PortfoliosLab logo

Shanker_Sharma

Last updated Jun 2, 2023

Asset Allocation


AAPL 2.38%AMZN 2.38%BAC 2.38%CAT 2.38%CIM 2.38%COWZ 2.38%CRM 2.38%CSCO 2.38%CVX 2.38%DOW 2.38%EMR 2.38%FCX 2.38%GIS 2.38%GOOGL 2.38%HAL 2.38%JNJ 2.38%KHC 2.38%KO 2.38%LVHI 2.38%META 2.38%MRVL 2.38%MSFT 2.38%NVDA 2.38%PFE 2.38%PM 2.38%PYPL 2.38%QCOM 2.38%ROBT 2.38%SHOP 2.38%TMO 2.38%TSLA 2.38%U 2.38%UBER 2.38%UNH 2.38%VGT 2.38%VIG 2.38%VOO 2.38%VWAGY 2.38%WFC 2.38%XLE 2.38%XLI 2.38%XOM 2.38%EquityEquity

Performance

The chart shows the growth of an initial investment of $10,000 in Shanker_Sharma, 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


-5.00%0.00%5.00%10.00%2023FebruaryMarchAprilMayJune
8.93%
5.55%
Shanker_Sharma
Benchmark (^GSPC)
Portfolio components

Returns

As of Jun 2, 2023, the Shanker_Sharma returned 14.30% Year-To-Date and 16.78% of annualized return in the last 10 years.


1 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Benchmark3.18%9.94%3.67%1.06%9.33%9.33%
Shanker_Sharma5.09%14.30%6.46%4.03%16.78%16.78%
AAPL
Apple Inc.
7.70%39.01%22.19%19.81%22.13%22.13%
AMZN
Amazon.com, Inc.
18.45%46.15%30.43%-2.18%-6.64%-6.64%
BAC
Bank of America Corporation
-0.29%-15.58%-22.51%-22.86%5.80%5.80%
CAT
Caterpillar Inc.
-3.05%-11.84%-10.55%-2.68%14.99%14.99%
CIM
Chimera Investment Corporation
-5.74%-6.60%-23.02%-42.20%-9.05%-9.05%
COWZ
Pacer US Cash Cows 100 ETF
-1.04%-2.92%-8.54%-9.49%20.00%20.00%
CRM
salesforce.com, inc.
10.53%60.57%47.27%13.00%-4.76%-4.76%
CSCO
Cisco Systems, Inc.
8.22%6.03%1.64%12.34%12.07%12.07%
CVX
Chevron Corporation
-2.03%-13.64%-14.37%-10.44%33.83%33.83%
DOW
Dow Inc.
-6.22%-0.15%-2.40%-24.08%3.98%3.98%
EMR
Emerson Electric Co.
-4.73%-16.37%-17.07%-9.58%8.51%8.51%
FCX
Freeport-McMoRan Inc.
-2.37%-6.01%-11.19%-13.45%32.88%32.88%
GIS
General Mills, Inc.
-5.56%1.31%-1.82%25.44%18.81%18.81%
GOOGL
Alphabet Inc.
17.37%40.22%23.18%5.18%21.90%21.90%
HAL
Halliburton Company
2.92%-23.43%-22.23%-26.04%32.56%32.56%
JNJ
Johnson & Johnson
-4.40%-11.22%-12.33%-10.30%4.08%4.08%
KHC
The Kraft Heinz Company
-5.12%-5.20%-3.11%8.27%14.10%14.10%
KO
The Coca-Cola Company
-5.73%-4.95%-6.04%-3.07%9.68%9.68%
LVHI
Legg Mason International Low Volatility High Dividend ETF
-1.09%6.77%5.51%5.09%13.83%13.83%
META
Meta Platforms, Inc.
15.01%126.53%120.75%37.09%2.88%2.88%
MRVL
54.61%65.47%37.06%0.03%19.29%19.29%
MSFT
9.50%39.33%31.03%22.29%21.81%21.81%
NVDA
43.05%172.18%135.70%103.18%55.23%55.23%
PFE
-0.05%-24.31%-23.82%-25.17%7.38%7.38%
PM
-5.95%-9.72%-11.28%-10.52%11.41%11.41%
PYPL
-11.73%-11.47%-15.55%-28.61%-31.69%-31.69%
QCOM
3.37%6.74%-6.62%-18.77%3.87%3.87%
ROBT
10.06%23.74%14.15%3.88%5.15%5.15%
SHOP
25.22%66.93%34.56%45.26%-15.13%-15.13%
TMO
-5.64%-5.62%-7.64%-8.69%7.56%7.56%
TSLA
29.21%68.47%6.50%-19.67%13.54%13.54%
U
20.53%5.35%-26.43%-31.78%-26.22%-26.22%
UBER
1.69%55.60%33.84%55.54%1.34%1.34%
UNH
0.86%-6.56%-7.60%1.62%20.63%20.63%
VGT
11.49%32.14%21.86%14.97%14.63%14.63%
VIG
-0.38%2.26%-1.59%2.02%9.18%9.18%
VOO
3.39%10.77%4.55%2.79%11.05%11.05%
VWAGY
-2.45%3.39%-5.51%-20.81%4.08%4.08%
WFC
4.46%-1.60%-11.56%-9.17%21.37%21.37%
XLE
-1.84%-10.43%-12.35%-8.44%42.96%42.96%
XLI
-1.03%0.29%-3.29%4.11%10.20%10.20%
XOM
-3.40%-4.75%-4.37%9.51%53.87%53.87%

