Майнинговые компании
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BTBT Bit Digital, Inc. | Financial Services | 33.33% |
MARA Marathon Digital Holdings, Inc. | Financial Services | 33.33% |
RIOT Riot Blockchain, Inc. | Technology | 33.33% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Майнинговые компании , 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 Mar 25, 2020, corresponding to the inception date of BTBT
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% |
| Майнинговые компании | 16.24% | 67.85% | 78.54% | 144.93% | N/A | N/A |
| Portfolio components: | ||||||
MARA Marathon Digital Holdings, Inc. | 7.41% | 56.90% | 39.62% | 174.84% | 84.55% | -14.24% |
RIOT Riot Blockchain, Inc. | -6.59% | 71.82% | 47.75% | 47.60% | 55.71% | 3.70% |
BTBT Bit Digital, Inc. | 30.50% | 74.68% | 144.25% | 180.20% | N/A | N/A |
Monthly Returns
The table below presents the monthly returns of Майнинговые компании , 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 | -30.52% | 26.33% | -6.72% | -25.34% | 12.86% | 9.92% | 9.93% | -19.01% | 1.78% | 12.16% | 16.24% | ||
| 2023 | 112.48% | -5.47% | 33.73% | 21.19% | 23.99% | 21.28% | 30.99% | -37.28% | -21.32% | 2.21% | 29.14% | 62.32% | 577.97% |
| 2022 | -31.64% | 6.69% | 9.10% | -46.65% | -25.00% | -37.06% | 74.96% | -3.46% | -8.95% | 2.95% | -34.59% | -35.57% | -86.63% |
| 2021 | 29.11% | 43.47% | 33.89% | -19.09% | -34.63% | 14.57% | 2.32% | 35.33% | -33.33% | 54.50% | -4.08% | -37.88% | 27.73% |
| 2020 | 19.42% | 82.02% | 7.29% | 20.80% | 93.26% | 40.08% | -19.98% | 7.34% | 156.76% | 112.92% | 3,481.12% |
Expense Ratio
Майнинговые компании 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 Майнинговые компании is 12, indicating that it is in the bottom 12% 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 | |
|---|---|---|---|---|---|
MARA Marathon Digital Holdings, Inc. | 1.48 | 2.41 | 1.28 | 1.85 | 4.44 |
RIOT Riot Blockchain, Inc. | 0.42 | 1.33 | 1.15 | 0.43 | 0.92 |
BTBT Bit Digital, Inc. | 1.45 | 2.44 | 1.27 | 1.75 | 4.05 |
Dividends
Dividend yield
Майнинговые компании provided a 0.00% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.17% |
| Portfolio components: | ||||||||
MARA Marathon Digital Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RIOT Riot Blockchain, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.52% |
BTBT Bit Digital, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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 Майнинговые компании . 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 Майнинговые компании was 94.94%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current Майнинговые компании drawdown is 57.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.94% | Feb 18, 2021 | 470 | Dec 28, 2022 | — | — | — |
| -47.41% | Aug 7, 2020 | 33 | Sep 23, 2020 | 39 | Nov 17, 2020 | 72 |
| -33.71% | Jan 11, 2021 | 12 | Jan 27, 2021 | 8 | Feb 8, 2021 | 20 |
| -31.75% | Apr 20, 2020 | 10 | May 1, 2020 | 23 | Jun 4, 2020 | 33 |
| -27.51% | Jun 11, 2020 | 13 | Jun 29, 2020 | 19 | Jul 27, 2020 | 32 |
Volatility
Volatility Chart
The current Майнинговые компании volatility is 34.17%, 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
| BTBT | MARA | RIOT | |
|---|---|---|---|
| BTBT | 1.00 | 0.66 | 0.67 |
| MARA | 0.66 | 1.00 | 0.86 |
| RIOT | 0.67 | 0.86 | 1.00 |