Maximized (PSO Pain)

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

Maximized (PSO Pain)

Currency in USD · Last updated Jun 2, 2025

Asset Allocation

Position	Category/Sector	Target Weight
ASTS AST SpaceMobile, Inc.	Communication Services	13.45%
CADL Candel Therapeutics, Inc.	Healthcare	8.92%
CRBP Corbus Pharmaceuticals Holdings, Inc.	Healthcare	5.30%
DOGZ Dogness (International) Corporation	Consumer Defensive	9.95%
FTEL Fitell Corporation Ordinary Shares	Consumer Cyclical	5.90%
INSG Inseego Corp.	Technology	4.63%
JANX Janux Therapeutics, Inc.	Healthcare	17.58%
LASE Laser Photonics Corporation	Industrials	2.36%
MDIA MediaCo Holding Inc.	Communication Services	8.64%
RZLT Rezolute, Inc.	Healthcare	2.12%
SEZL Sezzle Inc. Common Stock	Financial Services	7.33%
SMMT Summit Therapeutics Inc.	Healthcare	1.07%
TIL Instil Bio, Inc.	Healthcare	2.20%
WGS GeneDx Holdings Corp.	Healthcare	10.55%

Benchmark

S&P 500

Rebalance

Performance

Performance Chart

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The earliest data available for this chart is Aug 17, 2023, corresponding to the inception date of SEZL

Returns By Period

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	0.92%	4.38%	-1.84%	12.48%	13.71%	10.99%
Maximized (PSO Pain)	-14.10%	11.84%	-19.99%	97.49%	N/A	N/A
Portfolio components:
ASTS AST SpaceMobile, Inc.	14.45%	-8.59%	4.01%	191.84%	19.45%	N/A
CADL Candel Therapeutics, Inc.	-35.60%	5.87%	22.32%	-37.19%	N/A	N/A
CRBP Corbus Pharmaceuticals Holdings, Inc.	-37.80%	-5.78%	-58.86%	-82.85%	-48.85%	-22.52%
DOGZ Dogness (International) Corporation	-41.75%	67.83%	-44.20%	139.82%	-5.94%	N/A
FTEL Fitell Corporation Ordinary Shares	-94.74%	-3.36%	-98.37%	-97.03%	N/A	N/A
INSG Inseego Corp.	-28.17%	-10.56%	-40.03%	-23.71%	-40.66%	-15.58%
JANX Janux Therapeutics, Inc.	-53.29%	-23.94%	-37.76%	-53.25%	N/A	N/A
LASE Laser Photonics Corporation	-59.00%	-21.00%	-54.68%	17.33%	N/A	N/A
MDIA MediaCo Holding Inc.	-3.42%	13.39%	-14.65%	2.90%	-25.16%	N/A
RZLT Rezolute, Inc.	-13.78%	5.62%	-17.16%	4.84%	-1.25%	-26.43%
SEZL Sezzle Inc. Common Stock	163.92%	101.90%	76.26%	742.00%	N/A	N/A
SMMT Summit Therapeutics Inc.	-0.67%	-36.47%	-4.14%	104.09%	37.47%	5.11%
TIL Instil Bio, Inc.	55.32%	104.77%	7.51%	177.36%	N/A	N/A
WGS GeneDx Holdings Corp.	-3.55%	10.26%	-4.03%	278.02%	N/A	N/A

*Annualized

Monthly Returns

The table below presents the monthly returns of Maximized (PSO Pain), 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	-8.18%	-1.58%	-17.96%	0.01%	13.07%	2.45%							-14.10%
2024	24.35%	83.71%	9.10%	61.37%	38.82%	30.48%	11.67%	23.20%	16.44%	22.57%	1.76%	-11.82%	1,183.71%
2023								0.05%	-17.15%	-26.50%	9.61%	26.43%	-15.56%

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Expense Ratio

Maximized (PSO Pain) has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 90, Maximized (PSO Pain) is among the top 10% 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.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
ASTS AST SpaceMobile, Inc.	1.68	2.65	1.29	3.10	5.34
CADL Candel Therapeutics, Inc.	-0.29	0.40	1.05	-0.50	-0.96
CRBP Corbus Pharmaceuticals Holdings, Inc.	-0.84	-1.39	0.80	-0.90	-1.22
DOGZ Dogness (International) Corporation	0.94	2.22	1.32	2.23	4.46
FTEL Fitell Corporation Ordinary Shares	-0.47	-0.53	0.92	-0.98	-1.40
INSG Inseego Corp.	-0.26	0.46	1.06	-0.21	-0.36
JANX Janux Therapeutics, Inc.	-0.66	-0.71	0.92	-0.72	-1.33
LASE Laser Photonics Corporation	0.09	1.75	1.24	0.27	0.37
MDIA MediaCo Holding Inc.	0.02	1.05	1.13	-0.02	-0.03
RZLT Rezolute, Inc.	0.06	0.67	1.08	0.04	0.08
SEZL Sezzle Inc. Common Stock	5.75	4.52	1.59	12.03	25.82
SMMT Summit Therapeutics Inc.	0.88	5.10	1.70	9.75	15.52
TIL Instil Bio, Inc.	1.04	2.89	1.33	2.09	3.00
WGS GeneDx Holdings Corp.	2.51	2.91	1.41	4.83	14.03

