woohhooo
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BTC-USD Bitcoin | 20% | |
CNYA iShares MSCI China A ETF | China Equities | 20% |
GC=F Gold | 20% | |
INDA iShares MSCI India ETF | Asia Pacific Equities | 20% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 20% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in woohhooo, 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 Jun 15, 2016, corresponding to the inception date of CNYA
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 19.55% | 2.37% | 8.95% | 32.00% | 13.81% | 11.08% |
| woohhooo | 24.19% | 1.25% | 7.34% | 43.79% | 23.50% | N/A |
| Portfolio components: | ||||||
CNYA iShares MSCI China A ETF | -5.30% | -2.79% | -6.42% | -10.35% | -0.88% | N/A |
VOO Vanguard S&P 500 ETF | 20.75% | 1.40% | 9.72% | 33.92% | 15.80% | 13.11% |
INDA iShares MSCI India ETF | 20.34% | 2.91% | 16.34% | 32.06% | 13.38% | 7.92% |
GC=F Gold | 28.35% | 5.53% | 22.66% | 36.06% | 11.97% | 7.09% |
BTC-USD Bitcoin | 49.99% | -1.09% | -5.71% | 138.51% | 49.07% | 65.03% |
Monthly Returns
The table below presents the monthly returns of woohhooo, 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 | -0.86% | 12.24% | 6.38% | -2.41% | 3.34% | -0.17% | 2.46% | -1.06% | 24.19% | ||||
| 2023 | 12.17% | -3.46% | 8.45% | 1.50% | -2.68% | 4.05% | 1.77% | -4.47% | -1.26% | 5.24% | 5.81% | 4.98% | 35.44% |
| 2022 | -6.29% | 2.17% | 0.41% | -7.70% | -3.78% | -7.10% | 5.22% | -5.34% | -5.67% | 1.18% | 2.83% | -2.30% | -24.24% |
| 2021 | 2.35% | 8.13% | 8.90% | 1.24% | -2.26% | -2.39% | 3.71% | 5.36% | -3.09% | 10.53% | -2.62% | -2.53% | 29.33% |
| 2020 | 4.27% | -3.35% | -14.21% | 14.40% | 4.15% | 2.75% | 13.23% | 3.77% | -3.39% | 5.10% | 13.99% | 19.27% | 71.66% |
| 2019 | 2.47% | 5.37% | 3.69% | 7.05% | 12.21% | 14.43% | -1.90% | -0.49% | -1.71% | 4.21% | -3.93% | 2.55% | 51.61% |
| 2018 | -2.07% | -3.95% | -5.93% | 5.93% | -5.10% | -5.75% | 5.86% | -3.05% | -2.80% | -4.55% | -5.10% | -2.53% | -26.16% |
| 2017 | 3.67% | 7.10% | -0.80% | 5.77% | 18.42% | 4.01% | 6.12% | 15.10% | -3.51% | 12.64% | 16.12% | 13.66% | 151.40% |
| 2016 | 0.74% | 1.27% | -1.56% | 0.72% | 2.01% | -0.11% | 5.21% | 8.43% |
Expense Ratio
woohhooo has an expense ratio of 0.26%, which is considered low compared to other funds. 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 rank of woohhooo is 59, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative 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 | |
|---|---|---|---|---|---|
CNYA iShares MSCI China A ETF | -0.02 | 0.10 | 1.01 | -0.19 | -0.05 |
VOO Vanguard S&P 500 ETF | 2.39 | 3.18 | 1.44 | 1.19 | 14.57 |
INDA iShares MSCI India ETF | 1.79 | 2.25 | 1.36 | 1.32 | 16.62 |
GC=F Gold | 3.03 | 3.77 | 1.52 | 3.06 | 19.19 |
BTC-USD Bitcoin | 1.40 | 2.07 | 1.21 | 0.83 | 6.16 |
Dividends
Dividend yield
woohhooo granted a 1.16% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| woohhooo | 1.16% | 1.17% | 0.88% | 1.76% | 0.57% | 0.82% | 1.39% | 0.77% | 0.86% | 0.66% | 0.50% | 0.45% |
| Portfolio components: | ||||||||||||
CNYA iShares MSCI China A ETF | 4.55% | 4.23% | 2.69% | 1.11% | 1.06% | 1.21% | 3.92% | 0.97% | 1.38% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
INDA iShares MSCI India ETF | 0.00% | 0.16% | 0.00% | 6.44% | 0.27% | 0.99% | 0.94% | 1.09% | 0.90% | 1.19% | 0.63% | 0.40% |
GC=F Gold | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BTC-USD Bitcoin | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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 woohhooo. 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 woohhooo was 38.51%, occurring on Dec 10, 2018. Recovery took 198 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.51% | Dec 17, 2017 | 359 | Dec 10, 2018 | 198 | Jun 26, 2019 | 557 |
| -33.39% | Nov 9, 2021 | 366 | Nov 9, 2022 | 474 | Feb 26, 2024 | 840 |
| -27.52% | Feb 13, 2020 | 35 | Mar 18, 2020 | 110 | Jul 6, 2020 | 145 |
| -10.99% | Sep 2, 2017 | 13 | Sep 14, 2017 | 28 | Oct 12, 2017 | 41 |
| -10.69% | Jun 27, 2019 | 151 | Nov 24, 2019 | 74 | Feb 6, 2020 | 225 |
Volatility
Volatility Chart
The current woohhooo volatility is 4.48%, 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
| GC=F | BTC-USD | CNYA | INDA | VOO | |
|---|---|---|---|---|---|
| GC=F | 1.00 | 0.03 | 0.05 | 0.06 | 0.03 |
| BTC-USD | 0.03 | 1.00 | 0.10 | 0.11 | 0.17 |
| CNYA | 0.05 | 0.10 | 1.00 | 0.32 | 0.36 |
| INDA | 0.06 | 0.11 | 0.32 | 1.00 | 0.50 |
| VOO | 0.03 | 0.17 | 0.36 | 0.50 | 1.00 |