My stocks
Last updated Dec 7, 2023
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BTI British American Tobacco p.l.c. | Consumer Defensive | 7.2% |
HUN Huntsman Corporation | Basic Materials | 7.2% |
INTC Intel Corporation | Technology | 7.2% |
PFE Pfizer Inc. | Healthcare | 7.2% |
PCH PotlatchDeltic Corporation | Real Estate | 7.2% |
VZ | 7.2% | |
QQQ Invesco QQQ | Large Cap Blend Equities | 7.2% |
DIA SPDR Dow Jones Industrial Average ETF | Large Cap Growth Equities | 7.2% |
MGV Vanguard Mega Cap Value ETF | Large Cap Value Equities | 7.2% |
VOO | 7.2% | |
BRK-B Berkshire Hathaway Inc. | Financial Services | 1.75% |
AFL Aflac Incorporated | Financial Services | 1.75% |
PGRE Paramount Group, Inc. | Real Estate | 1.75% |
CMRE Costamare Inc. | Industrials | 1.75% |
M Macy's, Inc. | Consumer Cyclical | 1.75% |
KSS Kohl's Corporation | Consumer Cyclical | 1.75% |
GM General Motors Company | Consumer Cyclical | 1.75% |
FDX FedEx Corporation | Industrials | 1.75% |
FNF Fidelity National Financial, Inc. | Financial Services | 1.75% |
FL Foot Locker, Inc. | Consumer Cyclical | 1.75% |
IP International Paper Company | Consumer Cyclical | 1.75% |
SHEL Shell plc | Energy | 1.75% |
TM | 1.75% | |
TSN | 1.75% | |
VOOV | 1.75% | |
XOM | 1.75% |
Quarterly
Performance
The chart shows the growth of an initial investment of $10,000 in My stocks, 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
My stocks
Benchmark (^GSPC)
Portfolio components
The earliest data available for this chart is Nov 19, 2014, corresponding to the inception date of PGRE
Returns
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC | N/A | N/A | N/A | N/A | N/A | N/A |
| My stocks | 7.23% | 3.96% | 5.99% | 5.83% | 8.87% | N/A |
| Portfolio components: | ||||||
BRK-B Berkshire Hathaway Inc. | 14.08% | 1.66% | 5.06% | 14.49% | 11.48% | 11.71% |
AFL Aflac Incorporated | 16.27% | 0.93% | 20.79% | 17.66% | 16.41% | 12.08% |
PGRE Paramount Group, Inc. | -10.22% | 9.79% | 8.94% | -2.95% | -15.22% | N/A |
CMRE Costamare Inc. | 10.03% | 7.27% | 9.04% | 12.83% | 21.26% | 0.66% |
M Macy's, Inc. | -18.01% | 30.65% | 3.53% | -24.29% | -8.65% | -7.32% |
KSS Kohl's Corporation | -2.20% | -6.78% | 7.14% | -13.14% | -14.09% | -4.28% |
BTI British American Tobacco p.l.c. | -23.13% | -6.99% | -7.05% | -25.67% | 4.69% | -0.07% |
