HL CAPITAL - US TECHNOLOGY L/S
Asset Allocation
Asset allocation is not available
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in HL CAPITAL - US TECHNOLOGY L/S, 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
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 19.79% | 2.08% | 9.01% | 29.79% | 13.85% | 11.12% |
| HL CAPITAL - US TECHNOLOGY L/S | 6.09% | 0.00% | 4.05% | 13.84% | N/A | N/A |
| Portfolio components: | ||||||
Monthly Returns
The table below presents the monthly returns of HL CAPITAL - US TECHNOLOGY L/S, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.58% | 1.88% | 1.55% | 1.65% | 6.09% | ||||||||
| 2023 | 2.95% | 2.57% | 2.14% | -1.64% | 4.15% | 2.14% | 2.56% | 0.28% | 0.22% | -0.16% | 5.06% | 1.72% | 24.12% |
| 2022 | -2.53% | -1.34% | 2.62% | 2.95% | 1.10% | 0.86% | 2.82% | 0.52% | 1.31% | -3.52% | 6.53% | 0.73% | 12.31% |
| 2021 | 0.08% | -0.18% | -0.23% | 1.82% | -0.39% | 1.95% | 0.95% | 1.42% | 0.66% | 2.10% | 0.64% | 0.37% | 9.55% |
| 2020 | 1.00% | 1.79% | -3.15% | 2.94% | 1.69% | 3.88% | 2.32% | 3.63% | -1.26% | 0.79% | 3.33% | 1.56% | 19.88% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of HL CAPITAL - US TECHNOLOGY L/S is 95, placing it in the top 5% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the HL CAPITAL - US TECHNOLOGY L/S. 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 HL CAPITAL - US TECHNOLOGY L/S was 6.13%, occurring on Mar 10, 2020. Recovery took 26 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.13% | Feb 20, 2020 | 14 | Mar 10, 2020 | 26 | Apr 16, 2020 | 40 |
| -4.71% | Nov 22, 2021 | 59 | Feb 15, 2022 | 46 | Apr 22, 2022 | 105 |
| -3.71% | Aug 16, 2022 | 54 | Oct 28, 2022 | 9 | Nov 10, 2022 | 63 |
| -3.67% | Sep 3, 2020 | 14 | Sep 23, 2020 | 30 | Nov 4, 2020 | 44 |
| -3.48% | Apr 20, 2020 | 10 | May 1, 2020 | 24 | Jun 5, 2020 | 34 |
Volatility
Volatility Chart
The current HL CAPITAL - US TECHNOLOGY L/S volatility is 1.50%, 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.