Portfolio 90/10 Ireland Funds
The chart shows the growth of an initial investment of $10,000 in Portfolio 90/10 Ireland Funds, 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
The earliest data available for this chart is Mar 4, 2019, corresponding to the inception date of SWRD.L
|Year-To-Date||1 month||6 months||1 year||5 years (annualized)||10 years (annualized)|
|Portfolio 90/10 Ireland Funds||16.12%||4.42%||5.04%||12.99%||N/A||N/A|
|iShares Core Global Aggregate Bond UCITS ETF||4.22%||2.42%||1.68%||1.85%||0.76%||N/A|
|SPDR MSCI World UCITS ETF||18.86%||5.48%||6.09%||15.83%||N/A||N/A|
|iShares Core MSCI EM IMI UCITS ETF||5.73%||1.82%||-0.62%||4.70%||3.09%||N/A|
Monthly Returns Heatmap
The Portfolio 90/10 Ireland Funds features an expense ratio of 0.12%, falling within the medium range. 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.
Asset Correlations Table
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below displays the maximum drawdowns of the Portfolio 90/10 Ireland Funds. 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 Portfolio 90/10 Ireland Funds was 30.71%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.
|-30.71%||Feb 18, 2020||25||Mar 23, 2020||98||Aug 12, 2020||123|
|-24.55%||Nov 9, 2021||231||Oct 12, 2022||—||—||—|
|-6.29%||Oct 13, 2020||14||Oct 30, 2020||4||Nov 5, 2020||18|
|-6.21%||Sep 3, 2020||16||Sep 24, 2020||12||Oct 12, 2020||28|
|-5.71%||Feb 16, 2021||14||Mar 5, 2021||20||Apr 6, 2021||34|
The current Portfolio 90/10 Ireland Funds volatility is 2.54%, 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.