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Suntzy gets lucky
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Suntzy gets lucky

Last updated May 17, 2024

Asset Allocation

BLV 10.59%CE01.L 4.13%GISG.L 2.57%SGLP.L 4.08%ETHE.SW 2.51%F500.DE 7.71%XY4P.DE 5.79%SUSW.L 4.52%TRSG.L 4.47%MEUD.L 4.37%HNSS.L 3.5%XAIX.DE 3.38%XM1D.DE 3.33%LIT 3.28%ENGE.L 3.19%IUQF.L 2.85%EMIM.L 2.52%XDWH.DE 2.17%RENG.L 2.08%XDEQ.L 2.05%XWFS.L 2.04%AMEC.DE 2%GLGG.L 1.99%XWTS.DE 1.99%EMXC.DE 1.94%WLDS.L 1.94%UC15.L 1.89%EMSM.DE 1.87%BCHS.L 1.75%URNP.L 1.69%EPRA.L 1.81%BondBondCommodityCommodityCryptocurrencyCryptocurrencyEquityEquityReal EstateReal Estate
PositionCategory/SectorWeight
AMEC.DE
Amundi Index Smart City UCITS ETF		Global Equities

2%

BCHS.L
Invesco CoinShares Global Blockchain UCITS ETF Acc		Technology Equities

1.75%

BLV
Vanguard Long-Term Bond ETF		Total Bond Market

10.59%

CE01.L
iShares Euro Government Bond 7-10yr UCITS ETF (Acc)		European Government Bonds

4.13%

EMIM.L
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)		Emerging Markets Equities

2.52%

EMSM.DE
SPDR MSCI Emerging Markets Small Cap UCITS ETF		Emerging Markets Equities

1.87%

EMXC.DE
Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc		Emerging Markets Equities

1.94%

ENGE.L
SPDR MSCI Europe Energy UCITS ETF		Energy Equities

3.19%

EPRA.L
Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR		REIT

1.81%

ETHE.SW
CoinShares Physical Ethereum (ETH)		Blockchain

2.51%

F500.DE
Amundi S&P 500 ESG UCITS ETF Acc		Large Cap Blend Equities

7.71%

GISG.L
Lyxor Core Global Inflation-Linked 1-10Y Bond UCITS ETF GBP Hedged Dist		Inflation-Protected Bonds

2.57%

GLGG.L
L&G Clean Water UCITS ETF		Water Equities

1.99%

HNSS.L
HSBC Nasdaq Global Semiconductor UCITS ETF		Technology Equities

3.50%

IUQF.L
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Acc)		Large Cap Blend Equities

2.85%

LIT
Global X Lithium & Battery Tech ETF		Commodity Producers Equities

3.28%

MEUD.L
Lyxor Core STOXX Europe 600 (DR) - UCITS ETF Acc		Europe Equities

4.37%

RENG.L
L&G Clean Energy UCITS ETF		Energy Equities

2.08%

SGLP.L
Invesco Physical Gold A		Precious Metals

4.08%

SUSW.L
iShares MSCI World SRI UCITS ETF EUR (Acc)		Global Equities

4.52%

TRSG.L

4.47%

UC15.L

1.89%

URNP.L

1.69%

WLDS.L

1.94%

XAIX.DE

3.38%

XDEQ.L

2.05%

XDWH.DE

2.17%

XM1D.DE

3.33%

XWFS.L

2.04%

XWTS.DE

1.99%

XY4P.DE

5.79%

S&P 500

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Suntzy gets lucky, 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

10.00%15.00%20.00%25.00%30.00%35.00%December2024FebruaryMarchAprilMay
23.11%
33.76%
Suntzy gets lucky
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Apr 4, 2022, corresponding to the inception date of ENGE.L

