Список крипты 2040
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
ADA-USD Cardano | 5% | |
BTC-USD Bitcoin | 40% | |
DOT-USD Polkadot | 5% | |
ETH-USD Ethereum | 20% | |
MATIC-USD MaticNetwork | 10% | |
NEAR-USD NEAR Protocol | 10% | |
XRP-USD Ripple | 10% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Список крипты 2040, 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 Dec 15, 2020, corresponding to the inception date of NEAR-USD
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 19.79% | 2.08% | 9.01% | 29.79% | 13.85% | 11.12% |
| Список крипты 2040 | 9.88% | 1.26% | -22.53% | 91.98% | N/A | N/A |
| Portfolio components: | ||||||
BTC-USD Bitcoin | 48.92% | 6.66% | -3.90% | 131.98% | 44.42% | 65.75% |
ETH-USD Ethereum | 8.03% | -4.21% | -29.44% | 51.87% | 62.80% | N/A |
NEAR-USD NEAR Protocol | 19.46% | 8.16% | -32.26% | 289.17% | N/A | N/A |
XRP-USD Ripple | -4.48% | -1.19% | -8.32% | 12.66% | 15.20% | N/A |
MATIC-USD MaticNetwork | -58.95% | -13.76% | -59.95% | -26.41% | 96.98% | N/A |
DOT-USD Polkadot | -48.07% | -6.14% | -53.61% | 2.79% | N/A | N/A |
ADA-USD Cardano | -40.94% | 2.11% | -44.46% | 39.47% | 46.55% | N/A |
Monthly Returns
The table below presents the monthly returns of Список крипты 2040, 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 | -7.41% | 38.52% | 17.88% | -19.67% | 12.90% | -11.04% | 0.69% | -13.54% | 9.88% | ||||
| 2023 | 42.80% | -0.63% | 13.64% | -1.37% | -5.61% | 0.41% | 2.83% | -15.38% | 1.32% | 19.68% | 14.70% | 27.01% | 131.66% |
| 2022 | -23.03% | 7.58% | 9.57% | -22.07% | -24.59% | -36.93% | 33.87% | -10.60% | -4.20% | 5.91% | -16.57% | -10.91% | -69.65% |
| 2021 | 57.79% | 103.22% | 41.25% | 38.65% | 0.39% | -26.04% | 11.13% | 42.02% | -5.36% | 40.29% | -5.68% | -4.11% | 783.66% |
| 2020 | 27.86% | 27.86% |
Expense Ratio
Список крипты 2040 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 Список крипты 2040 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.
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 | |
|---|---|---|---|---|---|
BTC-USD Bitcoin | 1.01 | 1.67 | 1.17 | 0.54 | 4.51 |
ETH-USD Ethereum | -0.13 | 0.27 | 1.03 | 0.02 | -0.39 |
NEAR-USD NEAR Protocol | 0.26 | 1.34 | 1.12 | 0.12 | 0.94 |
XRP-USD Ripple | -0.05 | 0.41 | 1.04 | 0.01 | -0.16 |
MATIC-USD MaticNetwork | -0.92 | -1.63 | 0.85 | 0.01 | -1.54 |
DOT-USD Polkadot | -0.86 | -1.33 | 0.87 | 0.01 | -1.50 |
ADA-USD Cardano | -0.75 | -0.96 | 0.91 | 0.00 | -1.33 |
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 Список крипты 2040. 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 Список крипты 2040 was 75.07%, occurring on Dec 19, 2022. The portfolio has not yet recovered.
The current Список крипты 2040 drawdown is 36.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.07% | Nov 9, 2021 | 406 | Dec 19, 2022 | — | — | — |
| -55.89% | May 19, 2021 | 63 | Jul 20, 2021 | 48 | Sep 6, 2021 | 111 |
| -25.5% | Apr 16, 2021 | 9 | Apr 24, 2021 | 6 | Apr 30, 2021 | 15 |
| -22.55% | Sep 16, 2021 | 6 | Sep 21, 2021 | 18 | Oct 9, 2021 | 24 |
| -22.24% | Mar 14, 2021 | 12 | Mar 25, 2021 | 11 | Apr 5, 2021 | 23 |
Volatility
Volatility Chart
The current Список крипты 2040 volatility is 14.62%, 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
| NEAR-USD | XRP-USD | MATIC-USD | BTC-USD | ADA-USD | DOT-USD | ETH-USD | |
|---|---|---|---|---|---|---|---|
| NEAR-USD | 1.00 | 0.54 | 0.59 | 0.62 | 0.63 | 0.66 | 0.63 |
| XRP-USD | 0.54 | 1.00 | 0.60 | 0.65 | 0.67 | 0.65 | 0.67 |
| MATIC-USD | 0.59 | 0.60 | 1.00 | 0.64 | 0.71 | 0.68 | 0.70 |
| BTC-USD | 0.62 | 0.65 | 0.64 | 1.00 | 0.70 | 0.72 | 0.82 |
| ADA-USD | 0.63 | 0.67 | 0.71 | 0.70 | 1.00 | 0.75 | 0.72 |
| DOT-USD | 0.66 | 0.65 | 0.68 | 0.72 | 0.75 | 1.00 | 0.75 |
| ETH-USD | 0.63 | 0.67 | 0.70 | 0.82 | 0.72 | 0.75 | 1.00 |