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Maximized (PSO Pain) Sharpe ratios as of Jun 2, 2025 (values are recalculated daily):

1-Year: 1.75
All Time: 3.82

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.59 to 1.13, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of Maximized (PSO Pain) compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend yield

Maximized (PSO Pain) doesn't pay dividends

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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Maximized (PSO Pain). 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 Maximized (PSO Pain) was 43.72%, occurring on Nov 9, 2023. Recovery took 52 trading sessions.

The current Maximized (PSO Pain) drawdown is 29.94%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-43.72%	Aug 31, 2023	50	Nov 9, 2023	52	Jan 26, 2024	102
-43.01%	Dec 9, 2024	82	Apr 8, 2025	—	—	—
-20.35%	Apr 12, 2024	7	Apr 22, 2024	9	May 3, 2024	16
-11%	May 22, 2024	3	May 24, 2024	2	May 29, 2024	5
-10.33%	Jul 29, 2024	8	Aug 7, 2024	3	Aug 12, 2024	11

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 14 assets, with an effective number of assets of 9.91, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	^GSPC	MDIA	DOGZ	FTEL	LASE	RZLT	CADL	INSG	TIL	SEZL	WGS	CRBP	JANX	SMMT	ASTS	Portfolio
^GSPC	1.00	0.02	0.06	0.11	0.22	0.15	0.24	0.32	0.26	0.38	0.27	0.26	0.33	0.30	0.36	0.44
MDIA	0.02	1.00	-0.01	-0.00	0.03	-0.10	0.04	-0.02	-0.02	0.04	0.07	-0.02	-0.02	0.06	0.05	0.24
DOGZ	0.06	-0.01	1.00	0.07	-0.07	0.03	-0.01	0.08	0.03	-0.02	0.12	0.02	0.09	0.02	0.03	0.27
FTEL	0.11	-0.00	0.07	1.00	-0.00	0.10	-0.01	0.04	0.05	0.11	0.04	0.10	0.01	0.01	0.14	0.30
LASE	0.22	0.03	-0.07	-0.00	1.00	0.02	0.16	0.12	0.13	0.17	0.15	0.06	0.10	0.13	0.09	0.22
RZLT	0.15	-0.10	0.03	0.10	0.02	1.00	0.13	0.12	0.18	0.15	0.13	0.21	0.26	0.17	0.08	0.21
CADL	0.24	0.04	-0.01	-0.01	0.16	0.13	1.00	0.14	0.13	0.13	0.13	0.16	0.15	0.19	0.16	0.43
INSG	0.32	-0.02	0.08	0.04	0.12	0.12	0.14	1.00	0.14	0.19	0.18	0.19	0.18	0.18	0.25	0.31
TIL	0.26	-0.02	0.03	0.05	0.13	0.18	0.13	0.14	1.00	0.19	0.13	0.24	0.22	0.31	0.18	0.29
SEZL	0.38	0.04	-0.02	0.11	0.17	0.15	0.13	0.19	0.19	1.00	0.21	0.17	0.11	0.15	0.26	0.36
WGS	0.27	0.07	0.12	0.04	0.15	0.13	0.13	0.18	0.13	0.21	1.00	0.14	0.18	0.21	0.23	0.46
CRBP	0.26	-0.02	0.02	0.10	0.06	0.21	0.16	0.19	0.24	0.17	0.14	1.00	0.25	0.27	0.21	0.39
JANX	0.33	-0.02	0.09	0.01	0.10	0.26	0.15	0.18	0.22	0.11	0.18	0.25	1.00	0.29	0.16	0.44
SMMT	0.30	0.06	0.02	0.01	0.13	0.17	0.19	0.18	0.31	0.15	0.21	0.27	0.29	1.00	0.22	0.34
ASTS	0.36	0.05	0.03	0.14	0.09	0.08	0.16	0.25	0.18	0.26	0.23	0.21	0.16	0.22	1.00	0.47
Portfolio	0.44	0.24	0.27	0.30	0.22	0.21	0.43	0.31	0.29	0.36	0.46	0.39	0.44	0.34	0.47	1.00

The correlation results are calculated based on daily price changes starting from Aug 18, 2023

Go to the full Correlations tool for more customization options

Performance Analysis

Risk Analysis

Optimization

Factor Model

Maximized (PSO Pain)

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

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