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main

Last updated Sep 23, 2023

Asset Allocation


AAPL 100%EquityEquity
PositionCategory/SectorWeight
AAPL
Apple Inc.
Technology100%

Performance

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


0.00%5.00%10.00%15.00%20.00%25.00%AprilMayJuneJulyAugustSeptember
10.73%
8.61%
main
Benchmark (^GSPC)
Portfolio components

Returns

As of Sep 23, 2023, the main returned 35.10% Year-To-Date and 27.68% of annualized return in the last 10 years.


1 month6 monthsYear-To-Date1 year5 years (annualized)10 years (annualized)
Benchmark-1.29%8.79%12.52%16.97%8.17%9.84%
main-0.90%9.37%35.10%16.88%27.09%27.89%
AAPL
Apple Inc.
-0.90%9.37%35.10%16.88%27.09%27.89%

Sharpe Ratio

The current main Sharpe ratio is 0.51. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

-1.000.001.002.003.004.000.51

The Sharpe ratio of main is in the bottom 25%, suggesting that this portfolio isn't performing as well in terms of risk-adjusted returns compared to many others. This could be due to lower returns, higher volatility, or both. It might be an indication that the portfolio needs fine-tuning.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50AprilMayJuneJulyAugustSeptember
0.51
0.81
main
Benchmark (^GSPC)
Portfolio components

Dividend yield

main granted a 0.54% dividend yield in the last twelve months.


TTM20222021202020192018201720162015201420132012
main0.54%0.70%0.49%0.62%1.06%1.86%1.54%2.07%2.12%1.87%2.40%1.16%
AAPL
Apple Inc.
0.54%0.70%0.49%0.62%1.06%1.86%1.54%2.07%2.12%1.87%2.40%1.16%

Expense Ratio

The main has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AAPL
Apple Inc.
0.51

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugustSeptember
-10.91%
-9.93%
main
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the main. 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 main is 81.80%, recorded on Apr 17, 2003. It took 447 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.8%Mar 23, 2000770Apr 17, 2003447Jan 26, 20051217
-81.25%Apr 3, 19911703Dec 23, 1997426Sep 2, 19992129
-60.87%Dec 31, 2007266Jan 20, 2009191Oct 21, 2009457
-56.57%Oct 6, 1987767Oct 16, 199077Feb 5, 1991844
-52.64%Jan 15, 1985149Aug 15, 1985173Apr 24, 1986322

Volatility Chart

The current main volatility is 7.25%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%AprilMayJuneJulyAugustSeptember
7.25%
3.41%
main
Benchmark (^GSPC)
Portfolio components