- Portfolio Overview
- Asset Allocation and ETFs
- Performance
- Calculators
- Rolling Returns
- Drawdowns
Portfolio Overview
Buy and Hold (Annually Rebalance)
MMC MMC 25%
AON AON 25%
AJG AJG 25%
BRO BRO 25%
Simulated from 6/20/1984
Asset Allocation
| Symbol | Category/Sector | Target Weight |
|---|---|---|
|
MMC Marsh & McLennan Companies, Inc. |
EQUITY | 25% |
|
AON Aon PLC |
EQUITY | 25% |
|
AJG Arthur J. Gallagher & Co. |
EQUITY | 25% |
|
BRO Brown & Brown, Inc. |
EQUITY | 25% |
Historical Performance
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/16/1994.
AR inception is since 12/16/1994.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Insurance Brokers Equal Weight | 5.62% | 24.96% | 14.01% | 24.49% | 19.55% | 18.91% | 15.46% | 15.87% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | -5.72% | 10.78% | 10.28% | 15.64% | 11.99% | 12.63% | 10.12% | 10.61% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | 0.45% | 9.37% | 5.99% | 7.75% | 5.66% | 6.51% | 5.96% | 7.44% |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | Insurance Bro...al Weight | -0.27 | 24.96 | 14.01 | 24.49 | 19.55 | 18.91 | 15.46 | 15.87 | 5.62 | 28.56 | 14.81 | -2.67 | 45.67 | 15.58 | 40.98 | 9.57 | 21.57 | 30.36 | -3.45 | 11.75 | 40.44 | 13.64 | 9.98 | 30.15 | -9.73 | -1.24 | -2.05 | -1.34 | 22.23 | 1.38 | 12.08 | -12.55 | 49.05 | 25.03 | 32.58 | 3.00 | 42.53 | 8.59 | 25.79 | 2.06 | 3.76 | 29.87 | 30.45 | -14.84 | 48.80 | 11.55 | -26.48 | 22.86 | 67.98 | 43.68 | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | 7.12 | 10.78 | 10.28 | 15.64 | 11.99 | 12.63 | 10.12 | 10.61 | -5.72 | 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 | |
| VSMGX (VANGUA...R SHARES) | 3.69 | 9.37 | 5.99 | 7.75 | 5.66 | 6.51 | 5.96 | 7.44 | 0.45 | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | Insurance Bro...al Weight | NA | 1.03 | 0.49 | 1.13 | 0.90 | NA | NA | 0.69 | 0.20 | 1.54 | 0.61 | -0.15 | 2.75 | 0.43 | 2.56 | 0.52 | 2.03 | 2.05 | -0.23 | 0.88 | 3.11 | 1.05 | 0.39 | 1.76 | -0.34 | -0.06 | -0.30 | -0.31 | 1.29 | 0.02 | 0.55 | -0.46 | 1.45 | 0.67 | 1.55 | -0.01 | 2.42 | 0.45 | 1.99 | -0.07 | 0.11 | 1.70 | 1.34 | -1.08 | 3.67 | 0.59 | -1.43 | 1.22 | 4.88 | 3.04 | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 0.23 | 0.32 | 0.74 | 0.56 | NA | NA | 0.44 | -0.70 | 1.44 | 1.69 | -0.81 | 2.17 | 0.53 | 2.40 | -0.34 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.15 | 1.24 | 0.25 | 0.88 | 1.63 | -0.90 | -0.68 | -0.59 | 0.98 | 1.24 | 1.62 | 1.63 | 4.33 | -0.18 | 0.91 | 0.58 | 1.92 | -0.53 | 1.73 | 0.60 | 0.00 | 0.31 | 1.49 | -0.24 | 0.80 | 0.65 | -1.27 | 1.19 | -3.84 | |