Asset Correlations Table

The table below shows the correlation coefficients between the assets in the portfolio.

GISKHCPFEJNJVWAGYPMUNHXOMHALKOTSLAUCVXTMOUBERXLESHOPFCXMETACATPYPLWFCCRMAMZNDOWCIMBACNVDAMRVLLVHICSCOMSFTQCOMAAPLGOOGLEMRROBTVGTXLICOWZVIGVOO
GIS1.000.620.230.410.020.370.320.050.030.51-0.07-0.030.060.13-0.100.05-0.090.010.050.11-0.040.130.020.020.120.100.11-0.05-0.020.240.250.100.020.130.030.170.000.050.220.190.320.19
KHC0.621.000.190.320.140.400.260.200.180.490.05-0.010.230.070.010.22-0.010.130.120.260.060.250.070.080.300.250.230.020.060.330.300.140.100.160.110.280.120.130.340.330.380.28
PFE0.230.191.000.500.110.310.360.170.130.320.060.110.190.350.090.170.070.150.160.220.110.200.120.120.210.200.200.130.140.330.310.230.150.210.200.250.200.210.270.320.370.31
JNJ0.410.320.501.000.140.430.490.160.130.520.030.040.190.310.070.150.030.140.160.230.120.230.130.140.230.230.230.090.140.370.420.270.150.270.240.320.210.240.360.340.520.39
VWAGY0.020.140.110.141.000.240.140.250.270.210.230.170.260.120.250.280.190.310.230.360.210.370.190.190.380.350.380.250.230.400.260.190.280.240.260.400.360.290.400.420.350.36
PM0.370.400.310.430.241.000.330.320.260.520.070.050.320.210.090.310.050.270.180.320.180.360.160.110.360.330.350.120.140.420.380.220.210.240.220.400.220.250.430.440.480.40
UNH0.320.260.360.490.140.331.000.230.190.450.130.080.260.380.140.240.100.220.200.260.160.300.190.190.230.250.310.190.210.420.390.350.250.320.320.360.240.330.430.410.570.46
XOM0.050.200.170.160.250.320.231.000.820.240.100.070.900.060.190.950.040.530.110.600.160.460.150.110.600.400.500.140.180.400.290.110.240.170.200.530.250.220.490.610.380.39
HAL0.030.180.130.130.270.260.190.821.000.220.110.100.810.060.230.890.090.570.120.630.160.490.150.110.620.410.520.170.220.390.290.100.250.150.200.560.290.230.530.640.380.39
KO0.510.490.320.520.210.520.450.240.221.000.120.070.270.310.120.240.060.210.210.360.160.340.230.230.360.360.330.160.190.470.490.360.240.340.320.480.260.350.530.460.630.51
TSLA-0.070.050.060.030.230.070.130.100.110.121.000.520.110.370.420.120.520.300.420.230.490.300.500.500.200.350.300.560.530.300.320.480.500.540.450.260.630.610.370.380.420.56
U-0.03-0.010.110.040.170.050.080.070.100.070.521.000.090.380.510.100.690.300.500.160.610.220.570.580.200.330.240.570.550.240.300.500.480.510.490.220.670.630.360.370.400.54
CVX0.060.230.190.190.260.320.260.900.810.270.110.091.000.100.200.950.060.540.150.620.150.480.150.120.600.420.520.170.210.430.310.150.250.190.250.560.270.240.520.640.410.42
