AMPC 5BM Z4
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in AMPC 5BM Z4, 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 Jul 20, 2020, corresponding to the inception date of IBTK
Returns By Period
Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | 15.38% | 5.03% | 6.71% | 23.24% | 13.10% | 10.67% |
AMPC 5BM Z4 | 12.78% | 3.92% | 9.32% | 20.27% | N/A | N/A |
Portfolio components: | ||||||
AAPL Apple Inc | 15.94% | 7.43% | 31.92% | 22.20% | 34.03% | 26.18% |
MSFT Microsoft Corporation | 9.20% | 2.38% | 0.18% | 23.60% | 25.25% | 26.30% |
XLK | 9.30% | 4.53% | -0.05% | 20.77% | N/A | N/A |
QQQ | 12.91% | 4.89% | 3.80% | 23.88% | N/A | N/A |
GOOGL Alphabet Inc. | 12.69% | -0.66% | 17.15% | 17.08% | 21.21% | 18.04% |
LLY Eli Lilly and Company | 57.34% | 15.24% | 17.36% | 64.10% | 53.84% | 32.89% |
UNH | 15.70% | 6.30% | 27.23% | 28.65% | N/A | N/A |
XOM | 17.01% | 0.72% | 7.96% | 3.10% | N/A | N/A |
CSCO Cisco Systems, Inc. | -0.35% | 8.79% | 2.16% | -11.29% | 3.29% | 10.44% |
ABBV AbbVie Inc. | 27.98% | 3.85% | 8.79% | 37.57% | 28.97% | 18.07% |
VZ | 15.55% | 3.03% | 8.38% | 30.17% | N/A | N/A |
KMB Kimberly-Clark Corporation | 24.15% | 6.45% | 18.65% | 21.46% | 4.77% | 7.15% |
MRK Merck & Co., Inc. | 10.12% | 6.69% | -3.17% | 14.33% | 10.84% | 10.71% |
AMGN Amgen Inc. | 15.10% | -0.71% | 20.55% | 34.18% | 12.72% | 11.95% |
DLR Digital Realty Trust, Inc. | 13.27% | 0.86% | 0.61% | 19.47% | 6.88% | 12.66% |
WMB | 30.80% | 3.78% | 25.18% | 38.14% | N/A | N/A |
GILD Gilead Sciences, Inc. | -0.56% | 6.17% | 9.36% | 10.56% | 8.35% | 0.17% |
GIS General Mills, Inc. | 17.54% | 9.69% | 18.03% | 17.35% | 9.82% | 6.93% |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | 3.40% | 0.40% | 2.56% | 5.42% | N/A | N/A |
PM | 36.66% | 9.61% | 40.50% | 41.29% | N/A | N/A |
PNC | 20.40% | 7.01% | 22.67% | 59.61% | N/A | N/A |
SO | 30.71% | 3.96% | 30.97% | 39.74% | N/A | N/A |
TFC | 23.00% | 6.04% | 21.23% | 55.46% | N/A | N/A |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | 3.06% | 0.48% | 2.66% | 5.66% | N/A | N/A |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | 3.23% | 0.68% | 3.16% | 6.41% | N/A | N/A |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | 3.48% | 0.81% | 3.62% | 7.25% | N/A | N/A |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | 3.75% | 0.98% | 4.05% | 7.92% | N/A | N/A |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | 3.92% | 1.05% | 4.22% | 8.29% | N/A | N/A |
IBTK iShares iBonds Dec 2030 Term Treasury ETF | 4.22% | 1.21% | 4.72% | 8.76% | N/A | N/A |
NGG National Grid plc | 11.15% | 8.33% | 9.97% | 24.81% | 12.80% | 5.80% |
TRP | 23.46% | 8.31% | 19.84% | 40.84% | N/A | N/A |
TTE | 1.16% | 2.31% | 3.82% | 8.86% | N/A | N/A |
USD=X | 0.00% | 0.00% | 0.00% | 0.00% | N/A | N/A |
Monthly Returns
The table below presents the monthly returns of AMPC 5BM Z4, 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 | 1.56% | 0.98% | 2.39% | -2.26% | 3.52% | 3.33% | 1.50% | 2.50% | 12.78% | ||||
2023 | 3.22% | -2.01% | 5.20% | 2.19% | 0.52% | 3.10% | 1.44% | 0.07% | -2.36% | -0.02% | 5.66% | 2.58% | 21.04% |
