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Vanguard ETFs
Vanguard ETFs Asset Allocation Composite Moderate
Vanguard ETFs Asset Allocation Composite Moderate
live (public) 0.06% May 01
Delayed
Holdings (As of 10/31/2025)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | VCIT (Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares) | 0.13% | VCIT (Vanguard Interm-Tm Corp Bd Idx ETF) | 38.59% |
| US Equity | VUG (Vanguard Growth Index Fund ETF Shares) | 0.51% | VUG (Vanguard Growth ETF) | 10.81% |
| US Equity | MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) | 0.28% | MGK (Vanguard Mega Cap 300 Gr Index ETF) | 10.97% |
| Real Estate | VNQI (Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares) | 0.59% | Vanguard Global ex-US Real Estate ETF | 9.69% |
| Emerging Market Equity | VWO (Vanguard FTSE Emerging Markets Index Fund ETF Shares) | 0.40% | VWO (Vanguard Emerging Markets Stock ETF) | 9.91% |
| International Equity | VPL (Vanguard FTSE Pacific Index Fund ETF Shares) | 0.32% | VPL (Vanguard Pacific Stock ETF) | 10.25% |
| International Equity | VT (Vanguard Total World Stock Index Fund ETF Shares) | 0.18% | VT (Vanguard Total World Stock Index ETF) | 9.78% |
* Day change on 10/31/2025.
Previous
Beta
Performance (As of 05/01/2026)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Vanguard ETFs Asset Allocation Composite Moderate | 5.8% | 20.3% | 12.0% | 4.8% | 7.3% | 6.8% |
| VFINX (Vanguard (S&P 500) Index) | 10.1% | 26.8% | 20.7% | 13.5% | 15.5% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.6% | 17.9% | 13.8% | 7.5% | 9.7% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 5.8 | 20.3 | 12.0 | 4.8 | 7.3 | 6.8 | 7.0 | 6.9 | 14.5 | 6.4 | 5.6 | -11.8 | 8.5 | 11.2 | 19.3 | -2.4 | 12.6 | 7.3 | -3.0 | 6.7 | 10.8 | 14.1 | 4.3 | 16.5 | 18.9 | -9.2 | 1.9 | 12.3 | 5.9 | 9.4 | 16.1 | -3.4 | 4.7 |
| Sharpe Ratio | NA | 0.37 | 1.99 | 0.91 | 0.19 | 0.63 | NA | NA | 0.66 | 1.24 | 0.33 | 0.23 | -1.54 | 0.94 | 1.07 | 2.76 | -0.43 | 2.53 | 1.09 | -0.42 | 1.03 | 1.35 | 1.98 | 0.3 | 1.58 | 1.54 | -1.1 | -0.11 | 1.24 | 0.55 | 1.17 | 2.19 | -0.92 | 1.27 |
| Draw Down(%) | NA | 7.2 | 7.2 | 10.5 | 18.3 | 18.3 | NA | NA | 20.9 | 8.9 | 4.6 | 8.3 | 12.5 | 4.4 | 16.2 | 2.8 | 9.9 | 1.7 | 4.5 | 9.9 | 3.9 | 8.1 | 5.1 | 11.9 | 7.3 | 7.8 | 13.3 | 7.2 | 6.4 | 4.2 | 6.1 | 2.7 | 6.8 | 0.8 |
| Standard Deviation(%) | NA | 11.1 | 8.6 | 9.0 | 8.8 | 8.4 | NA | NA | 8.5 | 9.3 | 8.4 | 8.5 | 8.6 | 9.0 | 10.2 | 6.5 | 8.9 | 4.7 | 6.4 | 7.3 | 6.5 | 8.0 | 7.1 | 14.2 | 10.4 | 12.2 | 9.2 | 11.3 | 7.2 | 6.7 | 7.2 | 7.0 | 4.9 | 1.8 |
| Treynor Ratio | NA | 0.06 | 0.29 | 0.16 | 0.04 | 0.15 | NA | NA | 0.16 | 0.26 | 0.05 | 0.04 | -0.51 | 0.14 | 0.53 | 0.4 | -0.08 | 0.21 | 0.2 | -0.08 | 0.13 | 0.16 | 0.27 | 0.07 | 0.37 | 0.54 | -0.5 | -0.02 | 0.14 | 0.06 | 0.14 | 0.44 | -0.24 | 0.68 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.01 | 0.02 | -0.03 | -0.03 | -0.03 | -0.03 | 0.03 | 0.02 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | -0.03 | 0.03 | 0.01 | 0.04 | 0.04 | -0.01 | -0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 |
| Beta | NA | 0.65 | 0.58 | 0.53 | 0.42 | 0.36 | NA | NA | 0.34 | 0.45 | 0.58 | 0.54 | 0.26 | 0.61 | 0.21 | 0.45 | 0.5 | 0.57 | 0.35 | 0.38 | 0.52 | 0.66 | 0.52 | 0.59 | 0.44 | 0.35 | 0.2 | 0.67 | 0.65 | 0.61 | 0.61 | 0.35 | 0.19 | 0.03 |
| RSquared | NA | 0.67 | 0.71 | 0.75 | 0.64 | 0.59 | NA | NA | 0.6 | 0.81 | 0.76 | 0.69 | 0.53 | 0.78 | 0.49 | 0.76 | 0.9 | 0.66 | 0.5 | 0.64 | 0.81 | 0.83 | 0.89 | 0.92 | 0.6 | 0.61 | 0.82 | 0.89 | 0.82 | 0.89 | 0.88 | 0.73 | 0.98 | 0.16 |
| Sortino Ratio | NA | 0.54 | 2.97 | 1.3 | 0.27 | 0.87 | NA | NA | 0.92 | 1.78 | 0.45 | 0.33 | -1.93 | 1.32 | 1.37 | 4.07 | -0.55 | 3.9 | 1.51 | -0.55 | 1.45 | 1.89 | 3.09 | 0.4 | 2.28 | 2.29 | -1.46 | -0.15 | 1.87 | 0.78 | 1.67 | 3.39 | -1.31 | 2.0 |
| Yield(%) | N/A | 0.7 | 4.3 | 3.8 | 3.0 | 4.0 | 4.5 | 5.7 | 2.54 | 4.3 | 2.6 | 3.3 | 2.2 | 3.2 | 2.2 | 2.6 | 2.6 | 3.0 | 2.8 | 1.6 | 2.6 | 2.2 | 4.8 | 3.2 | 3.5 | 3.3 | 1.2 | 2.5 | 3.1 | 1.8 | 1.3 | 1.2 | 1.1 | 2.3 |
| Dividend Growth(%) | N/A | -81.5 | 59.9 | 33.4 | 55.9 | 105.6 | N/A | N/A | N/A | 75.0 | -18.3 | 36.2 | -26.1 | 58.6 | 0.6 | -2.3 | -1.2 | 17.0 | 65.4 | -34.0 | 30.2 | -47.6 | 55.2 | 6.3 | 28.2 | 158.5 | -52.5 | -9.1 | 84.3 | 48.0 | 27.1 | 1.8 | -48.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to Vanguard ETFs
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