Maanamrid
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AAPL Apple Inc | Technology | 16.67% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 16.67% |
GOOG Alphabet Inc | Communication Services | 16.67% |
META Meta Platforms, Inc. | Communication Services | 16.67% |
MSFT Microsoft Corporation | Technology | 16.67% |
NVDA NVIDIA Corporation | Technology | 16.67% |
Performance
Performance Chart
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The earliest data available for this chart is Apr 3, 2014, corresponding to the inception date of GOOG
Returns By Period
As of May 18, 2025, the Maanamrid returned -2.48% Year-To-Date and 34.25% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.30% | 12.79% | 1.49% | 12.35% | 15.12% | 10.89% |
| Maanamrid | -2.48% | 19.98% | 2.42% | 18.43% | 30.69% | 34.25% |
| Portfolio components: | ||||||
META Meta Platforms, Inc. | 9.46% | 27.69% | 15.76% | 36.19% | 24.81% | 23.17% |
AAPL Apple Inc | -15.43% | 7.39% | -5.88% | 11.79% | 22.59% | 21.98% |
AMZN Amazon.com, Inc. | -6.29% | 19.11% | 1.47% | 11.31% | 11.16% | 25.59% |
NVDA NVIDIA Corporation | 0.84% | 33.41% | -4.62% | 46.45% | 73.38% | 75.04% |
GOOG Alphabet Inc | -11.98% | 9.17% | -3.50% | -5.11% | 19.51% | 20.15% |
MSFT Microsoft Corporation | 8.19% | 23.74% | 10.10% | 8.93% | 20.86% | 27.20% |
Monthly Returns
The table below presents the monthly returns of Maanamrid, 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 | 2.71% | -5.00% | -10.12% | -0.58% | 11.85% | -2.48% | |||||||
| 2024 | 6.47% | 12.41% | 4.14% | -3.10% | 10.22% | 8.86% | -3.48% | 0.97% | 3.73% | 0.52% | 4.14% | 3.55% | 58.76% |
| 2023 | 17.88% | 4.10% | 16.04% | 4.83% | 14.20% | 6.62% | 5.67% | -0.21% | -5.89% | 0.12% | 10.62% | 3.87% | 107.50% |
| 2022 | -8.20% | -6.77% | 5.90% | -17.18% | -2.48% | -10.60% | 13.37% | -6.37% | -13.49% | -3.47% | 9.58% | -9.67% | -42.58% |
| 2021 | 0.18% | 0.99% | 2.49% | 10.99% | -0.51% | 9.93% | 2.71% | 7.21% | -7.54% | 9.38% | 6.96% | -0.82% | 48.71% |
| 2020 | 4.68% | -3.34% | -5.54% | 17.62% | 7.66% | 7.45% | 10.05% | 15.62% | -7.46% | -1.69% | 6.81% | 2.22% | 64.38% |
| 2019 | 10.84% | 1.78% | 7.98% | 7.11% | -10.78% | 8.89% | 3.97% | -2.05% | 1.51% | 7.19% | 5.39% | 5.06% | 55.56% |
| 2018 | 13.10% | -0.29% | -5.50% | 2.08% | 8.96% | 0.21% | 2.73% | 9.42% | -1.19% | -12.17% | -6.03% | -9.78% | -1.77% |
| 2017 | 6.25% | 2.77% | 4.23% | 3.17% | 10.03% | -2.50% | 6.28% | 3.39% | -0.25% | 10.56% | 1.05% | -0.36% | 53.70% |
| 2016 | -4.56% | -2.88% | 9.31% | -2.81% | 10.59% | -2.67% | 11.14% | 2.57% | 5.18% | 0.95% | 2.06% | 4.86% | 37.29% |
| 2015 | 0.36% | 8.33% | -2.55% | 5.64% | 0.41% | -2.06% | 9.17% | -1.84% | 1.32% | 15.83% | 4.84% | 0.16% | 45.37% |
| 2014 | -1.54% | 4.77% | 2.53% | 0.73% | 6.02% | -0.48% | 0.14% | 5.47% | -4.31% | 13.61% |
Expense Ratio
Maanamrid 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
The current rank of Maanamrid is 33, indicating average performance compared to other portfolios on our website. Here’s 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 | |
|---|---|---|---|---|---|
META Meta Platforms, Inc. | 0.97 | 1.56 | 1.20 | 1.06 | 3.27 |
AAPL Apple Inc | 0.36 | 0.80 | 1.11 | 0.40 | 1.31 |
AMZN Amazon.com, Inc. | 0.35 | 0.65 | 1.08 | 0.32 | 0.85 |
NVDA NVIDIA Corporation | 0.73 | 1.40 | 1.18 | 1.31 | 3.22 |
GOOG Alphabet Inc | -0.13 | 0.12 | 1.01 | -0.07 | -0.16 |
MSFT Microsoft Corporation | 0.34 | 0.75 | 1.10 | 0.43 | 0.94 |
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Dividends
Dividend yield
Maanamrid provided a 0.33% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.33% | 0.30% | 0.21% | 0.31% | 0.20% | 0.28% | 0.42% | 0.66% | 0.60% | 0.79% | 0.91% | 0.97% |
| Portfolio components: | ||||||||||||
META Meta Platforms, Inc. | 0.32% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AAPL Apple Inc | 0.48% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
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% |
NVDA NVIDIA Corporation | 0.02% | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
GOOG Alphabet Inc | 0.48% | 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 | 0.71% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
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 Maanamrid. 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 Maanamrid was 48.37%, occurring on Nov 3, 2022. Recovery took 153 trading sessions.
The current Maanamrid drawdown is 6.56%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.37% | Nov 22, 2021 | 240 | Nov 3, 2022 | 153 | Jun 15, 2023 | 393 |
| -31.47% | Sep 4, 2018 | 78 | Dec 24, 2018 | 203 | Oct 15, 2019 | 281 |
| -29.26% | Feb 20, 2020 | 18 | Mar 16, 2020 | 39 | May 11, 2020 | 57 |
| -25.39% | Feb 18, 2025 | 36 | Apr 8, 2025 | — | — | — |
| -16.72% | Dec 7, 2015 | 44 | Feb 9, 2016 | 45 | Apr 14, 2016 | 89 |
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 6 assets, with an effective number of assets of 6.00, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.
Asset Correlations Table
| ^GSPC | NVDA | AAPL | META | AMZN | GOOG | MSFT | Portfolio | |
|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.63 | 0.68 | 0.61 | 0.64 | 0.70 | 0.75 | 0.80 |
| NVDA | 0.63 | 1.00 | 0.50 | 0.51 | 0.54 | 0.52 | 0.59 | 0.79 |
| AAPL | 0.68 | 0.50 | 1.00 | 0.50 | 0.55 | 0.57 | 0.61 | 0.73 |
| META | 0.61 | 0.51 | 0.50 | 1.00 | 0.61 | 0.65 | 0.58 | 0.77 |
| AMZN | 0.64 | 0.54 | 0.55 | 0.61 | 1.00 | 0.67 | 0.64 | 0.81 |
| GOOG | 0.70 | 0.52 | 0.57 | 0.65 | 0.67 | 1.00 | 0.68 | 0.81 |
| MSFT | 0.75 | 0.59 | 0.61 | 0.58 | 0.64 | 0.68 | 1.00 | 0.81 |
| Portfolio | 0.80 | 0.79 | 0.73 | 0.77 | 0.81 | 0.81 | 0.81 | 1.00 |