marlun2

The chart shows the growth of an initial investment of $10,000 in marlun2, 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

As of Sep 21, 2023, the marlun2 returned 8.07% Year-To-Date and 16.45% of annualized return in the last 10 years.

marlun2 granted a 1.64% dividend yield in the last twelve months.

The marlun2 features an expense ratio of 0.12%, falling within the medium range. 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 marlun2. 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 marlun2 is 32.42%, recorded on Nov 9, 2022. The portfolio has not recovered from it yet.

The current marlun2 volatility is 1.44%, 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.