Maximum Profit, Minimum Ulcers 2024-04-08 20 Stocks

The chart shows the growth of an initial investment of $10,000 in Maximum Profit, Minimum Ulcers 2024-04-08 20 Stocks, 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 table below presents the monthly returns of Maximum Profit, Minimum Ulcers 2024-04-08 20 Stocks, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

Maximum Profit, Minimum Ulcers 2024-04-08 20 Stocks 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.

With an overall rank of 81, Maximum Profit, Minimum Ulcers 2024-04-08 20 Stocks is among the top 19% 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.

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 current Maximum Profit, Minimum Ulcers 2024-04-08 20 Stocks Sharpe ratio is 1.76. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 0.89 to 1.53, this portfolio's current Sharpe ratio is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.

Use the chart below to compare the Sharpe ratio of Maximum Profit, Minimum Ulcers 2024-04-08 20 Stocks with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Maximum Profit, Minimum Ulcers 2024-04-08 20 Stocks provided a 0.53% dividend yield over 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 Maximum Profit, Minimum Ulcers 2024-04-08 20 Stocks. 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 Maximum Profit, Minimum Ulcers 2024-04-08 20 Stocks was 19.85%, occurring on Jun 16, 2022. Recovery took 39 trading sessions.

The current Maximum Profit, Minimum Ulcers 2024-04-08 20 Stocks drawdown is 15.31%.

The current Maximum Profit, Minimum Ulcers 2024-04-08 20 Stocks volatility is 11.39%, 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.