boardman lifetime 2023-05-05

Asset Allocation

Position	Category/Sector	Target Weight
AGG iShares Core U.S. Aggregate Bond ETF	Total Bond Market	0%
ARKK ARK Innovation ETF	Actively Managed, Technology Equities	-3.93%
BGELX Baillie Gifford Emerging Markets Equities Fund	Emerging Markets Diversified	13.38%
COWZ Pacer US Cash Cows 100 ETF	Mid Cap Value Equities, Dividend	9.67%
DBLSX DoubleLine Low Duration Bond Fund	Short-Term Bond	3.74%
DBLTX DoubleLine Total Return Bond Fund Class I	Total Bond Market	4.78%
HACAX Harbor Capital Appreciation Fund Class I	Large Cap Growth Equities	12.23%
IVV iShares Core S&P 500 ETF	S&P 500	-23.28%
IWD iShares Russell 1000 Value ETF	Large Cap Value Equities	6.79%
IWF iShares Russell 1000 Growth ETF	Large Cap Growth Equities	6.57%
IWL iShares Russell Top 200 ETF	Large Cap Growth Equities	-13.76%
IWM iShares Russell 2000 ETF	Small Cap Blend Equities	-9.36%
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	Corporate Bonds	0%
MDIJX MFS International Diversification Fund	Foreign Large Cap Equities	18.92%
MGGIX Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio	Global Equities	-5.06%
PFF iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	0%
RSP Invesco S&P 500 Equal Weight ETF	S&P 500	6.64%
SCHD Schwab U.S. Dividend Equity ETF	Dividend	-11.47%
SHY iShares 1-3 Year Treasury Bond ETF	Government Bonds	3.62%
SPHQ Invesco S&P 500 Quality ETF	S&P 500, Large Cap Value Equities	15.77%
SPLV Invesco S&P 500 Low Volatility ETF	S&P 500, Large Cap Value Equities	7.13%
VB Vanguard Small-Cap ETF	Small Cap Growth Equities	17.18%
VEU Vanguard FTSE All-World ex-US ETF	Foreign Large Cap Equities	6.93%
VHT Vanguard Health Care ETF	Health & Biotech Equities	2.61%
VO Vanguard Mid-Cap ETF	Mid Cap Growth Equities	22.42%
VWO Vanguard FTSE Emerging Markets ETF	Emerging Markets Equities	0%
VYM Vanguard High Dividend Yield ETF	Dividend	8.48%

Benchmark Against

Benchmark

S&P 500 Index

Transactions

Date	Type	Symbol	Quantity	Price
Apr 10, 2023	Buy	Vanguard Small-Cap ETF	6	$185.99
Apr 10, 2023	Buy	Vanguard Mid-Cap ETF	7	$207.26
Apr 6, 2023	Buy	Baillie Gifford Emerging Markets Equities Fund	496.192	$18.17
Apr 6, 2023	Buy	DoubleLine Total Return Bond Fund Class I	567.291	$9.08
Apr 6, 2023	Buy	DoubleLine Low Duration Bond Fund	407.489	$9.48
Apr 6, 2023	Buy	Harbor Capital Appreciation Fund Class I	122.21	$73.77
Apr 6, 2023	Sell	Invesco S&P 500 Quality ETF	174	$47.33
Apr 6, 2023	Buy	Invesco S&P 500 Equal Weight ETF	36	$143.04
Apr 6, 2023	Sell	Invesco S&P 500 Low Volatility ETF	89	$63.36
Apr 6, 2023	Sell	iShares Core U.S. Aggregate Bond ETF	35	$100.61

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in boardman lifetime 2023-05-05, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

