fngu_idea

The chart shows the growth of an initial investment of $10,000 in fngu_idea, 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 table below presents the monthly returns of fngu_idea, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

fngu_idea 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.

The current rank of fngu_idea is 69, 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.

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.

fngu_idea granted a 0.29% dividend yield in the last twelve months.

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

The table below displays the maximum drawdowns of the fngu_idea. 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 fngu_idea was 47.45%, occurring on Nov 9, 2022. Recovery took 169 trading sessions.

The current fngu_idea drawdown is 11.08%.

The current fngu_idea volatility is 9.13%, 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.