The chart shows the growth of an initial investment of $10,000 in Mr, 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
|Year-To-Date||1 month||6 months||1 year||5 years (annualized)||10 years (annualized)|
|Allogene Therapeutics, Inc.||-60.73%||-13.64%||-56.21%||-72.49%||-37.71%||N/A|
|Arcutis Biotherapeutics, Inc.||-85.41%||-1.82%||-78.27%||-87.26%||N/A||N/A|
|Vodafone Group Plc||-4.17%||-3.11%||-1.76%||-7.46%||-9.56%||-6.70%|
Monthly Returns Heatmap
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 Mr. 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 Mr was 8.36%, occurring on Oct 3, 2023. Recovery took 28 trading sessions.
|-8.36%||Jul 19, 2023||54||Oct 3, 2023||28||Nov 10, 2023||82|
|-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|
|-4.49%||Jun 16, 2023||6||Jun 26, 2023||15||Jul 18, 2023||21|
|-2.73%||Apr 14, 2023||8||Apr 25, 2023||1||Apr 26, 2023||9|
The current Mr volatility is 3.88%, 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.