SIP 2026

Asset Allocation

Position	Category/Sector	Target Weight
EBND SPDR Bloomberg Barclays Emerging Markets Local Bond ETF	Emerging Markets Bonds	1.21%
EMLC VanEck Vectors J.P. Morgan EM Local Currency Bond ETF	Emerging Markets Bonds	0.39%
FNDA Schwab Fundamental US Small Co. Index ETF	Small Cap Blend Equities	1.71%
FNDC Schwab Fundamental International Small Co. Index ETF	Foreign Small & Mid Cap Equities	2.96%
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF	Emerging Markets Equities	1.98%
FNDF Schwab Fundamental International Large Company Index ETF	Foreign Large Cap Equities	0.50%
FNDX Schwab Fundamental U.S. Large Company Index ETF	Large Cap Blend Equities	9.54%
HAUZ Xtrackers International Real Estate ETF	REIT	1.79%
PRF Invesco RAFI US 1000 ETF	Large Cap Value Equities	1.56%
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF	Small Cap Blend Equities	4.92%
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF	Foreign Large Cap Equities	7.26%
PXH Invesco FTSE RAFI Emerging Markets ETF	Emerging Markets Equities	5.02%
SCHA Schwab U.S. Small-Cap ETF	Small Cap Growth Equities	1.92%
SCHC Schwab International Small-Cap Equity ETF	Foreign Small & Mid Cap Equities	0.96%
SCHE Schwab Emerging Markets Equity ETF	Emerging Markets Equities	4.73%
SCHF Schwab International Equity ETF	Foreign Large Cap Equities	5.34%
SCHG Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	0.82%
SCHH Schwab US REIT ETF	REIT	1.06%
SCHP Schwab U.S. TIPS ETF	Inflation-Protected Bonds	0.71%
SCHX Schwab U.S. Large-Cap ETF	Large Cap Blend Equities	3.83%
SCMB Schwab Municipal Bond ETF	Municipal Bonds	20.68%
SPAXX Fidelity Government Money Market Fund	Money Market	8.18%
SPIP SPDR Portfolio TIPS ETF	Inflation-Protected Bonds	1.09%
USRT iShares Core U.S. REIT ETF	REIT	1.05%
VB Vanguard Small-Cap ETF	Small Cap Growth Equities	2.10%
VEA Vanguard FTSE Developed Markets ETF	Foreign Large Cap Equities	2.99%
VOO Vanguard S&P 500 ETF	S&P 500	4.78%
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	Foreign Small & Mid Cap Equities	0.92%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in SIP 2026, 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.

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The earliest data available for this chart is Oct 12, 2022, corresponding to the inception date of SCMB

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.72%	-3.54%	-3.95%	-2.09%	15.95%	16.96%	10.34%	12.24%
Portfolio SIP 2026	0.54%	-2.09%	1.83%	4.33%	17.80%	12.09%	—	—
Portfolio components:
EBND SPDR Bloomberg Barclays Emerging Markets Local Bond ETF	0.50%	-3.83%	-2.06%	-0.33%	9.34%	4.96%	0.45%	1.47%
EMLC VanEck Vectors J.P. Morgan EM Local Currency Bond ETF	0.56%	-3.51%	-1.30%	1.77%	12.42%	6.35%	1.83%	1.87%
FNDA Schwab Fundamental US Small Co. Index ETF	0.62%	-5.57%	3.75%	5.08%	20.25%	11.84%	6.38%	10.08%
FNDC Schwab Fundamental International Small Co. Index ETF	1.42%	-5.37%	5.54%	9.06%	34.69%	16.32%	7.55%	8.69%
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF	-0.31%	-4.39%	5.77%	8.85%	28.73%	18.86%	9.45%	10.20%
FNDF Schwab Fundamental International Large Company Index ETF	1.12%	-4.59%	9.44%	17.74%	41.49%	20.83%	12.69%	11.21%
FNDX Schwab Fundamental U.S. Large Company Index ETF	0.22%	-3.37%	2.98%	6.54%	20.25%	17.20%	12.04%	13.29%
HAUZ Xtrackers International Real Estate ETF	1.26%	-9.09%	-1.42%	-0.54%	17.11%	7.28%	0.10%	3.92%
PRF Invesco RAFI US 1000 ETF	0.48%	-3.47%	2.19%	6.13%	20.12%	17.14%	11.37%	12.67%
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF	0.70%	-5.17%	0.88%	1.81%	23.02%	13.40%	6.53%	10.76%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 13, 2022, SIP 2026's average daily return is +0.06%, while the average monthly return is +1.14%. At this rate, your investment would double in approximately 5.1 years.

