Current today 72
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
ICSU.L iShares S&P 500 Consumer Staples Sector UCITS ETF | Consumer Staples Equities | 20% |
MVUS.L iShares Edge S&P 500 Minimum Volatility UCITS ETF | Large Cap Blend Equities | 45% |
VWRP.L Vanguard FTSE All-World UCITS ETF (USD) Accumulating | Global Equities | 25% |
XDWI.L Xtrackers MSCI World Industrials UCITS ETF 1C | Industrials Equities | 10% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Current today 72, 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 every year.
The earliest data available for this chart is Jul 25, 2019, corresponding to the inception date of VWRP.L
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.92% | -9.92% | 5.42% | 12.98% | 9.70% |
| Current today 72 | -1.12% | -3.26% | -3.96% | 11.03% | 11.93% | N/A |
| Portfolio components: | ||||||
ICSU.L iShares S&P 500 Consumer Staples Sector UCITS ETF | 6.16% | 3.72% | 2.88% | 16.98% | 10.27% | N/A |
XDWI.L Xtrackers MSCI World Industrials UCITS ETF 1C | 0.20% | -5.46% | -5.03% | 7.31% | 15.49% | N/A |
MVUS.L iShares Edge S&P 500 Minimum Volatility UCITS ETF | -2.33% | -4.37% | -5.37% | 11.11% | 11.31% | 11.07% |
VWRP.L Vanguard FTSE All-World UCITS ETF (USD) Accumulating | -5.29% | -5.96% | -6.52% | 7.43% | 12.55% | N/A |
Monthly Returns
The table below presents the monthly returns of Current today 72, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.20% | 0.30% | -2.09% | -2.44% | -1.12% | ||||||||
| 2024 | 2.02% | 2.94% | 3.35% | -2.80% | 2.69% | 2.57% | 1.91% | 2.69% | 1.97% | -1.06% | 4.05% | -4.20% | 16.95% |
| 2023 | 2.31% | -3.03% | 3.14% | 2.66% | -2.86% | 4.85% | 2.01% | -1.93% | -4.26% | -2.58% | 7.28% | 4.34% | 11.73% |
| 2022 | -5.27% | -1.46% | 3.91% | -3.65% | -2.98% | -5.57% | 5.29% | -2.36% | -7.24% | 6.07% | 4.73% | -1.58% | -10.73% |
| 2021 | -1.56% | 0.51% | 5.63% | 3.39% | 1.63% | 0.55% | 2.23% | 1.83% | -3.89% | 4.35% | -0.26% | 5.52% | 21.34% |
| 2020 | -0.13% | -9.27% | -9.87% | 8.36% | 3.04% | 1.65% | 4.51% | 6.06% | -1.68% | -2.83% | 8.77% | 3.16% | 10.12% |
| 2019 | -0.37% | -1.20% | 2.34% | 0.82% | 2.67% | 3.02% | 7.43% |
Expense Ratio
Current today 72 has an expense ratio of 0.20%, 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 78, Current today 72 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.
Risk-Adjusted Performance Indicators
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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
ICSU.L iShares S&P 500 Consumer Staples Sector UCITS ETF | 1.13 | 1.61 | 1.22 | 1.60 | 5.05 |
XDWI.L Xtrackers MSCI World Industrials UCITS ETF 1C | 0.45 | 0.73 | 1.10 | 0.54 | 2.38 |
MVUS.L iShares Edge S&P 500 Minimum Volatility UCITS ETF | 0.79 | 1.15 | 1.17 | 0.89 | 4.25 |
VWRP.L Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.51 | 0.79 | 1.11 | 0.49 | 2.34 |
Dividends
Dividend yield
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 Current today 72. 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 Current today 72 was 31.68%, occurring on Mar 23, 2020. Recovery took 112 trading sessions.
The current Current today 72 drawdown is 5.97%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.68% | Feb 18, 2020 | 25 | Mar 23, 2020 | 112 | Sep 2, 2020 | 137 |
| -20.27% | Jan 6, 2022 | 192 | Oct 11, 2022 | 314 | Jan 10, 2024 | 506 |
| -12.23% | Feb 18, 2025 | 35 | Apr 7, 2025 | — | — | — |
| -6.6% | Oct 13, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -6.31% | Sep 3, 2020 | 16 | Sep 24, 2020 | 12 | Oct 12, 2020 | 28 |
Volatility
Volatility Chart
The current Current today 72 volatility is 9.70%, 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.
Diversification
Asset Correlations Table
| ICSU.L | XDWI.L | VWRP.L | MVUS.L | |
|---|---|---|---|---|
| ICSU.L | 1.00 | 0.40 | 0.51 | 0.74 |
| XDWI.L | 0.40 | 1.00 | 0.84 | 0.70 |
| VWRP.L | 0.51 | 0.84 | 1.00 | 0.85 |
| MVUS.L | 0.74 | 0.70 | 0.85 | 1.00 |