BTC+ETH+BNB+XRP+ADA
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BTC+ETH+BNB+XRP+ADA, 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
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 | 24.34% | 0.23% | 8.53% | 24.95% | 13.01% | 11.06% |
| BTC+ETH+BNB+XRP+ADA | 83.97% | 16.31% | 39.78% | 84.63% | 76.49% | N/A |
| Portfolio components: | ||||||
BTC-USD Bitcoin | 131.29% | 3.62% | 52.51% | 122.84% | 67.06% | 76.43% |
ETH-USD Ethereum | 52.21% | 13.03% | -1.24% | 55.06% | 92.21% | N/A |
BNB-USD Binance Coin | 117.03% | 11.87% | 15.73% | 149.99% | 117.80% | N/A |
XRP-USD Ripple | 265.71% | 104.02% | 359.94% | 260.45% | 62.75% | N/A |
ATOM-USD Cosmos | -34.76% | 11.35% | 1.82% | -39.39% | 10.11% | N/A |
USDT-USD Tether | -0.05% | -0.16% | -0.03% | -0.09% | -0.09% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.73% | 28.31% | 16.06% | -11.77% | 7.41% | -5.42% | 1.25% | -9.18% | 4.71% | 0.94% | 44.88% | 83.97% | |
| 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%, 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BTC+ETH+BNB+XRP+ADA is 20, meaning it’s performing worse than 80% of other 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.
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 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 7.22%.
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 |
| -27.22% | Feb 20, 2021 | 9 | Feb 28, 2021 | 33 | Apr 2, 2021 | 42 |
| -26.99% | Mar 14, 2024 | 177 | Sep 6, 2024 | 70 | Nov 15, 2024 | 247 |
Volatility
Volatility Chart
The current BTC+ETH+BNB+XRP+ADA volatility is 15.91%, 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
| USDT-USD | ATOM-USD | XRP-USD | BNB-USD | BTC-USD | ETH-USD | |
|---|---|---|---|---|---|---|
| USDT-USD | 1.00 | 0.09 | 0.08 | 0.08 | 0.12 | 0.10 |
| ATOM-USD | 0.09 | 1.00 | 0.56 | 0.57 | 0.57 | 0.62 |
| XRP-USD | 0.08 | 0.56 | 1.00 | 0.60 | 0.66 | 0.70 |
| BNB-USD | 0.08 | 0.57 | 0.60 | 1.00 | 0.68 | 0.71 |
| BTC-USD | 0.12 | 0.57 | 0.66 | 0.68 | 1.00 | 0.81 |
| ETH-USD | 0.10 | 0.62 | 0.70 | 0.71 | 0.81 | 1.00 |