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SI-LowV-Stks
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


1 position 1.65%MSFT 7.91%79 positions 90.44%BondBondEquityEquity
PositionCategory/SectorTarget Weight
MSFT
Microsoft Corporation
Technology
7.91%
GOOGL
Alphabet Inc. Class A
Communication Services
4.54%
AAPL
Apple Inc
Technology
3.89%
AVGO
Broadcom Inc.
Technology
3.15%
FISV
Fiserv, Inc
Technology
2.48%
ORCL
Oracle Corporation
Technology
2.28%
ABBV
AbbVie Inc.
Healthcare
2.10%
NVDA
NVIDIA Corporation
Technology
2.09%
UNH
UnitedHealth Group Incorporated
Healthcare
2.07%
V
Visa Inc.
Financial Services
1.89%
AMZN
Amazon.com, Inc
Consumer Cyclical
1.85%
PM
Philip Morris International Inc.
Consumer Defensive
1.83%
MRK
Merck & Co., Inc.
Healthcare
1.74%
ADP
Automatic Data Processing, Inc.
Industrials
1.71%
MCK
McKesson Corporation
Healthcare
1.68%
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
Government Bonds, Ultrashort Bond
1.65%
META
Meta Platforms, Inc.
Communication Services
1.61%
SHEL
Shell plc
Energy
1.58%
JPM
JPMorgan Chase & Co.
Financial Services
1.57%
INTU
Intuit Inc.
Technology
1.53%
AZO
AutoZone, Inc.
Consumer Cyclical
1.41%
ADBE
Adobe Inc
Technology
1.41%
KO
The Coca-Cola Company
Consumer Defensive
1.35%
MRSH
Marsh & McLennan Companies, Inc
Financial Services
1.33%
CMPGY
Compass Group PLC ADR
Consumer Cyclical
1.32%
AEP
American Electric Power Company, Inc.
Utilities
1.30%
GILD
Gilead Sciences, Inc.
Healthcare
1.24%
CMCSA
Comcast Corporation
Communication Services
1.22%
BAC
Bank of America Corporation
Financial Services
1.20%
NOW
ServiceNow, Inc
Technology
1.18%
MA
Mastercard Incorporated
Financial Services
1.15%
DOX
Amdocs Limited
Technology
1.15%
PG
The Procter & Gamble Company
Consumer Defensive
1.11%
CBOE
Cboe Global Markets, Inc.
Financial Services
1.11%
LULU
Lululemon Athletica Inc.
Consumer Cyclical
1.11%
LHX
L3Harris Technologies, Inc.
Industrials
1.08%
G
Genpact Limited
Technology
1.07%
EG
Everest Group Ltd
Financial Services
1.06%
SHW
The Sherwin-Williams Company
Basic Materials
1.05%
ACM
AECOM
Industrials
0.99%
CI
Cigna Corporation
Healthcare
0.96%
LMT
Lockheed Martin Corporation
Industrials
0.95%
BKNG
Booking Holdings Inc.
Consumer Cyclical
0.94%
NYT
The New York Times Company
Communication Services
0.91%
LLY
Eli Lilly and Company
Healthcare
0.89%
YUM
YUM! Brands, Inc.
Consumer Cyclical
0.88%
EXPGY
Experian plc ADR
Industrials
0.87%
EA
Electronic Arts Inc.
Communication Services
0.86%
WMT
Walmart Inc.
Consumer Defensive
0.84%
RELX
RELX PLC
Communication Services
0.83%
GEN
Gen Digital Inc.
Technology
0.82%
VRTX
Vertex Pharmaceuticals Incorporated
Healthcare
0.82%
MDT
Medtronic plc
Healthcare
0.81%
PGR
The Progressive Corporation
Financial Services
0.79%
WTW
Willis Towers Watson Public Limited Company
Financial Services
0.77%
NTAP
NetApp, Inc.
Technology
0.76%
AEE
Ameren Corporation
Utilities
0.75%
PSA
Public Storage
Real Estate
0.72%
DLB
Dolby Laboratories, Inc.
Technology
0.70%
ETN
Eaton Corporation plc
Industrials
0.67%
ADRNY
Koninklijke Ahold Delhaize NV ADR
Consumer Defensive
0.66%
XOM
Exxon Mobil Corporation
Energy
0.64%
STN
Stantec Inc
Industrials
0.64%
ADI
Analog Devices, Inc.
Technology
0.61%
MTB
M&T Bank Corporation
Financial Services
0.61%
MSCI
MSCI Inc.
Financial Services
0.61%
AMAT
Applied Materials, Inc.
Technology
0.59%
RGA
Reinsurance Group of America, Incorporated
Financial Services
0.58%
LDOS
Leidos Holdings, Inc.
Technology
0.54%
CL
Colgate-Palmolive Company
Consumer Defensive
0.52%
AFG
American Financial Group, Inc.
Financial Services
0.51%
CRM
Salesforce, Inc.
Technology
0.50%
BAH
Booz Allen Hamilton Holding Corporation
Industrials
0.48%
ORLY
O'Reilly Automotive, Inc.
Consumer Cyclical
0.47%
PAYX
Paychex, Inc.
Industrials
0.46%
TSM
Taiwan Semiconductor Manufacturing Company Limited
Technology
0.45%
SPGI
S&P Global Inc.
Financial Services
0.41%
FR
First Industrial Realty Trust, Inc.
Real Estate
0.39%
NICE
NICE Ltd.
Technology
0.29%
TMO
Thermo Fisher Scientific Inc.
Healthcare
0.29%
VZ
Verizon Communications Inc.
Communication Services
0.22%

