wealthyinvestor

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

wealthyinvestor granted a 1.00% dividend yield in the last twelve months.

The wealthyinvestor has a high expense ratio of 0.24%, 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 wealthyinvestor. 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 wealthyinvestor is 28.76%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.

The current wealthyinvestor volatility is 4.02%, 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.