FIN201 (P2)

The chart shows the growth of an initial investment of $10,000 in FIN201 (P2), 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 May 27, 2023, the FIN201 (P2) returned 2.75% Year-To-Date and 8.51% of annualized return in the last 10 years.

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current FIN201 (P2) Sharpe ratio is 0.24. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.

FIN201 (P2) granted a 1.48% dividend yield in the last twelve months.

The FIN201 (P2) has a high expense ratio of 0.30%, 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.

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

The table below shows the maximum drawdowns of the FIN201 (P2). 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 FIN201 (P2) is 16.58%, recorded on Sep 30, 2022. It took 84 trading sessions for the portfolio to recover.

The current FIN201 (P2) volatility is 2.56%, 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.