My stocks
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% |
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
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% |
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
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.
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.