AGGRESSIVE AF

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

AGGRESSIVE AF

Currency in USD · Last updated May 30, 2025

Asset Allocation

Position	Category/Sector	Target Weight
ANET Arista Networks, Inc.	Technology	6.67%
BKNG Booking Holdings Inc.	Consumer Cyclical	6.67%
CCL Carnival Corporation & Plc	Consumer Cyclical	6.67%
ESLT Elbit Systems Ltd	Industrials	6.67%
FICO Fair Isaac Corporation	Technology	6.67%
HWM Howmet Aerospace Inc.	Industrials	6.67%
META Meta Platforms, Inc.	Communication Services	6.67%
NVDA NVIDIA Corporation	Technology	6.67%
PGR The Progressive Corporation	Financial Services	6.67%
RCL Royal Caribbean Cruises Ltd.	Consumer Cyclical	6.67%
RDDT Reddit, Inc.	Communication Services	6.67%
SPOT Spotify Technology S.A.	Communication Services	6.67%
TRGP Targa Resources Corp.	Energy	6.67%
TSLA Tesla, Inc.	Consumer Cyclical	6.67%
WRB W. R. Berkley Corporation	Financial Services	6.67%

Benchmark

S&P 500

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Performance

Performance Chart

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The earliest data available for this chart is Mar 21, 2024, corresponding to the inception date of RDDT

Returns By Period

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	0.52%	6.32%	-1.44%	12.25%	14.20%	10.84%
AGGRESSIVE AF	10.22%	8.88%	10.21%	68.97%	N/A	N/A
Portfolio components:
TSLA Tesla, Inc.	-11.24%	22.74%	7.67%	103.43%	45.13%	35.94%
CCL Carnival Corporation & Plc	-7.06%	23.78%	-7.88%	52.17%	8.03%	-5.40%
RCL Royal Caribbean Cruises Ltd.	10.68%	17.48%	5.92%	73.37%	37.67%	14.12%
NVDA NVIDIA Corporation	3.66%	27.67%	2.86%	21.25%	73.54%	74.17%
ANET Arista Networks, Inc.	-21.86%	6.99%	-14.12%	12.06%	42.71%	34.79%
PGR The Progressive Corporation	18.08%	0.36%	6.02%	39.39%	31.61%	29.18%
META Meta Platforms, Inc.	10.27%	16.34%	13.52%	36.48%	23.55%	23.22%
HWM Howmet Aerospace Inc.	55.74%	23.78%	45.96%	102.93%	67.45%	N/A
SPOT Spotify Technology S.A.	42.31%	10.35%	33.97%	107.03%	28.61%	N/A
RDDT Reddit, Inc.	-33.29%	-10.73%	-22.14%	89.16%	N/A	N/A
ESLT Elbit Systems Ltd	56.44%	3.81%	65.41%	111.30%	24.71%	19.80%
BKNG Booking Holdings Inc.	10.97%	12.07%	5.73%	48.57%	27.68%	16.90%
FICO Fair Isaac Corporation	-15.37%	-14.10%	-28.42%	24.24%	33.15%	34.33%
TRGP Targa Resources Corp.	-10.38%	-10.51%	-20.57%	40.91%	57.78%	11.08%
WRB W. R. Berkley Corporation	26.54%	3.76%	15.13%	45.83%	25.98%	20.14%

*Annualized

Monthly Returns

The table below presents the monthly returns of AGGRESSIVE AF, 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
2025	8.20%	-2.32%	-6.85%	3.11%	8.59%								10.22%
2024			-0.22%	-4.26%	9.03%	7.39%	2.49%	4.62%	6.32%	10.72%	15.13%	-0.92%	61.05%

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Expense Ratio

AGGRESSIVE AF has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 96, AGGRESSIVE AF is among the top 4% 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.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

