Performance

Four Fund Types (Ramsey-style) +10.49%

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RETURNS	1D	YTD	1Y	5Y Ann.	Max DD	Sharpe	Div. Yield
Four Fund Types (Ramsey-style)	-0.44%	+9.99%	+10.49%	+9.28%	-9.72%	0.46	1.28%

VOO	-0.53%	+12.15%	+12.16%	+11.79%	-8.90%	0.63	1.06%
VUG	-0.47%	+7.41%	+4.92%	+10.80%	-16.53%	0.11	0.40%
VB	-0.50%	+10.89%	+11.90%	+5.35%	-8.98%	0.52	1.27%
VXUS	-0.24%	+8.62%	+12.11%	+7.91%	-11.27%	0.50	2.41%

Summary

Four Fund Types (Ramsey-style) at a glance

Four Fund Types (Ramsey-style) returned +10.49% over the past year and +9.28% a year over five years. Its worst drop in that year was -9.72%, smaller than 33% of portfolios on Redstone, and its Sharpe ratio of 0.46 beats 51% of portfolios on Redstone. It yields 1.28%.

Ranking

How Four Fund Types (Ramsey-style) ranks

1Y Return Rank

5Y Return Rank

Sharpe Ratio Rank

Max Drawdown Rank

Volatility Rank

Dividend Yield Rank

Current Drawdown

-4.36%

Rolling Volatility

+0.70%

METRICS

Correlation Matrix

	VB	VOO	VUG	VXUS
VB	1.00	0.83	0.69	0.78
VOO	0.83	1.00	0.95	0.83
VUG	0.69	0.95	1.00	0.75
VXUS	0.78	0.83	0.75	1.00

Actions

Portfolio

Allocation

4 Assets

VOO

VUG

VXUS

Metrics

Risk Indicators

Alpha-2.16%

Beta1.12x

Sharpe0.46

Sortino0.66

Omega1.08

Calmar1.08

Martin2.62

Portfolios

Four Fund Types (Ramsey-style): returns, risk and holdings

Four Fund Types (Ramsey-style) at a glance

How Four Fund Types (Ramsey-style) ranks

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