Safe investment for long term3億円から
safety first 5億円から
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AAPL Apple Inc | Technology | 30% |
MSFT Microsoft Corporation | Technology | 30% |
NVDA NVIDIA Corporation | Technology | 40% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Safe investment for long term3億円から, 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 Quarterly
The earliest data available for this chart is Jan 22, 1999, corresponding to the inception date of NVDA
Returns By Period
As of Sep 17, 2024, the Safe investment for long term3億円から returned 60.61% Year-To-Date and 47.62% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 18.10% | 1.42% | 9.39% | 26.58% | 13.42% | 10.88% |
| Safe investment for long term3億円から | 60.61% | -3.08% | 20.38% | 79.87% | 56.49% | 47.62% |
| Portfolio components: | ||||||
NVDA NVIDIA Corporation | 135.86% | -6.25% | 30.65% | 165.69% | 93.14% | 74.38% |
MSFT Microsoft Corporation | 15.33% | 3.08% | 2.73% | 32.07% | 26.32% | 26.73% |
AAPL Apple Inc | 12.62% | -4.44% | 22.99% | 22.00% | 32.37% | 25.51% |
Monthly Returns
The table below presents the monthly returns of Safe investment for long term3億円から, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 10.17% | 13.65% | 6.43% | -4.20% | 16.78% | 10.38% | -2.42% | 1.80% | 60.61% | ||||
| 2023 | 17.81% | 9.45% | 16.62% | 2.80% | 17.71% | 8.78% | 4.21% | 0.55% | -8.81% | -0.46% | 12.92% | 2.41% | 117.76% |
| 2022 | -9.43% | -3.06% | 7.30% | -18.74% | -2.19% | -11.02% | 16.36% | -9.77% | -14.47% | 7.67% | 12.44% | -11.20% | -35.67% |
| 2021 | 0.93% | -0.03% | -0.44% | 9.38% | 1.72% | 15.40% | 2.50% | 8.85% | -7.00% | 16.47% | 14.72% | -2.38% | 74.57% |
| 2020 | 4.18% | 0.65% | -3.67% | 13.11% | 11.81% | 10.48% | 9.85% | 20.30% | -4.48% | -5.87% | 7.43% | 3.66% | 86.73% |
| 2019 | 5.56% | 6.63% | 11.11% | 5.23% | -14.93% | 14.20% | 3.89% | -0.31% | 4.01% | 10.46% | 7.31% | 7.72% | 75.85% |
| 2018 | 13.76% | 0.87% | -4.33% | -0.88% | 10.72% | -2.81% | 4.46% | 13.67% | 0.39% | -13.12% | -12.58% | -12.65% | -7.39% |
| 2017 | 3.58% | 1.30% | 5.16% | -0.51% | 17.66% | -1.74% | 7.55% | 5.91% | 0.28% | 12.69% | -0.10% | -1.41% | 60.92% |
| 2016 | -6.93% | 0.58% | 11.86% | -7.22% | 17.72% | -1.66% | 14.50% | 4.49% | 6.94% | 2.88% | 11.84% | 9.90% | 81.99% |
| 2015 | -3.77% | 11.95% | -5.02% | 8.53% | 0.31% | -6.47% | 0.41% | 1.32% | 4.01% | 14.24% | 6.07% | -0.61% | 32.77% |
| 2014 | -3.71% | 9.39% | 1.46% | 3.78% | 4.40% | 0.46% | -0.36% | 8.67% | -1.95% | 4.91% | 7.11% | -4.84% | 32.04% |
| 2013 | -3.60% | 1.58% | 1.46% | 7.71% | 4.88% | -4.65% | 3.06% | 5.38% | 1.35% | 3.84% | 6.05% | 0.66% | 30.56% |
Expense Ratio
Safe investment for long term3億円から has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of Safe investment for long term3億円から is 87, placing it in the top 13% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 | |
|---|---|---|---|---|---|
NVDA NVIDIA Corporation | 3.02 | 3.33 | 1.42 | 5.78 | 18.51 |
MSFT Microsoft Corporation | 1.42 | 1.91 | 1.25 | 1.83 | 5.58 |
AAPL Apple Inc | 1.06 | 1.64 | 1.20 | 1.42 | 3.35 |
Dividends
Dividend yield
Safe investment for long term3億円から granted a 0.35% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Safe investment for long term3億円から | 0.35% | 0.38% | 0.57% | 0.37% | 0.51% | 0.78% | 1.23% | 1.11% | 1.47% | 1.75% | 1.91% | 2.19% |
| Portfolio components: | ||||||||||||
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.19% | 1.68% | 1.95% |
MSFT Microsoft Corporation | 0.70% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
AAPL Apple Inc | 0.45% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
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 Safe investment for long term3億円から. 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 Safe investment for long term3億円から was 68.77%, occurring on Nov 20, 2008. Recovery took 539 trading sessions.
The current Safe investment for long term3億円から drawdown is 9.76%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.77% | Nov 7, 2007 | 263 | Nov 20, 2008 | 539 | Jan 12, 2011 | 802 |
| -67.51% | Mar 14, 2000 | 646 | Oct 9, 2002 | 543 | Dec 6, 2004 | 1189 |
| -44.18% | Dec 8, 2021 | 215 | Oct 14, 2022 | 147 | May 17, 2023 | 362 |
| -39% | Oct 4, 2018 | 56 | Dec 24, 2018 | 212 | Oct 28, 2019 | 268 |
| -31.54% | Apr 7, 2006 | 68 | Jul 14, 2006 | 45 | Sep 18, 2006 | 113 |
Volatility
Volatility Chart
The current Safe investment for long term3億円から volatility is 9.17%, 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
| NVDA | AAPL | MSFT | |
|---|---|---|---|
| NVDA | 1.00 | 0.44 | 0.48 |
| AAPL | 0.44 | 1.00 | 0.50 |
| MSFT | 0.48 | 0.50 | 1.00 |