Historically, 70% of months were positive and 30% were negative. The best month was Nov 2022 with a return of +7.5%, while the worst month was Mar 2026 at -4.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, SIP 2026 closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +5.2%, while the worst single day was Apr 4, 2025 at -3.7%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	3.48%	2.87%	-4.86%	0.54%									1.83%
2025	2.21%	0.50%	-1.65%	-0.03%	3.25%	3.29%	0.30%	3.23%	2.45%	1.13%	0.93%	0.82%	17.58%
2024	-1.09%	2.28%	2.42%	-2.52%	2.97%	0.10%	2.78%	1.52%	2.22%	-2.38%	2.63%	-2.93%	7.99%
2023	6.24%	-2.93%	1.12%	0.60%	-1.98%	4.25%	3.11%	-2.92%	-3.18%	-2.75%	7.08%	4.98%	13.59%
2022										3.83%	7.51%	-2.58%	8.74%

Benchmark Metrics

SIP 2026 has an annualized alpha of 3.29%, beta of 0.57, and R² of 0.78 versus S&P 500 Index. Calculated based on daily prices since October 13, 2022.

This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (67.00%) than losses (66.84%) — typical of diversified or defensive assets.
This portfolio generated an annualized alpha of 3.29% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
Beta of 0.57 indicates this portfolio moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha: 3.29%

Beta: 0.57

R²: 0.78

Upside Capture: 67.00%

Downside Capture: 66.84%

Expense Ratio

SIP 2026 has an expense ratio of 0.16%, 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.

Top 10 holdings

PXH

Invesco FTSE RAFI Emerging Markets ETF

PXF

Invesco FTSE RAFI Developed Markets ex-U.S. ETF

FNDC

Schwab Fundamental International Small Co. Index ETF

FNDE

Schwab Fundamental Emerging Markets Large Company Index ETF

PRFZ

Invesco FTSE RAFI US 1500 Small-Mid ETF

PRF

Invesco RAFI US 1000 ETF

EBND

SPDR Bloomberg Barclays Emerging Markets Local Bond ETF

EMLC

VanEck Vectors J.P. Morgan EM Local Currency Bond ETF

FNDA

Schwab Fundamental US Small Co. Index ETF

FNDF

Schwab Fundamental International Large Company Index ETF

Return for Risk

Risk / Return Rank

SIP 2026 ranks 72 for risk / return — better than 72% of portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	1.59	0.92	+0.68
Sortino ratio Return per unit of downside risk	2.27	1.41	+0.86
Omega ratio Gain probability vs. loss probability	1.34	1.21	+0.12
Calmar ratio Return relative to maximum drawdown	2.11	1.41	+0.69
Martin ratio Return relative to average drawdown	9.56	6.61	+2.94
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
EBND SPDR Bloomberg Barclays Emerging Markets Local Bond ETF	65	1.31	1.87	1.26	1.42	6.17
EMLC VanEck Vectors J.P. Morgan EM Local Currency Bond ETF	81	1.76	2.39	1.35	2.01	8.67
FNDA Schwab Fundamental US Small Co. Index ETF	51	0.92	1.43	1.19	1.43	5.44
FNDC Schwab Fundamental International Small Co. Index ETF	92	2.19	2.99	1.44	3.13	12.02
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF	81	1.62	2.19	1.33	2.12	9.45
FNDF Schwab Fundamental International Large Company Index ETF	94	2.38	3.10	1.48	3.77	14.62
FNDX Schwab Fundamental U.S. Large Company Index ETF	70	1.26	1.82	1.28	1.65	7.91
HAUZ Xtrackers International Real Estate ETF	56	1.15	1.64	1.22	1.26	5.27
PRF Invesco RAFI US 1000 ETF	69	1.25	1.79	1.28	1.68	7.89
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF	57	1.03	1.57	1.20	1.67	6.28

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

SIP 2026 Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

1-Year: 1.59
All Time: 1.42

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.00 to 1.70, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of SIP 2026 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