TMO0.130.070.350.310.120.210.380.060.060.310.370.380.101.000.280.080.430.280.420.190.450.210.450.440.160.280.240.470.490.360.440.560.450.500.470.360.540.590.410.380.580.60
UBER-0.100.010.090.070.250.090.140.190.230.120.420.510.200.281.000.230.550.380.460.270.510.370.490.490.300.370.380.500.480.360.280.400.420.400.440.320.610.540.430.450.440.54
XLE0.050.220.170.150.280.310.240.950.890.240.120.100.950.080.231.000.070.590.150.640.170.510.170.120.640.440.550.180.230.440.320.130.270.190.240.570.300.250.550.690.410.43
SHOP-0.09-0.010.070.030.190.050.100.040.090.060.520.690.060.430.550.071.000.300.550.180.680.250.630.630.190.330.270.650.630.280.310.540.520.530.520.260.710.680.380.380.440.58
FCX0.010.130.150.140.310.270.220.530.570.210.300.300.540.280.380.590.301.000.310.640.340.490.300.310.630.400.510.360.390.450.380.300.410.310.370.580.510.430.600.650.500.54
META0.050.120.160.160.230.180.200.110.120.210.420.500.150.420.460.150.550.311.000.220.630.280.580.630.280.370.320.600.560.410.440.640.590.600.690.340.650.700.440.460.560.68
CAT0.110.260.220.230.360.320.260.600.630.360.230.160.620.190.270.640.180.640.221.000.240.540.200.200.700.460.620.300.330.490.420.220.350.250.290.730.400.350.760.690.580.53
PYPL-0.040.060.110.120.210.180.160.160.160.160.490.610.150.450.510.170.680.340.630.241.000.310.630.630.250.390.350.610.580.360.390.590.570.580.570.320.690.720.430.440.530.65
WFC0.130.250.200.230.370.360.300.460.490.340.300.220.480.210.370.510.250.490.280.540.311.000.270.280.570.510.840.310.360.550.410.290.350.310.360.570.440.400.650.650.580.58
CRM0.020.070.120.130.190.160.190.150.150.230.500.570.150.450.490.170.630.300.580.200.630.271.000.640.240.380.290.640.610.380.450.690.590.600.610.350.700.760.440.440.560.68
AMZN0.020.080.120.140.190.110.190.110.110.230.500.580.120.440.490.120.630.310.630.200.630.280.641.000.250.380.300.640.600.340.430.720.600.690.700.340.680.760.420.430.560.71
DOW0.120.300.210.230.380.360.230.600.620.360.200.200.600.160.300.640.190.630.280.700.250.570.240.251.000.500.620.270.320.510.430.250.350.290.320.670.420.370.710.730.570.54
CIM0.100.250.200.230.350.330.250.400.410.360.350.330.420.280.370.440.330.400.370.460.390.510.380.380.501.000.540.360.390.500.430.370.420.390.410.490.540.490.610.630.590.61
BAC0.110.230.200.230.380.350.310.500.520.330.300.240.520.240.380.550.270.510.320.620.350.840.290.300.620.541.000.330.360.560.450.290.360.320.390.630.470.410.690.690.620.61
NVDA-0.050.020.130.090.250.120.190.140.170.160.560.570.170.470.500.180.650.360.600.300.610.310.640.640.270.360.331.000.770.370.450.700.720.640.630.380.750.830.470.470.560.71