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Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-2.33%	-3.84%	-2.34%	29.73%	16.86%	10.37%	12.29%
Portfolio boardman lifetime 2023-05-05	-0.16%	-1.16%	1.89%	4.58%	22.96%	12.36%	—	—
Portfolio components:
VB Vanguard Small-Cap ETF	0.47%	0.17%	2.99%	3.39%	33.63%	13.45%	5.57%	10.71%
MGGIX Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio	-0.38%	-5.89%	-11.39%	-22.98%	0.96%	12.85%	-0.04%	12.14%
ARKK ARK Innovation ETF	0.23%	-5.30%	-10.87%	-22.37%	63.47%	20.43%	-10.47%	14.27%
SPHQ Invesco S&P 500 Quality ETF	-0.13%	-1.70%	1.33%	3.14%	27.27%	18.15%	12.67%	13.65%
SPLV Invesco S&P 500 Low Volatility ETF	0.79%	-2.66%	4.06%	2.36%	7.88%	7.95%	7.05%	8.48%
IVV iShares Core S&P 500 ETF	0.14%	-2.17%	-3.54%	-1.39%	31.43%	18.49%	11.96%	14.16%
AGG iShares Core U.S. Aggregate Bond ETF	0.23%	-0.55%	0.32%	1.01%	3.76%	3.55%	0.29%	1.68%
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	0.42%	-0.54%	0.15%	0.05%	4.94%	4.23%	0.20%	2.67%
VO Vanguard Mid-Cap ETF	0.33%	-1.90%	0.29%	-1.02%	25.65%	13.03%	6.87%	10.86%
IWM iShares Russell 2000 ETF	0.69%	0.34%	2.27%	2.75%	40.18%	13.42%	3.61%	10.00%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Aug 19, 2021, boardman lifetime 2023-05-05's average daily return is +0.04%, while the average monthly return is +0.79%. At this rate, your investment would double in approximately 7.3 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2022 with a return of +10.6%, while the worst month was Aug 2021 at -15.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, boardman lifetime 2023-05-05 closed higher 54% of trading days. The best single day was Sep 8, 2021 with a return of +6.4%, while the worst single day was Aug 23, 2021 at -8.3%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	3.49%	4.27%	-6.18%	0.63%									1.89%
2025	3.17%	0.24%	-1.79%	-0.08%	3.78%	1.93%	0.30%	1.90%	1.39%	0.46%	1.60%	1.46%	15.20%
2024	-0.16%	3.15%	3.75%	-2.75%	3.19%	-0.06%	2.48%	2.40%	1.58%	-2.39%	2.95%	-2.46%	11.98%
2023	4.99%	-3.73%	1.80%	1.77%	-3.14%	5.33%	2.80%	-2.26%	-3.39%	-2.88%	6.25%	4.56%	11.89%
2022	4.07%	0.22%	0.26%	1.36%	2.93%	-6.27%	1.09%	-2.89%	-8.13%	3.96%	10.64%	-1.35%	4.64%
2021								-15.01%	6.44%	-3.76%	1.93%	9.01%	-3.26%

Benchmark Metrics

boardman lifetime 2023-05-05 has an annualized alpha of 5.49%, beta of 0.42, and R² of 0.27 versus S&P 500 Index. Calculated based on daily prices since August 19, 2021.

This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (48.26%) than losses (37.85%) — typical of diversified or defensive assets.
Beta of 0.42 may look defensive, but with R² of 0.27 this portfolio is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
R² of 0.27 means this portfolio moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha: 5.49%

