- Portfolio Overview
- Asset Allocation and ETFs
- Performance
- Calculators
- Rolling Returns
- Drawdowns
Asset Allocation
| Symbol | Category/Sector | Target Weight |
|---|---|---|
|
VTI Vanguard Total Stock Market ETF |
US Equity | 20% |
|
EFA iShares MSCI EAFE ETF |
International Equity | 10% |
|
IWR iShares Russell Midcap ETF |
US Equity | 30% |
|
ICF iShares Cohen & Steers REIT ETF |
Real Estate | 10% |
|
AGG iShares Core U.S. Aggregate Bond ETF |
Fixed Income | 30% |
Historical Performance
FolioInvesting Long Term Moderate ETF Folio Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FolioInvesting Long Term Moderate ETF Folio | NA | 26.49% | 1.81% | 5.82% | 3.23% | 6.26% | NA | … | … |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | 37.82% | 8.86% | 15.20% | 12.89% | 14.04% | 10.46% | … | … |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | FolioInvestin…ETF Folio | -1.18 | 26.49 | 1.81 | 5.82 | 3.23 | 6.26 | NA | … | … | NA | 0.12 | 9.99 | 14.64 | -17.02 | 15.31 | 6.77 | 20.61 | -26.30 | 11.72 | 6.90 | -1.06 | 10.33 | 16.61 | 11.89 | 2.35 | 17.04 | 24.83 | -27.23 | 3.30 | 14.87 | 4.13 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | -1.79 | 37.82 | 8.86 | 15.20 | 12.89 | 14.04 | 10.46 | … | … | NA | 17.72 | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| Sharpe Ratio | FolioInvestin…ETF Folio | NA | 0.47 | -0.14 | 0.17 | 0.09 | NA | NA | … | … | NA | 0.01 | 0.37 | 0.96 | -1.04 | 1.63 | 0.26 | 2.49 | -1.02 | 2.33 | 0.69 | -0.11 | 1.38 | 1.91 | 1.29 | 0.13 | 1.19 | 1.07 | -0.97 | 0.03 | 1.45 | 0.43 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 1.89 | 1.22 | 0.63 | 0.75 | NA | NA | … | … | 1.30 | 0.80 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| Standard Deviation(%) | FolioInvestin…ETF Folio | NA | 9.05 | 13.04 | 15.65 | 14.93 | NA | NA | … | … | NA | 8.33 | 9.13 | 10.77 | 17.66 | 9.38 | 24.98 | 7.73 | 26.94 | 4.76 | 9.72 | 10.08 | 7.48 | 8.66 | 9.17 | 17.41 | 14.27 | 23.18 | 28.89 | 11.48 | 8.02 | 8.20 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 12.22 | 14.87 | 16.92 | 18.13 | NA | NA | … | … | 13.93 | 18.66 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| Draw Down(%) | FolioInvestin…ETF Folio | NA | 5.35 | 21.70 | 27.05 | 35.21 | NA | NA | … | … | NA | 0.63 | 5.35 | 10.47 | 23.01 | 4.53 | 27.05 | 3.40 | 31.01 | 2.01 | 7.78 | 8.86 | 5.39 | 6.87 | 6.78 | 14.89 | 10.27 | 22.43 | 40.21 | 7.77 | 6.43 | 1.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 8.92 | 18.76 | 24.59 | 33.83 | NA | NA | … | … | 8.92 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| Yield(%) | FolioInvestin…ETF Folio | NA | 2.51 | 1.75 | 1.37 | 1.17 | NA | NA | … | … | NA | NA | 0.57 | 2.33 | 1.58 | 0.85 | 0.89 | 0.87 | 0.41 | 0.49 | 1.42 | 0.98 | 1.93 | 1.37 | 1.53 | 2.45 | 2.65 | 3.05 | 2.14 | 2.50 | 2.71 | 0.79 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | 0.00 | 1.18 | 1.60 | 1.52 | 2.78 | 3.91 | 3.46 | … | … | 0.27 | 1.20 | 1.41 | 1.69 | 1.26 | 1.48 | 2.12 | 2.28 | 1.81 | 2.00 | 2.14 | 1.97 | 1.96 | 2.19 | 2.30 | 1.92 | 1.88 | 2.45 | 1.88 | 1.91 | 1.83 | 1.79 | 1.91 | 1.71 | 1.28 | 1.08 | 0.97 | 2.11 | 1.93 | 2.77 | 2.64 | 3.14 | 3.13 | 3.83 | 3.10 | 5.86 | 3.71 | 4.46 | 4.31 | 2.79 | 3.90 | 4.71 | 4.49 | 5.04 | 5.34 | 4.64 | 5.79 | 0.00 |
Data as of 10/31/2024, Common starting date is 10/07/2005
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FolioInvesting Long Term Moderate ETF Folio Historical Return Chart
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Rolling Returns
From 10/07/2005 to 01/08/2025, the worst annualized return of 3-year rolling returns for FolioInvesting Long Term Moderate ETF Folio is
-11.04%.
From 10/07/2005 to 01/08/2025, the worst annualized return of 5-year rolling returns for FolioInvesting Long Term Moderate ETF Folio is
-3.07%.
From 10/07/2005 to 01/08/2025, the worst annualized return of 10-year rolling returns for FolioInvesting Long Term Moderate ETF Folio is
1.85%.
Maximum Drawdown
FolioInvesting Long Term Moderate ETF Folio Maximum Drawdown