|Arcutis Biotherapeutics, Inc.||Healthcare||2.52%|
|Vodafone Group Plc||Communication Services||2.45%|
|Allogene Therapeutics, Inc.||Healthcare||1.17%|
|Dec 20, 2022||Buy||AbbVie Inc.||1||$90.00|
|Dec 20, 2022||Buy||Allogene Therapeutics, Inc.||1||$27.00|
|Dec 20, 2022||Buy||Arcutis Biotherapeutics, Inc.||1||$17.00|
|Dec 20, 2022||Buy||Microsoft Corporation||1||$90.00|
|Dec 20, 2022||Buy||Vodafone Group Plc||1||$20.00|
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The chart shows the growth of $10,000 invested in Mr in Dec 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,800 for a total return of roughly 88.00%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
As of Mar 22, 2023, the Mr returned 6.03% Year-To-Date and **** of annualized return in the last 10 years.
|1 month||Year-To-Date||6 months||1 year||5 years (annualized)||10 years (annualized)|
|Returns over 1 year are annualized|
Not enough data
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below shows the maximum drawdowns of the Mr. 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 Mr is 7.17%, recorded on Mar 10, 2023. It took 5 trading sessions for the portfolio to recover.
|-7.17%||Feb 15, 2023||17||Mar 10, 2023||5||Mar 17, 2023||22|
|-5.32%||Dec 22, 2022||18||Jan 19, 2023||10||Feb 2, 2023||28|
|-1.95%||Feb 3, 2023||2||Feb 6, 2023||1||Feb 7, 2023||3|
|-1%||Mar 20, 2023||1||Mar 20, 2023||—||—||—|
|-0.47%||Feb 8, 2023||1||Feb 8, 2023||2||Feb 10, 2023||3|
Current Mr volatility is 16.80%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.