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 ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
TSLA Tesla, Inc.	1.44	2.15	1.26	1.86	4.04
CCL Carnival Corporation & Plc	1.05	1.69	1.22	1.25	3.12
RCL Royal Caribbean Cruises Ltd.	1.65	2.21	1.31	2.08	6.06
NVDA NVIDIA Corporation	0.36	1.08	1.14	0.83	2.04
ANET Arista Networks, Inc.	0.23	0.66	1.10	0.25	0.64
PGR The Progressive Corporation	1.62	2.10	1.30	3.16	8.00
META Meta Platforms, Inc.	0.99	1.54	1.20	1.04	3.13
HWM Howmet Aerospace Inc.	2.69	3.29	1.47	5.22	19.23
SPOT Spotify Technology S.A.	2.47	3.17	1.41	4.34	15.87
RDDT Reddit, Inc.	1.02	2.08	1.25	1.62	3.64
ESLT Elbit Systems Ltd	3.66	4.12	1.60	6.51	25.75
BKNG Booking Holdings Inc.	1.67	2.13	1.30	2.17	5.90
FICO Fair Isaac Corporation	0.61	0.92	1.14	0.59	1.52
TRGP Targa Resources Corp.	1.17	1.54	1.23	1.54	3.85
WRB W. R. Berkley Corporation	1.92	2.33	1.33	3.64	9.59

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.

AGGRESSIVE AF Sharpe ratios as of May 30, 2025 (values are recalculated daily):

1-Year: 2.42
All Time: 2.28

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 0.58 to 1.14, 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 AGGRESSIVE AF 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

AGGRESSIVE AF provided a 0.54% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	0.54%	0.46%	0.43%	0.33%	0.71%	0.85%	1.55%	1.66%	1.17%	1.23%	1.45%	1.22%
Portfolio components:
TSLA Tesla, 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%
CCL Carnival Corporation & Plc	0.00%	0.00%	0.00%	0.00%	0.00%	2.31%	3.93%	3.96%	2.41%	2.59%	2.02%	2.21%
RCL Royal Caribbean Cruises Ltd.	0.67%	0.41%	0.00%	0.00%	0.00%	1.04%	2.22%	2.66%	1.81%	2.08%	1.33%	1.33%
NVDA NVIDIA Corporation	0.02%	0.02%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%	1.70%
ANET Arista Networks, 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%
PGR The Progressive Corporation	1.77%	0.48%	0.25%	0.31%	6.23%	2.68%	3.89%	1.86%	1.21%	2.50%	2.16%	5.53%
META Meta Platforms, Inc.	0.31%	0.34%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
HWM Howmet Aerospace Inc.	0.21%	0.24%	0.31%	0.25%	0.13%	0.05%	0.39%	1.42%	0.88%	0.49%	0.00%	0.00%
SPOT Spotify Technology S.A.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
RDDT Reddit, 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%
ESLT Elbit Systems Ltd	0.52%	0.77%	0.94%	1.22%	1.03%	1.28%	1.14%	1.54%	1.32%	1.57%	1.63%	2.07%
BKNG Booking Holdings Inc.	0.65%	0.70%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FICO Fair Isaac Corporation	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.01%	0.07%	0.08%	0.11%
TRGP Targa Resources Corp.	2.05%	1.54%	2.13%	1.90%	0.77%	4.59%	8.92%	10.11%	7.52%	6.49%	12.53%	2.52%
WRB W. R. Berkley Corporation	1.90%	2.39%	2.73%	1.22%	2.44%	0.71%	2.43%	2.83%	2.16%	2.27%	0.86%	2.79%

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 AGGRESSIVE AF. 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 AGGRESSIVE AF was 21.83%, occurring on Apr 4, 2025. Recovery took 27 trading sessions.

