Minimum Volatility Challenge

See what adding minimum volatility can do for your portfolio

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Then click Next to add Minimum Volatility Indexes and see the results.

    Hypothetical portfolio comprised of index data. Not an actual investment product for sale. Indexes are unmanaged and used for illustrative purposes only and are not intended to be indicative of any fund's performance. It is not possible to invest directly in an index.

    Add Minimum Volatility Indexes

    Seeking market returns with less risk

    0 10
    0 10
    U.S. Stocks (40%)
    S&P 500 Index
    MSCI USA Minimum Volatility Index
    International Stocks (20%)
    MSCI EAFE Index
    MSCI EAFE Minimum Volatility Index
    Emerging Markets Stocks (10%)
    MSCI EM Index
    MSCI EM Minimum Volatility Index
    Fixed Income (30%)
    Barclays U.S. Aggregate Bond Index
    Related iShares ETF USMV EFAV EEMV
    Hypothetical portfolio comprised of index data. Not an actual investment product for sale. Indexes are unmanaged and used for illustrative purposes only and are not intended to be indicative of any fund's performance. It is not possible to invest directly in an index.*Annualized risk decrease is calculated by taking "Annualized Risk" from the minimum volatility portfolio subtracting "Annualized Risk" from the base portfolio and dividing by "Annualized Risk" of the base portfolio.
    View Chart popout
    Index data from
    to Apr 2017
    Return Return is the (geometric) average percentage increase in the value of a portfolio experienced each year over the time period analyzed. Risk Risk measures the historical volatility of a portfolio's return. Higher standard deviations means more extreme ups and downs in the value of a portfolio over time. Maximum Drawdown Maximum drawdown refers to the largest percentage decline from a peak to a subsequent trough value over the time period analyzed. Upside Capture Upside capture measures the portion of benchmark return captured by a fund during positive months for the benchmark. An upside capture ratio of 90% indicates that the fund has captured 90% of benchmark returns during its positive months. Downside Capture Downside capture refers to the portion of benchmark return captured by a fund during negative months for the benchmark. A downside capture ratio of less than 100% indicates that the fund has lost less than its benchmark during its negative months.
    Since Inception
    Three-Year View
    One-Year View
    As of 4/30/17   YTD 1 Year 3 Year Since 12/1/09*
    As of 4/30/17   YTD 1 Year 3 Year Since 12/1/09*
    Fund Name   Fund Inception Date Net Expense Ratio* NAV Market Price NAV Market Price NAV Market Price NAV Market Price