Stash Personal
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AAPL Apple Inc | Technology | 13% |
ARKK ARK Innovation ETF | Actively Managed, Innovation, Technology Equities | 3% |
MSFT Microsoft Corporation | Technology | 80% |
PEP PepsiCo, Inc. | Consumer Defensive | 4% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Stash Personal, 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 Oct 31, 2014, corresponding to the inception date of ARKK
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 19.55% | 2.37% | 8.95% | 32.00% | 13.81% | 11.08% |
| Stash Personal | 15.94% | 3.49% | 5.42% | 36.07% | 27.14% | N/A |
| Portfolio components: | ||||||
AAPL Apple Inc | 18.98% | 0.60% | 32.79% | 31.22% | 34.21% | 26.09% |
MSFT Microsoft Corporation | 16.38% | 4.43% | 1.89% | 38.34% | 27.20% | 26.95% |
PEP PepsiCo, Inc. | 3.14% | -1.93% | 1.06% | 0.71% | 7.86% | 9.37% |
ARKK ARK Innovation ETF | -10.44% | 1.43% | -5.08% | 20.81% | 2.48% | N/A |
Monthly Returns
The table below presents the monthly returns of Stash Personal, 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 | 3.63% | 3.51% | 0.96% | -6.44% | 7.04% | 7.39% | -4.12% | 0.33% | 15.94% | ||||
| 2023 | 4.74% | 1.06% | 14.20% | 5.48% | 6.48% | 4.51% | -0.44% | -2.96% | -4.54% | 5.14% | 12.36% | 0.00% | 54.58% |
| 2022 | -6.83% | -4.11% | 3.28% | -10.00% | -2.41% | -5.73% | 10.48% | -5.99% | -10.80% | 1.64% | 7.59% | -6.91% | -27.94% |
| 2021 | 3.35% | -1.01% | 1.41% | 6.66% | -1.39% | 8.61% | 4.97% | 5.52% | -6.57% | 15.46% | 0.73% | 2.46% | 46.16% |
| 2020 | 7.32% | -5.36% | -3.82% | 14.11% | 3.58% | 11.32% | 3.25% | 11.86% | -6.93% | -3.96% | 7.08% | 5.20% | 49.48% |
| 2019 | 3.52% | 7.15% | 5.71% | 9.53% | -5.94% | 8.91% | 2.29% | 0.97% | 1.58% | 4.04% | 6.17% | 4.73% | 59.70% |
| 2018 | 9.08% | -0.24% | -3.03% | 1.49% | 7.00% | 0.08% | 6.62% | 7.81% | 1.21% | -5.96% | 1.44% | -8.92% | 15.93% |
| 2017 | 4.12% | 1.80% | 3.21% | 3.36% | 3.48% | -1.75% | 4.91% | 4.54% | -1.24% | 10.66% | 1.99% | 1.25% | 42.31% |
| 2016 | -2.11% | -5.69% | 9.06% | -9.60% | 6.53% | -3.11% | 10.10% | 1.87% | 1.33% | 2.91% | 0.53% | 3.30% | 14.10% |
| 2015 | -9.66% | 9.16% | -6.29% | 15.79% | -1.87% | -5.28% | 4.33% | -6.15% | 1.00% | 16.76% | 3.25% | 0.40% | 19.05% |
| 2014 | 3.55% | -3.51% | -0.08% |
Expense Ratio
Stash Personal has an expense ratio of 0.02%, which is considered low compared to other funds. 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 Stash Personal is 34, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative 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 | |
|---|---|---|---|---|---|
AAPL Apple Inc | 1.38 | 2.05 | 1.26 | 1.85 | 4.36 |
MSFT Microsoft Corporation | 1.86 | 2.42 | 1.31 | 2.37 | 7.24 |
PEP PepsiCo, Inc. | -0.06 | 0.03 | 1.00 | -0.06 | -0.21 |
ARKK ARK Innovation ETF | 0.41 | 0.82 | 1.09 | 0.19 | 1.09 |
Dividends
Dividend yield
Stash Personal granted a 0.73% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stash Personal | 0.73% | 0.77% | 1.04% | 0.73% | 0.98% | 1.22% | 1.81% | 1.82% | 2.26% | 2.29% | 2.31% | 2.46% |
| Portfolio components: | ||||||||||||
AAPL Apple Inc | 0.43% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
MSFT Microsoft Corporation | 0.69% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
PEP PepsiCo, Inc. | 3.06% | 2.91% | 2.50% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% | 2.70% |
ARKK ARK Innovation ETF | 0.00% | 0.00% | 0.00% | 0.83% | 1.31% | 0.38% | 3.14% | 1.32% | 0.00% | 2.27% | 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 Stash Personal. 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 Stash Personal was 34.64%, occurring on Nov 3, 2022. Recovery took 153 trading sessions.
The current Stash Personal drawdown is 5.15%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.64% | Dec 28, 2021 | 216 | Nov 3, 2022 | 153 | Jun 15, 2023 | 369 |
| -28.17% | Feb 11, 2020 | 29 | Mar 23, 2020 | 52 | Jun 5, 2020 | 81 |
| -20.06% | Oct 2, 2018 | 58 | Dec 24, 2018 | 56 | Mar 18, 2019 | 114 |
| -16.47% | Apr 29, 2015 | 83 | Aug 25, 2015 | 42 | Oct 23, 2015 | 125 |
| -14.32% | Nov 17, 2014 | 51 | Jan 30, 2015 | 58 | Apr 24, 2015 | 109 |
Volatility
Volatility Chart
The current Stash Personal volatility is 5.09%, 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
| PEP | ARKK | AAPL | MSFT | |
|---|---|---|---|---|
| PEP | 1.00 | 0.17 | 0.31 | 0.37 |
| ARKK | 0.17 | 1.00 | 0.54 | 0.54 |
| AAPL | 0.31 | 0.54 | 1.00 | 0.63 |
| MSFT | 0.37 | 0.54 | 0.63 | 1.00 |