PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Diversity and Inclusion
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Asset Allocation


Asset allocation is not available

S&P 500

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Diversity and Inclusion, 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


Diversity and Inclusion
Benchmark (^GSPC)

Returns By Period


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
6.92%-2.83%23.86%23.33%11.66%10.52%
Diversity and InclusionN/AN/AN/AN/AN/AN/A

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec

Expense Ratio

Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance


Sharpe Ratio


Chart placeholderNot enough data

Dividends

Dividend yield


Diversity and Inclusion doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


Diversity and Inclusion
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Diversity and Inclusion. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Diversity and Inclusion
Benchmark (^GSPC)