2022 | -1.73% | -2.04% | 1.91% | -4.43% | 1.67% | -3.93% | 5.38% | -3.57% | -6.74% | 6.63% | 4.89% | -3.75% | -6.56% |
2021 | 1.01% | 0.24% | 2.49% | 2.79% | 0.76% | 3.32% | 1.77% | 2.00% | -3.30% | 5.17% | -0.22% | 4.13% | 21.80% |
2020 | 0.00% | 4.44% | -3.75% | -3.43% | 7.38% | 3.21% | 7.58% |
Expense Ratio
AMPC 5BM Z4 has an expense ratio of 0.05%, 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 risk-adjusted rank of AMPC 5BM Z4 is 95, placing it in the top 5% 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 | |
---|---|---|---|---|---|
AAPL Apple Inc | 1.26 | 1.90 | 1.24 | 1.65 | 3.89 |
MSFT Microsoft Corporation | 1.46 | 1.97 | 1.26 | 1.83 | 5.88 |
XLK | 1.28 | 1.76 | 1.24 | 1.56 | 6.03 |
QQQ | 1.58 | 2.15 | 1.29 | 1.96 | 7.73 |
GOOGL Alphabet Inc. | 0.64 | 1.00 | 1.14 | 0.96 | 2.58 |
LLY Eli Lilly and Company | 2.04 | 2.81 | 1.38 | 3.27 | 12.34 |
UNH | 1.10 | 1.66 | 1.23 | 1.21 | 3.23 |
XOM | 0.07 | 0.25 | 1.03 | 0.08 | 0.15 |
CSCO Cisco Systems, Inc. | -0.43 | -0.44 | 0.93 | -0.36 | -0.96 |
ABBV AbbVie Inc. | 1.63 | 2.14 | 1.31 | 1.92 | 5.31 |
VZ | 1.46 | 2.22 | 1.30 | 0.79 | 8.44 |
KMB Kimberly-Clark Corporation | 1.23 | 1.71 | 1.26 | 1.17 | 7.91 |
MRK Merck & Co., Inc. | 0.64 | 0.96 | 1.15 | 0.77 | 2.34 |
AMGN Amgen Inc. | 0.96 | 1.58 | 1.21 | 1.25 | 2.98 |
DLR Digital Realty Trust, Inc. | 0.78 | 1.20 | 1.16 | 0.67 | 3.86 |
WMB | 1.94 | 2.66 | 1.34 | 3.38 | 9.95 |
GILD Gilead Sciences, Inc. | 0.30 | 0.57 | 1.08 | 0.27 | 0.49 |
GIS General Mills, Inc. | 0.91 | 1.36 | 1.17 | 0.56 | 3.68 |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | 8.68 | 21.78 | 4.67 | 1.58 | 311.61 |
PM | 2.16 | 3.02 | 1.40 | 2.49 | 11.01 |
PNC | 2.13 | 2.92 | 1.37 | 1.10 | 13.82 |
SO | 1.69 | 2.48 | 1.31 | 1.62 | 7.85 |
TFC | 2.26 | 3.17 | 1.38 | 1.12 | 14.29 |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | 4.41 | 8.03 | 2.18 | 0.77 | 47.85 |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | 2.68 | 4.38 | 1.58 | 0.61 | 15.58 |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | 2.11 | 3.33 | 1.43 | 0.54 | 9.98 |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | 1.84 | 2.82 | 1.35 | 0.50 | 7.24 |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | 1.66 | 2.48 | 1.31 | 0.45 | 6.37 |
IBTK iShares iBonds Dec 2030 Term Treasury ETF | 1.50 | 2.22 | 1.27 | 0.41 | 5.63 |
NGG National Grid plc | 0.79 | 1.08 | 1.19 | 0.87 | 2.95 |
TRP | 2.03 | 2.75 | 1.36 | 0.93 | 8.62 |
TTE | 0.21 | 0.41 | 1.05 | 0.33 | 0.77 |
USD=X | — | — | — | — | — |
Dividends
Dividend yield
AMPC 5BM Z4 granted a 2.61% dividend yield in the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AMPC 5BM Z4 | 2.61% | 2.58% | 2.18% | 1.77% | 2.03% | 1.65% | 1.91% | 1.81% | 1.78% | 1.85% | 1.65% | 1.60% |
Portfolio components: | ||||||||||||
AAPL Apple Inc | 0.44% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
MSFT Microsoft Corporation | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
XLK | 0.73% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% | 1.70% |
QQQ | 0.63% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
