Manu's more aggressive plan (simple positions)

As of May 11, 2025, the Manu's more aggressive plan (simple positions) returned 3.13% Year-To-Date and 7.60% of annualized return in the last 10 years.

The table below presents the monthly returns of Manu's more aggressive plan (simple positions), with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

Manu's more aggressive plan (simple positions) has an expense ratio of 0.22%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

With an overall rank of 78, Manu's more aggressive plan (simple positions) is among the top 22% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

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.

There isn't enough data available to calculate the Sharpe ratio for Manu's more aggressive plan (simple positions). This metric is based on the past 12 months of trading data. Please check back later for updated information.

Manu's more aggressive plan (simple positions) provided a 1.54% dividend yield over the last twelve months.

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.

The table below displays the maximum drawdowns of the Manu's more aggressive plan (simple positions). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Manu's more aggressive plan (simple positions) was 0.28%, occurring on May 8, 2025. The portfolio has not yet recovered.

The current Manu's more aggressive plan (simple positions) drawdown is 1.93%.

The chart below shows the rolling one-month volatility.