December 23 L/S

The chart shows the growth of an initial investment of $10,000 in December 23 L/S, 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 table below presents the monthly returns of December 23 L/S, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

December 23 L/S features an expense ratio of 0.45%, 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 rank of December 23 L/S is 2, indicating that it is in the bottom 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.

December 23 L/S granted a 3.44% dividend yield in the last twelve months.

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.

The table below displays the maximum drawdowns of the December 23 L/S. 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 December 23 L/S was 14.58%, occurring on May 2, 2023. The portfolio has not yet recovered.

The current December 23 L/S drawdown is 11.50%.

The current December 23 L/S volatility is 1.84%, 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.