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Dow & Kids
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Dow & Kids

Currency in USD · Last updated Jun 6, 2026

dow 30 + small and adolescent future adults screener from Trading View

Asset Allocation

42 positions 99.96%EquityEquity
PositionCategory/SectorTarget Weight
ADEA
Adeia Inc		Technology
2.38%
AUPH
Aurinia Pharmaceuticals Inc.		Healthcare
2.38%
HG
Hamilton Insurance Group Ltd.		Financial Services
2.38%
IESC
IES Holdings, Inc.		Industrials
2.38%
NBIX
Neurocrine Biosciences, Inc.		Healthcare
2.38%
PRDO
Perdoceo Education Corporation		Consumer Defensive
2.38%
SGHC
Super Group (SGHC) Limited		Consumer Cyclical
2.38%
ANIP
ANI Pharmaceuticals, Inc.		Healthcare
2.38%
ASIC
Ategrity Specialty Holdings LLC		Financial Services
2.38%
CARE
Carter Bankshares, Inc.		Financial Services
2.38%
GHM
Graham Corporation		Industrials
2.38%
LPG
Dorian LPG Ltd.		Energy
2.38%
MAMA
Mama's Creations Inc.		Consumer Defensive
2.38%
NVDA
NVIDIA Corporation		Technology
2.38%
AAPL
Apple Inc		Technology
2.38%
MSFT
Microsoft Corporation		Technology
2.38%
AMZN
Amazon.com, Inc		Consumer Cyclical
2.38%
WMT
Walmart Inc.		Consumer Defensive
2.38%
JPM
JPMorgan Chase & Co.		Financial Services
2.38%
V
Visa Inc.		Financial Services
2.38%
JNJ
Johnson & Johnson		Healthcare
2.38%
CSCO
Cisco Systems, Inc.		Technology
2.38%
CAT
Caterpillar Inc.		Industrials
2.38%
CVX
Chevron Corporation		Energy
2.38%
UNH
UnitedHealth Group Incorporated		Healthcare
2.38%
KO
The Coca-Cola Company		Consumer Defensive
2.38%
PG
The Procter & Gamble Company		Consumer Defensive
2.38%
HD
The Home Depot, Inc.		Consumer Cyclical
2.38%
GS
The Goldman Sachs Group, Inc.		Financial Services
2.38%
MRK
Merck & Co., Inc.		Healthcare
2.38%
IBM
International Business Machines Corporation		Technology
2.38%
AXP
American Express Company		Financial Services
2.38%
MCD
McDonald's Corporation		Consumer Cyclical
2.38%
VZ
Verizon Communications Inc.		Communication Services
2.38%
AMGN
Amgen Inc.		Healthcare
2.38%
DIS
The Walt Disney Company		Communication Services
2.38%
BA
The Boeing Company		Industrials
2.38%
HON
Honeywell International Inc		Industrials
2.38%
MMM
3M Company		Industrials
2.38%
SHW
The Sherwin-Williams Company		Basic Materials
2.38%
TRV
The Travelers Companies, Inc.		Financial Services
2.38%
NKE
NIKE, Inc.		Consumer Cyclical
2.38%

S&P 500 Index

Portfolio Optimizer

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Dow & Kids, 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 Every 3 months.

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Returns By Period

Position1D1MYTD6M1Y3Y*5Y*10Y*
Benchmark
S&P 500 Index
-2.64%-0.21%7.86%7.85%23.05%19.90%11.79%13.33%
Portfolio
Dow & Kids
-0.84%2.73%14.97%17.57%————
Portfolio components:
AAPL
Apple Inc		-1.25%4.88%13.26%10.45%51.31%20.25%20.16%29.85%
ADEA
Adeia Inc		-10.44%-1.68%68.68%132.60%118.76%42.98%39.86%15.51%
AMGN
Amgen Inc.		1.15%6.19%8.36%7.51%24.03%20.11%11.56%11.48%
AMZN
Amazon.com, Inc		-3.06%-9.77%6.59%7.19%15.20%24.79%8.94%21.13%
ANIP
ANI Pharmaceuticals, Inc.		2.41%-0.92%2.75%-0.81%30.91%18.33%18.73%3.86%
ASIC
Ategrity Specialty Holdings LLC		4.63%3.41%-3.19%13.31%————
AUPH
Aurinia Pharmaceuticals Inc.		-3.24%4.01%-0.69%1.41%93.41%14.91%4.88%18.75%
AXP
American Express Company		-0.60%-1.70%-15.57%-15.67%3.78%23.28%14.88%18.42%
BA
The Boeing Company		-0.91%-9.23%-0.77%6.72%2.21%1.30%-2.92%5.99%
CARE
Carter Bankshares, Inc.		0.49%8.85%45.72%50.39%73.42%22.59%15.40%8.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 12, 2025, Dow & Kids's average daily return is +0.12%, while the average monthly return is +2.35%. At this rate, an investment would double in approximately 2.5 years.

