BNTX MRNA BABA ZIM KC DIDIY
The chart shows the growth of an initial investment of $10,000 in medical+++, 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
|1 month||6 months||Year-To-Date||1 year||5 years (annualized)||10 years (annualized)|
|ZIM Integrated Shipping Services Ltd.||-9.43%||-34.38%||-8.58%||-38.35%||-19.19%||N/A|
|DiDi Global Inc.||0.00%||0.00%||0.00%||0.00%||-54.21%||N/A|
|Alibaba Group Holding Limited||-3.20%||2.50%||-2.67%||-0.07%||-35.63%||N/A|
|Kingsoft Cloud Holdings Limited||-7.75%||-8.99%||24.28%||136.82%||-58.97%||N/A|
|Returns over 1 year are annualized|
Asset Correlations Table
medical+++ granted a 11.45% dividend yield in the last twelve months.
The medical+++ has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
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.
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below shows the maximum drawdowns of the medical+++. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the medical+++ is 67.76%, recorded on Oct 20, 2022. The portfolio has not recovered from it yet.
|-67.76%||Aug 10, 2021||303||Oct 20, 2022||—||—||—|
|-10.88%||Jul 2, 2021||4||Jul 8, 2021||7||Jul 19, 2021||11|
|-3.91%||Jul 23, 2021||3||Jul 27, 2021||1||Jul 28, 2021||4|
|-3.58%||Aug 5, 2021||2||Aug 6, 2021||1||Aug 9, 2021||3|
|-0.33%||Jun 30, 2021||1||Jun 30, 2021||1||Jul 1, 2021||2|
The current medical+++ volatility is 6.21%, 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.