MRVL-0.020.060.140.140.230.140.210.180.220.190.530.550.210.490.480.230.630.390.560.330.580.360.610.600.320.390.360.771.000.420.520.640.750.610.590.440.740.800.520.540.590.71
LVHI0.240.330.330.370.400.420.420.400.390.470.300.240.430.360.360.440.280.450.410.490.360.550.380.340.510.500.560.370.421.000.550.430.430.420.440.560.520.500.640.650.690.65
CSCO0.250.300.310.420.260.380.390.290.290.490.320.300.310.440.280.320.310.380.440.420.390.410.450.430.430.430.450.450.520.551.000.550.510.560.530.560.570.640.650.640.750.72
MSFT0.100.140.230.270.190.220.350.110.100.360.480.500.150.560.400.130.540.300.640.220.590.290.690.720.250.370.290.700.640.430.551.000.650.760.770.400.690.880.500.470.690.80
QCOM0.020.100.150.150.280.210.250.240.250.240.500.480.250.450.420.270.520.410.590.350.570.350.590.600.350.420.360.720.750.430.510.651.000.680.610.450.710.810.530.560.640.74
AAPL0.130.160.210.270.240.240.320.170.150.340.540.510.190.500.400.190.530.310.600.250.580.310.600.690.290.390.320.640.610.420.560.760.681.000.690.390.680.860.510.510.660.79
GOOGL0.030.110.200.240.260.220.320.200.200.320.450.490.250.470.440.240.520.370.690.290.570.360.610.700.320.410.390.630.590.440.530.770.610.691.000.450.670.780.510.510.640.78
EMR0.170.280.250.320.400.400.360.530.560.480.260.220.560.360.320.570.260.580.340.730.320.570.350.340.670.490.630.380.440.560.560.400.450.390.451.000.520.510.840.740.740.68
ROBT0.000.120.200.210.360.220.240.250.290.260.630.670.270.540.610.300.710.510.650.400.690.440.700.680.420.540.470.750.740.520.570.690.710.680.670.521.000.860.650.670.710.84
VGT0.050.130.210.240.290.250.330.220.230.350.610.630.240.590.540.250.680.430.700.350.720.400.760.760.370.490.410.830.800.500.640.880.810.860.780.510.861.000.640.630.780.91
XLI0.220.340.270.360.400.430.430.490.530.530.370.360.520.410.430.550.380.600.440.760.430.650.440.420.710.610.690.470.520.640.650.500.530.510.510.840.650.641.000.840.880.82
COWZ0.190.330.320.340.420.440.410.610.640.460.380.370.640.380.450.690.380.650.460.690.440.650.440.430.730.630.690.470.540.650.640.470.560.510.510.740.670.630.841.000.800.80
VIG0.320.380.370.520.350.480.570.380.380.630.420.400.410.580.440.410.440.500.560.580.530.580.560.560.570.590.620.560.590.690.750.690.640.660.640.740.710.780.880.801.000.94
VOO0.190.280.310.390.360.400.460.390.390.510.560.540.420.600.540.430.580.540.680.530.650.580.680.710.540.610.610.710.710.650.720.800.740.790.780.680.840.910.820.800.941.00