Returns By Period

Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500		11.05%4.86%17.50%27.37%13.14%10.90%
Suntzy gets lucky6.20%4.93%12.12%18.34%N/AN/A
Portfolio components:
EMXC.DE
Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc		7.03%6.60%15.54%21.60%N/AN/A
F500.DE
Amundi S&P 500 ESG UCITS ETF Acc		11.96%5.69%18.74%30.31%15.66%N/A
URNP.L
14.81%11.02%21.05%83.30%N/AN/A
BCHS.L
Invesco CoinShares Global Blockchain UCITS ETF Acc		-0.02%6.72%13.04%48.61%17.16%N/A
EMIM.L
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)		8.80%9.25%14.25%16.90%5.52%N/A
IUQF.L
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Acc)		13.21%5.17%20.47%34.99%14.64%N/A
HNSS.L
HSBC Nasdaq Global Semiconductor UCITS ETF		22.98%6.33%38.58%67.36%N/AN/A
WLDS.L
3.39%6.50%-5.36%16.93%N/AN/A
SUSW.L
iShares MSCI World SRI UCITS ETF EUR (Acc)		5.04%5.55%13.50%19.98%12.70%N/A
AMEC.DE
Amundi Index Smart City UCITS ETF		5.69%8.62%11.55%7.36%N/AN/A
RENG.L
L&G Clean Energy UCITS ETF		-3.14%9.92%10.09%-12.25%N/AN/A
GLGG.L
L&G Clean Water UCITS ETF		10.45%11.12%-1.65%26.26%N/AN/A
MEUD.L
Lyxor Core STOXX Europe 600 (DR) - UCITS ETF Acc		8.99%8.57%18.34%16.65%8.97%7.90%
EMSM.DE
SPDR MSCI Emerging Markets Small Cap UCITS ETF		8.87%9.68%13.83%15.31%N/AN/A
ENGE.L
SPDR MSCI Europe Energy UCITS ETF		6.07%0.49%9.03%18.88%N/AN/A
XAIX.DE
13.03%4.40%22.73%51.57%N/AN/A
XM1D.DE
6.28%1.29%12.95%12.87%N/AN/A
XWTS.DE
16.82%5.16%22.89%37.22%N/AN/A
XWFS.L
12.79%8.14%23.86%32.39%N/AN/A
XDWH.DE
7.83%6.04%15.26%11.80%N/AN/A
XDEQ.L
12.15%5.59%20.05%30.28%N/AN/A
CE01.L
iShares Euro Government Bond 7-10yr UCITS ETF (Acc)		-3.05%3.45%4.16%4.50%-2.71%1.36%
TRSG.L
-1.94%2.05%-18.60%-4.00%N/AN/A
BLV
Vanguard Long-Term Bond ETF		-3.84%4.23%6.10%-0.49%-1.09%1.77%
XY4P.DE
-1.44%3.52%4.72%5.94%N/AN/A
GISG.L
Lyxor Core Global Inflation-Linked 1-10Y Bond UCITS ETF GBP Hedged Dist		0.25%3.08%4.59%3.63%N/AN/A
SGLP.L
Invesco Physical Gold A		15.40%-0.09%20.13%20.12%13.22%9.05%
UC15.L
8.02%1.39%7.13%12.82%N/AN/A
ETHE.SW
CoinShares Physical Ethereum (ETH)		25.65%-2.69%47.33%63.37%N/AN/A
EPRA.L
Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR		-2.08%7.21%10.28%8.53%-0.19%N/A
LIT
Global X Lithium & Battery Tech ETF		-11.39%5.62%-5.82%-27.71%13.08%7.17%

Monthly Returns

The table below presents the monthly returns of Suntzy gets lucky, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.17%3.09%3.11%-2.81%6.20%
20233.83%0.80%-0.79%3.79%2.59%-2.57%-3.69%-2.62%7.87%6.37%15.92%

Expense Ratio

Suntzy gets lucky has a high expense ratio of 0.23%, indicating higher-than-average management fees. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

