The S&P 500 Portfolio is an excellent choice for those who want to invest in the 500 biggest U.S. companies. The portfolio is conventionally used as a representation of the overall U.S. stock market and as a benchmark for other investments.
The chart shows the growth of an initial investment of $10,000 in Portfolio A, 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 Jul 2, 2014, corresponding to the inception date of R2SC.L
|Year-To-Date||1 month||6 months||1 year||5 years (annualized)||10 years (annualized)|
|iShares NASDAQ 100 UCITS ETF USD (Acc)||42.40%||3.07%||10.94%||35.18%||19.96%||20.20%|
|SPDR Russell 2000 US Small Cap UCITS ETF||3.66%||7.36%||1.27%||1.31%||6.38%||N/A|
|iShares Core S&P 500 UCITS ETF||16.63%||3.02%||7.74%||14.50%||13.49%||14.51%|
Monthly Returns Heatmap
The Portfolio A has a high expense ratio of 0.24%, indicating higher-than-average management fees. 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.
Asset Correlations Table
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below displays the maximum drawdowns of the Portfolio A. 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 Portfolio A was 33.91%, occurring on Mar 23, 2020. Recovery took 91 trading sessions.
|-33.91%||Feb 20, 2020||23||Mar 23, 2020||91||Aug 3, 2020||114|
|-29.78%||Nov 9, 2021||230||Oct 11, 2022||—||—||—|
|-21.03%||Aug 30, 2018||83||Dec 24, 2018||147||Jul 26, 2019||230|
|-17.9%||Jul 21, 2015||144||Feb 11, 2016||106||Jul 14, 2016||250|
|-9.55%||Sep 3, 2020||16||Sep 24, 2020||12||Oct 12, 2020||28|
The current Portfolio A volatility is 10.04%, 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.