Beta: 0.42

R²: 0.27

Upside Capture: 48.26%

Downside Capture: 37.85%

Expense Ratio

Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Top 10 holdings

MGGIX

Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio

MDIJX

MFS International Diversification Fund

BGELX

Baillie Gifford Emerging Markets Equities Fund

ARKK

ARK Innovation ETF

HACAX

Harbor Capital Appreciation Fund Class I

DBLTX

DoubleLine Total Return Bond Fund Class I

COWZ

Pacer US Cash Cows 100 ETF

PFF

iShares Preferred and Income Securities ETF

DBLSX

DoubleLine Low Duration Bond Fund

SPLV

Invesco S&P 500 Low Volatility ETF

Return for Risk

Risk / Return Rank

boardman lifetime 2023-05-05 ranks 46 for risk / return — on par with similar portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	1.31	0.88	+0.43
Sortino ratio Return per unit of downside risk	1.79	1.37	+0.43
Omega ratio Gain probability vs. loss probability	1.26	1.21	+0.06
Calmar ratio Return relative to maximum drawdown	1.66	1.39	+0.27
Martin ratio Return relative to average drawdown	6.84	6.43	+0.41
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
VB Vanguard Small-Cap ETF	45	0.86	1.35	1.18	1.44	6.15
MGGIX Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio	2	-0.41	-0.40	0.94	-0.31	-0.81
ARKK ARK Innovation ETF	44	0.93	1.56	1.18	1.39	3.54
SPHQ Invesco S&P 500 Quality ETF	47	0.90	1.40	1.19	1.46	6.32
SPLV Invesco S&P 500 Low Volatility ETF	12	0.08	0.19	1.03	0.12	0.37
IVV iShares Core S&P 500 ETF	53	0.97	1.48	1.23	1.52	7.13
AGG iShares Core U.S. Aggregate Bond ETF	47	1.02	1.44	1.18	1.70	4.71
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	35	0.73	1.03	1.14	1.50	4.10
VO Vanguard Mid-Cap ETF	35	0.71	1.10	1.16	1.06	4.79
IWM iShares Russell 2000 ETF	58	1.10	1.64	1.21	1.99	7.27

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

boardman lifetime 2023-05-05 Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

1-Year: 1.31
All Time: 0.65

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.99 to 1.69, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of boardman lifetime 2023-05-05 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

boardman lifetime 2023-05-05 provided a 3.72% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021
Portfolio	3.72%	3.78%	4.76%	2.56%	0.53%	0.13%

Monthly Dividends

The table below shows the monthly dividends paid by this portfolio.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	$44.56	$56.12	$229.05	$11.36									$341.08
2025	$45.11	$56.55	$225.41	$58.73	$60.95	$206.79	$61.71	$62.39	$221.40	$59.15	$59.75	$3,217.76	$4,335.70
2024	$48.67	$58.96	$198.85	$58.81	$62.99	$234.37	$61.69	$62.32	$170.46	$60.38	$58.75	$3,660.25	$4,736.51
2023	$17.90	$51.00	$209.89	$80.93	$51.95	$230.89	$55.26	$57.59	$157.83	$58.66	$58.87	$1,244.01	$2,274.76
2022	$11.91	$22.70	$69.66	$23.59	$24.27	$178.49	$29.74	$29.65	$162.96	$32.28	$31.49	-$348.71	$268.04
2021								$7.79	$76.55	$20.62	$21.59	-$95.13	$31.42

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 boardman lifetime 2023-05-05. 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 boardman lifetime 2023-05-05 was 17.30%, occurring on Sep 7, 2021. Recovery took 89 trading sessions.

The current boardman lifetime 2023-05-05 drawdown is 5.58%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-17.3%	Aug 20, 2021	12	Sep 7, 2021	89	Jan 12, 2022	101
-15.86%	May 31, 2022	84	Sep 27, 2022	75	Jan 13, 2023	159
-11.38%	Feb 19, 2025	35	Apr 8, 2025	23	May 12, 2025	58
-9.02%	Aug 1, 2023	63	Oct 27, 2023	33	Dec 14, 2023	96
-7.84%	Mar 2, 2026	21	Mar 30, 2026	—	—	—