EMXC.DE
Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc
Expense ratio chart for EMXC.DE: current value at 0.15% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.15%
F500.DE
Amundi S&P 500 ESG UCITS ETF Acc
Expense ratio chart for F500.DE: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%
BCHS.L
Invesco CoinShares Global Blockchain UCITS ETF Acc
Expense ratio chart for BCHS.L: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%
EMSM.DE
SPDR MSCI Emerging Markets Small Cap UCITS ETF
Expense ratio chart for EMSM.DE: current value at 0.55% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.55%
RENG.L
L&G Clean Energy UCITS ETF
Expense ratio chart for RENG.L: current value at 0.49% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.49%
GLGG.L
L&G Clean Water UCITS ETF
Expense ratio chart for GLGG.L: current value at 0.49% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.49%
HNSS.L
HSBC Nasdaq Global Semiconductor UCITS ETF
Expense ratio chart for HNSS.L: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%
AMEC.DE
Amundi Index Smart City UCITS ETF
Expense ratio chart for AMEC.DE: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%
IUQF.L
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Acc)
Expense ratio chart for IUQF.L: current value at 0.20% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.20%
SUSW.L
iShares MSCI World SRI UCITS ETF EUR (Acc)
Expense ratio chart for SUSW.L: current value at 0.20% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.20%
EMIM.L
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)
Expense ratio chart for EMIM.L: current value at 0.18% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.18%
ENGE.L
SPDR MSCI Europe Energy UCITS ETF
Expense ratio chart for ENGE.L: current value at 0.18% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.18%
MEUD.L
Lyxor Core STOXX Europe 600 (DR) - UCITS ETF Acc
Expense ratio chart for MEUD.L: current value at 0.15% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.15%
LIT
Global X Lithium & Battery Tech ETF
Expense ratio chart for LIT: current value at 0.75% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.75%
CE01.L
iShares Euro Government Bond 7-10yr UCITS ETF (Acc)
Expense ratio chart for CE01.L: current value at 0.15% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.15%
SGLP.L
Invesco Physical Gold A
Expense ratio chart for SGLP.L: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%
BLV
Vanguard Long-Term Bond ETF
Expense ratio chart for BLV: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%
GISG.L
Lyxor Core Global Inflation-Linked 1-10Y Bond UCITS ETF GBP Hedged Dist
Expense ratio chart for GISG.L: current value at 0.20% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.20%
EPRA.L
Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR
Expense ratio chart for EPRA.L: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%
ETHE.SW
CoinShares Physical Ethereum (ETH)
Expense ratio chart for ETHE.SW: current value at 0.00% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.00%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of Suntzy gets lucky is 34, 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.

The Risk-Adjusted Performance Rank of Suntzy gets lucky is 3434
Suntzy gets lucky
The Sharpe Ratio Rank of Suntzy gets lucky is 2828Sharpe Ratio Rank
The Sortino Ratio Rank of Suntzy gets lucky is 3131Sortino Ratio Rank
The Omega Ratio Rank of Suntzy gets lucky is 3333Omega Ratio Rank
The Calmar Ratio Rank of Suntzy gets lucky is 5252Calmar Ratio Rank
The Martin Ratio Rank of Suntzy gets lucky is 2626Martin 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.

