Jignesh Sarda Suggested portfolio

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

Jignesh Sarda Suggested portfolio

Last updated Feb 5, 2025

Asset Allocation

Position	Category/Sector	Target Weight
ACWI iShares MSCI ACWI ETF	Large Cap Growth Equities	6%
DHR Danaher Corporation	Healthcare	2%
EWJ iShares MSCI Japan ETF	Japan Equities	5%
FFNOX Fidelity Multi-Asset Index Fund	Diversified Portfolio	4%
FTV Fortive Corporation	Technology	0.40%
IEUR iShares Core MSCI Europe ETF	Europe Equities	4%
INDY iShares India 50 ETF	Asia Pacific Equities	5%
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	Robotics, Technology Equities	5%
IUSV iShares Core S&P U.S. Value ETF	Large Cap Blend Equities	9%
IVV iShares Core S&P 500 ETF	Large Cap Growth Equities	5%
IXJ iShares Global Healthcare ETF	Health & Biotech Equities	6%
SHV iShares Short Treasury Bond ETF	Government Bonds	19.80%
STIP iShares 0-5 Year TIPS Bond ETF	Inflation-Protected Bonds	19.80%
TSLA Tesla, Inc.	Consumer Cyclical	3%
VWO Vanguard FTSE Emerging Markets ETF	Emerging Markets Equities	6%

Benchmark

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Jignesh Sarda Suggested portfolio, 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.

Jignesh Sarda Suggested portfolio

Benchmark (^GSPC)

Portfolio components

The earliest data available for this chart is Jun 28, 2018, corresponding to the inception date of IRBO

Returns By Period

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	2.66%	1.61%	15.23%	22.15%	12.59%	11.41%
Jignesh Sarda Suggested portfolio	0.53%	-0.23%	18.33%	24.26%	11.42%	N/A
Portfolio components:
ACWI iShares MSCI ACWI ETF	3.23%	2.37%	13.33%	19.41%	10.39%	9.64%
IVV iShares Core S&P 500 ETF	2.72%	1.70%	16.01%	23.82%	14.33%	13.40%
IEUR iShares Core MSCI Europe ETF	6.26%	6.20%	4.37%	9.36%	6.02%	5.69%
VWO Vanguard FTSE Emerging Markets ETF	1.84%	1.61%	9.19%	16.51%	3.77%	4.00%
IXJ iShares Global Healthcare ETF	6.26%	5.42%	-2.39%	3.46%	6.70%	7.72%
INDY iShares India 50 ETF	-0.85%	-2.06%	-4.89%	1.99%	8.03%	6.14%
IUSV iShares Core S&P U.S. Value ETF	2.55%	2.26%	8.13%	15.22%	10.93%	10.26%
EWJ iShares MSCI Japan ETF	1.74%	1.47%	9.85%	5.53%	4.43%	5.68%
DHR Danaher Corporation	-6.33%	-8.44%	-19.89%	-12.16%	8.61%	20.08%
FTV Fortive Corporation	6.81%	5.55%	18.53%	-2.23%	4.70%	N/A
TSLA Tesla, Inc.	-2.88%	-4.44%	95.48%	116.62%	51.27%	39.20%
FFNOX Fidelity Multi-Asset Index Fund	3.20%	2.46%	7.64%	11.36%	5.90%	7.12%
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	0.00%	0.00%	8.15%	1.57%	4.22%	N/A
STIP iShares 0-5 Year TIPS Bond ETF	1.08%	1.09%	2.48%	6.08%	3.59%	2.63%
SHV iShares Short Treasury Bond ETF	0.38%	0.34%	2.38%	5.06%	2.40%	1.72%

*Annualized

Monthly Returns

The table below presents the monthly returns of Jignesh Sarda Suggested portfolio, 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	1.37%												0.53%
2024	-4.48%	3.24%	-0.38%	-1.40%	1.81%	2.21%	4.53%	0.01%	4.42%	-2.74%	8.08%	1.89%	17.82%
2023	8.29%	0.84%	1.98%	-3.19%	2.75%	7.96%	2.36%	-2.08%	-2.59%	-5.75%	8.29%	3.49%	23.33%
2022	-5.40%	-3.02%	6.05%	-8.83%	-2.54%	-6.03%	9.92%	-3.83%	-5.29%	-0.51%	1.40%	-8.17%	-24.66%
2021	3.17%	-2.09%	0.84%	2.85%	-1.10%	2.18%	0.78%	3.09%	-0.93%	10.89%	-0.50%	-0.38%	19.80%
2020	0.84%	-4.02%	-8.86%	8.29%	2.95%	3.57%	5.75%	10.30%	-3.12%	-1.96%	11.82%	6.69%	34.61%
2019	4.05%	1.71%	1.00%	1.18%	-3.42%	4.03%	-0.22%	-1.16%	1.55%	2.28%	1.75%	2.98%	16.61%
2018						0.29%	1.68%	0.66%	-0.34%	-3.99%	2.15%	-3.95%	-3.65%