GOOGL Alphabet Inc. | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LLY Eli Lilly and Company | 0.55% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.94% | 2.46% | 2.77% | 2.37% | 2.84% | 3.84% |
UNH | 1.28% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
XOM | 3.33% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% | 2.43% |
CSCO Cisco Systems, Inc. | 3.22% | 3.07% | 3.17% | 2.32% | 3.20% | 2.88% | 2.95% | 2.95% | 3.28% | 3.02% | 2.66% | 2.27% |
ABBV AbbVie Inc. | 3.18% | 3.82% | 3.49% | 3.84% | 4.41% | 4.83% | 3.89% | 2.65% | 3.64% | 3.41% | 2.54% | 3.03% |
VZ | 6.41% | 6.96% | 6.53% | 4.85% | 4.21% | 3.95% | 4.22% | 4.39% | 4.26% | 4.79% | 4.57% | 4.22% |
KMB Kimberly-Clark Corporation | 4.07% | 3.88% | 3.42% | 3.19% | 3.17% | 3.00% | 3.51% | 3.22% | 3.22% | 2.77% | 0.99% | 0.39% |
MRK Merck & Co., Inc. | 2.56% | 2.72% | 2.52% | 3.41% | 3.03% | 2.48% | 2.60% | 3.36% | 3.14% | 3.42% | 3.11% | 3.45% |
AMGN Amgen Inc. | 2.74% | 2.96% | 2.95% | 3.13% | 2.78% | 2.41% | 2.71% | 2.65% | 2.74% | 1.95% | 1.53% | 1.65% |
DLR Digital Realty Trust, Inc. | 3.26% | 3.63% | 4.87% | 2.62% | 3.21% | 3.61% | 3.79% | 3.27% | 3.58% | 5.62% | 5.01% | 6.35% |
WMB | 4.15% | 5.14% | 5.17% | 6.30% | 7.98% | 6.41% | 6.17% | 3.94% | 5.39% | 9.53% | 4.36% | 3.73% |
GILD Gilead Sciences, Inc. | 3.86% | 3.70% | 3.40% | 3.91% | 4.67% | 3.88% | 3.65% | 2.90% | 2.57% | 1.27% | 0.00% | 0.00% |
GIS General Mills, Inc. | 3.18% | 3.47% | 2.50% | 3.03% | 3.37% | 3.66% | 5.03% | 3.27% | 3.01% | 3.00% | 3.02% | 2.85% |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | 4.60% | 4.23% | 2.00% | 0.47% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PM | 4.15% | 5.46% | 4.98% | 5.16% | 5.73% | 5.43% | 6.73% | 3.99% | 4.50% | 4.60% | 4.76% | 4.11% |
PNC | 3.45% | 3.94% | 3.64% | 2.39% | 3.09% | 2.63% | 2.91% | 1.80% | 1.81% | 2.11% | 2.06% | 2.22% |
SO | 3.19% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% | 4.90% |
TFC | 4.77% | 5.63% | 4.65% | 3.18% | 3.76% | 3.04% | 3.60% | 2.53% | 2.44% | 2.77% | 2.44% | 3.00% |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | 4.27% | 4.03% | 1.93% | 0.57% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | 3.91% | 3.61% | 2.06% | 0.66% | 0.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | 3.84% | 3.61% | 2.00% | 0.77% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | 3.75% | 3.27% | 1.70% | 0.90% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | 3.72% | 3.48% | 1.86% | 0.74% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IBTK iShares iBonds Dec 2030 Term Treasury ETF | 3.62% | 3.05% | 2.27% | 0.84% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NGG National Grid plc | 10.57% | 5.20% | 5.18% | 4.75% | 5.32% | 4.94% | 6.44% | 24.15% | 5.07% | 4.73% | 7.86% | 4.82% |
TRP | 6.02% | 7.11% | 9.13% | 7.81% | 5.92% | 4.27% | 7.69% | 4.01% | 6.32% | 6.49% | 3.52% | 3.88% |
TTE | 4.94% | 4.67% | 6.21% | 6.10% | 8.97% | 3.64% | 4.75% | 4.29% | 4.47% | 5.06% | 5.21% | 4.31% |
USD=X | 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 AMPC 5BM Z4. 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 AMPC 5BM Z4 was 13.62%, occurring on Sep 30, 2022. Recovery took 134 trading sessions.
