002

The chart shows the growth of an initial investment of $10,000 in 002, 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

As of Jul 25, 2024, the 002 returned 25.97% Year-To-Date and 25.67% of annualized return in the last 10 years.

The table below presents the monthly returns of 002, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

002 features an expense ratio of 0.52%, falling within the medium range. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

The current risk-adjusted rank of 002 is 98, placing it in the top 2% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

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.

002 granted a 2.66% dividend yield in the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way.

The table below displays the maximum drawdowns of the 002. 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 002 was 35.69%, occurring on Mar 23, 2020. Recovery took 135 trading sessions.

The current 002 drawdown is 2.33%.

The current 002 volatility is 3.01%, 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.