Expense Ratio

Jignesh Sarda Suggested portfolio has an expense ratio of 0.20%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

INDY

iShares India 50 ETF

EWJ

iShares MSCI Japan ETF

IRBO

iShares Robotics and Artificial Intelligence Multisector ETF

IXJ

iShares Global Healthcare ETF

ACWI

iShares MSCI ACWI ETF

SHV

iShares Short Treasury Bond ETF

FFNOX

Fidelity Multi-Asset Index Fund

IEUR

iShares Core MSCI Europe ETF

VWO

Vanguard FTSE Emerging Markets ETF

IUSV

iShares Core S&P U.S. Value ETF

IVV

iShares Core S&P 500 ETF

STIP

iShares 0-5 Year TIPS Bond ETF

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of Jignesh Sarda Suggested portfolio is 46, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

Jignesh Sarda Suggested portfolio

^GSPC

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
ACWI iShares MSCI ACWI ETF	1.62	2.21	1.29	2.40	9.61
IVV iShares Core S&P 500 ETF	1.94	2.60	1.35	2.93	12.19
IEUR iShares Core MSCI Europe ETF	0.59	0.89	1.11	0.67	1.57
VWO Vanguard FTSE Emerging Markets ETF	1.07	1.59	1.20	0.71	3.47
IXJ iShares Global Healthcare ETF	0.30	0.50	1.06	0.23	0.55
INDY iShares India 50 ETF	0.11	0.24	1.03	0.11	0.28
IUSV iShares Core S&P U.S. Value ETF	1.32	1.90	1.24	1.69	5.04
EWJ iShares MSCI Japan ETF	0.25	0.45	1.06	0.36	0.91
DHR Danaher Corporation	-0.50	-0.55	0.93	-0.45	-1.32
FTV Fortive Corporation	-0.11	-0.00	1.00	-0.10	-0.19
TSLA Tesla, Inc.	1.69	2.49	1.29	1.65	8.31
FFNOX Fidelity Multi-Asset Index Fund	0.96	1.30	1.18	1.08	4.34
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	0.08	0.22	1.03	0.03	0.26
STIP iShares 0-5 Year TIPS Bond ETF	3.08	4.64	1.64	7.19	21.09
SHV iShares Short Treasury Bond ETF	20.21	129.92	55.37	185.52	3,035.23

The current Jignesh Sarda Suggested portfolio Sharpe ratio is 1.52. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 1.26 to 1.97, this portfolio's current Sharpe ratio lies between the 25th and 75th percentiles. This indicates that the its risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.

Use the chart below to compare the Sharpe ratio of Jignesh Sarda Suggested portfolio with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Jignesh Sarda Suggested portfolio

Benchmark (^GSPC)

Portfolio components

Dividends

Dividend yield

Jignesh Sarda Suggested portfolio provided a 2.50% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	2.50%	2.54%	2.58%	2.65%	2.09%	1.23%	1.95%	1.98%	1.33%	1.99%	1.19%	1.11%
Portfolio components:
ACWI iShares MSCI ACWI ETF	1.65%	1.70%	1.88%	1.79%	1.71%	1.43%	2.33%	2.25%	1.94%	2.19%	2.56%	2.26%
IVV iShares Core S&P 500 ETF	1.26%	1.30%	1.44%	1.66%	1.20%	1.57%	1.99%	2.21%	1.75%	2.01%	2.27%	1.83%
IEUR iShares Core MSCI Europe ETF	3.33%	3.54%	3.17%	3.05%	2.87%	2.13%	3.26%	3.76%	2.64%	3.19%	2.79%	0.64%
VWO Vanguard FTSE Emerging Markets ETF	3.14%	3.20%	3.52%	4.11%	2.63%	1.91%	3.24%	2.88%	2.30%	2.52%	3.26%	2.86%
IXJ iShares Global Healthcare ETF	1.41%	1.50%	1.38%	1.17%	1.12%	1.27%	1.42%	2.11%	1.47%	1.73%	2.85%	1.38%
INDY iShares India 50 ETF	0.24%	0.24%	0.39%	3.75%	7.12%	0.08%	0.58%	0.59%	0.27%	0.48%	0.57%	0.52%
IUSV iShares Core S&P U.S. Value ETF	2.09%	2.15%	1.75%	2.22%	1.87%	2.40%	2.19%	2.66%	1.93%	2.18%	2.54%	1.86%
EWJ iShares MSCI Japan ETF	2.30%	2.34%	2.03%	1.23%	2.08%	1.04%	2.03%	1.71%	1.25%	1.95%	1.27%	1.32%
DHR Danaher Corporation	0.50%	0.47%	0.43%	0.38%	0.26%	0.32%	0.44%	0.62%	0.60%	36.46%	0.80%	0.47%
FTV Fortive Corporation	0.40%	0.43%	0.39%	0.44%	0.37%	0.35%	0.37%	0.41%	0.39%	0.26%	0.00%	0.00%
TSLA Tesla, 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%
FFNOX Fidelity Multi-Asset Index Fund	2.08%	2.14%	3.83%	2.04%	1.87%	1.59%	2.25%	2.25%	1.86%	2.09%	2.50%	4.56%
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	0.35%	0.35%	0.62%	0.13%	1.14%	0.53%	0.69%	0.34%	0.00%	0.00%	0.00%	0.00%
STIP iShares 0-5 Year TIPS Bond ETF	2.62%	2.62%	2.84%	6.04%	4.15%	1.40%	2.06%	2.43%	1.59%	0.89%	0.00%	0.75%
SHV iShares Short Treasury Bond ETF	4.96%	5.02%	4.73%	1.39%	0.00%	0.74%	2.19%	1.66%	0.72%	0.34%	0.03%	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.