The current AMPC 5BM Z4 drawdown is 1.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-13.62% | Dec 28, 2021 | 199 | Sep 30, 2022 | 134 | Apr 6, 2023 | 333 |
-8.27% | Sep 3, 2020 | 40 | Oct 28, 2020 | 27 | Dec 4, 2020 | 67 |
-4.43% | Jul 17, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
-3.7% | Sep 15, 2023 | 13 | Oct 3, 2023 | 24 | Nov 6, 2023 | 37 |
-3.57% | Sep 7, 2021 | 18 | Sep 30, 2021 | 14 | Oct 20, 2021 | 32 |
Volatility
Volatility Chart
The current AMPC 5BM Z4 volatility is 2.14%, 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
USD=X | LLY | GIS | IBTE | MRK | XOM | UNH | ABBV | IBTK | VZ | TTE | KMB | WMB | IBTF | GILD | TRP | IBTG | GOOGL | IBTJ | IBTI | IBTH | PM | DLR | AAPL | MSFT | PNC | NGG | SO | TFC | AMGN | XLK | CSCO | QQQ | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
USD=X | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
LLY | 0.00 | 1.00 | 0.13 | 0.02 | 0.40 | 0.11 | 0.31 | 0.39 | 0.03 | 0.17 | 0.11 | 0.21 | 0.15 | 0.03 | 0.27 | 0.15 | 0.02 | 0.23 | 0.03 | 0.03 | 0.04 | 0.21 | 0.22 | 0.24 | 0.30 | 0.08 | 0.18 | 0.22 | 0.09 | 0.36 | 0.29 | 0.23 | 0.29 |
GIS | 0.00 | 0.13 | 1.00 | 0.08 | 0.34 | 0.09 | 0.30 | 0.28 | 0.07 | 0.35 | 0.09 | 0.55 | 0.17 | 0.08 | 0.37 | 0.20 | 0.09 | -0.00 | 0.10 | 0.10 | 0.09 | 0.34 | 0.19 | 0.07 | 0.05 | 0.12 | 0.32 | 0.42 | 0.10 | 0.31 | 0.01 | 0.21 | 0.02 |
IBTE | 0.00 | 0.02 | 0.08 | 1.00 | 0.03 | -0.11 | 0.00 | -0.02 | 0.55 | 0.02 | -0.12 | 0.06 | 0.01 | 0.80 | 0.02 | 0.03 | 0.75 | 0.06 | 0.66 | 0.66 | 0.71 | -0.00 | 0.19 | 0.06 | 0.07 | -0.07 | 0.13 | 0.09 | -0.08 | 0.06 | 0.06 | 0.04 | 0.07 |
MRK | 0.00 | 0.40 | 0.34 | 0.03 | 1.00 | 0.17 | 0.36 | 0.42 | 0.05 | 0.29 | 0.15 | 0.30 | 0.20 | 0.05 | 0.38 | 0.22 | 0.04 | 0.10 | 0.02 | 0.04 | 0.03 | 0.28 | 0.16 | 0.11 | 0.13 | 0.12 | 0.27 | 0.28 | 0.13 | 0.40 | 0.11 | 0.21 | 0.10 |
XOM | 0.00 | 0.11 | 0.09 | -0.11 | 0.17 | 1.00 | 0.19 | 0.23 | -0.11 | 0.24 | 0.67 | 0.04 | 0.66 | -0.13 | 0.18 | 0.48 | -0.14 | 0.12 | -0.17 | -0.16 | -0.15 | 0.28 | 0.00 | 0.12 | 0.04 | 0.43 | 0.12 | 0.18 | 0.42 | 0.16 | 0.13 | 0.28 | 0.12 |