SIP 2026 provided a 2.80% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	2.80%	2.87%	2.76%	2.62%	2.08%	1.82%	1.43%	1.86%	1.88%	1.50%	1.53%	1.69%
Portfolio components:
EBND SPDR Bloomberg Barclays Emerging Markets Local Bond ETF	5.82%	5.54%	5.89%	5.26%	4.75%	3.83%	3.67%	4.68%	4.70%	2.00%	0.00%	0.00%
EMLC VanEck Vectors J.P. Morgan EM Local Currency Bond ETF	6.16%	5.91%	6.55%	5.97%	5.54%	5.25%	4.90%	6.25%	6.50%	5.34%	5.32%	6.25%
FNDA Schwab Fundamental US Small Co. Index ETF	1.21%	1.22%	1.53%	1.37%	1.38%	1.15%	1.31%	1.38%	1.64%	1.30%	1.18%	1.33%
FNDC Schwab Fundamental International Small Co. Index ETF	3.66%	3.86%	3.59%	2.86%	1.98%	2.58%	1.77%	2.71%	2.68%	1.94%	1.95%	1.30%
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF	3.96%	4.19%	4.82%	4.74%	5.59%	4.32%	2.50%	3.47%	2.98%	2.05%	1.65%	2.02%
FNDF Schwab Fundamental International Large Company Index ETF	3.14%	3.44%	4.01%	3.41%	3.10%	3.54%	2.17%	3.20%	3.47%	2.32%	2.42%	2.08%
FNDX Schwab Fundamental U.S. Large Company Index ETF	1.61%	1.63%	1.76%	1.82%	2.07%	1.64%	2.29%	2.23%	2.40%	1.86%	2.01%	2.01%
HAUZ Xtrackers International Real Estate ETF	4.52%	4.46%	4.50%	3.50%	1.99%	4.84%	3.37%	3.69%	1.93%	2.59%	2.18%	9.42%
PRF Invesco RAFI US 1000 ETF	1.55%	1.59%	1.78%	1.84%	2.01%	1.58%	1.97%	1.99%	2.25%	1.58%	2.17%	2.25%
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF	0.94%	0.82%	1.45%	1.42%	1.33%	0.93%	0.91%	1.29%	1.37%	0.97%	1.31%	1.39%

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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the SIP 2026. 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 SIP 2026 was 10.97%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.

The current SIP 2026 drawdown is 4.53%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-10.97%	Feb 19, 2025	35	Apr 8, 2025	26	May 15, 2025	61
-9.44%	Aug 1, 2023	63	Oct 27, 2023	32	Dec 13, 2023	95
-6.92%	Feb 26, 2026	23	Mar 30, 2026	—	—	—
-6.32%	Feb 3, 2023	30	Mar 17, 2023	62	Jun 15, 2023	92
-4.8%	Jul 17, 2024	14	Aug 5, 2024	14	Aug 23, 2024	28