| VSMGX (VANGUA...R SHARES) | NA | 0.29 | 0.15 | 0.51 | 0.38 | NA | NA | 0.49 | -0.10 | 0.48 | 1.37 | -1.22 | 1.32 | 0.70 | 2.78 | -0.86 | 3.76 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.41 | 1.36 | 0.50 | 1.49 | 2.09 | -0.75 | -0.58 | -0.23 | 1.08 | 1.57 | 1.57 | 0.93 | 4.20 | 4.63 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | Insurance Bro...al Weight | NA | 18.01 | 19.81 | 19.64 | 19.80 | NA | NA | 19.82 | 23.31 | 14.30 | 17.23 | 26.50 | 16.61 | 35.81 | 15.44 | 15.97 | 10.32 | 14.68 | 15.39 | 13.27 | 13.01 | 12.98 | 25.38 | 17.04 | 28.92 | 34.67 | 16.55 | 14.70 | 15.56 | 22.56 | 20.77 | 29.98 | 32.15 | 31.37 | 18.92 | 21.93 | 16.10 | 11.32 | 11.02 | 13.20 | 15.75 | 16.14 | 19.99 | 18.67 | 11.74 | 11.64 | 21.29 | 15.38 | 12.86 | 13.22 | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 19.39 | 18.60 | 17.94 | 18.44 | NA | NA | 18.12 | 28.69 | 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 | |
| VSMGX (VANGUA...R SHARES) | NA | 10.43 | 10.86 | 10.39 | 10.40 | NA | NA | 11.50 | 14.60 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | Insurance Bro...al Weight | NA | 11.26 | 19.31 | 22.04 | 36.34 | NA | NA | 39.56 | 10.13 | 10.67 | 11.44 | 22.04 | 6.62 | 36.34 | 5.54 | 13.42 | 4.57 | 8.64 | 13.17 | 9.21 | 5.45 | 9.45 | 22.70 | 11.31 | 27.43 | 24.77 | 9.64 | 18.09 | 11.93 | 27.59 | 18.73 | 35.02 | 12.74 | 27.67 | 18.48 | 23.02 | 8.59 | 11.24 | 3.89 | 11.46 | 10.18 | 7.66 | 10.79 | 26.44 | 6.38 | 6.29 | 37.51 | 13.77 | 11.17 | 4.82 | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 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 | |
| VSMGX (VANGUA...R SHARES) | NA | 9.62 | 13.24 | 22.29 | 22.43 | NA | NA | 41.18 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | Insurance Bro...al Weight | NA | 1.02 | 1.10 | 1.18 | 1.58 | NA | NA | 0.00 | NA | 0.64 | 1.11 | 0.98 | 1.29 | 1.32 | 1.77 | 1.84 | 2.23 | 2.45 | 1.97 | 1.96 | 2.31 | 2.49 | 2.65 | 3.22 | 2.83 | 2.65 | 2.37 | 2.11 | 2.26 | 2.25 | 2.30 | 1.74 | 2.19 | 1.87 | 0.51 | 0.46 | 0.67 | 0.79 | 1.01 | 0.95 | 0.89 | 1.05 | 1.20 | 0.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | 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 | 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 | NA | NA | NA | |
| VSMGX (VANGUA...R SHARES) | 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 | 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 | NA | NA | NA |
Insurance Brokers Equal Weight Return Calculator
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
calculate result (Annualized)
Calculators
Dollar Cost Average Calculator for Insurance Brokers Equal Weight
Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on
Retirement Spending Calculator for Insurance Brokers Equal Weight
Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on
Rolling Returns
From 06/20/1984 to 04/25/2025, the worst annualized return of 3-year rolling returns for Insurance Brokers Equal Weight is -11.18%.
From 06/20/1984 to 04/25/2025, the worst annualized return of 5-year rolling returns for Insurance Brokers Equal Weight is -3.62%.
From 06/20/1984 to 04/25/2025, the worst annualized return of 10-year rolling returns for Insurance Brokers Equal Weight is 2.12%.
Maximum Drawdown
Insurance Brokers Equal Weight Maximum Drawdown