Historically, 92% of months were positive and 8% were negative. The best month was Apr 2026 with a return of +6.9%, while the worst month was Mar 2026 at -3.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 1 months.

On a daily basis, Dow & Kids closed higher 54% of trading days. The best single day was Feb 6, 2026 with a return of +2.6%, while the worst single day was Oct 10, 2025 at -2.1%.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.54%4.92%-3.26%6.90%2.28%1.05%14.97%
20252.97%0.91%6.09%2.42%0.83%1.20%1.77%17.25%

Benchmark Metrics

Dow & Kids has an annualized alpha of 14.85%, beta of 0.81, and R2 of 0.65 versus S&P 500 Index. Calculated based on daily prices since June 12, 2025.

  • This portfolio captured 85.55% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -59.25%) - a profile typical of hedging or uncorrelated assets.
  • This portfolio generated an annualized alpha of 14.85% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
Alpha
14.85%
Beta
0.81
R²
0.65
Upside Capture
85.55%
Downside Capture
-59.25%

Expense Ratio

Dow & Kids has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Return for Risk

Return / Risk — by metrics

The table below presents risk-adjusted performance metrics for Dow & Kids and compares them with S&P 500 Index.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

PositionRisk / Return RankSharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
AAPL
Apple Inc		902.423.391.433.929.86
ADEA
Adeia Inc		871.982.591.383.489.89
AMGN
Amgen Inc.		690.931.531.191.543.61
AMZN
Amazon.com, Inc		590.611.041.130.852.03
ANIP
ANI Pharmaceuticals, Inc.		691.001.831.211.242.35
ASIC
Ategrity Specialty Holdings LLC		——————
AUPH
Aurinia Pharmaceuticals Inc.		902.122.701.396.0613.20
AXP
American Express Company		470.230.491.060.250.56
BA
The Boeing Company		430.100.381.040.120.28
CARE
Carter Bankshares, Inc.		932.853.631.504.7513.62

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for Dow & Kids. This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend yield

Dow & Kids provided a 1.77% dividend yield over the last twelve months.

PositionTTM20252024202320222021202020192018201720162015
Portfolio1.77%1.67%2.26%1.76%2.15%1.59%1.59%1.59%1.71%1.51%1.71%1.82%
Portfolio components:
AAPL
Apple Inc		0.34%0.38%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%
ADEA
Adeia Inc		0.69%1.16%1.43%1.61%0.95%1.06%2.39%4.32%4.35%3.28%1.81%2.67%
AMGN
Amgen Inc.		2.80%2.91%3.45%2.96%2.95%3.13%2.78%2.41%2.71%2.65%2.74%1.95%
AMZN
Amazon.com, Inc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ANIP
ANI Pharmaceuticals, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ASIC
Ategrity Specialty Holdings LLC		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AUPH
Aurinia Pharmaceuticals Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AXP
American Express Company		1.10%0.85%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%
BA
The Boeing Company		0.00%0.00%0.00%0.00%0.00%0.00%0.96%2.52%2.12%1.93%2.80%2.52%
CARE
Carter Bankshares, Inc.		0.35%0.00%0.00%0.00%0.00%0.00%1.31%0.00%0.00%0.00%2.26%2.96%

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 Dow & Kids. 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 Dow & Kids was 6.47%, occurring on Mar 20, 2026. Recovery took 16 trading sessions.

The current Dow & Kids drawdown is 0.84%.

Related event

Drawdown

Fall

Recovery

Underwater

2026 pullback2026
-6.47%Mar 2026
22d25d
1mo 17dFeb 2026 - Apr 2026
2025 pullback2025
-4.50%Nov 2025
7d19d
26dNov 2025 - Dec 2025
2025 pullback2025
-3.20%Oct 2025
17d11d
28dSep 2025 - Oct 2025
2025 pullback2025
-2.95%Aug 2025
8d11d
19dJul 2025 - Aug 2025
2025 pullback2025
-2.00%Nov 2025
6d8d
14dOct 2025 - Nov 2025

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 42 assets, with an effective number of assets of 42.00, reflecting the diversification based on asset allocation. Your capital is spread almost evenly across your holdings, indicating a well-balanced allocation. Note that true diversification also depends on the correlations between assets — check the diversification ratio below.

