africa traderepublic
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
PAF.L Pan African Resources plc | Basic Materials | 50% |
WAF.AX West African Resources Limited | Basic Materials | 50% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in africa traderepublic, 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 earliest data available for this chart is Jun 11, 2010, corresponding to the inception date of WAF.AX
Returns By Period
As of Nov 13, 2024, the africa traderepublic returned 68.46% Year-To-Date and 22.09% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 25.48% | 2.14% | 12.76% | 33.14% | 13.96% | 11.39% |
| africa traderepublic | 64.02% | -12.02% | 7.35% | 91.14% | 28.38% | 21.76% |
| Portfolio components: | ||||||
PAF.L Pan African Resources plc | 89.14% | -12.56% | 23.56% | 106.80% | 28.43% | 10.22% |
WAF.AX West African Resources Limited | 38.53% | -11.33% | -8.77% | 71.28% | 24.49% | 26.99% |
Monthly Returns
The table below presents the monthly returns of africa traderepublic, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.74% | -1.39% | 25.33% | 8.67% | 12.62% | 3.35% | 2.95% | 3.55% | 12.69% | 5.39% | 64.02% | ||
| 2023 | 1.17% | -21.31% | 14.60% | 4.60% | -18.39% | -1.66% | 10.53% | -5.93% | -4.72% | 3.07% | 20.84% | 3.52% | -2.19% |
| 2022 | -5.61% | 11.10% | 7.82% | -2.09% | -5.06% | -5.66% | 4.19% | -10.08% | -15.87% | -0.83% | 13.99% | 0.32% | -11.37% |
| 2021 | -8.66% | -17.31% | -6.60% | 21.67% | 22.22% | -20.61% | 2.69% | -1.60% | -9.76% | 26.11% | -2.31% | 1.15% | -5.38% |
| 2020 | 6.58% | 2.50% | -27.50% | 65.15% | 13.83% | 14.62% | 33.73% | -2.06% | -2.61% | -12.26% | -0.13% | 25.59% | 139.57% |
| 2019 | 12.99% | 1.49% | 3.59% | -8.30% | 8.18% | 4.65% | 8.06% | 29.44% | -9.15% | 4.98% | -14.80% | 16.42% | 63.18% |
| 2018 | 4.90% | -30.62% | 2.99% | -7.46% | -0.05% | 2.62% | -7.11% | -2.36% | 1.58% | -2.02% | 8.31% | -9.83% | -37.29% |
| 2017 | 18.24% | -9.96% | 7.58% | -5.74% | 10.66% | 9.32% | 2.75% | -0.91% | -7.14% | 11.28% | 9.53% | -4.27% | 44.07% |
| 2016 | 9.64% | 14.32% | 53.34% | 14.84% | -6.85% | 27.52% | 24.21% | -1.01% | 14.29% | -11.50% | -12.25% | -16.73% | 138.24% |
| 2015 | 3.11% | -7.33% | -11.10% | 0.33% | 3.77% | -1.81% | -26.80% | 5.56% | -5.65% | 14.47% | -11.68% | 5.41% | -32.52% |
| 2014 | -5.95% | 12.77% | 3.43% | -13.01% | 2.43% | 5.66% | 1.05% | -4.78% | -21.03% | 0.68% | -4.21% | -5.44% | -28.44% |
| 2013 | 1.84% | -11.07% | 0.29% | -16.59% | -12.88% | -4.52% | -7.92% | -1.08% | 20.83% | -6.25% | -11.21% | 3.54% | -40.22% |
Expense Ratio
africa traderepublic 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of africa traderepublic is 43, 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.
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 | |
|---|---|---|---|---|---|
PAF.L Pan African Resources plc | 2.62 | 3.22 | 1.39 | 2.92 | 21.34 |
WAF.AX West African Resources Limited | 1.19 | 1.64 | 1.23 | 1.33 | 6.67 |
Dividends
Dividend yield
africa traderepublic provided a 1.17% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.17% | 2.22% | 2.72% | 2.75% | 1.38% | 0.50% | 0.00% | 1.69% | 283.87% | 347.27% | 372.41% | 296.30% |
| Portfolio components: | ||||||||||||
PAF.L Pan African Resources plc | 2.35% | 4.45% | 5.44% | 5.51% | 2.75% | 1.00% | 0.00% | 3.37% | 567.74% | 694.53% | 744.83% | 592.59% |
WAF.AX West African Resources Limited | 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 africa traderepublic. 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 africa traderepublic was 79.07%, occurring on Aug 26, 2015. Recovery took 246 trading sessions.
The current africa traderepublic drawdown is 17.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.07% | Dec 3, 2012 | 698 | Aug 26, 2015 | 246 | Aug 10, 2016 | 944 |
| -52.1% | Aug 11, 2016 | 602 | Dec 14, 2018 | 346 | Apr 27, 2020 | 948 |
| -51.09% | Apr 14, 2022 | 378 | Oct 4, 2023 | 132 | Apr 12, 2024 | 510 |
| -44.83% | Feb 6, 2012 | 74 | May 21, 2012 | 139 | Nov 30, 2012 | 213 |
| -36.4% | Jan 6, 2021 | 61 | Mar 31, 2021 | 258 | Apr 4, 2022 | 319 |
Volatility
Volatility Chart
The current africa traderepublic volatility is 11.04%, 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.
Diversification
Asset Correlations Table
| PAF.L | WAF.AX | |
|---|---|---|
| PAF.L | 1.00 | 0.13 |
| WAF.AX | 0.13 | 1.00 |