The FundAdvice Ultimate Buy&Hold Portfolio is exposed for 60% on the Stock Market.

In the last 10 years, it obtained a 7.97% compound annual return, with a 8.17% standard deviation (*).

(*) Last Update: June 2019

The FundAdvice Ultimate Buy&Hold Portfolio has the following asset allocation:

60% Stocks
40% Fixed Income
0% Commodities

The FundAdvice Ultimate Buy&Hold Portfolio can be replicated with the following ETFs:

Weight ETF: Ticker - Name Investment Themes
12.00 % DLS -
WisdomTree International SmallCp Div
Equity, Developed Markets
6.00 % IJS -
iShares S&P Small-Cap 600 Value
Equity, U.S., Micro Cap
6.00 % IJR -
iShares Core S&P Small-Cap
Equity, U.S., Small Cap
6.00 % VTV -
Vanguard Value
Equity, U.S., Large Cap
6.00 % VEA -
Vanguard FTSE Developed Markets
Equity, EAFE, Large Cap
6.00 % EFV -
iShares MSCI EAFE Value
Equity, EAFE, Large Cap, Value
6.00 % VWO -
Vanguard FTSE Emerging Markets
Equity, Emerging Markets, Large Cap
6.00 % VNQ -
Vanguard Real Estate
Real Estate, U.S.
6.00 % VV -
Vanguard Large-Cap
Equity, U.S., Large Cap
20.00 % IEI -
iShares 3-7 Year Treasury Bond
Bond, U.S., Intermediate-Term
12.00 % SHY -
iShares 1-3 Year Treasury Bond
Bond, U.S., Short Term
8.00 % TIP -
iShares TIPS Bond
Bond, U.S., All-Term

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: June 2019.

Capital Growth and Historical Returns

An investment of 1000$, since January 2001, now would be worth 3598.34$, with a total return of 259.83% (7.17% annualized).

Capital Growth:

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

Swipe left to see all data
Range Returns
Jun 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.57%
0.00%
1 - 0
YTD
+9.84%
-3.20%
May 2019 - May 2019
5 - 1
1Y
+2.93%
10.14%
-8.08%
Sep 2018 - Dec 2018
8 - 4
3Y
+6.60%
annualized
6.75%
-8.57%
Feb 2018 - Dec 2018
28 - 8
5Y
+4.25%
annualized
6.88%
-8.57%
Feb 2018 - Dec 2018
41 - 19
10Y
+7.97%
annualized
8.17%
-11.44%
May 2011 - Sep 2011
82 - 38
MAX
Dec 2000
+7.17%
annualized
9.17%
-34.27%
Nov 2007 - Feb 2009
149 - 73

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

FundAdvice Ultimate Buy&Hold Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*)
Rolling Period Average Best Worst
1 Year
+7.93% +39.39%
Mar 2009 - Feb 2010
-29.52%
Mar 2008 - Feb 2009
2 Years
+8.01% +27.43%
Mar 2009 - Feb 2011
-15.13%
Mar 2007 - Feb 2009
3 Years
+7.99% +21.08%
Apr 2003 - Mar 2006
-6.58%
Mar 2006 - Feb 2009
5 Years
+7.60% +16.66%
Nov 2002 - Oct 2007
+0.74%
Mar 2004 - Feb 2009
7 Years
+7.16% +10.89%
Apr 2003 - Mar 2010
+4.53%
Nov 2007 - Oct 2014
10 Years
+7.24% +10.07%
Apr 2003 - Mar 2013
+4.85%
Jun 2007 - May 2017
15 Years
+7.71% +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

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+9.84% 5.6 1.4 0.6 1.8 -3.2 3.6
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