Diversification Ratio
All Time
Diversification Ratio

2.57

The portfolio has a diversification ratio of 2.57, placing it in the top 5% across portfolios — assets in this portfolio move largely independently, providing strong diversification benefit.

Dow & Kids correlation to the S&P 500 Index

Dow & Kids has a 0.79 correlation to S&P 500 Index over the full available history. This section compares each holding's correlation to the benchmark and to the portfolio.
Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 12, 2025

0.79

Benchmark Correlations

Correlation vs. S&P 500 Index. GS has the highest benchmark correlation at 0.69, while CVX has the lowest at -0.16.

CVX
-0.16
VZ
-0.11
KO
-0.09
WMT
-0.03
JNJ
-0.01
PG
0.01
MCD
0.06
ASIC
0.10
TRV
0.10
MRK
0.13
HG
0.15
LPG
0.17
PRDO
0.20
ANIP
0.21
MAMA
0.26
UNH
0.26
AMGN
0.29
NBIX
0.29
HD
0.33
SGHC
0.34
CARE
0.34
SHW
0.36
IBM
0.36
AUPH
0.37
V
0.37
DIS
0.37
MMM
0.39
HON
0.39
NKE
0.41
CSCO
0.41
BA
0.44
MSFT
0.48
AAPL
0.50
JPM
0.51
IESC
0.53
GHM
0.54
ADEA
0.54
AXP
0.54
CAT
0.57
NVDA
0.58
AMZN
0.60
GS
0.69

Portfolio Correlations

Correlation vs. Dow & Kids. GS has the highest portfolio correlation at 0.65, while CVX has the lowest at -0.05.

CVX
-0.05
VZ
0.09
KO
0.10
JNJ
0.14
WMT
0.16
MSFT
0.23
LPG
0.25
PG
0.27
MCD
0.27
NVDA
0.30
ASIC
0.30
PRDO
0.33
ANIP
0.35
TRV
0.35
MRK
0.35
IBM
0.37
CSCO
0.37
UNH
0.37
AMGN
0.37
NBIX
0.37
HG
0.38
AMZN
0.40
MAMA
0.40
AUPH
0.41
SGHC
0.41
BA
0.46
AAPL
0.47
V
0.47
DIS
0.49
SHW
0.50
HD
0.51
CARE
0.53
NKE
0.53
IESC
0.54
JPM
0.55
HON
0.55
MMM
0.55
ADEA
0.58
CAT
0.59
GHM
0.60
AXP
0.65
GS
0.65