Suntzy gets lucky
Sharpe ratio
The chart of Sharpe ratio for Suntzy gets lucky, currently valued at 1.69, compared to the broader market0.002.004.001.69
Sortino ratio
The chart of Sortino ratio for Suntzy gets lucky, currently valued at 2.55, compared to the broader market-2.000.002.004.006.002.55
Omega ratio
The chart of Omega ratio for Suntzy gets lucky, currently valued at 1.31, compared to the broader market0.801.001.201.401.601.801.31
Calmar ratio
The chart of Calmar ratio for Suntzy gets lucky, currently valued at 1.89, compared to the broader market0.002.004.006.008.0010.001.89
Martin ratio
The chart of Martin ratio for Suntzy gets lucky, currently valued at 5.11, compared to the broader market0.0010.0020.0030.0040.0050.005.11
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.49, compared to the broader market0.002.004.002.49
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.52, compared to the broader market-2.000.002.004.006.003.52
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.801.001.201.401.601.801.43
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.03, compared to the broader market0.002.004.006.008.0010.002.03
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.57, compared to the broader market0.0010.0020.0030.0040.0050.009.57
Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
EMXC.DE
Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc		1.512.241.271.684.59
F500.DE
Amundi S&P 500 ESG UCITS ETF Acc		2.623.861.482.929.85
URNP.L
2.463.351.404.3411.48
BCHS.L
Invesco CoinShares Global Blockchain UCITS ETF Acc		0.731.441.251.573.13
EMIM.L
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)		1.161.791.211.383.46
IUQF.L
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Acc)		2.543.711.463.9311.27
HNSS.L
HSBC Nasdaq Global Semiconductor UCITS ETF		1.992.761.343.187.81
WLDS.L
0.561.061.230.981.93
SUSW.L
iShares MSCI World SRI UCITS ETF EUR (Acc)		1.642.431.301.514.46
AMEC.DE
Amundi Index Smart City UCITS ETF		0.631.031.120.491.03
RENG.L
L&G Clean Energy UCITS ETF		-0.45-0.520.94-0.33-0.60
GLGG.L
L&G Clean Water UCITS ETF		0.561.181.291.162.09
MEUD.L
Lyxor Core STOXX Europe 600 (DR) - UCITS ETF Acc		1.372.091.251.484.16
EMSM.DE
SPDR MSCI Emerging Markets Small Cap UCITS ETF		1.071.621.191.202.87
ENGE.L
SPDR MSCI Europe Energy UCITS ETF		1.121.631.201.765.48
XAIX.DE
2.503.341.434.4312.40
XM1D.DE
0.941.411.171.313.26
XWTS.DE
2.203.051.414.1214.64
XWFS.L
2.032.811.403.169.39
XDWH.DE
1.301.901.231.354.11
XDEQ.L
2.353.461.433.399.79
CE01.L
iShares Euro Government Bond 7-10yr UCITS ETF (Acc)		0.681.081.120.691.43
TRSG.L
-0.040.381.13-0.10-0.17
BLV
Vanguard Long-Term Bond ETF		0.050.161.020.040.10
XY4P.DE
0.851.361.150.781.75
GISG.L
Lyxor Core Global Inflation-Linked 1-10Y Bond UCITS ETF GBP Hedged Dist		0.651.011.120.621.50
SGLP.L
Invesco Physical Gold A		1.742.631.322.008.11
UC15.L
1.151.691.211.683.70
ETHE.SW
CoinShares Physical Ethereum (ETH)		1.361.981.272.164.80
EPRA.L
Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR		0.681.141.140.681.76
LIT
Global X Lithium & Battery Tech ETF		-0.96-1.340.85-0.62-0.98

Sharpe Ratio

The current Suntzy gets lucky Sharpe ratio is 1.69. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 1.83 to 2.69, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests that it may not be performing as well in terms of risk-adjusted returns compared to many other portfolios. The lower performance could be due to either lower returns, higher volatility, or a combination of both. This might indicate that the portfolio requires some fine-tuning. You can use the Portfolio Optimization tool to find an allocation that maximizes the Sharpe ratio.

Use the chart below to compare the Sharpe ratio of Suntzy gets lucky 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.

Rolling 12-month Sharpe Ratio1.001.502.002.503.00Mar 10Mar 17Mar 24Mar 31Apr 07Apr 14Apr 21Apr 28May 05May 12
1.69
2.49
Suntzy gets lucky
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

Suntzy gets lucky granted a 2.31% dividend yield in the last twelve months.

