HL US TECHNOLOGY ENHANCED INDEX
Asset Allocation
Asset allocation is not available
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in HL US TECHNOLOGY ENHANCED INDEX, 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
Returns By Period
As of Sep 20, 2024, the HL US TECHNOLOGY ENHANCED INDEX returned 28.25% Year-To-Date and 33.52% 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 | 19.79% | 2.08% | 9.01% | 29.79% | 13.85% | 11.12% |
| HL US TECHNOLOGY ENHANCED INDEX | 28.25% | -3.26% | 19.79% | 52.47% | 43.29% | 33.52% |
| Portfolio components: | ||||||
Monthly Returns
The table below presents the monthly returns of HL US TECHNOLOGY ENHANCED INDEX, 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 | 0.15% | 5.29% | 1.17% | 3.41% | 6.31% | 4.27% | 6.35% | 28.25% | |||||
| 2023 | 1.67% | 6.12% | 3.20% | 0.49% | 7.61% | 5.38% | 2.53% | 2.77% | -1.65% | -0.02% | 10.67% | 5.51% | 53.51% |
| 2022 | -8.37% | -4.79% | 7.70% | 14.31% | 5.04% | 3.87% | 7.30% | 4.20% | 6.32% | -13.45% | 11.34% | -2.41% | 31.01% |
| 2021 | 0.29% | -0.12% | -1.36% | 5.88% | -1.26% | 6.34% | 2.78% | 4.16% | 3.98% | 6.70% | 1.80% | 1.50% | 34.82% |
| 2020 | 2.96% | 8.01% | -12.08% | 4.00% | 6.17% | 13.00% | 7.37% | 11.05% | -3.08% | 1.74% | 10.36% | 5.05% | 66.28% |
| 2019 | 9.11% | 2.76% | 3.96% | 5.46% | 0.89% | 4.74% | 2.32% | 5.24% | 0.76% | -4.58% | 3.96% | 3.92% | 45.28% |
| 2018 | 8.05% | 3.13% | 8.47% | 4.11% | 5.48% | 1.05% | 2.72% | 5.84% | -0.35% | -2.93% | -6.52% | -0.01% | 31.85% |
| 2017 | 4.78% | 4.17% | 1.99% | 2.71% | 3.68% | -2.45% | 4.13% | -0.65% | -0.16% | 4.50% | 1.87% | 0.48% | 27.78% |
| 2016 | -3.57% | -1.82% | 6.73% | -3.18% | 4.21% | -2.35% | 7.07% | 0.86% | 2.19% | -1.53% | 0.20% | 1.10% | 9.60% |
| 2015 | -2.76% | 2.98% | -4.79% | 1.86% | 2.13% | -2.47% | 4.37% | -4.85% | 4.43% | 11.19% | -2.98% | -4.91% | 2.89% |
| 2014 | -0.91% | 2.49% | -2.72% | 0.60% | 4.32% | 3.01% | 1.12% | 4.88% | -0.81% | 14.77% | 4.32% | -7.44% | 24.51% |
| 2013 | 2.65% | -1.75% | 1.37% | 2.44% | 3.27% | -7.21% | 6.21% | -0.44% | 0.96% | 1.22% | 3.26% | 2.99% | 15.31% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of HL US TECHNOLOGY ENHANCED INDEX is 93, placing it in the top 7% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 HL US TECHNOLOGY ENHANCED INDEX. 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 HL US TECHNOLOGY ENHANCED INDEX was 33.14%, occurring on Nov 4, 2008. Recovery took 255 trading sessions.
The current HL US TECHNOLOGY ENHANCED INDEX drawdown is 3.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.14% | Oct 13, 2008 | 17 | Nov 4, 2008 | 255 | Nov 9, 2009 | 272 |
| -21.88% | Aug 9, 2011 | 73 | Nov 18, 2011 | 79 | Mar 15, 2012 | 152 |
| -20.99% | Jul 3, 2008 | 59 | Sep 25, 2008 | 10 | Oct 9, 2008 | 69 |
| -19.76% | Jan 2, 2008 | 47 | Mar 10, 2008 | 65 | Jun 11, 2008 | 112 |
| -19.66% | Feb 28, 2020 | 8 | Mar 10, 2020 | 62 | Jun 8, 2020 | 70 |
Volatility
Volatility Chart
The current HL US TECHNOLOGY ENHANCED INDEX volatility is 7.19%, 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.