anti
Tmus
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in anti, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every year.
The earliest data available for this chart is Oct 20, 2011, corresponding to the inception date of SCHD
Returns By Period
As of Apr 15, 2025, the anti returned 7.76% Year-To-Date and 13.14% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -8.09% | -4.13% | -7.75% | 5.52% | 14.25% | 10.05% |
| anti | 7.76% | 1.72% | 5.02% | 26.25% | 15.02% | 13.14% |
| Portfolio components: | ||||||
TMUS T-Mobile US, Inc. | 19.38% | 2.60% | 22.49% | 66.41% | 24.98% | 23.77% |
UNH UnitedHealth Group Incorporated | 16.55% | 20.14% | -2.24% | 35.80% | 17.59% | 19.20% |
SCHD Schwab US Dividend Equity ETF | -5.45% | -6.55% | -9.13% | 3.83% | 13.71% | 10.45% |
BRK-B Berkshire Hathaway Inc. | 16.82% | 2.90% | 15.12% | 31.31% | 23.02% | 14.21% |
MO Altria Group, Inc. | 11.22% | -1.27% | 18.91% | 50.49% | 15.87% | 7.77% |
PG The Procter & Gamble Company | 1.50% | 0.69% | -0.78% | 11.57% | 9.59% | 10.52% |
VGT Vanguard Information Technology ETF | -15.65% | -6.84% | -13.62% | 2.32% | 18.91% | 18.60% |
GLD SPDR Gold Trust | 22.34% | 7.63% | 20.88% | 36.58% | 12.89% | 9.90% |
O Realty Income Corporation | 7.39% | -0.28% | -6.82% | 14.38% | 8.32% | 6.82% |
TLT iShares 20+ Year Treasury Bond ETF | 1.24% | -2.60% | -4.69% | 0.96% | -9.90% | -1.50% |
Monthly Returns
The table below presents the monthly returns of anti, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.67% | 3.71% | 2.30% | -1.07% | 7.76% | ||||||||
| 2024 | 0.69% | 1.09% | 3.57% | -1.84% | 3.49% | 1.21% | 5.19% | 5.54% | 0.82% | 0.31% | 5.14% | -6.98% | 19.03% |
| 2023 | 2.54% | -2.88% | 2.90% | 2.21% | -2.72% | 2.91% | 2.13% | -2.32% | -3.64% | -0.21% | 6.55% | 2.06% | 9.39% |
| 2022 | -1.85% | 0.94% | 3.29% | -2.36% | -1.14% | -5.97% | 4.93% | -2.91% | -7.46% | 8.19% | 4.16% | -2.24% | -3.53% |
| 2021 | -3.26% | 0.40% | 6.85% | 3.13% | 2.91% | -0.67% | 2.37% | 1.41% | -5.43% | 4.11% | -1.09% | 7.64% | 19.07% |
| 2020 | 0.69% | -4.57% | -7.19% | 7.67% | 3.14% | 2.18% | 5.83% | 5.00% | -2.72% | -3.08% | 8.52% | 3.18% | 18.70% |
| 2019 | 5.08% | 1.15% | 3.21% | 0.70% | -3.13% | 3.82% | 2.14% | 0.54% | 0.08% | 4.45% | 1.44% | 1.65% | 22.96% |
| 2018 | 1.72% | -5.26% | -0.59% | -1.73% | 0.93% | 1.32% | 2.58% | 4.12% | 0.90% | -0.41% | 1.48% | -4.80% | -0.18% |
| 2017 | 3.56% | 3.30% | -0.71% | 1.24% | 0.97% | -0.75% | 0.90% | 2.30% | -0.71% | 0.99% | 3.54% | 1.98% | 17.77% |
| 2016 | 1.89% | 1.76% | 4.36% | 0.00% | 1.09% | 5.88% | 2.43% | -1.40% | 0.33% | -1.13% | 0.49% | 2.71% | 19.75% |
| 2015 | 3.97% | 2.10% | -2.10% | -1.18% | 2.80% | -2.05% | 3.10% | -3.73% | 0.79% | 4.27% | -2.70% | 2.53% | 7.60% |
| 2014 | -2.29% | 4.23% | 1.92% | 0.49% | 2.64% | 1.34% | -1.56% | 3.93% | -1.08% | 4.21% | 3.08% | 0.34% | 18.35% |
Expense Ratio
anti has an expense ratio of 0.07%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 97, anti is among the top 3% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
TMUS T-Mobile US, Inc. | 2.86 | 3.42 | 1.53 | 4.56 | 14.22 |
UNH UnitedHealth Group Incorporated | 1.18 | 1.64 | 1.24 | 1.35 | 3.25 |
SCHD Schwab US Dividend Equity ETF | 0.15 | 0.31 | 1.04 | 0.14 | 0.61 |