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 28 assets, with an effective number of assets of 12.16, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	SPAXX	SCMB	SCHP	SPIP	EMLC	EBND	SCHH	USRT	SCHG	PXH	FNDE	SCHE	HAUZ	VOO	SCHX	PRFZ	FNDA	SCHA	VB	FNDX	PRF	PXF	FNDF	FNDC	SCHC	VSS	SCHF	VEA	Portfolio
Benchmark	1.00	-0.00	0.14	0.17	0.17	0.39	0.40	0.52	0.55	0.94	0.55	0.57	0.61	0.54	1.00	1.00	0.79	0.78	0.81	0.82	0.88	0.86	0.68	0.68	0.69	0.72	0.72	0.74	0.75	0.85
SPAXX	-0.00	1.00	0.04	0.04	0.02	-0.04	-0.04	0.05	0.05	-0.02	-0.09	-0.09	-0.08	-0.03	-0.00	-0.01	-0.04	-0.03	-0.04	-0.03	0.02	0.01	-0.05	-0.07	-0.04	-0.01	-0.03	-0.06	-0.05	-0.03
SCMB	0.14	0.04	1.00	0.63	0.61	0.37	0.44	0.31	0.28	0.11	0.15	0.15	0.16	0.31	0.14	0.14	0.14	0.15	0.14	0.15	0.14	0.14	0.20	0.21	0.24	0.24	0.23	0.22	0.22	0.28
SCHP	0.17	0.04	0.63	1.00	0.92	0.44	0.50	0.33	0.30	0.14	0.16	0.17	0.16	0.32	0.17	0.18	0.18	0.18	0.17	0.18	0.18	0.18	0.25	0.25	0.28	0.28	0.27	0.26	0.26	0.28
SPIP	0.17	0.02	0.61	0.92	1.00	0.44	0.49	0.32	0.29	0.14	0.17	0.18	0.16	0.32	0.17	0.17	0.19	0.19	0.18	0.19	0.18	0.19	0.26	0.27	0.29	0.29	0.28	0.27	0.27	0.28
EMLC	0.39	-0.04	0.37	0.44	0.44	1.00	0.93	0.36	0.35	0.34	0.58	0.60	0.59	0.60	0.39	0.40	0.42	0.41	0.41	0.41	0.40	0.40	0.64	0.64	0.65	0.65	0.66	0.63	0.64	0.60
EBND	0.40	-0.04	0.44	0.50	0.49	0.93	1.00	0.39	0.38	0.35	0.59	0.61	0.61	0.62	0.41	0.41	0.43	0.42	0.42	0.42	0.41	0.41	0.64	0.64	0.66	0.66	0.67	0.64	0.65	0.62
SCHH	0.52	0.05	0.31	0.33	0.32	0.36	0.39	1.00	0.98	0.35	0.38	0.39	0.38	0.64	0.53	0.53	0.63	0.67	0.63	0.65	0.67	0.68	0.54	0.54	0.56	0.56	0.54	0.55	0.55	0.65
USRT	0.55	0.05	0.28	0.30	0.29	0.35	0.38	0.98	1.00	0.38	0.39	0.40	0.39	0.64	0.55	0.56	0.65	0.69	0.66	0.68	0.69	0.70	0.54	0.55	0.56	0.57	0.55	0.55	0.56	0.67
SCHG	0.94	-0.02	0.11	0.14	0.14	0.34	0.35	0.35	0.38	1.00	0.49	0.50	0.56	0.44	0.94	0.93	0.66	0.62	0.67	0.68	0.70	0.68	0.56	0.57	0.59	0.62	0.63	0.64	0.65	0.73
PXH	0.55	-0.09	0.15	0.16	0.17	0.58	0.59	0.38	0.39	0.49	1.00	0.98	0.95	0.64	0.56	0.56	0.55	0.55	0.54	0.55	0.56	0.56	0.72	0.72	0.72	0.71	0.76	0.72	0.72	0.76
FNDE	0.57	-0.09	0.15	0.17	0.18	0.60	0.61	0.39	0.40	0.50	0.98	1.00	0.95	0.66	0.57	0.58	0.56	0.56	0.56	0.56	0.58	0.57	0.74	0.75	0.74	0.74	0.79	0.74	0.75	0.78
SCHE	0.61	-0.08	0.16	0.16	0.16	0.59	0.61	0.38	0.39	0.56	0.95	0.95	1.00	0.66	0.61	0.62	0.58	0.57	0.58	0.58	0.58	0.57	0.73	0.74	0.74	0.74	0.81	0.75	0.76	0.79
HAUZ	0.54	-0.03	0.31	0.32	0.32	0.60	0.62	0.64	0.64	0.44	0.64	0.66	0.66	1.00	0.55	0.55	0.61	0.62	0.61	0.61	0.62	0.62	0.77	0.78	0.81	0.81	0.80	0.78	0.79	0.78
VOO	1.00	-0.00	0.14	0.17	0.17	0.39	0.41	0.53	0.55	0.94	0.56	0.57	0.61	0.55	1.00	1.00	0.79	0.78	0.81	0.82	0.88	0.87	0.68	0.69	0.69	0.72	0.72	0.75	0.75	0.86
