001
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in 001, 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 3 months.
The earliest data available for this chart is Nov 9, 2017, corresponding to the inception date of XRP-USD
Returns By Period
Monthly Returns
The table below presents the monthly returns of 001, 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 | 18.43% | -6.49% | 9.46% | ||||||||||
| 2024 | -4.18% | 6.56% | 3.62% | -7.15% | 1.13% | -0.14% | 8.54% | -7.32% | 5.68% | -10.42% | 83.70% | 6.38% | 84.62% |
| 2023 | 9.58% | -5.17% | 17.85% | -2.40% | 3.69% | -2.87% | 19.36% | -11.56% | -2.87% | 7.11% | 4.18% | 0.99% | 39.09% |
| 2022 | -13.58% | -5.73% | 6.37% | -9.56% | -2.15% | -0.17% | 2.93% | -3.76% | 7.53% | 3.46% | -1.57% | -11.77% | -26.73% |
| 2021 | 41.41% | -7.14% | 20.90% | 61.22% | -18.00% | -13.45% | 2.15% | 22.46% | -8.84% | 9.22% | -7.41% | -5.35% | 98.27% |
| 2020 | 7.22% | -8.28% | -19.76% | 15.12% | 2.61% | -3.93% | 18.11% | 6.33% | -8.78% | -4.40% | 70.53% | -34.29% | 9.90% |
| 2019 | 3.38% | 0.70% | 0.41% | 2.74% | 12.33% | 0.69% | -6.07% | -7.66% | 2.23% | 8.32% | -7.35% | -0.94% | 7.08% |
| 2018 | -11.75% | -5.83% | -9.31% | 18.81% | -11.57% | -9.11% | -0.53% | -8.60% | 22.95% | -11.85% | -5.03% | -6.32% | -36.92% |
| 2017 | 5.07% | 287.56% | 307.23% |
Expense Ratio
001 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
With an overall rank of 97, 001 is among the top 3% 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.
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 001. 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 001 was 61.75%, occurring on Mar 18, 2020. Recovery took 331 trading sessions.
The current 001 drawdown is 11.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.75% | Jan 8, 2018 | 801 | Mar 18, 2020 | 331 | Feb 12, 2021 | 1132 |
| -49.06% | Apr 15, 2021 | 454 | Jul 12, 2022 | 864 | Nov 22, 2024 | 1318 |
| -21.26% | Feb 14, 2021 | 15 | Feb 28, 2021 | 36 | Apr 5, 2021 | 51 |
| -15% | Dec 3, 2024 | 28 | Dec 30, 2024 | 17 | Jan 16, 2025 | 45 |
| -13.62% | Mar 3, 2025 | 8 | Mar 10, 2025 | — | — | — |
Volatility
Volatility Chart
The current 001 volatility is 16.95%, 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
| XRP-USD | RTSI | ^GSPC | |
|---|---|---|---|
| XRP-USD | 1.00 | 0.08 | 0.18 |
| RTSI | 0.08 | 1.00 | 0.22 |
| ^GSPC | 0.18 | 0.22 | 1.00 |