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Risk-Adjusted Performance
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Current

Currency in GBP · Last updated May 27, 2025

Asset Allocation

SGLN.L 1.08%RHM.DE 16.67%MEUD.L 14.05%CUKX.L 11.16%EMIM.L 10.88%TSCO.L 8.36%VWRD.L 8.18%XDAX.L 6.02%BA.L 5.66%BRK-B 5.57%RYCEY 5.3%LUNR 4.24%ATO.PA 1.53%OXLC 1.3%CommodityCommodityEquityEquity
PositionCategory/SectorTarget Weight
ATO.PA
Atos SE		Technology
1.53%
BA.L
BAE Systems plc		Industrials
5.66%
BRK-B
Berkshire Hathaway Inc.		Financial Services
5.57%
CUKX.L
iShares FTSE 100 UCITS ETF
11.16%
EMIM.L
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)		Emerging Markets Equities
10.88%
LUNR
Intuitive Machines Inc. 		Industrials
4.24%
MEUD.L
Lyxor Core STOXX Europe 600 (DR) - UCITS ETF Acc		Europe Equities
14.05%
OXLC
Oxford Lane Capital Corp.		Financial Services
1.30%
RHM.DE
Rheinmetall AG		Industrials
16.67%
RYCEY
Rolls-Royce Holdings plc		Industrials
5.30%
SGLN.L
iShares Physical Gold ETC		Precious Metals, Commodities
1.08%
TSCO.L
Tesco PLC		Consumer Defensive
8.36%
VWRD.L
Vanguard FTSE All-World UCITS ETF		Global Equities
8.18%
XDAX.L
Xtrackers DAX UCITS ETF 1C		Europe Equities
6.02%

S&P 500

Performance

Performance Chart

Loading data...

The earliest data available for this chart is Nov 17, 2021, corresponding to the inception date of LUNR

Returns By Period

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		-1.34%5.02%-3.08%9.39%14.45%10.68%
Current34.31%10.38%128.87%379.51%N/AN/A
Portfolio components:
RHM.DE
Rheinmetall AG		206.37%31.76%208.45%243.46%92.63%47.25%
MEUD.L
Lyxor Core STOXX Europe 600 (DR) - UCITS ETF Acc		11.12%3.92%10.12%6.56%11.64%7.88%
EMIM.L
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)		0.99%5.24%-0.04%2.86%6.49%5.25%
TSCO.L
Tesco PLC		6.37%9.46%11.23%25.84%14.35%8.34%
VWRD.L
Vanguard FTSE All-World UCITS ETF		-3.24%5.07%-4.05%5.21%13.88%9.02%
CUKX.L
iShares FTSE 100 UCITS ETF		8.36%3.56%7.05%8.21%11.60%6.16%
XDAX.L
Xtrackers DAX UCITS ETF 1C		19.34%4.10%21.93%24.03%14.31%N/A
BA.L
BAE Systems plc		62.39%9.54%43.74%35.84%35.10%18.12%
BRK-B
Berkshire Hathaway Inc.		3.86%-5.84%-1.03%16.89%23.54%13.36%
RYCEY
Rolls-Royce Holdings plc		51.17%11.09%58.04%93.24%51.39%6.82%
LUNR
Intuitive Machines Inc. 		-41.61%31.25%-27.50%109.10%N/AN/A
ATO.PA
Atos SE		50.63%1.86%-98.74%-75.23%-61.98%-36.50%
OXLC
Oxford Lane Capital Corp.		-10.37%-1.96%-11.10%-4.21%27.62%6.17%
SGLN.L
iShares Physical Gold ETC		19.43%1.11%18.63%35.77%11.67%12.21%
*Annualized

Monthly Returns

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

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20258.77%7.51%1.88%3.84%8.57%34.31%
20243.29%10.35%7.99%-1.48%2.90%-3.95%2.95%3.67%0.68%-0.47%258.83%-2.08%350.42%
20237.43%8.91%0.85%0.28%-5.13%3.05%3.03%-2.17%-1.04%0.05%3.63%3.92%24.33%
20221.18%6.33%9.52%0.72%-1.96%-0.48%-1.21%-2.76%-4.15%2.67%8.60%-1.48%17.10%
2021-4.28%2.76%-1.64%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Expense Ratio

Current has an expense ratio of 0.07%, 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.

VWRD.L
Vanguard FTSE All-World UCITS ETF
EMIM.L
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)
MEUD.L
Lyxor Core STOXX Europe 600 (DR) - UCITS ETF Acc
XDAX.L
Xtrackers DAX UCITS ETF 1C
CUKX.L
iShares FTSE 100 UCITS ETF

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 99, Current is among the top 1% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of Current is 9999
Overall Rank
The Sharpe Ratio Rank of Current is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of Current is 100100
Sortino Ratio Rank
The Omega Ratio Rank of Current is 100100
Omega Ratio Rank
The Calmar Ratio Rank of Current is 100100
Calmar Ratio Rank
The Martin Ratio Rank of Current is 9999
Martin 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.