GM General Motors Company | -1.12% | 13.38% | -8.63% | -12.51% | 0.32% | 0.74% |
FDX FedEx Corporation | 56.78% | 8.92% | 20.23% | 57.97% | 7.51% | 8.01% |
FNF Fidelity National Financial, Inc. | 27.93% | 10.93% | 32.52% | 32.31% | 12.71% | 14.57% |
FL Foot Locker, Inc. | -21.00% | 27.47% | 9.68% | -22.40% | -8.58% | -0.42% |
HUN Huntsman Corporation | -6.97% | 3.67% | -4.41% | -8.37% | 9.77% | 3.46% |
INTC Intel Corporation | 59.79% | 8.75% | 32.85% | 47.67% | 0.46% | 8.25% |
IP International Paper Company | 11.42% | 7.94% | 16.93% | 5.94% | 2.97% | 3.18% |
PFE Pfizer Inc. | -41.26% | -6.42% | -24.14% | -39.46% | -3.49% | 3.38% |
PCH PotlatchDeltic Corporation | 6.12% | -1.54% | -5.09% | 6.35% | 11.11% | 6.86% |
SHEL Shell plc | 15.17% | -4.70% | 10.60% | 15.72% | 5.86% | 4.27% |
TM | N/A | N/A | N/A | N/A | N/A | N/A |
VZ | N/A | N/A | N/A | N/A | N/A | N/A |
TSN | N/A | N/A | N/A | N/A | N/A | N/A |
QQQ Invesco QQQ | 45.24% | 4.29% | 10.70% | 37.62% | 19.88% | 17.24% |
DIA SPDR Dow Jones Industrial Average ETF | 10.95% | 6.13% | 8.18% | 9.51% | 10.35% | 10.82% |
MGV Vanguard Mega Cap Value ETF | 3.98% | 3.27% | 4.19% | 3.73% | 9.75% | 9.65% |
VOO | N/A | N/A | N/A | N/A | N/A | N/A |
VOOV | N/A | N/A | N/A | N/A | N/A | N/A |
XOM | N/A | N/A | N/A | N/A | N/A | N/A |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -5.17% | 7.71% | 4.17% | -3.28% | -4.01% | -1.81% | 9.41% |
My stocks
Benchmark (^GSPC)
Portfolio components
Dividend yield
My stocks granted a 3.91% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| My stocks | 3.91% | 3.84% | 3.19% | 3.05% | 3.18% | 4.34% | 2.72% | 3.08% | 3.28% | 2.65% | 2.49% | 2.85% |
| Portfolio components: | ||||||||||||
BRK-B Berkshire Hathaway 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% |
AFL Aflac Incorporated | 2.06% | 2.22% | 2.26% | 2.52% | 2.04% | 2.28% | 1.98% | 2.39% | 2.64% | 2.46% | 2.13% | 2.52% |
PGRE Paramount Group, Inc. | 4.36% | 5.22% | 3.36% | 4.09% | 2.87% | 3.18% | 2.40% | 2.38% | 2.31% | 0.00% | 0.00% | 0.00% |
CMRE Costamare Inc. | 4.72% | 10.31% | 3.29% | 4.68% | 4.07% | 8.83% | 6.72% | 16.78% | 10.69% | 6.11% | 5.73% | 7.51% |
M Macy's, Inc. | 3.99% | 3.05% | 1.15% | 3.36% | 8.88% | 5.07% | 5.99% | 4.17% | 3.98% | 1.81% | 1.78% | 2.05% |
KSS Kohl's Corporation | 8.83% | 7.92% | 2.02% | 1.73% | 5.26% | 3.68% | 4.06% | 4.05% | 3.78% | 2.56% | 2.47% | 2.98% |