S&P 500 Index

Portfolio Optimizer

Find the right asset allocation for SI-LowV-Stks

Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in SI-LowV-Stks, 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.


Loading charts...

Returns By Period

As of Jun 9, 2026, the SI-LowV-Stks returned -0.08% Year-To-Date and 19.73% of annualized return in the last 10 years.


Position1D1MYTD6M1Y3Y*5Y*10Y*
Benchmark
S&P 500 Index
0.30%0.09%8.18%8.17%23.42%19.88%11.91%13.45%
Portfolio
SI-LowV-Stks
-0.54%-0.46%-0.08%0.43%7.28%18.15%15.30%19.73%
AAPL
Apple Inc
-1.89%2.90%11.12%8.71%48.46%19.11%19.46%29.63%
ABBV
AbbVie Inc.
-1.83%10.68%-0.77%1.62%21.34%21.59%18.74%18.63%
ACM
AECOM
-0.41%-12.09%-25.17%-29.69%-35.66%-4.40%2.79%8.49%
ADBE
Adobe Inc
-2.57%-3.18%-30.00%-27.76%-41.24%-18.59%-13.80%9.70%
ADI
Analog Devices, Inc.
0.62%-2.77%49.80%45.55%84.16%32.45%21.45%23.95%
ADP
Automatic Data Processing, Inc.
-1.24%7.55%-10.21%-10.14%-28.14%4.26%5.16%12.50%
ADRNY
Koninklijke Ahold Delhaize NV ADR
-1.47%-6.81%1.57%2.39%1.77%13.15%10.23%12.03%
AEE
Ameren Corporation
-1.94%-1.76%8.03%9.40%14.79%12.16%7.61%10.81%
AEP
American Electric Power Company, Inc.
-1.84%-2.60%11.61%11.21%28.48%19.18%12.45%10.42%
AFG
American Financial Group, Inc.
-1.05%-0.19%-1.66%1.53%10.29%10.49%9.93%14.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jan 5, 2016, SI-LowV-Stks's average daily return is +0.08%, while the average monthly return is +1.57%. At this rate, an investment would double in approximately 3.7 years.

Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +11.5%, while the worst month was Mar 2020 at -9.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SI-LowV-Stks closed higher 56% of trading days. The best single day was Mar 24, 2020 with a return of +8.7%, while the worst single day was Mar 16, 2020 at -12.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.81%-0.30%-5.37%6.72%2.48%-2.38%-0.08%
20252.72%0.15%-3.35%-0.02%5.11%3.92%0.02%2.00%3.14%-1.41%1.01%-0.16%13.59%
20243.15%3.93%3.06%-3.52%3.95%4.31%2.60%2.76%1.57%-0.11%4.70%-2.38%26.39%
20235.61%-0.81%5.26%2.87%1.11%6.24%2.78%-0.43%-3.71%-0.08%8.55%3.38%34.64%
2022-3.81%-2.32%3.84%-6.85%1.22%-6.33%7.72%-3.82%-8.68%8.96%6.52%-4.30%-9.44%
2021-2.02%3.29%4.22%5.49%0.84%3.06%3.54%3.26%-4.18%6.99%-1.32%5.57%32.03%

Benchmark Metrics

SI-LowV-Stks has an annualized alpha of 6.67%, beta of 0.92, and R2 of 0.95 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.

  • This portfolio captured 106.03% of S&P 500 Index gains but only 77.34% of its losses - a favorable profile for investors.
  • This portfolio generated an annualized alpha of 6.67% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • With beta of 0.92 and R2 of 0.95, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
6.67%
Beta
0.92
0.95
Upside Capture
106.03%
Downside Capture
77.34%

Expense Ratio

SI-LowV-Stks has an expense ratio of 0.00%, 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.