TTM20232022202120202019201820172016201520142013
Suntzy gets lucky2.31%2.24%1.79%1.60%0.63%0.44%0.51%0.49%0.51%0.47%0.45%0.52%
Portfolio components:
EMXC.DE
Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
F500.DE
Amundi S&P 500 ESG UCITS ETF Acc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
URNP.L
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BCHS.L
Invesco CoinShares Global Blockchain UCITS ETF Acc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EMIM.L
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IUQF.L
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Acc)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HNSS.L
HSBC Nasdaq Global Semiconductor UCITS ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WLDS.L
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SUSW.L
iShares MSCI World SRI UCITS ETF EUR (Acc)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AMEC.DE
Amundi Index Smart City UCITS ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RENG.L
L&G Clean Energy UCITS ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
GLGG.L
L&G Clean Water UCITS ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MEUD.L
Lyxor Core STOXX Europe 600 (DR) - UCITS ETF Acc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EMSM.DE
SPDR MSCI Emerging Markets Small Cap UCITS ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ENGE.L
SPDR MSCI Europe Energy UCITS ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XAIX.DE
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XM1D.DE
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XWTS.DE
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XWFS.L
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XDWH.DE
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XDEQ.L
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.01%0.00%
CE01.L
iShares Euro Government Bond 7-10yr UCITS ETF (Acc)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TRSG.L
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BLV
Vanguard Long-Term Bond ETF		4.81%4.06%4.17%3.37%5.84%3.57%4.07%3.63%4.16%4.37%3.90%4.85%
XY4P.DE
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
GISG.L
Lyxor Core Global Inflation-Linked 1-10Y Bond UCITS ETF GBP Hedged Dist		68.63%69.02%51.16%47.98%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SGLP.L
Invesco Physical Gold A		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UC15.L
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ETHE.SW
CoinShares Physical Ethereum (ETH)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EPRA.L
Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LIT
Global X Lithium & Battery Tech ETF		1.25%1.11%0.99%0.22%0.40%1.85%2.52%3.26%2.15%0.24%1.07%0.32%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

-5.00%-4.00%-3.00%-2.00%-1.00%0.00%December2024FebruaryMarchAprilMay0
-0.21%
Suntzy gets lucky
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Suntzy gets lucky. 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 Suntzy gets lucky was 9.64%, occurring on Oct 27, 2023. Recovery took 33 trading sessions.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-9.64%Jul 20, 202372Oct 27, 202333Dec 13, 2023105
-4.42%Mar 22, 202420Apr 19, 202418May 15, 202438
-2.92%Dec 28, 202314Jan 17, 202418Feb 12, 202432
-2.22%Apr 14, 202329May 24, 20237Jun 2, 202336
-2.01%Jun 19, 202314Jul 6, 20234Jul 12, 202318

Volatility

Volatility Chart

The current Suntzy gets lucky volatility is 2.60%, 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.

2.00%2.50%3.00%3.50%4.00%4.50%December2024FebruaryMarchAprilMay
2.60%
3.40%
Suntzy gets lucky
Benchmark (^GSPC)
Portfolio components

