intense_monk_hail_mary
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
UBER Uber Technologies, Inc. | Technology | 100% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in intense_monk_hail_mary, 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 May 10, 2019, corresponding to the inception date of UBER
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 25.45% | 2.91% | 14.05% | 35.64% | 14.13% | 11.39% |
| intense_monk_hail_mary | 15.92% | -15.98% | 7.13% | 32.46% | 21.74% | N/A |
| Portfolio components: | ||||||
UBER Uber Technologies, Inc. | 15.92% | -15.98% | 7.13% | 32.46% | 21.74% | N/A |
Monthly Returns
The table below presents the monthly returns of intense_monk_hail_mary, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 6.01% | 21.80% | -3.16% | -13.92% | -2.58% | 12.58% | -11.30% | 13.43% | 2.78% | -4.14% | 15.92% | ||
| 2023 | 25.07% | 7.53% | -4.69% | -2.05% | 22.16% | 13.81% | 14.57% | -4.51% | -2.63% | -5.89% | 30.27% | 9.21% | 148.97% |
| 2022 | -10.80% | -3.66% | -0.97% | -11.77% | -26.30% | -11.81% | 14.61% | 22.64% | -7.86% | 0.26% | 9.67% | -15.13% | -41.02% |
| 2021 | -0.14% | 1.61% | 5.33% | 0.48% | -7.19% | -1.40% | -13.29% | -9.94% | 14.46% | -2.19% | -13.28% | 10.34% | -17.78% |
| 2020 | 22.02% | -6.67% | -17.57% | 8.42% | 19.99% | -14.43% | -2.64% | 11.14% | 8.47% | -8.42% | 48.64% | 2.70% | 71.49% |
| 2019 | -2.79% | 14.77% | -9.14% | -22.71% | -6.45% | 3.38% | -6.03% | 0.47% | -28.46% |
Expense Ratio
intense_monk_hail_mary 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
The current rank of intense_monk_hail_mary is 9, indicating that it is in the bottom 9% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
UBER Uber Technologies, Inc. | 1.01 | 1.74 | 1.21 | 1.36 | 3.38 |
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 intense_monk_hail_mary. 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 intense_monk_hail_mary was 68.05%, occurring on Mar 18, 2020. Recovery took 164 trading sessions.
The current intense_monk_hail_mary drawdown is 17.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.05% | Jul 1, 2019 | 181 | Mar 18, 2020 | 164 | Nov 9, 2020 | 345 |
| -67.62% | Feb 11, 2021 | 349 | Jun 30, 2022 | 375 | Dec 27, 2023 | 724 |
| -28.15% | Feb 16, 2024 | 117 | Aug 5, 2024 | 48 | Oct 11, 2024 | 165 |
| -19.01% | Jan 14, 2021 | 9 | Jan 27, 2021 | 9 | Feb 9, 2021 | 18 |
| -17.34% | Oct 14, 2024 | 22 | Nov 12, 2024 | — | — | — |
Volatility
Volatility Chart
The current intense_monk_hail_mary volatility is 11.01%, 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.