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 27 assets, with an effective number of assets of 3.15, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	DBLSX	SHY	DBLTX	AGG	LQD	SPLV	BGELX	VWO	VHT	ARKK	PFF	HACAX	SCHD	MGGIX	COWZ	IWF	MDIJX	VYM	VEU	IWM	IWL	SPHQ	VB	IWD	IVV	RSP	VO	Portfolio
Benchmark	1.00	0.10	0.10	0.10	0.18	0.32	0.55	0.61	0.63	0.66	0.74	0.62	0.91	0.71	0.83	0.73	0.96	0.74	0.80	0.77	0.82	0.99	0.94	0.85	0.85	1.00	0.88	0.90	0.60
DBLSX	0.10	1.00	0.75	0.74	0.72	0.63	0.15	0.08	0.12	0.14	0.13	0.30	0.09	0.10	0.13	0.06	0.09	0.20	0.08	0.18	0.11	0.10	0.10	0.11	0.11	0.11	0.13	0.12	0.14
SHY	0.10	0.75	1.00	0.82	0.82	0.70	0.19	0.06	0.10	0.18	0.13	0.32	0.08	0.12	0.11	0.07	0.09	0.18	0.09	0.17	0.11	0.10	0.09	0.11	0.11	0.10	0.14	0.13	0.15
DBLTX	0.10	0.74	0.82	1.00	0.95	0.87	0.20	0.07	0.10	0.17	0.14	0.40	0.08	0.11	0.12	0.06	0.09	0.19	0.09	0.18	0.12	0.10	0.09	0.12	0.11	0.11	0.14	0.14	0.19
AGG	0.18	0.72	0.82	0.95	1.00	0.94	0.27	0.11	0.16	0.24	0.20	0.48	0.15	0.17	0.18	0.13	0.17	0.25	0.17	0.24	0.20	0.18	0.17	0.20	0.19	0.19	0.22	0.22	0.25
LQD	0.32	0.63	0.70	0.87	0.94	1.00	0.34	0.20	0.25	0.32	0.31	0.57	0.28	0.29	0.30	0.24	0.29	0.36	0.29	0.36	0.33	0.31	0.30	0.33	0.32	0.32	0.35	0.36	0.33
SPLV	0.55	0.15	0.19	0.20	0.27	0.34	1.00	0.21	0.28	0.71	0.26	0.47	0.32	0.77	0.34	0.59	0.38	0.46	0.77	0.47	0.51	0.51	0.60	0.55	0.75	0.55	0.72	0.65	0.58
BGELX	0.61	0.08	0.06	0.07	0.11	0.20	0.21	1.00	0.86	0.33	0.54	0.43	0.58	0.42	0.66	0.51	0.59	0.75	0.50	0.78	0.58	0.61	0.58	0.58	0.54	0.61	0.56	0.58	0.57
VWO	0.63	0.12	0.10	0.10	0.16	0.25	0.28	0.86	1.00	0.41	0.58	0.49	0.60	0.49	0.68	0.56	0.60	0.80	0.55	0.87	0.62	0.62	0.61	0.62	0.59	0.64	0.61	0.62	0.58
VHT	0.66	0.14	0.18	0.17	0.24	0.32	0.71	0.33	0.41	1.00	0.49	0.51	0.51	0.70	0.51	0.63	0.54	0.55	0.70	0.56	0.63	0.63	0.67	0.64	0.74	0.66	0.73	0.69	0.50
ARKK	0.74	0.13	0.13	0.14	0.20	0.31	0.26	0.54	0.58	0.49	1.00	0.57	0.77	0.46	0.80	0.55	0.76	0.59	0.53	0.62	0.79	0.73	0.64	0.78	0.62	0.74	0.67	0.75	0.32
PFF	0.62	0.30	0.32	0.40	0.48	0.57	0.47	0.43	0.49	0.51	0.57	1.00	0.54	0.57	0.57	0.58	0.56	0.59	0.60	0.61	0.67	0.60	0.59	0.68	0.65	0.62	0.67	0.68	0.50
HACAX	0.91	0.09	0.08	0.08	0.15	0.28	0.32	0.58	0.60	0.51	0.77	0.54	1.00	0.47	0.87	0.54	0.97	0.67	0.56	0.68	0.71	0.93	0.82	0.72	0.63	0.91	0.69	0.76	0.42
SCHD	0.71	0.10	0.12	0.11	0.17	0.29	0.77	0.42	0.49	0.70	0.46	0.57	0.47	1.00	0.50	0.86	0.53	0.62	0.93	0.65	0.75	0.66	0.76	0.79	0.91	0.71	0.89	0.81	0.65
MGGIX	0.83	0.13	0.11	0.12	0.18	0.30	0.34	0.66	0.68	0.51	0.80	0.57	0.87	0.50	1.00	0.59	0.85	0.74	0.57	0.75	0.75	0.83	0.77	0.77	0.66	0.83	0.72	0.79	0.44