BRK-B Berkshire Hathaway Inc. | 1.62 | 2.26 | 1.32 | 3.40 | 8.81 |
MO Altria Group, Inc. | 2.66 | 3.72 | 1.49 | 3.33 | 11.53 |
PG The Procter & Gamble Company | 0.62 | 0.91 | 1.13 | 0.95 | 2.47 |
VGT Vanguard Information Technology ETF | 0.02 | 0.23 | 1.03 | 0.02 | 0.07 |
GLD SPDR Gold Trust | 2.14 | 2.84 | 1.37 | 4.28 | 11.47 |
O Realty Income Corporation | 0.75 | 1.13 | 1.14 | 0.54 | 1.55 |
TLT iShares 20+ Year Treasury Bond ETF | 0.10 | 0.24 | 1.03 | 0.03 | 0.21 |
Dividends
Dividend yield
anti provided a 2.72% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.72% | 2.75% | 2.79% | 2.44% | 2.37% | 2.34% | 2.13% | 2.24% | 1.86% | 1.93% | 2.01% | 1.95% |
| Portfolio components: | ||||||||||||
TMUS T-Mobile US, Inc. | 1.17% | 1.28% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UNH UnitedHealth Group Incorporated | 1.43% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
SCHD Schwab US Dividend Equity ETF | 4.06% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MO Altria Group, Inc. | 7.07% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% | 4.06% |
PG The Procter & Gamble Company | 2.38% | 2.36% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.32% | 2.78% |
VGT Vanguard Information Technology ETF | 0.61% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
GLD SPDR Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
O Realty Income Corporation | 5.62% | 5.37% | 5.33% | 4.68% | 6.95% | 4.65% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% |
TLT iShares 20+ Year Treasury Bond ETF | 4.30% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the anti. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the anti was 25.14%, occurring on Mar 23, 2020. Recovery took 89 trading sessions.
The current anti drawdown is 1.07%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.14% | Feb 21, 2020 | 22 | Mar 23, 2020 | 89 | Jul 29, 2020 | 111 |
| -16.39% | Apr 21, 2022 | 113 | Sep 30, 2022 | 302 | Dec 13, 2023 | 415 |
| -10.79% | Nov 9, 2018 | 30 | Dec 24, 2018 | 36 | Feb 15, 2019 | 66 |
| -9.79% | Jan 29, 2018 | 66 | May 2, 2018 | 88 | Sep 6, 2018 | 154 |
| -8.55% | Dec 2, 2024 | 27 | Jan 10, 2025 | 52 | Mar 27, 2025 | 79 |
Volatility
Volatility Chart
The current anti volatility is 6.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| GLD | TLT | TMUS | O | UNH | MO | PG | VGT | BRK-B | SCHD | |
|---|---|---|---|---|---|---|---|---|---|---|
| GLD | 1.00 | 0.26 | 0.02 | 0.12 | 0.00 | 0.03 | 0.06 | 0.04 | -0.02 | 0.03 |
| TLT | 0.26 | 1.00 | -0.09 | 0.11 | -0.15 | -0.09 | -0.03 | -0.18 | -0.26 | -0.23 |
| TMUS | 0.02 | -0.09 | 1.00 | 0.23 | 0.28 | 0.24 | 0.25 | 0.40 | 0.35 | 0.40 |
| O | 0.12 | 0.11 | 0.23 | 1.00 | 0.23 | 0.34 | 0.36 | 0.27 | 0.31 | 0.43 |
| UNH | 0.00 | -0.15 | 0.28 | 0.23 | 1.00 | 0.29 | 0.33 | 0.35 | 0.42 | 0.46 |
| MO | 0.03 | -0.09 | 0.24 | 0.34 | 0.29 | 1.00 | 0.45 | 0.23 | 0.42 | 0.53 |
| PG | 0.06 | -0.03 | 0.25 | 0.36 | 0.33 | 0.45 | 1.00 | 0.30 | 0.41 | 0.53 |
| VGT | 0.04 | -0.18 | 0.40 | 0.27 | 0.35 | 0.23 | 0.30 | 1.00 | 0.52 | 0.66 |
| BRK-B | -0.02 | -0.26 | 0.35 | 0.31 | 0.42 | 0.42 | 0.41 | 0.52 | 1.00 | 0.74 |
| SCHD | 0.03 | -0.23 | 0.40 | 0.43 | 0.46 | 0.53 | 0.53 | 0.66 | 0.74 | 1.00 |