UNH | 0.00 | 0.31 | 0.30 | 0.00 | 0.36 | 0.19 | 1.00 | 0.36 | 0.03 | 0.27 | 0.17 | 0.29 | 0.22 | 0.02 | 0.29 | 0.25 | 0.00 | 0.21 | -0.00 | 0.00 | -0.00 | 0.28 | 0.22 | 0.24 | 0.26 | 0.24 | 0.28 | 0.33 | 0.24 | 0.32 | 0.24 | 0.32 | 0.23 |
ABBV | 0.00 | 0.39 | 0.28 | -0.02 | 0.42 | 0.23 | 0.36 | 1.00 | 0.04 | 0.25 | 0.21 | 0.33 | 0.25 | -0.01 | 0.44 | 0.24 | -0.00 | 0.16 | -0.01 | -0.00 | -0.01 | 0.34 | 0.12 | 0.14 | 0.17 | 0.24 | 0.25 | 0.29 | 0.26 | 0.47 | 0.18 | 0.28 | 0.18 |
IBTK | 0.00 | 0.03 | 0.07 | 0.55 | 0.05 | -0.11 | 0.03 | 0.04 | 1.00 | 0.10 | -0.08 | 0.12 | 0.02 | 0.69 | 0.07 | 0.08 | 0.78 | 0.06 | 0.85 | 0.84 | 0.82 | 0.09 | 0.19 | 0.07 | 0.06 | -0.05 | 0.22 | 0.18 | -0.03 | 0.10 | 0.07 | 0.03 | 0.09 |
VZ | 0.00 | 0.17 | 0.35 | 0.02 | 0.29 | 0.24 | 0.27 | 0.25 | 0.10 | 1.00 | 0.19 | 0.35 | 0.29 | 0.07 | 0.31 | 0.29 | 0.08 | 0.11 | 0.08 | 0.09 | 0.08 | 0.35 | 0.25 | 0.12 | 0.09 | 0.32 | 0.32 | 0.41 | 0.32 | 0.31 | 0.11 | 0.32 | 0.12 |
TTE | 0.00 | 0.11 | 0.09 | -0.12 | 0.15 | 0.67 | 0.17 | 0.21 | -0.08 | 0.19 | 1.00 | 0.07 | 0.55 | -0.13 | 0.15 | 0.45 | -0.14 | 0.23 | -0.17 | -0.15 | -0.15 | 0.29 | 0.03 | 0.17 | 0.16 | 0.41 | 0.21 | 0.13 | 0.42 | 0.18 | 0.23 | 0.27 | 0.22 |
KMB | 0.00 | 0.21 | 0.55 | 0.06 | 0.30 | 0.04 | 0.29 | 0.33 | 0.12 | 0.35 | 0.07 | 1.00 | 0.15 | 0.11 | 0.37 | 0.18 | 0.12 | 0.08 | 0.15 | 0.15 | 0.14 | 0.40 | 0.30 | 0.15 | 0.15 | 0.14 | 0.33 | 0.45 | 0.14 | 0.36 | 0.12 | 0.28 | 0.12 |
WMB | 0.00 | 0.15 | 0.17 | 0.01 | 0.20 | 0.66 | 0.22 | 0.25 | 0.02 | 0.29 | 0.55 | 0.15 | 1.00 | -0.00 | 0.21 | 0.61 | 0.01 | 0.20 | -0.02 | -0.00 | -0.01 | 0.33 | 0.17 | 0.18 | 0.13 | 0.44 | 0.25 | 0.31 | 0.45 | 0.25 | 0.22 | 0.31 | 0.22 |
IBTF | 0.00 | 0.03 | 0.08 | 0.80 | 0.05 | -0.13 | 0.02 | -0.01 | 0.69 | 0.07 | -0.13 | 0.11 | -0.00 | 1.00 | 0.07 | 0.05 | 0.90 | 0.08 | 0.81 | 0.82 | 0.87 | 0.05 | 0.23 | 0.09 | 0.09 | -0.10 | 0.18 | 0.13 | -0.11 | 0.08 | 0.08 | 0.05 | 0.10 |
GILD | 0.00 | 0.27 | 0.37 | 0.02 | 0.38 | 0.18 | 0.29 | 0.44 | 0.07 | 0.31 | 0.15 | 0.37 | 0.21 | 0.07 | 1.00 | 0.21 | 0.07 | 0.18 | 0.07 | 0.08 | 0.07 | 0.34 | 0.20 | 0.21 | 0.21 | 0.25 | 0.27 | 0.32 | 0.24 | 0.53 | 0.21 | 0.35 | 0.24 |
