BTC+ETH+BNB+XRP+ADA
Asset Allocation
Performance
Performance Chart
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The earliest data available for this chart is Mar 15, 2019, corresponding to the inception date of ATOM-USD
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
| BTC+ETH+BNB+XRP+ADA | -1.29% | 20.91% | 26.56% | 36.70% | 71.91% | N/A |
| Portfolio components: | ||||||
BTC-USD Bitcoin | 10.21% | 29.32% | 34.11% | 69.38% | 64.34% | 83.65% |
ETH-USD Ethereum | -29.62% | 54.05% | -25.09% | -19.39% | 66.08% | N/A |
BNB-USD Binance Coin | -4.87% | 15.50% | 6.81% | 13.88% | 113.41% | N/A |
XRP-USD Ripple | 12.72% | 19.23% | 319.08% | 366.75% | 64.64% | N/A |
ATOM-USD Cosmos | -20.20% | 13.89% | 2.86% | -42.92% | 15.63% | N/A |
USDT-USD Tether | 0.20% | 0.07% | -0.04% | 0.02% | 0.03% | N/A |
Monthly Returns
The table below presents the monthly returns of BTC+ETH+BNB+XRP+ADA, 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 | 5.84% | -16.67% | -2.82% | 4.10% | 10.63% | -1.29% | |||||||
| 2024 | -2.73% | 28.31% | 16.06% | -11.77% | 7.41% | -5.42% | 1.25% | -9.18% | 4.71% | 0.94% | 44.88% | -3.22% | 76.92% |
| 2023 | 25.55% | -1.54% | 12.77% | 1.61% | -3.70% | -0.48% | 1.36% | -10.82% | 1.64% | 12.64% | 6.28% | 12.16% | 67.46% |
| 2022 | -16.00% | 8.15% | 3.92% | -14.26% | -15.04% | -23.32% | 22.29% | -5.51% | 0.82% | 7.17% | -11.86% | -7.12% | -46.10% |
| 2021 | 30.01% | 68.23% | 32.12% | 36.74% | -25.17% | -12.52% | 9.65% | 26.17% | -3.13% | 25.61% | -0.33% | -13.30% | 276.31% |
| 2020 | 21.76% | 0.89% | -25.66% | 28.71% | 4.40% | -4.12% | 27.03% | 16.08% | -6.31% | 7.85% | 38.60% | 15.23% | 180.01% |
| 2019 | 0.45% | 16.25% | 43.83% | 11.11% | -11.29% | -11.00% | -5.28% | 10.85% | -11.39% | -5.56% | 29.44% |
Expense Ratio
BTC+ETH+BNB+XRP+ADA has an expense ratio of 0.00%, meaning no management fees are charged. 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 81, BTC+ETH+BNB+XRP+ADA is among the top 19% 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.
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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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the BTC+ETH+BNB+XRP+ADA. 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 BTC+ETH+BNB+XRP+ADA was 60.32%, occurring on Jun 18, 2022. Recovery took 632 trading sessions.
The current BTC+ETH+BNB+XRP+ADA drawdown is 14.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.32% | Nov 9, 2021 | 222 | Jun 18, 2022 | 632 | Mar 11, 2024 | 854 |
| -52.72% | Jun 27, 2019 | 264 | Mar 16, 2020 | 147 | Aug 10, 2020 | 411 |
| -48.14% | May 12, 2021 | 70 | Jul 20, 2021 | 92 | Oct 20, 2021 | 162 |
| -31.41% | Dec 9, 2024 | 121 | Apr 8, 2025 | — | — | — |
| -27.22% | Feb 20, 2021 | 9 | Feb 28, 2021 | 33 | Apr 2, 2021 | 42 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 6 assets, with an effective number of assets of 4.79, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | USDT-USD | ATOM-USD | XRP-USD | BNB-USD | BTC-USD | ETH-USD | Portfolio | |
|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.08 | 0.26 | 0.25 | 0.25 | 0.29 | 0.30 | 0.31 |
| USDT-USD | 0.08 | 1.00 | 0.10 | 0.10 | 0.08 | 0.14 | 0.12 | 0.14 |
| ATOM-USD | 0.26 | 0.10 | 1.00 | 0.56 | 0.57 | 0.57 | 0.63 | 0.74 |
| XRP-USD | 0.25 | 0.10 | 0.56 | 1.00 | 0.60 | 0.66 | 0.70 | 0.78 |
| BNB-USD | 0.25 | 0.08 | 0.57 | 0.60 | 1.00 | 0.67 | 0.71 | 0.83 |
| BTC-USD | 0.29 | 0.14 | 0.57 | 0.66 | 0.67 | 1.00 | 0.81 | 0.89 |
| ETH-USD | 0.30 | 0.12 | 0.63 | 0.70 | 0.71 | 0.81 | 1.00 | 0.89 |
| Portfolio | 0.31 | 0.14 | 0.74 | 0.78 | 0.83 | 0.89 | 0.89 | 1.00 |