The current AGGRESSIVE AF drawdown is 2.23%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-21.83%	Feb 11, 2025	38	Apr 4, 2025	27	May 14, 2025	65
-9.36%	Jul 17, 2024	14	Aug 5, 2024	10	Aug 19, 2024	24
-9.32%	Mar 27, 2024	17	Apr 19, 2024	17	May 14, 2024	34
-5.42%	Dec 17, 2024	2	Dec 18, 2024	19	Jan 17, 2025	21
-4.84%	May 20, 2025	3	May 22, 2025	—	—	—

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 15 assets, with an effective number of assets of 15.00, 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.

	^GSPC	PGR	ESLT	WRB	SPOT	TRGP	RDDT	TSLA	META	FICO	BKNG	NVDA	CCL	ANET	HWM	RCL	Portfolio
^GSPC	1.00	0.12	0.19	0.19	0.40	0.41	0.41	0.59	0.58	0.54	0.60	0.68	0.54	0.66	0.62	0.60	0.80
PGR	0.12	1.00	0.12	0.59	0.05	0.20	-0.06	-0.04	0.00	0.12	0.15	-0.08	0.09	0.05	0.19	0.12	0.13
ESLT	0.19	0.12	1.00	0.13	0.09	0.10	0.07	0.11	0.08	0.18	0.10	0.08	0.11	0.11	0.25	0.16	0.23
WRB	0.19	0.59	0.13	1.00	-0.00	0.20	-0.08	-0.02	-0.09	0.12	0.20	-0.09	0.12	0.00	0.20	0.14	0.12
SPOT	0.40	0.05	0.09	-0.00	1.00	0.27	0.34	0.24	0.42	0.35	0.31	0.40	0.36	0.41	0.40	0.39	0.56
TRGP	0.41	0.20	0.10	0.20	0.27	1.00	0.31	0.29	0.27	0.28	0.35	0.32	0.33	0.37	0.41	0.38	0.51
RDDT	0.41	-0.06	0.07	-0.08	0.34	0.31	1.00	0.38	0.45	0.31	0.28	0.39	0.31	0.45	0.33	0.32	0.67
TSLA	0.59	-0.04	0.11	-0.02	0.24	0.29	0.38	1.00	0.36	0.29	0.37	0.39	0.41	0.40	0.41	0.42	0.62
META	0.58	0.00	0.08	-0.09	0.42	0.27	0.45	0.36	1.00	0.36	0.36	0.50	0.35	0.53	0.39	0.36	0.59
FICO	0.54	0.12	0.18	0.12	0.35	0.28	0.31	0.29	0.36	1.00	0.41	0.40	0.44	0.44	0.45	0.46	0.60
BKNG	0.60	0.15	0.10	0.20	0.31	0.35	0.28	0.37	0.36	0.41	1.00	0.39	0.56	0.44	0.45	0.59	0.61
NVDA	0.68	-0.08	0.08	-0.09	0.40	0.32	0.39	0.39	0.50	0.40	0.39	1.00	0.37	0.61	0.47	0.44	0.67
CCL	0.54	0.09	0.11	0.12	0.36	0.33	0.31	0.41	0.35	0.44	0.56	0.37	1.00	0.41	0.49	0.80	0.65
ANET	0.66	0.05	0.11	0.00	0.41	0.37	0.45	0.40	0.53	0.44	0.44	0.61	0.41	1.00	0.52	0.42	0.73
HWM	0.62	0.19	0.25	0.20	0.40	0.41	0.33	0.41	0.39	0.45	0.45	0.47	0.49	0.52	1.00	0.51	0.69
RCL	0.60	0.12	0.16	0.14	0.39	0.38	0.32	0.42	0.36	0.46	0.59	0.44	0.80	0.42	0.51	1.00	0.68
Portfolio	0.80	0.13	0.23	0.12	0.56	0.51	0.67	0.62	0.59	0.60	0.61	0.67	0.65	0.73	0.69	0.68	1.00

The correlation results are calculated based on daily price changes starting from Mar 22, 2024

Go to the full Correlations tool for more customization options

Performance Analysis

Risk Analysis

Optimization

Factor Model

AGGRESSIVE AF

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

Community