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DJIM GLOBAL TECHNOLOGY TITAN 50 v2

Last updated Mar 2, 2024

Asset Allocation


Asset allocation is not available

S&P 500

Performance

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


-10.00%-5.00%0.00%5.00%Sep 03Sep 10Sep 17Sep 24OctoberOct 08Oct 15Oct 22Oct 29Nov 05Nov 12Nov 19Nov 26Dec 03Dec 10Dec 17Dec 24
4.62%
0.08%
DJIM GLOBAL TECHNOLOGY TITAN 50 v2
Benchmark (^GSPC)

Returns


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
7.70%6.01%13.76%29.03%12.89%10.63%
DJIM GLOBAL TECHNOLOGY TITAN 50 v20.00%0.00%9.18%41.77%N/AN/A

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-2.08%-6.10%-0.52%12.49%

Sharpe Ratio


Rolling 12-month Sharpe Ratio0.001.002.003.004.00Sep 03Sep 10Sep 17Sep 24OctoberOct 08Oct 15Oct 22Oct 29Nov 05Nov 12Nov 19Nov 26Dec 03Dec 10Dec 17Dec 24
3.29
1.98
DJIM GLOBAL TECHNOLOGY TITAN 50 v2
Benchmark (^GSPC)

Drawdowns Chart

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


-15.00%-10.00%-5.00%0.00%Sep 03Sep 10Sep 17Sep 24OctoberOct 08Oct 15Oct 22Oct 29Nov 05Nov 12Nov 19Nov 26Dec 03Dec 10Dec 17Dec 24
-0.35%
-0.56%
DJIM GLOBAL TECHNOLOGY TITAN 50 v2
Benchmark (^GSPC)

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, 2022215Nov 3, 2022270Nov 20, 2023485
-2.38%Nov 21, 202311Dec 6, 20234Dec 12, 202315
-1%Dec 20, 20231Dec 20, 20233Dec 26, 20234
-0.35%Dec 29, 20231Dec 29, 2023
-0.11%Dec 14, 20231Dec 14, 20231Dec 15, 20232

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.


2.00%3.00%4.00%5.00%6.00%Sep 03Sep 10Sep 17Sep 24OctoberOct 08Oct 15Oct 22Oct 29Nov 05Nov 12Nov 19Nov 26Dec 03Dec 10Dec 17Dec 24
3.18%
2.72%
DJIM GLOBAL TECHNOLOGY TITAN 50 v2
Benchmark (^GSPC)
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