x

The chart shows the growth of an initial investment of $10,000 in x, 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 Apr 24, 2024, the x returned 7.61% Year-To-Date and 30.58% of annualized return in the last 10 years.

The x has a high expense ratio of 0.78%, indicating higher-than-average management fees. 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.

x granted a 1.72% dividend yield in the last twelve months.

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

The table below displays the maximum drawdowns of the x. 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 x was 54.49%, occurring on Nov 9, 2022. The portfolio has not yet recovered.

The current x drawdown is 22.08%.

The current x volatility is 5.02%, 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.