PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
MakakH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Asset Allocation


Asset allocation is not available

S&P 500

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in MakakH, 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


MakakH
Benchmark (^GSPC)

Returns By Period


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
11.05%4.86%17.50%27.37%13.14%10.90%
MakakHN/AN/AN/AN/AN/AN/A

Monthly Returns

The table below presents the monthly returns of MakakH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


Expense Ratio

Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance


Sharpe Ratio

There is not enough data available to calculate the Sharpe ratio for MakakH. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Chart placeholderNot enough data

Dividends

Dividend yield


MakakH doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


MakakH
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the MakakH. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


MakakH
Benchmark (^GSPC)