Koyfin Up 10% Each of Past Five Years

The chart shows the growth of an initial investment of $10,000 in Koyfin Up 10% Each of Past Five Years, 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 3 months.

As of Apr 18, 2025, the Koyfin Up 10% Each of Past Five Years returned 4.20% Year-To-Date and 22.99% of annualized return in the last 10 years.

The table below presents the monthly returns of Koyfin Up 10% Each of Past Five Years, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

Koyfin Up 10% Each of Past Five Years has an expense ratio of 0.04%, 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.

With an overall rank of 89, Koyfin Up 10% Each of Past Five Years is among the top 11% 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.

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.

The current Koyfin Up 10% Each of Past Five Years Sharpe ratio is 1.33. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 0.21 to 0.77, this portfolio's current Sharpe ratio is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.

Use the chart below to compare the Sharpe ratio of Koyfin Up 10% Each of Past Five Years with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Koyfin Up 10% Each of Past Five Years provided a 0.79% dividend yield over the last twelve months.

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.

The table below displays the maximum drawdowns of the Koyfin Up 10% Each of Past Five Years. 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 Koyfin Up 10% Each of Past Five Years was 32.57%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.

The current Koyfin Up 10% Each of Past Five Years drawdown is 5.39%.

The current Koyfin Up 10% Each of Past Five Years volatility is 10.32%, 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.