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
RHM.DE
Rheinmetall AG		4.955.121.6913.0130.62
MEUD.L
Lyxor Core STOXX Europe 600 (DR) - UCITS ETF Acc		0.480.731.100.521.88
EMIM.L
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)		0.180.541.070.321.06
TSCO.L
Tesco PLC		1.191.671.271.304.43
VWRD.L
Vanguard FTSE All-World UCITS ETF		0.290.611.080.331.18
CUKX.L
iShares FTSE 100 UCITS ETF		0.630.991.150.703.48
XDAX.L
Xtrackers DAX UCITS ETF 1C		1.402.071.271.768.02
BA.L
BAE Systems plc		1.121.851.241.964.12
BRK-B
Berkshire Hathaway Inc.		0.801.111.161.553.81
RYCEY
Rolls-Royce Holdings plc		2.262.701.403.5815.59
LUNR
Intuitive Machines Inc. 		0.862.161.251.233.42
ATO.PA
Atos SE		-0.0154.649.82-0.63-0.81
OXLC
Oxford Lane Capital Corp.		-0.17-0.120.98-0.28-0.80
SGLN.L
iShares Physical Gold ETC		2.213.061.415.6416.07

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.

Current Sharpe ratios as of May 27, 2025 (values are recalculated daily):

  • 1-Year: 2.54
  • All Time: 1.04

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 0.49 to 1.03, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

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

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend yield

Current provided a 0.95% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio0.95%0.98%1.09%1.29%2.68%8.95%1.33%1.33%0.96%1.08%1.03%1.47%
Portfolio components:
RHM.DE
Rheinmetall AG		0.44%0.93%1.50%1.77%2.41%5.54%2.05%2.20%1.37%1.72%0.49%1.10%
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%
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%
TSCO.L
Tesco PLC		3.59%3.39%3.75%5.15%20.72%4.19%2.64%1.93%0.48%0.00%0.00%5.97%
VWRD.L
Vanguard FTSE All-World UCITS ETF		1.53%1.52%1.69%2.05%1.48%1.47%1.88%2.29%1.82%2.04%2.07%2.25%
CUKX.L
iShares FTSE 100 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%
XDAX.L
Xtrackers DAX UCITS ETF 1C		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BA.L
BAE Systems plc		1.79%2.69%2.53%2.99%4.40%7.57%4.00%4.79%3.75%3.57%4.14%4.30%
BRK-B
Berkshire Hathaway Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RYCEY
Rolls-Royce Holdings plc		0.67%0.00%0.00%0.00%0.00%128.87%1.68%1.50%1.29%1.96%4.08%2.74%
LUNR
Intuitive Machines Inc. 		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ATO.PA
Atos SE		0.00%0.00%0.00%0.00%2.41%0.00%2.29%3.13%1.73%1.44%1.36%0.02%
OXLC
Oxford Lane Capital Corp.		24.15%20.12%18.83%17.75%10.58%22.51%19.85%16.70%17.91%22.84%24.10%16.72%
SGLN.L
iShares Physical Gold ETC		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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Current. 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 Current was 33.35%, occurring on Nov 21, 2024. Recovery took 3 trading sessions.

The current Current drawdown is 0.11%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.35%Nov 13, 20247Nov 21, 20243Nov 26, 202410
-22.75%Feb 23, 202317Mar 17, 2023239Feb 20, 2024256
-19.93%Nov 28, 202416Dec 19, 202452Mar 5, 202568
-13.41%Jun 9, 202292Oct 14, 202257Jan 4, 2023149
-11.29%Mar 19, 202514Apr 7, 202517May 1, 202531
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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 14 assets, with an effective number of assets of 9.94, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
^GSPCSGLN.LLUNRTSCO.LBA.LATO.PAOXLCRHM.DEBRK-BEMIM.LRYCEYXDAX.LCUKX.LMEUD.LVWRD.LPortfolio
^GSPC1.00-0.090.260.070.060.210.520.240.690.320.510.320.290.330.630.46
SGLN.L-0.091.00-0.00-0.040.07-0.05-0.010.00-0.080.11-0.07-0.020.00-0.00-0.080.01
LUNR0.26-0.001.000.000.020.050.210.040.160.090.150.050.070.060.200.33
TSCO.L0.07-0.040.001.000.090.110.070.110.120.090.160.280.390.290.160.30
BA.L0.060.070.020.091.00-0.010.010.510.090.120.230.160.300.200.150.44
ATO.PA0.21-0.050.050.11-0.011.000.180.130.210.260.200.350.300.340.340.37
OXLC0.52-0.010.210.070.010.181.000.130.420.190.340.200.200.190.390.31
RHM.DE0.240.000.040.110.510.130.131.000.220.170.350.270.290.280.360.71
BRK-B0.69-0.080.160.120.090.210.420.221.000.120.380.230.280.240.450.40
EMIM.L0.320.110.090.090.120.260.190.170.121.000.240.550.530.590.560.45
RYCEY0.51-0.070.150.160.230.200.340.350.380.241.000.410.370.380.440.55
XDAX.L0.32-0.020.050.280.160.350.200.270.230.550.411.000.700.910.620.60
CUKX.L0.290.000.070.390.300.300.200.290.280.530.370.701.000.830.590.63
MEUD.L0.33-0.000.060.290.200.340.190.280.240.590.380.910.831.000.660.63
VWRD.L0.63-0.080.200.160.150.340.390.360.450.560.440.620.590.661.000.65
Portfolio0.460.010.330.300.440.370.310.710.400.450.550.600.630.630.651.00
The correlation results are calculated based on daily price changes starting from Nov 18, 2021
Go to the full Correlations tool for more customization options