BTI British American Tobacco p.l.c. | 9.85% | 7.40% | 7.98% | 7.22% | 6.35% | 8.52% | 4.18% | 3.77% | 4.21% | 4.55% | 4.04% | 4.17% |
GM General Motors Company | 1.09% | 0.54% | 0.00% | 0.91% | 4.15% | 4.54% | 3.71% | 4.36% | 4.06% | 3.44% | 0.00% | 0.00% |
FDX FedEx Corporation | 1.80% | 2.42% | 1.12% | 1.00% | 1.72% | 1.52% | 0.76% | 0.78% | 0.64% | 0.43% | 0.41% | 0.60% |
FNF Fidelity National Financial, Inc. | 3.88% | 4.57% | 2.99% | 3.45% | 3.54% | 3.82% | 2.07% | 2.59% | 2.31% | 1.93% | 2.04% | 2.47% |
FL Foot Locker, Inc. | 5.66% | 3.97% | 1.95% | 2.30% | 3.81% | 2.53% | 2.57% | 1.52% | 1.49% | 1.53% | 1.88% | 2.19% |
HUN Huntsman Corporation | 3.72% | 3.09% | 2.08% | 2.59% | 2.69% | 3.37% | 1.50% | 2.62% | 4.40% | 2.19% | 2.03% | 2.52% |
INTC Intel Corporation | 1.79% | 5.52% | 2.70% | 2.65% | 2.11% | 2.56% | 2.33% | 2.87% | 2.79% | 2.48% | 3.47% | 4.22% |
IP International Paper Company | 5.06% | 5.34% | 4.08% | 4.35% | 4.62% | 5.04% | 3.39% | 3.55% | 4.59% | 2.84% | 2.69% | 2.88% |
PFE Pfizer Inc. | 5.70% | 3.12% | 2.64% | 3.91% | 3.68% | 3.12% | 3.53% | 3.69% | 3.47% | 3.34% | 3.13% | 3.51% |
PCH PotlatchDeltic Corporation | 6.07% | 6.18% | 9.42% | 3.22% | 3.70% | 16.25% | 3.06% | 3.60% | 4.96% | 3.40% | 3.07% | 3.17% |
SHEL Shell plc | 3.92% | 3.48% | 3.78% | 5.44% | 6.14% | 5.48% | 4.79% | 5.88% | 6.98% | 4.72% | 4.25% | 4.22% |
TM | 2.37% | 2.90% | 2.45% | 2.74% | 2.86% | 3.40% | 2.96% | 3.23% | 2.96% | 2.57% | 2.08% | 1.59% |
VZ | 6.81% | 6.53% | 4.85% | 4.21% | 3.95% | 4.22% | 4.39% | 4.26% | 4.79% | 4.57% | 4.22% | 4.66% |
TSN | 3.85% | 2.99% | 2.06% | 2.65% | 2.11% | 2.39% | 1.48% | 1.09% | 0.84% | 0.81% | 0.67% | 1.39% |
QQQ Invesco QQQ | 0.56% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% | 1.26% |
DIA SPDR Dow Jones Industrial Average ETF | 1.86% | 1.91% | 1.58% | 1.87% | 2.09% | 2.24% | 1.97% | 2.26% | 2.33% | 2.02% | 2.08% | 2.54% |
MGV Vanguard Mega Cap Value ETF | 2.52% | 2.45% | 2.17% | 2.47% | 2.69% | 2.65% | 2.34% | 2.53% | 2.59% | 2.26% | 2.29% | 2.80% |
VOO | 1.49% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% | 2.18% |
VOOV | 1.81% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% | 1.98% | 1.97% | 2.15% |
XOM | 3.71% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% | 2.43% | 2.52% |
Expense Ratio
