Special1

The chart shows the growth of an initial investment of $10,000 in Special1, 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

As of Sep 21, 2024, the Special1 returned 40.03% Year-To-Date and 36.47% of annualized return in the last 10 years.

The table below presents the monthly returns of Special1, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

Special1 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 Special1 is 62, 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.

Special1 granted a 0.21% dividend yield in the last twelve months.

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.

The table below displays the maximum drawdowns of the Special1. 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 Special1 was 48.73%, occurring on Dec 28, 2022. Recovery took 134 trading sessions.

The current Special1 drawdown is 5.46%.

The current Special1 volatility is 8.04%, 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.