Quantum Computing
Asset Allocation
Position | Category/Sector | Target Weight |
---|---|---|
GOOG Alphabet Inc. | Communication Services | 25% |
HON Honeywell International Inc | Industrials | 10% |
IBM International Business Machines Corporation | Technology | 20% |
IONQ IonQ, Inc. | Technology | 10% |
MSFT Microsoft Corporation | Technology | 25% |
RGTI Rigetti Computing Inc | Technology | 10% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Quantum Computing, 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.
The earliest data available for this chart is Apr 22, 2021, corresponding to the inception date of RGTI
Returns By Period
YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.43% | -5.46% | -8.86% | 2.08% | 13.59% | 9.69% |
Quantum Computing | -13.13% | 0.05% | 190.09% | 210.23% | N/A | N/A |
Portfolio components: | ||||||
GOOG Alphabet Inc. | -18.32% | -6.39% | -4.57% | -0.99% | 20.90% | 19.27% |
MSFT Microsoft Corporation | -9.34% | 0.24% | -7.93% | -9.21% | 19.31% | 26.66% |
IBM International Business Machines Corporation | 5.12% | -7.79% | -0.05% | 27.54% | 20.01% | 8.59% |
HON Honeywell International Inc | -13.93% | -7.29% | -8.53% | 0.94% | 8.40% | 8.46% |
IONQ IonQ, Inc. | -38.02% | 38.45% | 163.91% | 223.62% | N/A | N/A |
RGTI Rigetti Computing Inc | -38.27% | 17.02% | 1,146.86% | 647.62% | N/A | N/A |
Monthly Returns
The table below presents the monthly returns of Quantum Computing, 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 | 3.07% | -11.96% | -5.54% | 1.33% | -13.13% | ||||||||
2024 | 4.63% | 7.11% | 0.20% | -6.14% | 2.07% | 3.98% | 0.08% | -1.64% | 4.19% | 11.29% | 43.16% | 111.12% | 285.92% |
2023 | 6.36% | -3.14% | 11.19% | -2.87% | 23.50% | 9.09% | 18.51% | -5.65% | -7.90% | -4.40% | 10.07% | 1.75% | 65.24% |
2022 | -6.98% | -0.61% | -2.65% | -9.64% | 2.34% | -12.74% | 8.06% | -3.54% | -15.63% | 7.92% | 1.01% | -12.25% | -38.90% |
2021 | 1.30% | -0.23% | 3.64% | 2.42% | 3.68% | -4.59% | 10.60% | 5.79% | -2.60% | 20.93% |
Expense Ratio
Quantum Computing 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 99, Quantum Computing is among the top 1% of 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 | |
---|---|---|---|---|---|
GOOG Alphabet Inc. | -0.04 | 0.16 | 1.02 | -0.04 | -0.11 |
MSFT Microsoft Corporation | -0.41 | -0.43 | 0.95 | -0.42 | -0.99 |
IBM International Business Machines Corporation | 0.92 | 1.46 | 1.21 | 1.50 | 4.24 |
HON Honeywell International Inc | -0.02 | 0.13 | 1.02 | -0.02 | -0.07 |
IONQ IonQ, Inc. | 1.72 | 2.54 | 1.32 | 2.64 | 8.29 |
RGTI Rigetti Computing Inc | 3.33 | 3.66 | 1.47 | 6.34 | 17.43 |
Dividends
Dividend yield
Quantum Computing provided a 1.15% dividend yield over the last twelve months.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | 1.15% | 1.06% | 1.20% | 1.39% | 1.30% | 1.44% | 1.45% | 1.58% | 1.23% | 1.25% | 1.31% | 1.15% |
Portfolio components: | ||||||||||||
GOOG Alphabet Inc. | 0.51% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT Microsoft Corporation | 0.83% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
IBM International Business Machines Corporation | 2.91% | 3.03% | 4.05% | 4.68% | 4.74% | 5.17% | 4.80% | 5.46% | 3.85% | 3.31% | 3.63% | 2.65% |
HON Honeywell International Inc | 2.29% | 1.93% | 1.99% | 1.85% | 1.81% | 1.71% | 1.90% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% |
IONQ IonQ, 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% |
RGTI Rigetti Computing 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% |
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 Quantum Computing. 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 Quantum Computing was 46.89%, occurring on Dec 28, 2022. Recovery took 147 trading sessions.
The current Quantum Computing drawdown is 18.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-46.89% | Nov 18, 2021 | 279 | Dec 28, 2022 | 147 | Aug 1, 2023 | 426 |
-25.04% | Jan 7, 2025 | 63 | Apr 8, 2025 | — | — | — |
-22.02% | Aug 2, 2023 | 62 | Oct 27, 2023 | 89 | Mar 7, 2024 | 151 |
-20.04% | Dec 18, 2024 | 2 | Dec 19, 2024 | 3 | Dec 24, 2024 | 5 |
-14.62% | Jul 17, 2024 | 14 | Aug 5, 2024 | 51 | Oct 16, 2024 | 65 |
Volatility
Volatility Chart
The current Quantum Computing volatility is 16.22%, 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
RGTI | IBM | HON | IONQ | GOOG | MSFT | |
---|---|---|---|---|---|---|
RGTI | 1.00 | 0.17 | 0.19 | 0.51 | 0.27 | 0.28 |
IBM | 0.17 | 1.00 | 0.44 | 0.24 | 0.30 | 0.32 |
HON | 0.19 | 0.44 | 1.00 | 0.25 | 0.38 | 0.39 |
IONQ | 0.51 | 0.24 | 0.25 | 1.00 | 0.39 | 0.40 |
GOOG | 0.27 | 0.30 | 0.38 | 0.39 | 1.00 | 0.71 |
MSFT | 0.28 | 0.32 | 0.39 | 0.40 | 0.71 | 1.00 |