100Xlu

Asset Allocation

Asset allocation is not available

Benchmark Against

Benchmark

Rebalance

Portfolio Optimizer

Find the right asset allocation for 100Xlu

Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in 100Xlu, 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 Every 3 months.

Loading charts...

Returns By Period

Position	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.50%	-0.93%	8.56%	8.85%	24.33%	19.37%	11.84%	13.61%
Portfolio 100Xlu	—	—	—	—	—	—	—	—
Portfolio components:

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

Monthly Returns

Expense Ratio

100Xlu 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.

Return for Risk

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for 100Xlu. This metric is based on the past 12 months of trading data. Please check back later for updated information.

Loading charts...

Dividends

Dividend yield

100Xlu doesn't pay dividends

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.

Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the 100Xlu. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The portfolio has not yet recovered.

Related event	Drawdown	Fall	Recovery	Underwater

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

Loading charts...

Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 0 assets, with an effective number of assets of 0.00, reflecting the diversification based on asset allocation. null

Diversification Ratio

—

Not enough data to calculate this metric.