The My stocks has an expense ratio of 0.03% which is considered to be low. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.95 | ||||
AFL Aflac Incorporated | 0.90 | ||||
PGRE Paramount Group, Inc. | -0.16 | ||||
CMRE Costamare Inc. | 0.28 | ||||
M Macy's, Inc. | -0.53 | ||||
KSS Kohl's Corporation | -0.27 | ||||
BTI British American Tobacco p.l.c. | -1.36 | ||||
GM General Motors Company | -0.41 | ||||
FDX FedEx Corporation | 2.14 | ||||
FNF Fidelity National Financial, Inc. | 1.23 | ||||
FL Foot Locker, Inc. | -0.39 | ||||
HUN Huntsman Corporation | -0.30 | ||||
INTC Intel Corporation | 1.18 | ||||
IP International Paper Company | 0.21 | ||||
PFE Pfizer Inc. | -1.84 | ||||
PCH PotlatchDeltic Corporation | 0.13 | ||||
SHEL Shell plc | 0.64 | ||||
TM | N/A | ||||
VZ | N/A | ||||
TSN | N/A | ||||
QQQ Invesco QQQ | 1.85 | ||||
DIA SPDR Dow Jones Industrial Average ETF | 0.70 | ||||
MGV Vanguard Mega Cap Value ETF | 0.23 | ||||
VOO | N/A | ||||
VOOV | N/A | ||||
XOM | N/A |
Asset Correlations Table
The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
| PFE | VZ | BTI | TSN | CMRE | M | KSS | FL | SHEL | FNF | PGRE | TM | PCH | INTC | XOM | HUN | FDX | GM | QQQ | IP | AFL | BRK-B | VOO | DIA | MGV | VOOV | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PFE | 1.00 | 0.33 | 0.28 | 0.25 | 0.17 | 0.15 | 0.15 | 0.18 | 0.23 | 0.27 | 0.24 | 0.27 | 0.28 | 0.28 | 0.27 | 0.25 | 0.27 | 0.27 | 0.36 | 0.31 | 0.35 | 0.41 | 0.45 | 0.46 | 0.52 | 0.46 |
| VZ | 0.33 | 1.00 | 0.31 | 0.33 | 0.15 | 0.18 | 0.20 | 0.22 | 0.24 | 0.28 | 0.32 | 0.28 | 0.27 | 0.26 | 0.28 | 0.22 | 0.28 | 0.25 | 0.25 | 0.33 | 0.38 | 0.42 | 0.40 | 0.45 | 0.50 | 0.47 |
| BTI | 0.28 | 0.31 | 1.00 | 0.28 | 0.20 | 0.19 | 0.18 | 0.22 | 0.36 | 0.26 | 0.29 | 0.35 | 0.31 | 0.28 | 0.30 | 0.27 | 0.26 | 0.28 | 0.32 | 0.32 | 0.34 | 0.36 | 0.41 | 0.43 | 0.45 | 0.44 |
| TSN | 0.25 | 0.33 | 0.28 | 1.00 | 0.22 | 0.26 | 0.29 | 0.30 | 0.25 | 0.32 | 0.35 | 0.28 | 0.31 | 0.26 | 0.31 | 0.29 | 0.31 | 0.31 | 0.27 | 0.38 | 0.38 | 0.37 | 0.39 | 0.42 | 0.45 | 0.45 |
| CMRE | 0.17 | 0.15 | 0.20 | 0.22 | 1.00 | 0.30 | 0.31 | 0.30 | 0.40 | 0.27 | 0.30 | 0.30 | 0.34 | 0.27 | 0.39 | 0.43 | 0.33 | 0.38 | 0.30 | 0.38 | 0.35 | 0.34 | 0.39 | 0.39 | 0.43 | 0.45 |
| M | 0.15 | 0.18 | 0.19 | 0.26 | 0.30 | 1.00 | 0.75 | 0.56 | 0.28 | 0.30 | 0.37 | 0.26 | 0.33 | 0.29 | 0.32 | 0.38 | 0.38 | 0.44 | 0.30 | 0.39 | 0.36 | 0.37 | 0.41 | 0.44 | 0.44 | 0.48 |
