Matana

The chart shows the growth of an initial investment of $10,000 in Matana, 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 Dec 9, 2023, the Matana returned 91.02% Year-To-Date and 36.86% of annualized return in the last 10 years.

Matana granted a 0.21% dividend yield in the last twelve months.

The Matana 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.

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.

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

The table below displays the maximum drawdowns of the Matana. 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 Matana was 46.26%, occurring on Jan 5, 2023. Recovery took 113 trading sessions.

The current Matana volatility is 5.10%, 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.