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
CVXLPGWMTASICVZPRDOJNJIBMMSFTKOANIPCSCOUNHMAMANBIXAUPHSGHCNVDAMCDHGAMZNPGMRKAMGNTRVBAAAPLIESCNKEADEACAREVDISGHMCATJPMHONMMMSHWHDGSAXP
CVX1.000.18-0.02-0.060.12-0.02-0.00-0.00-0.120.06-0.10-0.010.040.08-0.10-0.15-0.08-0.17-0.07-0.10-0.17-0.070.08-0.040.01-0.12-0.10-0.060.000.010.03-0.12-0.02-0.05-0.05-0.020.01-0.08-0.12-0.05-0.16-0.02
LPG0.181.00-0.020.06-0.120.000.020.010.04-0.050.230.120.150.150.150.110.190.18-0.010.080.060.010.100.080.000.090.070.120.170.090.15-0.010.080.170.140.140.060.050.010.090.140.08
WMT-0.02-0.021.000.070.140.120.270.01-0.100.300.070.040.070.200.03-0.03-0.01-0.210.320.19-0.100.300.120.100.150.130.050.040.10-0.060.130.080.100.030.090.030.090.120.260.33-0.000.00
ASIC-0.060.060.071.000.110.21-0.010.110.040.140.100.020.070.140.050.070.090.010.190.280.090.210.150.020.330.110.21-0.010.160.070.280.270.200.06-0.010.070.080.140.080.050.060.14
VZ0.12-0.120.140.111.00-0.000.25-0.00-0.180.26-0.03-0.110.08-0.05-0.030.10-0.13-0.280.250.23-0.200.360.230.230.28-0.070.01-0.140.04-0.050.110.070.10-0.100.030.050.160.120.220.23-0.080.01
PRDO-0.020.000.120.21-0.001.00-0.080.180.090.010.110.170.140.080.140.020.240.030.090.140.130.030.100.010.230.130.130.050.180.230.200.200.230.130.090.140.150.110.210.160.190.20
JNJ-0.000.020.27-0.010.25-0.081.00-0.11-0.200.400.04-0.020.120.130.110.120.02-0.150.400.11-0.150.420.460.520.240.040.12-0.060.02-0.180.050.140.05-0.010.070.010.170.200.300.290.00-0.04
IBM-0.000.010.010.11-0.000.18-0.111.000.31-0.050.040.240.100.120.110.120.230.040.120.090.19-0.02-0.000.010.140.110.190.080.250.240.230.300.200.200.070.240.190.100.090.160.300.28
MSFT-0.120.04-0.100.04-0.180.09-0.200.311.00-0.230.050.200.070.030.010.140.150.42-0.070.030.34-0.22-0.23-0.090.030.200.110.140.130.120.070.250.190.120.030.210.090.03-0.07-0.020.290.21
KO0.06-0.050.300.140.260.010.40-0.05-0.231.00-0.010.010.060.140.020.00-0.08-0.250.460.23-0.110.580.370.290.28-0.000.12-0.120.01-0.100.090.120.10-0.11-0.11-0.050.130.140.280.25-0.15-0.04
ANIP-0.100.230.070.10-0.030.110.040.040.05-0.011.000.070.090.130.230.230.140.050.060.220.160.210.150.140.170.120.120.100.200.120.310.150.230.200.090.280.110.200.190.210.210.31
CSCO-0.010.120.040.02-0.110.17-0.020.240.200.010.071.000.080.130.150.110.200.240.000.090.20-0.060.020.070.060.140.240.320.080.260.230.180.080.330.250.240.160.210.010.050.350.22
UNH0.040.150.070.070.080.140.120.100.070.060.090.081.000.080.240.100.170.040.120.120.130.120.240.210.130.220.030.070.200.250.150.310.220.110.160.150.220.230.210.190.180.26
MAMA0.080.150.200.14-0.050.080.130.120.030.140.130.130.081.000.080.080.160.100.170.180.030.220.130.150.170.210.170.280.170.120.260.150.080.270.270.090.170.170.180.220.130.16
NBIX-0.100.150.030.05-0.030.140.110.110.010.020.230.150.240.081.000.280.140.110.140.070.100.050.290.340.020.240.170.140.170.240.150.200.190.170.200.180.220.110.070.130.240.32
AUPH-0.150.11-0.030.070.100.020.120.120.140.000.230.110.100.080.281.000.220.230.120.160.240.030.210.300.190.180.160.140.060.240.190.200.160.220.230.190.140.130.200.220.260.19
SGHC-0.080.19-0.010.09-0.130.240.020.230.15-0.080.140.200.170.160.140.221.000.22-0.010.220.18-0.090.070.080.090.090.160.180.280.240.250.270.200.220.230.200.140.170.120.090.340.25
NVDA-0.170.18-0.210.01-0.280.03-0.150.040.42-0.250.050.240.040.100.110.230.221.00-0.24-0.110.34-0.25-0.140.01-0.190.210.220.360.060.240.010.020.040.290.320.190.080.020.03-0.080.400.15
MCD-0.07-0.010.320.190.250.090.400.12-0.070.460.060.000.120.170.140.12-0.01-0.241.000.30-0.010.420.310.310.370.110.11-0.120.19-0.120.110.330.200.00-0.010.120.240.290.300.420.010.21
HG-0.100.080.190.280.230.140.110.090.030.230.220.090.120.180.070.160.22-0.110.301.00-0.050.250.140.150.600.090.160.130.140.100.270.340.240.180.130.190.150.320.280.230.160.27
AMZN-0.170.06-0.100.09-0.200.13-0.150.190.34-0.110.160.200.130.030.100.240.180.34-0.01-0.051.00-0.020.010.02-0.030.290.270.210.240.310.180.230.210.280.210.210.180.210.180.190.310.30