SCHX	1.00	-0.01	0.14	0.18	0.17	0.40	0.41	0.53	0.56	0.93	0.56	0.58	0.62	0.55	1.00	1.00	0.81	0.80	0.83	0.84	0.88	0.87	0.68	0.69	0.70	0.73	0.73	0.75	0.76	0.86
PRFZ	0.79	-0.04	0.14	0.18	0.19	0.42	0.43	0.63	0.65	0.66	0.55	0.56	0.58	0.61	0.79	0.81	1.00	0.98	0.99	0.98	0.88	0.89	0.70	0.71	0.72	0.74	0.74	0.73	0.74	0.88
FNDA	0.78	-0.03	0.15	0.18	0.19	0.41	0.42	0.67	0.69	0.62	0.55	0.56	0.57	0.62	0.78	0.80	0.98	1.00	0.98	0.98	0.91	0.91	0.71	0.72	0.72	0.74	0.73	0.73	0.74	0.88
SCHA	0.81	-0.04	0.14	0.17	0.18	0.41	0.42	0.63	0.66	0.67	0.54	0.56	0.58	0.61	0.81	0.83	0.99	0.98	1.00	0.99	0.89	0.90	0.70	0.71	0.72	0.75	0.74	0.73	0.74	0.88
VB	0.82	-0.03	0.15	0.18	0.19	0.41	0.42	0.65	0.68	0.68	0.55	0.56	0.58	0.61	0.82	0.84	0.98	0.98	0.99	1.00	0.91	0.92	0.71	0.71	0.72	0.75	0.75	0.74	0.75	0.89
FNDX	0.88	0.02	0.14	0.18	0.18	0.40	0.41	0.67	0.69	0.70	0.56	0.58	0.58	0.62	0.88	0.88	0.88	0.91	0.89	0.91	1.00	0.99	0.74	0.74	0.72	0.74	0.74	0.76	0.77	0.90
PRF	0.86	0.01	0.14	0.18	0.19	0.40	0.41	0.68	0.70	0.68	0.56	0.57	0.57	0.62	0.87	0.87	0.89	0.91	0.90	0.92	0.99	1.00	0.74	0.74	0.72	0.74	0.74	0.76	0.77	0.89
PXF	0.68	-0.05	0.20	0.25	0.26	0.64	0.64	0.54	0.54	0.56	0.72	0.74	0.73	0.77	0.68	0.68	0.70	0.71	0.70	0.71	0.74	0.74	1.00	0.98	0.93	0.93	0.91	0.97	0.97	0.89
FNDF	0.68	-0.07	0.21	0.25	0.27	0.64	0.64	0.54	0.55	0.57	0.72	0.75	0.74	0.78	0.69	0.69	0.71	0.72	0.71	0.71	0.74	0.74	0.98	1.00	0.94	0.93	0.92	0.97	0.98	0.90
FNDC	0.69	-0.04	0.24	0.28	0.29	0.65	0.66	0.56	0.56	0.59	0.72	0.74	0.74	0.81	0.69	0.70	0.72	0.72	0.72	0.72	0.72	0.72	0.93	0.94	1.00	0.97	0.95	0.94	0.95	0.90
SCHC	0.72	-0.01	0.24	0.28	0.29	0.65	0.66	0.56	0.57	0.62	0.71	0.74	0.74	0.81	0.72	0.73	0.74	0.74	0.75	0.75	0.74	0.74	0.93	0.93	0.97	1.00	0.97	0.94	0.96	0.91
VSS	0.72	-0.03	0.23	0.27	0.28	0.66	0.67	0.54	0.55	0.63	0.76	0.79	0.81	0.80	0.72	0.73	0.74	0.73	0.74	0.75	0.74	0.74	0.91	0.92	0.95	0.97	1.00	0.93	0.94	0.92
SCHF	0.74	-0.06	0.22	0.26	0.27	0.63	0.64	0.55	0.55	0.64	0.72	0.74	0.75	0.78	0.75	0.75	0.73	0.73	0.73	0.74	0.76	0.76	0.97	0.97	0.94	0.94	0.93	1.00	1.00	0.92
VEA	0.75	-0.05	0.22	0.26	0.27	0.64	0.65	0.55	0.56	0.65	0.72	0.75	0.76	0.79	0.75	0.76	0.74	0.74	0.74	0.75	0.77	0.77	0.97	0.98	0.95	0.96	0.94	1.00	1.00	0.93
Portfolio	0.85	-0.03	0.28	0.28	0.28	0.60	0.62	0.65	0.67	0.73	0.76	0.78	0.79	0.78	0.86	0.86	0.88	0.88	0.88	0.89	0.90	0.89	0.89	0.90	0.90	0.91	0.92	0.92	0.93	1.00

The correlation results are calculated based on daily price changes starting from Oct 13, 2022

SIP 2026

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Top 10 holdings

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table