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Márkó Growth stock
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


WBD 12.5%SNAP 12.5%FSR 12.5%RIVN 12.5%PLTR 12.5%DBX 12.5%SBUX 12.5%NU 12.5%EquityEquity

Performance

Performance Chart


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The earliest data available for this chart is Dec 9, 2021, corresponding to the inception date of NU

Returns By Period


YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500
-3.77%7.44%-5.60%8.37%14.12%10.46%
Márkó Growth stock3.91%13.29%9.41%39.63%N/AN/A
WBD
Warner Bros. Discovery, Inc.
-14.19%11.98%-1.20%11.29%-14.95%-11.72%
SNAP
Snap Inc.
-23.40%5.36%-31.31%-48.47%-14.57%N/A
FSR
Fisker Inc.
0.00%0.00%0.00%0.00%N/AN/A
RIVN
Rivian Automotive, Inc.
7.22%24.43%34.66%42.74%N/AN/A
PLTR
Palantir Technologies Inc.
55.10%32.41%100.89%469.42%N/AN/A
DBX
Dropbox, Inc.
-1.93%8.79%8.95%27.37%5.15%N/A
SBUX
Starbucks Corporation
-11.52%-5.08%-16.72%8.19%3.24%7.00%
NU
Nu Holdings Ltd.
23.84%25.17%-15.76%9.10%N/AN/A
*Annualized

Monthly Returns

The table below presents the monthly returns of Márkó Growth stock, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20257.46%-4.24%-4.83%3.84%2.19%3.91%
2024-14.05%-0.53%-6.64%-3.06%3.21%6.23%3.05%2.02%1.12%3.33%13.01%0.74%6.09%
202317.81%-1.80%-2.14%-5.19%15.84%8.58%13.87%-9.84%-1.00%-7.09%7.13%9.45%49.49%
2022-16.90%-0.14%-3.22%-22.54%-11.84%-9.00%9.94%-4.16%-5.99%7.23%-2.94%-13.27%-55.37%
2021-5.43%-5.43%

Expense Ratio

Márkó Growth stock has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.


The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 80, Márkó Growth stock is among the top 20% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of Márkó Growth stock is 8080
Overall Rank
The Sharpe Ratio Rank of Márkó Growth stock is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of Márkó Growth stock is 8585
Sortino Ratio Rank
The Omega Ratio Rank of Márkó Growth stock is 8686
Omega Ratio Rank
The Calmar Ratio Rank of Márkó Growth stock is 6262
Calmar Ratio Rank
The Martin Ratio Rank of Márkó Growth stock is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

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.



Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
WBD
Warner Bros. Discovery, Inc.
0.230.841.110.211.05
SNAP
Snap Inc.
-0.81-1.140.85-0.60-1.45
FSR
Fisker Inc.
0.00
RIVN
Rivian Automotive, Inc.
0.541.321.150.431.35
PLTR
Palantir Technologies Inc.
6.434.991.6811.0333.35
DBX
Dropbox, Inc.
0.841.141.170.662.49
SBUX
Starbucks Corporation
0.220.891.120.391.21
NU
Nu Holdings Ltd.
0.180.521.070.180.37

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.

Márkó Growth stock Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: 1.25
  • All Time: -0.26

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 0.41 to 0.94, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of Márkó Growth stock compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend yield

Márkó Growth stock provided a 0.37% dividend yield over the last twelve months.


TTM20242023202220212020201920182017201620152014
Portfolio0.37%0.32%0.28%0.25%0.20%0.20%0.21%0.26%0.23%0.19%0.11%0.00%
WBD
Warner Bros. Discovery, 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%
SNAP
Snap 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%
FSR
Fisker 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%
RIVN
Rivian Automotive, 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%
PLTR
Palantir Technologies 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%
DBX
Dropbox, 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%
SBUX
Starbucks Corporation
2.94%2.54%2.25%2.02%1.57%1.57%1.69%2.05%1.83%1.53%0.87%0.00%
NU
Nu Holdings Ltd.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

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 Márkó Growth stock. 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 Márkó Growth stock was 59.94%, occurring on Dec 28, 2022. The portfolio has not yet recovered.

The current Márkó Growth stock drawdown is 31.23%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.94%Dec 13, 2021263Dec 28, 2022

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 8 assets, with an effective number of assets of 8.00, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

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

^GSPCSBUXFSRWBDNUDBXSNAPRIVNPLTRPortfolio
^GSPC1.000.550.360.460.510.620.580.520.650.73
SBUX0.551.000.240.360.320.340.390.360.340.51
FSR0.360.241.000.310.340.300.360.500.440.62
WBD0.460.360.311.000.340.360.350.380.370.60
NU0.510.320.340.341.000.410.440.390.500.66
DBX0.620.340.300.360.411.000.460.380.530.60
SNAP0.580.390.360.350.440.461.000.470.520.71
RIVN0.520.360.500.380.390.380.471.000.540.76
PLTR0.650.340.440.370.500.530.520.541.000.79
Portfolio0.730.510.620.600.660.600.710.760.791.00
The correlation results are calculated based on daily price changes starting from Dec 10, 2021