| 15 Years |
+7.75% |
+8.96% Feb 2003 - Jan 2018 |
+6.41% Jan 2004 - Dec 2018 |
* Annualized rolling and average returns over full calendar month periods
Yearly Returns - Monthly Returns Heatmap
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2019 |
+9.56% | 5.6 | 1.4 | 0.6 | 1.8 | ||||||||
| 2018 |
-6.82% | 1.9 | -3.1 | 0.2 | 0.1 | 0.7 | -0.4 | 1.5 | 0.5 | -0.6 | -4.7 | 1.4 | -4.2 |
| 2017 |
+13.19% | 1.5 | 1.4 | 0.6 | 1.2 | 0.7 | 0.8 | 1.8 | 0.1 | 1.7 | 0.8 | 1.0 | 1.0 |
| 2016 |
+8.45% | -2.7 | -0.1 | 5.2 | 0.7 | 0.2 | 0.5 | 2.9 | -0.0 | 0.8 | -1.6 | 0.9 | 1.6 |
| 2015 |
-0.58% | 0.3 | 2.6 | -0.2 | 1.1 | 0.0 | -1.5 | 0.3 | -3.9 | -1.5 | 3.6 | -0.0 | -1.3 |
| 2014 |
+3.34% | -1.5 | 3.0 | 0.4 | 0.4 | 1.3 | 1.2 | -1.3 | 1.7 | -3.3 | 2.1 | 0.2 | -0.7 |
| 2013 |
+13.39% | 2.5 | 0.3 | 1.5 | 2.2 | -1.3 | -1.9 | 3.2 | -1.9 | 4.3 | 2.6 | 0.6 | 0.8 |
| 2012 |
+12.21% | 4.3 | 1.9 | 0.9 | -0.5 | -4.9 | 2.9 | 0.4 | 1.7 | 1.7 | -0.2 | 1.0 | 2.6 |
| 2011 |
-0.57% | 0.9 | 1.9 | 0.2 | 3.0 | -0.8 | -1.0 | -0.4 | -3.7 | -5.9 | 6.3 | -0.6 | 0.1 |
| 2010 |
+12.90% | -1.7 | 1.4 | 4.1 | 1.7 | -5.4 | -1.8 | 5.3 | -2.0 | 5.7 | 2.7 | -1.5 | 4.4 |
| 2009 |
+20.34% | -7.7 | -6.8 | 5.6 | 8.1 | 5.4 | -0.5 | 6.0 | 3.5 | 3.7 | -2.0 | 3.4 | 1.3 |
| 2008 |
-20.28% | -2.3 | -0.4 | 0.6 | 1.9 | 0.6 | -5.3 | -0.5 | 0.1 | -5.1 | -12.1 | -3.5 | 4.6 |
| 2007 |
+6.54% | 1.3 | 0.2 | 1.4 | 2.2 | 1.6 | -1.0 | -1.2 | 0.8 | 2.5 | 3.0 | -2.7 | -1.5 |
| 2006 |
+16.14% | 4.1 | 0.0 | 1.9 | 1.6 | -2.9 | 0.2 | 0.7 | 2.0 | 1.0 | 3.0 | 2.7 | 1.0 |
| 2005 |
+9.61% | -0.9 | 2.2 | -1.5 | -0.7 | 1.7 | 1.7 | 2.3 | 1.0 | 1.3 | -2.1 | 2.4 | 2.1 |
| 2004 |
+16.21% | 2.2 | 2.0 | 1.4 | -4.0 | 0.7 | 2.2 | -1.6 | 1.8 | 1.7 | 2.0 | 4.1 | 2.9 |
| 2003 |
+28.61% | -1.4 | -0.3 | -0.5 | 5.2 | 5.6 | 2.0 | 1.4 | 2.5 | 1.9 | 4.0 | 1.4 | 4.0 |
| 2002 |
-0.14% | -0.3 | 1.0 | 2.8 | 1.5 | 1.0 | -1.8 | -4.6 | 1.1 | -3.7 | 0.9 | 2.3 | -0.1 |
| 2001 |
+0.49% | 2.9 | -2.3 | -2.8 | 3.8 | 0.6 | -0.2 | -0.4 | -0.1 | -5.6 | 2.1 | 1.9 | 1.0 |