The chart shows the growth of an initial investment of $10,000 in POBEDA, 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
|1 month||6 months||Year-To-Date||1 year||5 years (annualized)||10 years (annualized)|
|CME Group Inc.||1.35%||11.17%||22.08%||17.05%||-3.71%||N/A|
|Returns over 1 year are annualized|
Asset Correlations Table
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 POBEDA. 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 POBEDA is 26.99%, recorded on Nov 3, 2022. It took 174 trading sessions for the portfolio to recover.
|-26.99%||Aug 16, 2022||57||Nov 3, 2022||174||Jul 18, 2023||231|
|-16.46%||May 5, 2022||27||Jun 13, 2022||42||Aug 12, 2022||69|
|-6.24%||Jul 27, 2023||41||Sep 22, 2023||—||—||—|
|-3.02%||Apr 29, 2022||1||Apr 29, 2022||3||May 4, 2022||4|
|-0.72%||Jul 19, 2023||2||Jul 20, 2023||3||Jul 25, 2023||5|
The current POBEDA volatility is 3.16%, 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.