| KSS | 0.15 | 0.20 | 0.18 | 0.29 | 0.31 | 0.75 | 1.00 | 0.55 | 0.29 | 0.31 | 0.37 | 0.27 | 0.33 | 0.29 | 0.33 | 0.38 | 0.37 | 0.44 | 0.32 | 0.41 | 0.36 | 0.36 | 0.43 | 0.44 | 0.45 | 0.50 |
| FL | 0.18 | 0.22 | 0.22 | 0.30 | 0.30 | 0.56 | 0.55 | 1.00 | 0.25 | 0.35 | 0.38 | 0.28 | 0.36 | 0.29 | 0.30 | 0.37 | 0.40 | 0.43 | 0.34 | 0.40 | 0.39 | 0.39 | 0.45 | 0.48 | 0.48 | 0.51 |
| SHEL | 0.23 | 0.24 | 0.36 | 0.25 | 0.40 | 0.28 | 0.29 | 0.25 | 1.00 | 0.29 | 0.31 | 0.38 | 0.31 | 0.33 | 0.72 | 0.44 | 0.34 | 0.38 | 0.32 | 0.40 | 0.43 | 0.44 | 0.47 | 0.51 | 0.56 | 0.56 |
| FNF | 0.27 | 0.28 | 0.26 | 0.32 | 0.27 | 0.30 | 0.31 | 0.35 | 0.29 | 1.00 | 0.42 | 0.36 | 0.40 | 0.33 | 0.31 | 0.37 | 0.37 | 0.37 | 0.41 | 0.41 | 0.50 | 0.47 | 0.52 | 0.53 | 0.54 | 0.54 |
| PGRE | 0.24 | 0.32 | 0.29 | 0.35 | 0.30 | 0.37 | 0.37 | 0.38 | 0.31 | 0.42 | 1.00 | 0.34 | 0.43 | 0.31 | 0.33 | 0.36 | 0.37 | 0.42 | 0.34 | 0.42 | 0.45 | 0.42 | 0.48 | 0.49 | 0.51 | 0.54 |
| TM | 0.27 | 0.28 | 0.35 | 0.28 | 0.30 | 0.26 | 0.27 | 0.28 | 0.38 | 0.36 | 0.34 | 1.00 | 0.35 | 0.40 | 0.35 | 0.38 | 0.42 | 0.48 | 0.49 | 0.41 | 0.42 | 0.47 | 0.56 | 0.56 | 0.55 | 0.56 |
| PCH | 0.28 | 0.27 | 0.31 | 0.31 | 0.34 | 0.33 | 0.33 | 0.36 | 0.31 | 0.40 | 0.43 | 0.35 | 1.00 | 0.35 | 0.33 | 0.42 | 0.41 | 0.39 | 0.43 | 0.45 | 0.42 | 0.45 | 0.54 | 0.52 | 0.53 | 0.56 |
| INTC | 0.28 | 0.26 | 0.28 | 0.26 | 0.27 | 0.29 | 0.29 | 0.29 | 0.33 | 0.33 | 0.31 | 0.40 | 0.35 | 1.00 | 0.34 | 0.38 | 0.45 | 0.41 | 0.67 | 0.39 | 0.38 | 0.47 | 0.65 | 0.61 | 0.58 | 0.60 |
| XOM | 0.27 | 0.28 | 0.30 | 0.31 | 0.39 | 0.32 | 0.33 | 0.30 | 0.72 | 0.31 | 0.33 | 0.35 | 0.33 | 0.34 | 1.00 | 0.44 | 0.38 | 0.39 | 0.31 | 0.42 | 0.49 | 0.51 | 0.50 | 0.56 | 0.63 | 0.61 |
| HUN | 0.25 | 0.22 | 0.27 | 0.29 | 0.43 | 0.38 | 0.38 | 0.37 | 0.44 | 0.37 | 0.36 | 0.38 | 0.42 | 0.38 | 0.44 | 1.00 | 0.48 | 0.48 | 0.42 | 0.56 | 0.46 | 0.49 | 0.56 | 0.57 | 0.60 | 0.62 |
| FDX | 0.27 | 0.28 | 0.26 | 0.31 | 0.33 | 0.38 | 0.37 | 0.40 | 0.34 | 0.37 | 0.37 | 0.42 | 0.41 | 0.45 | 0.38 | 0.48 | 1.00 | 0.48 | 0.52 | 0.51 | 0.45 | 0.54 | 0.62 | 0.62 | 0.62 | 0.64 |
| GM | 0.27 | 0.25 | 0.28 | 0.31 | 0.38 | 0.44 | 0.44 | 0.43 | 0.38 | 0.37 | 0.42 | 0.48 | 0.39 | 0.41 | 0.39 | 0.48 | 0.48 | 1.00 | 0.45 | 0.51 | 0.48 | 0.50 | 0.57 | 0.59 | 0.60 | 0.63 |
