6 horsemen_A
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
ARES Ares Management Corporation | Financial Services | 16.67% |
CSWC Capital Southwest Corporation | Financial Services | 16.67% |
HTGC Hercules Capital, Inc. | Financial Services | 16.67% |
IJH iShares Core S&P Mid-Cap ETF | Small Cap Growth Equities | 16.67% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | Large Cap Growth Equities | 16.67% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 16.67% |
Performance
Performance Chart
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The earliest data available for this chart is May 2, 2014, corresponding to the inception date of ARES
Returns By Period
As of May 17, 2025, the 6 horsemen_A returned -0.63% Year-To-Date and 16.63% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.30% | 12.94% | 1.49% | 12.48% | 15.82% | 10.87% |
| 6 horsemen_A | -0.63% | 13.63% | 1.41% | 8.34% | 24.48% | 16.63% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | 1.73% | 13.04% | 2.12% | 13.91% | 17.57% | 12.85% |
HTGC Hercules Capital, Inc. | -7.62% | 5.68% | -1.91% | 1.51% | 23.85% | 14.57% |
IJH iShares Core S&P Mid-Cap ETF | -0.51% | 13.66% | -3.00% | 3.97% | 16.12% | 8.88% |
CSWC Capital Southwest Corporation | 0.90% | 9.76% | -1.01% | -8.39% | 24.29% | 10.68% |
ARES Ares Management Corporation | -3.13% | 21.88% | 3.08% | 19.09% | 42.87% | 29.84% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 1.65% | 16.86% | 4.85% | 15.38% | 19.02% | 17.27% |
Monthly Returns
The table below presents the monthly returns of 6 horsemen_A, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.84% | -3.09% | -6.81% | -2.18% | 7.30% | -0.63% | |||||||
| 2024 | 1.89% | 5.06% | 3.18% | -1.21% | 4.21% | 1.99% | 4.00% | -2.03% | 3.00% | 0.22% | 3.52% | -1.16% | 24.81% |
| 2023 | 11.80% | -0.45% | -0.72% | 1.82% | 3.06% | 7.77% | 5.49% | 0.85% | -1.21% | -4.24% | 8.32% | 6.86% | 45.58% |
| 2022 | -2.76% | -0.90% | 2.05% | -9.48% | -1.94% | -11.00% | 14.19% | -3.27% | -12.33% | 13.70% | 2.84% | -6.99% | -18.18% |
| 2021 | 0.24% | 8.89% | 4.45% | 4.63% | 2.41% | 1.65% | 4.42% | 3.82% | -3.66% | 9.02% | -2.58% | 1.59% | 39.92% |
| 2020 | 0.87% | -7.72% | -21.05% | 17.22% | 7.66% | 1.37% | 3.76% | 6.37% | -1.78% | -1.26% | 15.67% | 5.79% | 23.13% |
| 2019 | 12.37% | 5.50% | -0.71% | 3.88% | -2.81% | 4.13% | 3.00% | -0.51% | 0.83% | 4.19% | 4.41% | 2.85% | 43.05% |
| 2018 | 4.70% | -0.23% | -2.82% | 0.92% | 2.48% | 1.13% | 3.35% | 3.03% | 0.90% | -7.45% | 3.90% | -9.69% | -0.94% |
| 2017 | 2.33% | 4.14% | -0.20% | 1.10% | -3.13% | 0.64% | 2.41% | -1.02% | 3.10% | 0.75% | 3.27% | 1.15% | 15.30% |
| 2016 | -5.64% | 0.09% | 10.37% | -0.41% | 1.11% | -0.18% | 8.69% | 2.79% | -0.68% | -1.74% | 3.43% | 5.05% | 24.12% |
| 2015 | 3.47% | 6.83% | -4.48% | 0.74% | 2.26% | -3.40% | 0.72% | -4.67% | -2.60% | 2.43% | 0.45% | -2.87% | -1.81% |
| 2014 | 4.14% | 2.73% | -0.75% | 0.97% | -2.74% | 1.82% | 2.68% | -0.03% | 8.98% |
Expense Ratio
6 horsemen_A has an expense ratio of 0.12%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 6 horsemen_A is 12, meaning it’s performing worse than 88% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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 | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 0.72 | 1.20 | 1.18 | 0.81 | 3.09 |
HTGC Hercules Capital, Inc. | 0.06 | 0.18 | 1.03 | 0.01 | 0.03 |
IJH iShares Core S&P Mid-Cap ETF | 0.18 | 0.42 | 1.05 | 0.16 | 0.50 |
CSWC Capital Southwest Corporation | -0.34 | -0.53 | 0.92 | -0.45 | -1.10 |
ARES Ares Management Corporation | 0.47 | 0.90 | 1.13 | 0.51 | 1.65 |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 0.61 | 1.08 | 1.15 | 0.74 | 2.41 |
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Dividends
Dividend yield
6 horsemen_A provided a 4.35% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 4.35% | 4.10% | 4.59% | 5.85% | 4.06% | 4.61% | 5.02% | 4.92% | 4.49% | 3.27% | 3.54% | 2.47% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
HTGC Hercules Capital, Inc. | 8.99% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.34% | 8.58% | 9.93% | 8.13% |
IJH iShares Core S&P Mid-Cap ETF | 1.34% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% |
CSWC Capital Southwest Corporation | 11.89% | 11.59% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.35% | 0.00% | 0.00% |
ARES Ares Management Corporation | 2.30% | 2.10% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 6.30% | 4.32% | 6.81% | 2.45% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 0.32% | 0.36% | 0.45% | 0.50% | 0.15% | 0.37% | 0.47% | 0.94% | 1.35% | 0.75% | 0.86% | 1.02% |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the 6 horsemen_A. 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 6 horsemen_A was 42.41%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The current 6 horsemen_A drawdown is 6.33%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.41% | Feb 21, 2020 | 22 | Mar 23, 2020 | 141 | Oct 12, 2020 | 163 |
| -27.28% | Nov 19, 2021 | 144 | Jun 16, 2022 | 266 | Jul 11, 2023 | 410 |
| -23.48% | Feb 19, 2025 | 35 | Apr 8, 2025 | — | — | — |
| -22.46% | Mar 3, 2015 | 240 | Feb 11, 2016 | 117 | Jul 29, 2016 | 357 |
| -17.88% | Sep 24, 2018 | 64 | Dec 24, 2018 | 36 | Feb 15, 2019 | 100 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 6 assets, with an effective number of assets of 6.00, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.
Asset Correlations Table
| ^GSPC | CSWC | HTGC | ARES | NASDX | IJH | VOO | Portfolio | |
|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.35 | 0.45 | 0.50 | 0.91 | 0.86 | 1.00 | 0.84 |
| CSWC | 0.35 | 1.00 | 0.41 | 0.28 | 0.28 | 0.39 | 0.35 | 0.58 |
| HTGC | 0.45 | 0.41 | 1.00 | 0.33 | 0.36 | 0.51 | 0.45 | 0.66 |
| ARES | 0.50 | 0.28 | 0.33 | 1.00 | 0.46 | 0.51 | 0.50 | 0.73 |
| NASDX | 0.91 | 0.28 | 0.36 | 0.46 | 1.00 | 0.71 | 0.91 | 0.76 |
| IJH | 0.86 | 0.39 | 0.51 | 0.51 | 0.71 | 1.00 | 0.86 | 0.82 |
| VOO | 1.00 | 0.35 | 0.45 | 0.50 | 0.91 | 0.86 | 1.00 | 0.83 |
| Portfolio | 0.84 | 0.58 | 0.66 | 0.73 | 0.76 | 0.82 | 0.83 | 1.00 |