TRP | 0.00 | 0.15 | 0.20 | 0.03 | 0.22 | 0.48 | 0.25 | 0.24 | 0.08 | 0.29 | 0.45 | 0.18 | 0.61 | 0.05 | 0.21 | 1.00 | 0.05 | 0.23 | 0.03 | 0.04 | 0.05 | 0.32 | 0.19 | 0.21 | 0.17 | 0.41 | 0.33 | 0.34 | 0.41 | 0.25 | 0.25 | 0.32 | 0.26 |
IBTG | 0.00 | 0.02 | 0.09 | 0.75 | 0.04 | -0.14 | 0.00 | -0.00 | 0.78 | 0.08 | -0.14 | 0.12 | 0.01 | 0.90 | 0.07 | 0.05 | 1.00 | 0.07 | 0.91 | 0.91 | 0.93 | 0.05 | 0.24 | 0.09 | 0.08 | -0.09 | 0.21 | 0.14 | -0.10 | 0.11 | 0.07 | 0.04 | 0.09 |
GOOGL | 0.00 | 0.23 | -0.00 | 0.06 | 0.10 | 0.12 | 0.21 | 0.16 | 0.06 | 0.11 | 0.23 | 0.08 | 0.20 | 0.08 | 0.18 | 0.23 | 0.07 | 1.00 | 0.05 | 0.06 | 0.06 | 0.19 | 0.34 | 0.62 | 0.73 | 0.26 | 0.21 | 0.18 | 0.29 | 0.24 | 0.72 | 0.46 | 0.77 |
IBTJ | 0.00 | 0.03 | 0.10 | 0.66 | 0.02 | -0.17 | -0.00 | -0.01 | 0.85 | 0.08 | -0.17 | 0.15 | -0.02 | 0.81 | 0.07 | 0.03 | 0.91 | 0.05 | 1.00 | 0.96 | 0.94 | 0.06 | 0.25 | 0.08 | 0.08 | -0.11 | 0.23 | 0.17 | -0.11 | 0.09 | 0.07 | 0.02 | 0.09 |
IBTI | 0.00 | 0.03 | 0.10 | 0.66 | 0.04 | -0.16 | 0.00 | -0.00 | 0.84 | 0.09 | -0.15 | 0.15 | -0.00 | 0.82 | 0.08 | 0.04 | 0.91 | 0.06 | 0.96 | 1.00 | 0.95 | 0.07 | 0.25 | 0.08 | 0.08 | -0.10 | 0.23 | 0.18 | -0.11 | 0.11 | 0.07 | 0.03 | 0.09 |
IBTH | 0.00 | 0.04 | 0.09 | 0.71 | 0.03 | -0.15 | -0.00 | -0.01 | 0.82 | 0.08 | -0.15 | 0.14 | -0.01 | 0.87 | 0.07 | 0.05 | 0.93 | 0.06 | 0.94 | 0.95 | 1.00 | 0.07 | 0.25 | 0.10 | 0.09 | -0.11 | 0.22 | 0.17 | -0.12 | 0.10 | 0.08 | 0.02 | 0.09 |
PM | 0.00 | 0.21 | 0.34 | -0.00 | 0.28 | 0.28 | 0.28 | 0.34 | 0.09 | 0.35 | 0.29 | 0.40 | 0.33 | 0.05 | 0.34 | 0.32 | 0.05 | 0.19 | 0.06 | 0.07 | 0.07 | 1.00 | 0.21 | 0.20 | 0.17 | 0.35 | 0.34 | 0.38 | 0.35 | 0.35 | 0.21 | 0.35 | 0.22 |
DLR | 0.00 | 0.22 | 0.19 | 0.19 | 0.16 | 0.00 | 0.22 | 0.12 | 0.19 | 0.25 | 0.03 | 0.30 | 0.17 | 0.23 | 0.20 | 0.19 | 0.24 | 0.34 | 0.25 | 0.25 | 0.25 | 0.21 | 1.00 | 0.36 | 0.41 | 0.22 | 0.31 | 0.34 | 0.21 | 0.27 | 0.45 | 0.35 | 0.46 |
AAPL | 0.00 | 0.24 | 0.07 | 0.06 | 0.11 | 0.12 | 0.24 | 0.14 | 0.07 | 0.12 | 0.17 | 0.15 | 0.18 | 0.09 | 0.21 | 0.21 | 0.09 | 0.62 | 0.08 | 0.08 | 0.10 | 0.20 | 0.36 | 1.00 | 0.68 | 0.24 | 0.21 | 0.19 | 0.26 | 0.26 | 0.81 | 0.48 | 0.79 |