Return for Risk

Risk / Return Rank

SI-LowV-Stks ranks 9 for risk / return — in the bottom 9% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


SI-LowV-Stks Risk / Return Rank: 99
Overall Rank
SI-LowV-Stks Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
SI-LowV-Stks Sortino Ratio Rank: 99
Sortino Ratio Rank
SI-LowV-Stks Omega Ratio Rank: 99
Omega Ratio Rank
SI-LowV-Stks Calmar Ratio Rank: 99
Calmar Ratio Rank
SI-LowV-Stks Martin Ratio Rank: 1010
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

The table below presents risk-adjusted performance metrics for SI-LowV-Stks and compares them with S&P 500 Index.


PortfolioBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

0.72

1.94

-1.22

Sortino ratioReturn per unit of downside risk

1.06

2.63

-1.57

Omega ratioGain probability vs. loss probability

1.13

1.35

-0.22

Calmar ratioReturn relative to maximum drawdown

0.69

2.59

-1.89

Martin ratioReturn relative to average drawdown

2.45

11.84

-9.39


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

PositionRisk / Return RankSharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
AAPL
Apple Inc
882.183.091.393.538.89
ABBV
AbbVie Inc.
660.881.371.171.242.77
ACM
AECOM
7-1.12-1.460.78-0.75-1.45
ADBE
Adobe Inc
4-1.22-1.830.78-0.90-1.52
ADI
Analog Devices, Inc.
932.673.461.435.3815.01
ADP
Automatic Data Processing, Inc.
8-1.16-1.680.80-0.72-1.33
ADRNY
Koninklijke Ahold Delhaize NV ADR
430.090.311.040.100.30
AEE
Ameren Corporation
690.941.371.171.844.75
AEP
American Electric Power Company, Inc.
831.562.331.283.158.01
AFG
American Financial Group, Inc.
560.540.881.100.781.48

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.

SI-LowV-Stks Sharpe ratios as of Jun 9, 2026 (values are recalculated daily):

  • 1-Year: 0.72
  • 5-Year: 1.04
  • 10-Year: 1.17
  • All Time: 1.17

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 1.59 to 2.46, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

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


Loading charts...

Dividends

Dividend yield

SI-LowV-Stks provided a 1.65% dividend yield over the last twelve months.


PositionTTM20252024202320222021202020192018201720162015
Portfolio1.65%1.49%1.50%1.55%1.58%1.46%2.05%1.61%1.78%1.51%2.36%1.68%
AAPL
Apple Inc
0.35%0.38%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%
ABBV
AbbVie Inc.
3.02%2.87%3.49%3.82%3.49%3.84%4.41%4.83%3.89%2.65%3.64%3.41%
ACM
AECOM
1.61%1.09%0.82%0.78%0.71%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ADBE
Adobe 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%
ADI
Analog Devices, Inc.
1.03%1.46%1.73%1.73%1.85%1.57%1.68%1.82%2.24%2.02%2.31%2.89%
ADP
Automatic Data Processing, Inc.
2.83%2.46%1.96%2.21%1.83%1.55%2.08%1.92%2.14%2.00%2.10%2.36%
ADRNY
Koninklijke Ahold Delhaize NV ADR
3.34%3.04%3.71%4.11%3.63%2.59%3.54%3.71%2.58%2.32%8.67%2.22%
AEE
Ameren Corporation
2.69%2.84%3.01%3.48%2.65%2.47%2.56%2.50%2.83%3.01%4.08%3.83%
AEP
American Electric Power Company, Inc.
2.98%3.24%3.87%4.15%3.34%3.37%3.41%2.87%3.39%3.25%3.61%3.69%
AFG
American Financial Group, Inc.
5.29%5.33%6.89%6.81%10.42%20.43%4.39%4.51%4.92%4.41%2.44%2.82%

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 SI-LowV-Stks. 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 SI-LowV-Stks was 31.40%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.

The current SI-LowV-Stks drawdown is 3.29%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-31.40%Mar 2020
1mo 2d4mo 15d
5mo 17dFeb 2020 - Aug 2020
Bear market2022
-18.96%Sep 2022
9mo 4d6mo 8d
1y 3moDec 2021 - Apr 2023
Rate-hike selloffLate 2018
-16.28%Dec 2018
2mo 23d2mo 19d
5mo 12dOct 2018 - Mar 2019
2025 selloff2025
-13.40%Apr 2025
1mo 17d1mo 11d
2mo 28dFeb 2025 - May 2025
2026 correction2026
-10.53%Mar 2026
5mo2mo 3d
7mo 3dOct 2025 - May 2026

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 81 assets, with an effective number of assets of 47.07, reflecting the diversification based on asset allocation. Your allocation shows noticeable concentration: a few holdings carry significantly more weight than the rest. Rebalancing toward more even weights — or adding less correlated assets — could reduce risk.


