Future growht?
Expense Ratio
- 0.24%
Dividend Yield
- 0.86%
Asset Allocation
Performance
The chart shows the growth of $10,000 invested in Future growht? in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $57,400 for a total return of roughly 474.00%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 23, 2023, the Future growht? returned 6.11% Year-To-Date and 15.71% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -1.22% | 2.84% | 5.08% | -11.39% | 8.82% | 9.80% |
| Future growht? | -0.23% | 7.29% | 3.32% | -11.17% | 13.65% | 15.86% |
| Portfolio components: | ||||||
XBI SPDR S&P Biotech ETF | -10.93% | -11.18% | -5.60% | -17.96% | -3.54% | 8.80% |
VGT Vanguard Information Technology ETF | 5.75% | 16.47% | 15.42% | -7.50% | 18.30% | 19.13% |
BND Vanguard Total Bond Market ETF | 3.17% | 3.52% | 3.94% | -4.45% | 1.03% | 1.35% |
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund | -6.20% | 5.53% | -17.46% | -20.84% | 21.01% | 17.04% |
| Returns over 1 year are annualized | ||||||
Dividends
Future growht? granted a 0.85% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 0.85% | 0.78% | 0.53% | 0.75% | 1.03% | 1.25% | 0.95% | 1.30% | 1.27% | 1.34% | 1.06% | 1.41% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Future growht?. 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 Future growht? is 48.94%, recorded on Mar 9, 2009. It took 492 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.94% | Dec 27, 2007 | 301 | Mar 9, 2009 | 492 | Feb 17, 2011 | 793 |
| -34.84% | Nov 9, 2021 | 152 | Jun 16, 2022 | — | — | — |
| -31.48% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -23.5% | Jun 24, 2015 | 161 | Feb 11, 2016 | 229 | Jan 9, 2017 | 390 |
| -22.45% | Sep 4, 2018 | 78 | Dec 24, 2018 | 59 | Mar 21, 2019 | 137 |
| -21.77% | May 2, 2011 | 108 | Oct 3, 2011 | 114 | Mar 16, 2012 | 222 |
| -17.56% | Feb 10, 2021 | 64 | May 12, 2021 | 120 | Nov 1, 2021 | 184 |
| -12.15% | Sep 20, 2012 | 39 | Nov 15, 2012 | 52 | Feb 1, 2013 | 91 |
| -11.73% | Mar 27, 2012 | 47 | Jun 1, 2012 | 72 | Sep 13, 2012 | 119 |
| -11.18% | Mar 5, 2014 | 46 | May 8, 2014 | 37 | Jul 1, 2014 | 83 |
Volatility Chart
Current Future growht? volatility is 10.00%. 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.