PG-0.070.010.300.210.360.030.42-0.02-0.220.580.21-0.060.120.220.050.03-0.09-0.250.420.25-0.021.000.360.270.400.080.19-0.020.22-0.050.180.180.230.070.050.070.280.330.440.42-0.030.14
MRK0.080.100.120.150.230.100.46-0.00-0.230.370.150.020.240.130.290.210.07-0.140.310.140.010.361.000.500.230.140.180.040.160.120.250.210.170.120.190.130.280.280.320.310.100.18
AMGN-0.040.080.100.020.230.010.520.01-0.090.290.140.070.210.150.340.300.080.010.310.150.020.270.501.000.170.190.260.040.160.110.180.200.240.110.240.210.290.210.330.330.180.25
TRV0.010.000.150.330.280.230.240.140.030.280.170.060.130.170.020.190.09-0.190.370.60-0.030.400.230.171.000.010.180.020.11-0.020.300.410.340.100.080.260.230.280.310.260.130.31
BA-0.120.090.130.11-0.070.130.040.110.20-0.000.120.140.220.210.240.180.090.210.110.090.290.080.140.190.011.000.210.350.270.230.150.120.240.320.230.200.380.320.270.320.300.25
AAPL-0.100.070.050.210.010.130.120.190.110.120.120.240.030.170.170.160.160.220.110.160.270.190.180.260.180.211.000.210.270.310.210.240.160.260.280.250.230.260.220.270.350.29
IESC-0.060.120.04-0.01-0.140.05-0.060.080.14-0.120.100.320.070.280.140.140.180.36-0.120.130.21-0.020.040.040.020.350.211.000.220.430.270.040.080.550.620.300.270.260.220.170.490.31
NKE0.000.170.100.160.040.180.020.250.130.010.200.080.200.170.170.060.280.060.190.140.240.220.160.160.110.270.270.221.000.290.230.290.460.260.240.270.370.390.300.460.270.42
ADEA0.010.09-0.060.07-0.050.23-0.180.240.12-0.100.120.260.250.120.240.240.240.24-0.120.100.31-0.050.120.11-0.020.230.310.430.291.000.260.110.240.410.500.260.240.280.220.170.410.34
CARE0.030.150.130.280.110.200.050.230.070.090.310.230.150.260.150.190.250.010.110.270.180.180.250.180.300.150.210.270.230.261.000.290.230.260.240.330.320.270.240.260.370.42
V-0.12-0.010.080.270.070.200.140.300.250.120.150.180.310.150.200.200.270.020.330.340.230.180.210.200.410.120.240.040.290.110.291.000.350.130.080.340.280.260.270.230.300.50
DIS-0.020.080.100.200.100.230.050.200.190.100.230.080.220.080.190.160.200.040.200.240.210.230.170.240.340.240.160.080.460.240.230.351.000.220.210.410.430.310.360.410.380.51
GHM-0.050.170.030.06-0.100.13-0.010.200.12-0.110.200.330.110.270.170.220.220.290.000.180.280.070.120.110.100.320.260.550.260.410.260.130.221.000.560.380.360.360.230.220.460.37
CAT-0.050.140.09-0.010.030.090.070.070.03-0.110.090.250.160.270.200.230.230.32-0.010.130.210.050.190.240.080.230.280.620.240.500.240.080.210.561.000.420.420.400.380.270.500.34
JPM-0.020.140.030.070.050.140.010.240.21-0.050.280.240.150.090.180.190.200.190.120.190.210.070.130.210.260.200.250.300.270.260.330.340.410.380.421.000.270.290.330.270.660.58
HON0.010.060.090.080.160.150.170.190.090.130.110.160.220.170.220.140.140.080.240.150.180.280.280.290.230.380.230.270.370.240.320.280.430.360.420.271.000.530.410.410.320.37
MMM-0.080.050.120.140.120.110.200.100.030.140.200.210.230.170.110.130.170.020.290.320.210.330.280.210.280.320.260.260.390.280.270.260.310.360.400.290.531.000.460.440.280.42
SHW-0.120.010.260.080.220.210.300.09-0.070.280.190.010.210.180.070.200.120.030.300.280.180.440.320.330.310.270.220.220.300.220.240.270.360.230.380.330.410.461.000.680.290.32
HD-0.050.090.330.050.230.160.290.16-0.020.250.210.050.190.220.130.220.09-0.080.420.230.190.420.310.330.260.320.270.170.460.170.260.230.410.220.270.270.410.440.681.000.250.32
GS-0.160.14-0.000.06-0.080.190.000.300.29-0.150.210.350.180.130.240.260.340.400.010.160.31-0.030.100.180.130.300.350.490.270.410.370.300.380.460.500.660.320.280.290.251.000.56
AXP-0.020.080.000.140.010.20-0.040.280.21-0.040.310.220.260.160.320.190.250.150.210.270.300.140.180.250.310.250.290.310.420.340.420.500.510.370.340.580.370.420.320.320.561.00
The correlation results are calculated based on daily price changes starting from Jun 12, 2025
Diversification Analysis

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