Sharpe Ratio Chart

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 Shanker_Sharma 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.


-0.80-0.60-0.40-0.200.000.200.402023FebruaryMarchAprilMayJune
0.24
0.10
Shanker_Sharma
Benchmark (^GSPC)
Portfolio components

Dividend yield

Shanker_Sharma granted a 3.76% dividend yield in the last twelve months.


TTM20222021202020192018201720162015201420132012
Shanker_Sharma3.76%2.71%1.94%2.63%2.66%2.93%2.31%2.47%3.11%3.11%2.81%3.14%
AAPL
Apple Inc.
0.77%0.70%0.49%0.62%1.06%1.86%1.53%2.06%2.11%1.86%2.39%1.16%
AMZN
Amazon.com, 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%
BAC
Bank of America Corporation
4.68%2.61%1.81%2.49%2.02%2.42%1.48%1.29%1.38%0.79%0.30%0.41%
CAT
Caterpillar Inc.
3.36%1.95%2.14%2.39%2.78%2.89%2.25%3.91%5.31%3.61%2.47%3.69%
CIM
Chimera Investment Corporation
27.38%21.22%10.28%17.93%14.61%18.64%20.08%23.44%32.80%46.79%36.93%52.06%
COWZ
Pacer US Cash Cows 100 ETF
2.50%1.97%1.52%2.64%2.11%1.83%2.17%0.15%0.00%0.00%0.00%0.00%
CRM
salesforce.com, 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%
CSCO
Cisco Systems, Inc.
4.58%3.22%2.43%3.45%3.21%3.39%3.49%4.01%3.82%3.47%3.06%3.50%
CVX
Chevron Corporation
5.72%3.22%4.78%6.79%4.64%5.03%4.38%4.81%6.55%5.40%4.66%5.00%
DOW
Dow Inc.
8.57%5.71%5.33%5.69%4.60%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EMR
Emerson Electric Co.
3.91%2.18%2.26%2.64%2.82%3.66%3.19%4.08%4.88%3.66%3.12%4.12%
FCX
Freeport-McMoRan Inc.
2.52%1.58%0.55%0.20%1.56%1.51%0.00%0.00%8.86%5.75%7.67%4.29%
GIS
General Mills, Inc.
3.79%2.54%3.16%3.63%4.08%5.84%3.96%3.77%3.87%4.02%3.91%4.45%
GOOGL
Alphabet 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%
HAL
Halliburton Company
2.13%1.23%0.80%1.71%3.08%2.93%1.62%1.49%2.41%1.86%1.21%1.23%
JNJ
Johnson & Johnson
4.38%2.56%2.55%2.70%2.82%3.09%2.75%3.25%3.51%3.32%3.66%4.56%
KHC
The Kraft Heinz Company
5.24%3.97%4.69%5.07%5.77%7.10%4.02%3.53%4.17%4.77%5.48%1.65%
KO
The Coca-Cola Company
3.70%2.79%2.94%3.20%3.20%3.76%3.81%4.12%3.87%3.76%3.64%3.88%
LVHI
Legg Mason International Low Volatility High Dividend ETF
7.71%7.77%4.47%4.48%7.84%13.41%4.70%2.90%0.00%0.00%0.00%0.00%
META
Meta Platforms, 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%
MRVL
0.59%0.65%0.21%0.51%0.92%1.52%1.16%1.83%2.93%1.82%1.87%2.83%
MSFT
1.17%1.06%0.69%0.96%1.24%1.78%1.98%2.58%2.61%2.85%3.07%3.79%
NVDA
0.05%0.11%0.05%0.12%0.27%0.46%0.30%0.46%1.23%1.77%2.06%0.66%
PFE
6.37%3.19%2.78%4.28%4.19%3.68%4.32%4.70%4.58%4.55%4.43%5.12%
PM
7.00%5.05%5.51%6.44%6.51%8.54%5.35%6.26%6.67%7.26%6.56%5.00%
PYPL
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
QCOM
3.87%2.70%1.52%1.78%3.04%4.79%4.08%3.85%4.67%2.80%2.31%2.10%
ROBT
0.31%0.35%0.06%0.17%0.42%0.44%0.00%0.00%0.00%0.00%0.00%0.00%
SHOP
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TMO
0.30%0.22%0.16%0.19%0.24%0.31%0.32%0.43%0.43%0.49%0.56%0.88%
TSLA
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
U
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UBER
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UNH
1.63%1.21%1.13%1.42%1.48%1.48%1.41%1.63%1.78%1.58%1.61%1.73%
VGT
0.87%0.91%0.64%0.84%1.14%1.35%1.04%1.40%1.39%1.23%1.17%1.35%
VIG
2.41%1.97%1.59%1.70%1.82%2.25%2.08%2.42%2.69%2.30%2.22%2.91%
VOO
1.92%1.70%1.27%1.60%1.99%2.22%1.95%2.25%2.40%2.16%2.18%2.64%
VWAGY
23.78%18.24%2.45%3.41%3.57%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WFC
4.24%2.70%1.30%4.25%3.91%4.05%2.97%3.31%3.37%3.15%3.33%3.48%
XLE
5.18%3.72%4.43%6.20%6.74%4.40%3.88%2.99%4.60%3.28%2.46%2.59%
XLI
2.04%1.64%1.27%1.61%2.05%2.32%1.94%2.31%2.46%2.16%2.00%2.76%
XOM
5.20%3.27%6.03%9.47%5.96%6.01%4.84%4.53%5.25%4.29%3.67%3.91%

