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FULL BODY TECH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

FULL BODY TECH

Currency in USD · Last updated May 11, 2025

Asset Allocation

MSFT 10%GOOGL 10%TCEHY 10%ASML 10%TXN 10%CRM 10%PDD 10%FTNT 10%CDNS 10%SNPS 10%EquityEquity
PositionCategory/SectorTarget Weight
ASML
ASML Holding N.V.		Technology
10%
CDNS
Cadence Design Systems, Inc.		Technology
10%
CRM
salesforce.com, inc.		Technology
10%
FTNT
Fortinet, Inc.		Technology
10%
GOOGL
Alphabet Inc Class A		Communication Services
10%
MSFT
Microsoft Corporation		Technology
10%
PDD
Pinduoduo Inc.		Consumer Cyclical
10%
SNPS
Synopsys, Inc.		Technology
10%
TCEHY
Tencent Holdings Limited		Communication Services
10%
TXN
Texas Instruments Incorporated		Technology
10%

Performance

Performance Chart

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The earliest data available for this chart is Jul 26, 2018, corresponding to the inception date of PDD

Returns By Period

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		-1.44%8.08%-3.32%10.99%15.15%10.61%
FULL BODY TECHN/AN/AN/AN/AN/AN/A
Portfolio components:
MSFT
Microsoft Corporation		4.30%12.94%4.25%6.59%20.31%26.52%
GOOGL
Alphabet Inc Class A		-19.22%-2.79%-14.16%-8.99%17.50%18.84%
TCEHY
Tencent Holdings Limited		17.88%10.71%16.92%34.41%4.84%13.14%
ASML
ASML Holding N.V.		N/AN/AN/AN/AN/AN/A
TXN
Texas Instruments Incorporated		-6.66%17.71%-20.55%-5.20%12.20%15.12%
CRM
salesforce.com, inc.		-17.49%8.01%-14.22%0.13%9.37%14.35%
PDD
Pinduoduo Inc.		13.05%21.16%-6.93%-19.53%13.71%N/A
FTNT
Fortinet, Inc.		3.11%-0.32%5.85%67.50%28.75%28.88%
CDNS
Cadence Design Systems, Inc.		1.77%17.85%1.50%6.37%30.55%31.96%
SNPS
Synopsys, Inc.		-0.51%14.65%-14.01%-13.26%25.06%25.87%
*Annualized

Monthly Returns

The table below presents the monthly returns of FULL BODY TECH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-0.78%-0.78%

Expense Ratio

FULL BODY TECH has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FULL BODY TECH is 16, meaning it’s performing worse than 84% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of FULL BODY TECH is 1616
Overall Rank
The Sharpe Ratio Rank of FULL BODY TECH is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of FULL BODY TECH is 1515
Sortino Ratio Rank
The Omega Ratio Rank of FULL BODY TECH is 1414
Omega Ratio Rank
The Calmar Ratio Rank of FULL BODY TECH is 1919
Calmar Ratio Rank
The Martin Ratio Rank of FULL BODY TECH is 1616
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

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.

No data
No data
No data
No data
No data
Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
MSFT
Microsoft Corporation		0.280.631.080.340.75
GOOGL
Alphabet Inc Class A		-0.32-0.270.97-0.35-0.77
TCEHY
Tencent Holdings Limited		1.011.571.220.743.44
ASML
ASML Holding N.V.		—————
TXN
Texas Instruments Incorporated		-0.110.161.02-0.09-0.23
CRM
salesforce.com, inc.		0.020.271.04-0.00-0.00
PDD
Pinduoduo Inc.		-0.35-0.130.98-0.36-0.77
FTNT
Fortinet, Inc.		1.632.601.362.068.82
CDNS
Cadence Design Systems, Inc.		0.170.561.070.260.52
SNPS
Synopsys, Inc.		-0.30-0.160.98-0.31-0.65

There isn't enough data available to calculate the Sharpe ratio for FULL BODY TECH. This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend yield

FULL BODY TECH provided a 0.66% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio0.66%0.51%1.05%0.81%0.33%0.34%0.40%0.48%0.40%0.49%0.51%0.48%
Portfolio components:
MSFT
Microsoft Corporation		0.72%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%
GOOGL
Alphabet Inc Class A		0.52%0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TCEHY
Tencent Holdings Limited		0.69%0.81%6.84%4.22%0.35%0.21%0.26%0.29%0.15%0.25%0.23%0.04%
ASML
ASML Holding N.V.		0.96%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TXN
Texas Instruments Incorporated		3.12%2.81%2.94%2.84%2.23%2.27%2.50%2.78%2.03%2.25%2.55%2.32%
CRM
salesforce.com, inc.		0.59%0.48%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PDD
Pinduoduo Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FTNT
Fortinet, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CDNS
Cadence Design Systems, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SNPS
Synopsys, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the FULL BODY TECH. 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 FULL BODY TECH was 0.78%, occurring on May 9, 2025. The portfolio has not yet recovered.

The current FULL BODY TECH drawdown is 7.06%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-0.78%May 6, 20254May 9, 2025———

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 10 assets, with an effective number of assets of 10.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
^GSPCMSFTTXNCRMFTNTASMLCDNSSNPSGOOGLPDDTCEHYPortfolio
^GSPC1.000.800.200.60-0.400.800.800.800.200.200.200.40
MSFT0.801.000.400.00-0.200.400.400.400.400.400.400.80
TXN0.200.401.00-0.200.800.400.400.40-0.60-0.60-0.600.00
CRM0.600.00-0.201.00-0.400.800.800.80-0.20-0.20-0.20-0.40
FTNT-0.40-0.200.80-0.401.000.000.000.00-0.80-0.80-0.80-0.40
ASML0.800.400.400.800.001.001.001.00-0.40-0.40-0.40-0.20
CDNS0.800.400.400.800.001.001.001.00-0.40-0.40-0.40-0.20
SNPS0.800.400.400.800.001.001.001.00-0.40-0.40-0.40-0.20
GOOGL0.200.40-0.60-0.20-0.80-0.40-0.40-0.401.001.001.000.80
PDD0.200.40-0.60-0.20-0.80-0.40-0.40-0.401.001.001.000.80
TCEHY0.200.40-0.60-0.20-0.80-0.40-0.40-0.401.001.001.000.80
Portfolio0.400.800.00-0.40-0.40-0.20-0.20-0.200.800.800.801.00
The correlation results are calculated based on daily price changes starting from May 6, 2025