Purchase

The chart shows the growth of an initial investment of $10,000 in Purchase, 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

As of Sep 19, 2024, the Purchase returned 42.29% Year-To-Date and 34.23% of annualized return in the last 10 years.

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

Purchase has an expense ratio of 0.02%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

The current risk-adjusted rank of Purchase 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.

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.

Purchase granted a 0.68% dividend yield in the last twelve months.

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.

The table below displays the maximum drawdowns of the Purchase. 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 Purchase was 36.05%, occurring on Oct 14, 2022. Recovery took 147 trading sessions.

The current Purchase drawdown is 2.35%.

The current Purchase volatility is 5.54%, 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.