HomePortfoliosTEST TECH USA

TEST TECH USA

VGT

Created byuser-lnjgx6
None Rebalancing
USD
High Risk
22.2yr backtest

Performance Summary

Total Return+1953.52%
Annualized Return+14.56%
Volatility+22.69%
Sharpe Ratio0.55
Max Drawdown+54.63%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Invest in the US tech sector with this focused ETF portfolio built around the Vanguard Information Technology Index Fund (VGT).
AssetTypeAllocationTER
VGT.US
Vanguard Information Technology Index Fund ETF Shares • US92204A7028
ETF
100.0%0.1%
Total100.0%0.10%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $205,352.07
Histogram of Monthly Returns
The portfolio had a positive return during 164 of the 268 months (61%)
Monthly Returns Heatmap
Best month: +19.4% • Worst month: -17.9% • Best year: 2009 (+61.9%) • Worst year: 2008 (-42.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.8%-2.8%-4.0%+19.4%--------+10.6%
2025-0.8%-2.9%-9.3%+1.3%+10.4%+9.5%+4.1%+0.9%+7.2%+6.2%-5.2%+0.3%+21.8%
2024+2.1%+4.8%+1.5%-5.7%+8.1%+7.8%-1.4%+1.1%+2.2%-0.6%+6.9%+0.1%+29.3%
2023+9.7%+0.5%+9.7%-0.3%+8.5%+6.1%+3.0%-2.2%-6.7%-1.5%+13.3%+4.9%+52.7%
2022-7.8%-4.3%+3.3%-11.8%-1.7%-9.4%+13.4%-5.7%-12.0%+7.7%+5.4%-8.0%-29.7%
2021-0.7%+1.5%+0.7%+5.1%-1.2%+7.3%+3.4%+3.5%-5.9%+8.4%+3.1%+2.5%+30.4%
2020+3.8%-7.3%-9.7%+14.2%+7.9%+7.0%+5.9%+11.1%-4.9%-4.3%+12.5%+5.7%+46.0%
2019+8.0%+7.3%+4.1%+6.4%-8.9%+8.8%+3.5%-2.2%+0.9%+4.2%+5.6%+4.0%+48.6%
2018+7.5%+0.1%-3.4%-0.0%+7.0%-0.9%+2.9%+8.9%+0.2%-8.5%-1.5%-8.3%+2.5%
2017+4.3%+4.9%+2.3%+2.3%+4.4%-2.8%+4.4%+3.1%+0.5%+7.7%+1.1%+0.1%+37.1%
2016-5.9%-1.0%+8.9%-4.7%+5.3%-2.3%+7.6%+2.3%+2.5%-0.5%+0.5%+1.3%+13.8%
2015-3.5%+8.3%-2.5%+1.3%+2.5%-3.9%+2.3%-5.8%-1.3%+10.5%+1.2%-2.8%+5.1%
2014-2.4%+4.9%-0.2%-0.9%+3.4%+3.1%+0.5%+4.3%-1.3%+1.9%+5.0%-1.4%+18.0%
2013+2.2%+0.5%+2.7%+0.5%+4.2%-3.2%+5.5%-0.4%+3.9%+3.7%+3.6%+4.5%+30.9%
2012+7.9%+7.0%+4.7%-2.0%-8.2%+3.0%+0.5%+5.1%+1.1%-6.5%+1.6%+0.3%+14.0%
2011+3.9%+2.4%-1.9%+3.0%-1.8%-2.5%-0.1%-6.4%-4.1%+12.3%-2.0%-1.0%+0.6%
2010-8.2%+4.5%+6.7%+2.2%-8.0%-6.4%+7.2%-6.9%+12.7%+6.4%-0.9%+5.6%+12.8%
2009-3.4%-4.1%+11.6%+12.9%+2.6%+4.3%+9.3%+2.5%+4.6%-1.2%+5.2%+6.2%+61.9%
2008-13.2%-2.9%+0.4%+7.2%+6.4%-9.0%-1.3%+2.6%-13.2%-17.9%-11.6%+2.2%-42.8%
2007+1.5%-2.2%+0.4%+5.0%+4.2%+0.6%-1.3%+2.9%+3.6%+6.8%-8.0%+1.3%+14.8%
2006+4.2%-1.1%+2.4%-0.8%-7.4%-1.1%-4.1%+7.6%+3.7%+4.0%+3.5%-1.0%+9.1%
2005-4.7%+0.6%-2.3%-4.5%+8.7%-1.6%+5.9%-0.6%+0.7%-2.0%+7.0%-2.0%+4.2%
2004+0.0%-3.7%-2.6%-5.4%+4.9%+2.0%-8.5%-4.6%+2.6%+5.3%+5.7%+1.3%-4.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +54.63% • The longest drawdown period lasted for 3 years and 2 months and was between November 2007 and January 2011. It reached a trough of -54.6%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (100.0% of total allocation)

Total Dividends Received

$7,842.38

54 payments

Dividend Yield

0.77%

(annualized)

Avg Per Payment

$145.23

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026$22.91
2025$748.99
2024$907.63
2023$757.74
2022$699.76
2021$698.14
2020$689.37
2019$636.03
2018$497.64
2017$371.22
2016$359.25
2015$307.96
2014$256.24
2013$204.40
2012$178.20
2011$102.93
2010$76.38
2009$52.51
2008$67.80
2007$36.29
2006$46.92
2005$124.08
Total$7,842.38

Detailed Metrics

Returns
Total Return
+1953.52%
Annualized Return
+14.56%
Avg Monthly Return
+1.29%
Risk
Volatility (Annual)
+22.69%
Max Drawdown
+54.63%
Positive Months
61%
Average Drawdown
-9.0%
Risk-Adjusted
Sharpe Ratio
0.55
Risk-free rate: 2.0%
Sortino Ratio
0.52
Downside risk adjusted
Return/Volatility
0.64
Calmar Ratio
0.27
Return/Max Drawdown
Ulcer Index
12.71
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$205,352.07
Backtest Period
2004-01-30 to 2026-04-24
22.2 years
Rebalancing
none
Base Currency
USD