Expense Ratio

The Shanker_Sharma has an expense ratio of 0.05% 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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AAPL
Apple Inc.
0.69
AMZN
Amazon.com, Inc.
0.05
BAC
Bank of America Corporation
-0.78
CAT
Caterpillar Inc.
-0.03
CIM
Chimera Investment Corporation
-0.85
COWZ
Pacer US Cash Cows 100 ETF
-0.40
CRM
salesforce.com, inc.
0.77
CSCO
Cisco Systems, Inc.
0.61
CVX
Chevron Corporation
-0.32
DOW
Dow Inc.
-0.83
EMR
Emerson Electric Co.
-0.31
FCX
Freeport-McMoRan Inc.
-0.15
GIS
General Mills, Inc.
1.16
GOOGL
Alphabet Inc.
0.23
HAL
Halliburton Company
-0.51
JNJ
Johnson & Johnson
-0.71
KHC
The Kraft Heinz Company
0.20
KO
The Coca-Cola Company
-0.16
LVHI
Legg Mason International Low Volatility High Dividend ETF
0.48
META
Meta Platforms, Inc.
0.70
MRVL
N/A
MSFT
N/A
NVDA
N/A
PFE
N/A
PM
N/A
PYPL
N/A
QCOM
N/A
ROBT
N/A
SHOP
N/A
TMO
N/A
TSLA
N/A
U
N/A
UBER
N/A
UNH
N/A
VGT
N/A
VIG
N/A
VOO
N/A
VWAGY
N/A
WFC
N/A
XLE
N/A
XLI
N/A
XOM
N/A

Drawdowns Chart

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


-20.00%-15.00%-10.00%2023FebruaryMarchAprilMayJune
-8.17%
-12.00%
Shanker_Sharma
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the Shanker_Sharma. 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 Shanker_Sharma is 26.64%, recorded on Sep 30, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-26.64%Jan 13, 2022180Sep 30, 2022
-7.1%Oct 13, 202014Oct 30, 20204Nov 5, 202018
-5.85%Nov 17, 202110Dec 1, 202117Dec 27, 202127
-4.37%Sep 3, 202111Sep 20, 202119Oct 15, 202130
-4.22%Feb 25, 20216Mar 4, 20215Mar 11, 202111

Volatility Chart

The current Shanker_Sharma volatility is 4.60%, 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%2023FebruaryMarchAprilMayJune
4.60%
3.68%
Shanker_Sharma
Benchmark (^GSPC)
Portfolio components