Jignesh Sarda Suggested portfolio

Benchmark (^GSPC)

Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Jignesh Sarda Suggested portfolio. 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 Jignesh Sarda Suggested portfolio was 29.00%, occurring on Dec 28, 2022. Recovery took 469 trading sessions.

The current Jignesh Sarda Suggested portfolio drawdown is 0.65%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-29%	Nov 5, 2021	288	Dec 28, 2022	469	Nov 8, 2024	757
-22.62%	Feb 20, 2020	23	Mar 23, 2020	72	Jul 6, 2020	95
-9.92%	Feb 9, 2021	19	Mar 8, 2021	105	Aug 5, 2021	124
-9.31%	Aug 30, 2018	80	Dec 24, 2018	59	Mar 21, 2019	139
-7.26%	Dec 18, 2024	10	Jan 2, 2025	—	—	—

Volatility

Volatility Chart

The current Jignesh Sarda Suggested portfolio volatility is 4.97%, 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.

Jignesh Sarda Suggested portfolio

Benchmark (^GSPC)

Portfolio components

Diversification

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	SHV	STIP	TSLA	DHR	INDY	FTV	IXJ	EWJ	VWO	IRBO	IUSV	IEUR	IVV	FFNOX	ACWI
SHV	1.00	0.17	-0.07	0.01	-0.01	0.01	0.02	0.04	0.00	-0.02	-0.02	-0.01	-0.02	0.01	-0.01
STIP	0.17	1.00	0.08	0.11	0.13	0.12	0.15	0.17	0.15	0.14	0.15	0.18	0.15	0.21	0.18
TSLA	-0.07	0.08	1.00	0.27	0.28	0.30	0.29	0.34	0.40	0.51	0.35	0.39	0.49	0.49	0.49
DHR	0.01	0.11	0.27	1.00	0.34	0.48	0.67	0.40	0.40	0.48	0.51	0.47	0.57	0.55	0.56
INDY	-0.01	0.13	0.28	0.34	1.00	0.41	0.45	0.52	0.65	0.51	0.49	0.58	0.52	0.57	0.60
FTV	0.01	0.12	0.30	0.48	0.41	1.00	0.54	0.54	0.47	0.56	0.71	0.61	0.68	0.68	0.68
IXJ	0.02	0.15	0.29	0.67	0.45	0.54	1.00	0.56	0.51	0.55	0.70	0.69	0.72	0.72	0.73
EWJ	0.04	0.17	0.34	0.40	0.52	0.54	0.56	1.00	0.65	0.66	0.65	0.72	0.69	0.76	0.77
VWO	0.00	0.15	0.40	0.40	0.65	0.47	0.51	0.65	1.00	0.75	0.60	0.73	0.67	0.75	0.79
IRBO	-0.02	0.14	0.51	0.48	0.51	0.56	0.55	0.66	0.75	1.00	0.67	0.71	0.80	0.83	0.84
IUSV	-0.02	0.15	0.35	0.51	0.49	0.71	0.70	0.65	0.60	0.67	1.00	0.76	0.87	0.86	0.86
IEUR	-0.01	0.18	0.39	0.47	0.58	0.61	0.69	0.72	0.73	0.71	0.76	1.00	0.77	0.87	0.87
IVV	-0.02	0.15	0.49	0.57	0.52	0.68	0.72	0.69	0.67	0.80	0.87	0.77	1.00	0.95	0.96
FFNOX	0.01	0.21	0.49	0.55	0.57	0.68	0.72	0.76	0.75	0.83	0.86	0.87	0.95	1.00	0.98
ACWI	-0.01	0.18	0.49	0.56	0.60	0.68	0.73	0.77	0.79	0.84	0.86	0.87	0.96	0.98	1.00

The correlation results are calculated based on daily price changes starting from Jun 29, 2018

Performance Analysis

Risk Analysis

Optimization

Factor Model

Jignesh Sarda Suggested portfolio

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

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