Diversification

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
ETHE.SWTRSG.LSGLP.LUC15.LBLVURNP.LENGE.LXDWH.DELITCE01.LXY4P.DEGISG.LXM1D.DEXWTS.DEBCHS.LHNSS.LXAIX.DEXWFS.LGLGG.LRENG.LEPRA.LEMSM.DEIUQF.LEMXC.DEEMIM.LAMEC.DEF500.DEWLDS.LXDEQ.LSUSW.LMEUD.L
ETHE.SW1.00-0.010.050.050.100.050.070.080.150.100.120.120.120.100.400.170.180.150.180.180.160.200.120.240.190.200.170.160.140.170.19
TRSG.L-0.011.000.510.090.63-0.020.010.14-0.030.720.520.580.130.110.120.130.030.150.230.180.310.060.210.080.150.060.090.190.230.080.20
SGLP.L0.050.511.000.280.350.180.210.080.120.550.450.580.160.080.120.080.010.180.180.200.220.200.100.210.270.120.030.190.150.090.25
UC15.L0.050.090.281.00-0.000.290.590.160.230.210.130.340.080.110.160.170.140.360.210.260.250.290.270.240.390.240.200.280.320.230.35
BLV0.100.630.35-0.001.000.050.020.230.150.650.620.440.190.240.200.170.170.170.240.270.360.210.210.240.190.240.240.240.230.270.26
URNP.L0.05-0.020.180.290.051.000.430.240.270.120.150.210.370.240.290.300.340.300.380.360.240.330.310.330.340.340.330.390.350.390.40
ENGE.L0.070.010.210.590.020.431.000.240.330.200.200.330.260.180.280.180.160.450.300.370.340.430.290.390.490.370.290.450.390.370.53
XDWH.DE0.080.140.080.160.230.240.241.000.200.300.380.270.380.350.250.210.340.460.380.320.390.300.470.400.280.420.550.420.540.620.56
LIT0.15-0.030.120.230.150.270.330.201.000.160.250.230.390.340.350.330.360.360.330.470.330.640.280.570.620.600.390.460.330.460.42
CE01.L0.100.720.550.210.650.120.200.300.161.000.880.780.260.240.260.280.210.320.310.360.450.300.330.350.370.310.260.370.390.330.50
XY4P.DE0.120.520.450.130.620.150.200.380.250.881.000.720.340.300.280.240.280.290.270.340.410.380.260.450.360.390.320.350.340.430.50
GISG.L0.120.580.580.340.440.210.330.270.230.780.721.000.320.220.260.270.210.390.340.390.470.400.340.430.470.360.280.410.410.360.51
XM1D.DE0.120.130.160.080.190.370.260.380.390.260.340.321.000.480.370.420.490.440.420.560.420.490.460.520.450.510.520.530.510.600.52
XWTS.DE0.100.110.080.110.240.240.180.350.340.240.300.220.481.000.490.500.760.370.370.420.360.450.660.460.420.520.740.470.680.610.50
BCHS.L0.400.120.120.160.200.290.280.250.350.260.280.260.370.491.000.490.510.430.540.470.480.450.470.480.430.460.520.640.530.570.52
HNSS.L0.170.130.080.170.170.300.180.210.330.280.240.270.420.500.491.000.770.400.530.450.420.510.750.560.550.520.660.570.730.620.53
XAIX.DE0.180.030.010.140.170.340.160.340.360.210.280.210.490.760.510.771.000.410.470.440.390.500.790.580.480.570.850.540.770.720.53
XWFS.L0.150.150.180.360.170.300.450.460.360.320.290.390.440.370.430.400.411.000.540.550.630.500.560.520.560.550.540.680.640.670.74
GLGG.L0.180.230.180.210.240.380.300.380.330.310.270.340.420.370.540.530.470.541.000.620.620.460.600.460.490.600.570.800.640.680.66
RENG.L0.180.180.200.260.270.360.370.320.470.360.340.390.560.420.470.450.440.550.621.000.620.550.470.550.580.600.490.710.550.640.68
EPRA.L0.160.310.220.250.360.240.340.390.330.450.410.470.420.360.480.420.390.630.620.621.000.480.550.490.530.580.540.770.600.670.65
EMSM.DE0.200.060.200.290.210.330.430.300.640.300.380.400.490.450.450.510.500.500.460.550.481.000.450.870.950.760.530.570.530.620.61
IUQF.L0.120.210.100.270.210.310.290.470.280.330.260.340.460.660.470.750.790.560.600.470.550.451.000.510.530.550.860.650.960.770.65
EMXC.DE0.240.080.210.240.240.330.390.400.570.350.450.430.520.460.480.560.580.520.460.550.490.870.511.000.830.690.610.580.590.680.65
EMIM.L0.190.150.270.390.190.340.490.280.620.370.360.470.450.420.430.550.480.560.490.580.530.950.530.831.000.720.510.610.600.600.67
AMEC.DE0.200.060.120.240.240.340.370.420.600.310.390.360.510.520.460.520.570.550.600.600.580.760.550.690.721.000.650.710.600.730.68
F500.DE0.170.090.030.200.240.330.290.550.390.260.320.280.520.740.520.660.850.540.570.490.540.530.860.610.510.651.000.640.860.870.64
WLDS.L0.160.190.190.280.240.390.450.420.460.370.350.410.530.470.640.570.540.680.800.710.770.570.650.580.610.710.641.000.710.770.76
XDEQ.L0.140.230.150.320.230.350.390.540.330.390.340.410.510.680.530.730.770.640.640.550.600.530.960.590.600.600.860.711.000.820.78
SUSW.L0.170.080.090.230.270.390.370.620.460.330.430.360.600.610.570.620.720.670.680.640.670.620.770.680.600.730.870.770.821.000.79
MEUD.L0.190.200.250.350.260.400.530.560.420.500.500.510.520.500.520.530.530.740.660.680.650.610.650.650.670.680.640.760.780.791.00