COWZ	0.73	0.06	0.07	0.06	0.13	0.24	0.59	0.51	0.56	0.63	0.55	0.58	0.54	0.86	0.59	1.00	0.58	0.65	0.87	0.69	0.83	0.69	0.77	0.86	0.89	0.73	0.89	0.85	0.66
IWF	0.96	0.09	0.09	0.09	0.17	0.29	0.38	0.59	0.60	0.54	0.76	0.56	0.97	0.53	0.85	0.58	1.00	0.68	0.62	0.69	0.73	0.97	0.86	0.75	0.68	0.95	0.74	0.79	0.46
MDIJX	0.74	0.20	0.18	0.19	0.25	0.36	0.46	0.75	0.80	0.55	0.59	0.59	0.67	0.62	0.74	0.65	0.68	1.00	0.68	0.95	0.70	0.72	0.73	0.72	0.73	0.74	0.75	0.75	0.68
VYM	0.80	0.08	0.09	0.09	0.17	0.29	0.77	0.50	0.55	0.70	0.53	0.60	0.56	0.93	0.57	0.87	0.62	0.68	1.00	0.72	0.81	0.75	0.83	0.84	0.97	0.80	0.93	0.87	0.72
VEU	0.77	0.18	0.17	0.18	0.24	0.36	0.47	0.78	0.87	0.56	0.62	0.61	0.68	0.65	0.75	0.69	0.69	0.95	0.72	1.00	0.74	0.75	0.75	0.76	0.76	0.77	0.77	0.77	0.70
IWM	0.82	0.11	0.11	0.12	0.20	0.33	0.51	0.58	0.62	0.63	0.79	0.67	0.71	0.75	0.75	0.83	0.73	0.70	0.81	0.74	1.00	0.79	0.80	0.98	0.87	0.82	0.90	0.92	0.59
IWL	0.99	0.10	0.10	0.10	0.18	0.31	0.51	0.61	0.62	0.63	0.73	0.60	0.93	0.66	0.83	0.69	0.97	0.72	0.75	0.75	0.79	1.00	0.92	0.81	0.80	0.99	0.83	0.85	0.56
SPHQ	0.94	0.10	0.09	0.09	0.17	0.30	0.60	0.58	0.61	0.67	0.64	0.59	0.82	0.76	0.77	0.77	0.86	0.73	0.83	0.75	0.80	0.92	1.00	0.83	0.86	0.94	0.89	0.88	0.66
VB	0.85	0.11	0.11	0.12	0.20	0.33	0.55	0.58	0.62	0.64	0.78	0.68	0.72	0.79	0.77	0.86	0.75	0.72	0.84	0.76	0.98	0.81	0.83	1.00	0.91	0.85	0.94	0.96	0.63
IWD	0.85	0.11	0.11	0.11	0.19	0.32	0.75	0.54	0.59	0.74	0.62	0.65	0.63	0.91	0.66	0.89	0.68	0.73	0.97	0.76	0.87	0.80	0.86	0.91	1.00	0.85	0.98	0.93	0.72
IVV	1.00	0.11	0.10	0.11	0.19	0.32	0.55	0.61	0.64	0.66	0.74	0.62	0.91	0.71	0.83	0.73	0.95	0.74	0.80	0.77	0.82	0.99	0.94	0.85	0.85	1.00	0.88	0.90	0.60
RSP	0.88	0.13	0.14	0.14	0.22	0.35	0.72	0.56	0.61	0.73	0.67	0.67	0.69	0.89	0.72	0.89	0.74	0.75	0.93	0.77	0.90	0.83	0.89	0.94	0.98	0.88	1.00	0.97	0.70
VO	0.90	0.12	0.13	0.14	0.22	0.36	0.65	0.58	0.62	0.69	0.75	0.68	0.76	0.81	0.79	0.85	0.79	0.75	0.87	0.77	0.92	0.85	0.88	0.96	0.93	0.90	0.97	1.00	0.66
Portfolio	0.60	0.14	0.15	0.19	0.25	0.33	0.58	0.57	0.58	0.50	0.32	0.50	0.42	0.65	0.44	0.66	0.46	0.68	0.72	0.70	0.59	0.56	0.66	0.63	0.72	0.60	0.70	0.66	1.00

The correlation results are calculated based on daily price changes starting from Aug 19, 2021

boardman lifetime 2023-05-05

Asset Allocation

Transactions

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Top 10 holdings

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Monthly Dividends

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table