DJIM GLOBAL TECHNOLOGY TITAN 50 v2
Asset Allocation
Asset allocation is not available
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in DJIM GLOBAL TECHNOLOGY TITAN 50 v2, 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
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 13.78% | -0.38% | 11.47% | 18.82% | 12.44% | 10.64% |
| DJIM GLOBAL TECHNOLOGY TITAN 50 v2 | 0.00% | 0.00% | 0.00% | 9.19% | N/A | N/A |
| Portfolio components: | ||||||
Monthly Returns
The table below presents the monthly returns of DJIM GLOBAL TECHNOLOGY TITAN 50 v2, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 12.06% | -0.61% | 12.72% | 0.43% | 10.02% | 5.29% | 3.88% | -2.08% | -6.10% | -0.52% | 12.49% | 62.49% | |
| 2022 | -7.36% | -5.42% | 2.19% | -12.98% | -1.57% | -9.43% | 10.11% | -5.72% | -13.04% | 2.88% | 8.94% | -8.38% | -35.61% |
Risk-Adjusted Performance
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the DJIM GLOBAL TECHNOLOGY TITAN 50 v2. 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 DJIM GLOBAL TECHNOLOGY TITAN 50 v2 was 40.32%, occurring on Nov 3, 2022. Recovery took 270 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.32% | Jan 4, 2022 | 215 | Nov 3, 2022 | 270 | Nov 20, 2023 | 485 |
| -2.38% | Nov 21, 2023 | 11 | Dec 6, 2023 | 4 | Dec 12, 2023 | 15 |
| -1% | Dec 20, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -0.35% | Dec 29, 2023 | 1 | Dec 29, 2023 | — | — | — |
| -0.11% | Dec 14, 2023 | 1 | Dec 14, 2023 | 1 | Dec 15, 2023 | 2 |
Volatility
Volatility Chart
The current DJIM GLOBAL TECHNOLOGY TITAN 50 v2 volatility is 3.18%, 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.