| QQQ | 0.36 | 0.25 | 0.32 | 0.27 | 0.30 | 0.30 | 0.32 | 0.34 | 0.32 | 0.41 | 0.34 | 0.49 | 0.43 | 0.67 | 0.31 | 0.42 | 0.52 | 0.45 | 1.00 | 0.41 | 0.42 | 0.54 | 0.90 | 0.76 | 0.68 | 0.70 |
| IP | 0.31 | 0.33 | 0.32 | 0.38 | 0.38 | 0.39 | 0.41 | 0.40 | 0.40 | 0.41 | 0.42 | 0.41 | 0.45 | 0.39 | 0.42 | 0.56 | 0.51 | 0.51 | 0.41 | 1.00 | 0.52 | 0.55 | 0.57 | 0.61 | 0.65 | 0.66 |
| AFL | 0.35 | 0.38 | 0.34 | 0.38 | 0.35 | 0.36 | 0.36 | 0.39 | 0.43 | 0.50 | 0.45 | 0.42 | 0.42 | 0.38 | 0.49 | 0.46 | 0.45 | 0.48 | 0.42 | 0.52 | 1.00 | 0.70 | 0.63 | 0.70 | 0.74 | 0.73 |
| BRK-B | 0.41 | 0.42 | 0.36 | 0.37 | 0.34 | 0.37 | 0.36 | 0.39 | 0.44 | 0.47 | 0.42 | 0.47 | 0.45 | 0.47 | 0.51 | 0.49 | 0.54 | 0.50 | 0.54 | 0.55 | 0.70 | 1.00 | 0.73 | 0.78 | 0.83 | 0.81 |
| VOO | 0.45 | 0.40 | 0.41 | 0.39 | 0.39 | 0.41 | 0.43 | 0.45 | 0.47 | 0.52 | 0.48 | 0.56 | 0.54 | 0.65 | 0.50 | 0.56 | 0.62 | 0.57 | 0.90 | 0.57 | 0.63 | 0.73 | 1.00 | 0.93 | 0.89 | 0.91 |
| DIA | 0.46 | 0.45 | 0.43 | 0.42 | 0.39 | 0.44 | 0.44 | 0.48 | 0.51 | 0.53 | 0.49 | 0.56 | 0.52 | 0.61 | 0.56 | 0.57 | 0.62 | 0.59 | 0.76 | 0.61 | 0.70 | 0.78 | 0.93 | 1.00 | 0.94 | 0.93 |
| MGV | 0.52 | 0.50 | 0.45 | 0.45 | 0.43 | 0.44 | 0.45 | 0.48 | 0.56 | 0.54 | 0.51 | 0.55 | 0.53 | 0.58 | 0.63 | 0.60 | 0.62 | 0.60 | 0.68 | 0.65 | 0.74 | 0.83 | 0.89 | 0.94 | 1.00 | 0.96 |
| VOOV | 0.46 | 0.47 | 0.44 | 0.45 | 0.45 | 0.48 | 0.50 | 0.51 | 0.56 | 0.54 | 0.54 | 0.56 | 0.56 | 0.60 | 0.61 | 0.62 | 0.64 | 0.63 | 0.70 | 0.66 | 0.73 | 0.81 | 0.91 | 0.93 | 0.96 | 1.00 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
My stocks
Benchmark (^GSPC)
Portfolio components
Worst Drawdowns
The table below displays the maximum drawdowns of the My stocks. 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 My stocks was 36.01%, occurring on Mar 23, 2020. Recovery took 167 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.01% | Jan 21, 2020 | 44 | Mar 23, 2020 | 167 | Nov 17, 2020 | 211 |
| -25.34% | Jan 18, 2022 | 178 | Sep 30, 2022 | — | — | — |
| -21.3% | Jan 29, 2018 | 229 | Dec 24, 2018 | 218 | Nov 5, 2019 | 447 |
| -18.61% | May 22, 2015 | 167 | Jan 20, 2016 | 108 | Jun 23, 2016 | 275 |
| -6.52% | Jun 24, 2016 | 2 | Jun 27, 2016 | 8 | Jul 8, 2016 | 10 |
Volatility Chart
The current My stocks volatility is 4.20%, 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.
My stocks
Benchmark (^GSPC)
Portfolio components