MSFT | 0.00 | 0.30 | 0.05 | 0.07 | 0.13 | 0.04 | 0.26 | 0.17 | 0.06 | 0.09 | 0.16 | 0.15 | 0.13 | 0.09 | 0.21 | 0.17 | 0.08 | 0.73 | 0.08 | 0.08 | 0.09 | 0.17 | 0.41 | 0.68 | 1.00 | 0.24 | 0.22 | 0.16 | 0.25 | 0.27 | 0.87 | 0.48 | 0.85 |
PNC | 0.00 | 0.08 | 0.12 | -0.07 | 0.12 | 0.43 | 0.24 | 0.24 | -0.05 | 0.32 | 0.41 | 0.14 | 0.44 | -0.10 | 0.25 | 0.41 | -0.09 | 0.26 | -0.11 | -0.10 | -0.11 | 0.35 | 0.22 | 0.24 | 0.24 | 1.00 | 0.23 | 0.25 | 0.85 | 0.26 | 0.35 | 0.41 | 0.35 |
NGG | 0.00 | 0.18 | 0.32 | 0.13 | 0.27 | 0.12 | 0.28 | 0.25 | 0.22 | 0.32 | 0.21 | 0.33 | 0.25 | 0.18 | 0.27 | 0.33 | 0.21 | 0.21 | 0.23 | 0.23 | 0.22 | 0.34 | 0.31 | 0.21 | 0.22 | 0.23 | 1.00 | 0.48 | 0.26 | 0.33 | 0.22 | 0.27 | 0.23 |
SO | 0.00 | 0.22 | 0.42 | 0.09 | 0.28 | 0.18 | 0.33 | 0.29 | 0.18 | 0.41 | 0.13 | 0.45 | 0.31 | 0.13 | 0.32 | 0.34 | 0.14 | 0.18 | 0.17 | 0.18 | 0.17 | 0.38 | 0.34 | 0.19 | 0.16 | 0.25 | 0.48 | 1.00 | 0.25 | 0.33 | 0.15 | 0.30 | 0.16 |
TFC | 0.00 | 0.09 | 0.10 | -0.08 | 0.13 | 0.42 | 0.24 | 0.26 | -0.03 | 0.32 | 0.42 | 0.14 | 0.45 | -0.11 | 0.24 | 0.41 | -0.10 | 0.29 | -0.11 | -0.11 | -0.12 | 0.35 | 0.21 | 0.26 | 0.25 | 0.85 | 0.26 | 0.25 | 1.00 | 0.30 | 0.36 | 0.40 | 0.37 |
AMGN | 0.00 | 0.36 | 0.31 | 0.06 | 0.40 | 0.16 | 0.32 | 0.47 | 0.10 | 0.31 | 0.18 | 0.36 | 0.25 | 0.08 | 0.53 | 0.25 | 0.11 | 0.24 | 0.09 | 0.11 | 0.10 | 0.35 | 0.27 | 0.26 | 0.27 | 0.26 | 0.33 | 0.33 | 0.30 | 1.00 | 0.29 | 0.39 | 0.31 |
XLK | 0.00 | 0.29 | 0.01 | 0.06 | 0.11 | 0.13 | 0.24 | 0.18 | 0.07 | 0.11 | 0.23 | 0.12 | 0.22 | 0.08 | 0.21 | 0.25 | 0.07 | 0.72 | 0.07 | 0.07 | 0.08 | 0.21 | 0.45 | 0.81 | 0.87 | 0.35 | 0.22 | 0.15 | 0.36 | 0.29 | 1.00 | 0.58 | 0.97 |
CSCO | 0.00 | 0.23 | 0.21 | 0.04 | 0.21 | 0.28 | 0.32 | 0.28 | 0.03 | 0.32 | 0.27 | 0.28 | 0.31 | 0.05 | 0.35 | 0.32 | 0.04 | 0.46 | 0.02 | 0.03 | 0.02 | 0.35 | 0.35 | 0.48 | 0.48 | 0.41 | 0.27 | 0.30 | 0.40 | 0.39 | 0.58 | 1.00 | 0.56 |
QQQ | 0.00 | 0.29 | 0.02 | 0.07 | 0.10 | 0.12 | 0.23 | 0.18 | 0.09 | 0.12 | 0.22 | 0.12 | 0.22 | 0.10 | 0.24 | 0.26 | 0.09 | 0.77 | 0.09 | 0.09 | 0.09 | 0.22 | 0.46 | 0.79 | 0.85 | 0.35 | 0.23 | 0.16 | 0.37 | 0.31 | 0.97 | 0.56 | 1.00 |