Diversification Ratio
1Y
3Y
5Y
10Y
All Time
Diversification Ratio

2.85

2.24

1.89

1.67

1.67

The portfolio has a diversification ratio of 1.67, in line with the typical range across portfolios. There's room to improve by adding less correlated assets.

SI-LowV-Stks correlation to the S&P 500 Index

SI-LowV-Stks has a 0.82 correlation to S&P 500 Index over the trailing 12 months. This section compares each holding's correlation to the benchmark and to the portfolio.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.82

Correlation (3Y)
Calculated over the trailing 3-year period

0.91

Correlation (5Y)
Calculated over the trailing 5-year period

0.95

Correlation (10Y)
Calculated over the trailing 10-year period

0.95

Correlation (All Time)
Calculated using the full available price history since Jan 5, 2016

0.95


Benchmark Correlations

Correlation vs. S&P 500 Index. MSFT has the highest benchmark correlation at 0.73, while BIL has the lowest at 0.01.

BIL
0.01
CBOE
0.22
AEP
0.22
ADRNY
0.24
AEE
0.25
VZ
0.27
CL
0.30
MRK
0.31
PSA
0.31
PM
0.31
LMT
0.32
PG
0.33
CMPGY
0.34
WMT
0.34
AZO
0.35
MCK
0.35
PGR
0.36
GILD
0.36
KO
0.36
LLY
0.36
ABBV
0.37
CI
0.37
EG
0.37
ORLY
0.37
XOM
0.38
SHEL
0.38
LHX
0.39
UNH
0.40
BAH
0.40
VRTX
0.41
NYT
0.43
EA
0.44
LDOS
0.47
YUM
0.47
AFG
0.47
RGA
0.48
RELX
0.48
NICE
0.49
WTW
0.49
CMCSA
0.50
EXPGY
0.50
FR
0.50
MTB
0.51
GEN
0.51
STN
0.51
MDT
0.51
LULU
0.52
MRSH
0.53
DOX
0.54
G
0.56
TMO
0.56
SHW
0.57
NOW
0.57
BKNG
0.58
FISV
0.58
BAC
0.59
ACM
0.59
CRM
0.59
DLB
0.59
ADP
0.60
PAYX
0.60
ORCL
0.60
TSM
0.60
MSCI
0.61
NTAP
0.61
META
0.61
JPM
0.62
SPGI
0.63
ADBE
0.63
NVDA
0.64
AMZN
0.64
V
0.65
INTU
0.65
AVGO
0.66
MA
0.66
AMAT
0.66
ETN
0.67
AAPL
0.68
ADI
0.68
GOOGL
0.69
MSFT
0.73

Portfolio Correlations

Correlation vs. SI-LowV-Stks. MSFT has the highest portfolio correlation at 0.78, while BIL has the lowest at 0.00.

BIL
0.00
AEP
0.25
CBOE
0.26
ADRNY
0.27
VZ
0.27
AEE
0.27
XOM
0.33
PSA
0.33
PM
0.33
CL
0.34
MRK
0.35
LMT
0.35
SHEL
0.35
WMT
0.35
PG
0.37
CMPGY
0.37
AZO
0.38
MCK
0.38
LLY
0.38
GILD
0.39
CI
0.39
EG
0.39
PGR
0.40
KO
0.40
ABBV
0.40
ORLY
0.41
LHX
0.41
UNH
0.43
NYT
0.43
MTB
0.44
VRTX
0.45
BAH
0.45
RGA
0.46
AFG
0.46
EA
0.49
LDOS
0.49
FR
0.49
STN
0.50
YUM
0.50
CMCSA
0.50
NICE
0.52
BAC
0.52
EXPGY
0.53
MDT
0.53
WTW
0.53
LULU
0.54
RELX
0.54
GEN
0.54
JPM
0.55
ACM
0.56
TSM
0.57
SHW
0.57
BKNG
0.58
TMO
0.58
MRSH
0.58
DOX
0.58
NTAP
0.59
ETN
0.60
DLB
0.60
G
0.61
META
0.61
NVDA
0.62
ORCL
0.62
AMAT
0.63
NOW
0.63
AMZN
0.63
CRM
0.64
ADI
0.65
FISV
0.65
PAYX
0.65
AVGO
0.65
MSCI
0.66
ADP
0.66
AAPL
0.66
SPGI
0.68
GOOGL
0.69
V
0.70
ADBE
0.71
INTU
0.71
MA
0.71
MSFT
0.78

Asset Correlations Table

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

The correlation results are calculated based on daily price changes starting from Jan 5, 2016
Diversification Analysis

Find what SI-LowV-Stks is missing

See which holdings overlap, where SI-LowV-Stks is concentrated, and which low-correlation assets could fill the gaps.

Analyze Diversification