shorting

The chart shows the growth of an initial investment of $10,000 in shorting, 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 Nov 13, 2024, the shorting returned 81.95% Year-To-Date and 33.65% of annualized return in the last 10 years.

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

shorting has an expense ratio of 0.11%, 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.

The current risk-adjusted rank of shorting is 100, placing it in the top 0% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined 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.

shorting provided a 36.39% dividend yield over 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 shorting. 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 shorting was 21.15%, occurring on Mar 23, 2020. Recovery took 49 trading sessions.

The current shorting drawdown is 0.05%.

The current shorting volatility is 3.43%, 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.