Aapl liks

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

Aapl liks

Currency in USD · Last updated May 9, 2025

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Asset Allocation

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	6.67%
FTEC Fidelity MSCI Information Technology Index ETF	Technology Equities	6.67%
HLAL Wahed FTSE USA Shariah ETF	Large Cap Growth Equities	6.67%
IWY iShares Russell Top 200 Growth ETF	Large Cap Growth Equities	6.67%
IXN iShares Global Tech ETF	Technology Equities	6.67%
IYW iShares U.S. Technology ETF	Technology Equities	6.67%
MGK Vanguard Mega Cap Growth ETF	Large Cap Blend Equities	6.67%
ROM ProShares Ultra Technology	Leveraged Equities, Leveraged	6.67%
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF	Large Cap Growth Equities	6.67%
SPYG SPDR Portfolio S&P 500 Growth ETF	Large Cap Growth Equities	6.67%
TECL Direxion Daily Technology Bull 3X Shares	Leveraged Equities, Leveraged	6.67%
VGT Vanguard Information Technology ETF	Technology Equities	6.67%
VOOG Vanguard S&P 500 Growth ETF	Large Cap Blend Equities	6.67%
XLG Invesco S&P 500® Top 50 ETF	Large Cap Growth Equities	6.67%
XLK Technology Select Sector SPDR Fund	Technology Equities	6.67%

Benchmark

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Aapl liks, 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.

Aapl liks

Benchmark (^GSPC)

Portfolio components

The earliest data available for this chart is Dec 18, 2019, corresponding to the inception date of SPUS

Returns By Period

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	-3.70%	13.67%	-5.18%	9.18%	14.14%	10.43%
Aapl liks	-9.83%	21.67%	-10.09%	8.22%	20.29%	N/A
Portfolio components:
AAPL Apple Inc	-21.05%	14.54%	-12.99%	8.58%	21.29%	21.49%
HLAL Wahed FTSE USA Shariah ETF	-6.94%	14.14%	-6.99%	2.85%	15.36%	N/A
XLK Technology Select Sector SPDR Fund	-6.14%	21.22%	-7.92%	7.10%	19.17%	19.17%
TECL Direxion Daily Technology Bull 3X Shares	-32.23%	63.89%	-38.06%	-17.10%	28.58%	32.60%
VGT Vanguard Information Technology ETF	-8.02%	21.43%	-8.47%	11.41%	18.79%	19.31%
VOOG Vanguard S&P 500 Growth ETF	-4.07%	17.21%	-3.28%	15.76%	16.17%	14.24%
FTEC Fidelity MSCI Information Technology Index ETF	-7.99%	21.52%	-8.44%	11.54%	18.93%	19.06%
IYW iShares U.S. Technology ETF	-6.90%	21.10%	-7.87%	11.28%	20.08%	19.47%
XLG Invesco S&P 500® Top 50 ETF	-6.50%	13.87%	-5.83%	11.56%	17.08%	14.15%
IWY iShares Russell Top 200 Growth ETF	-7.11%	16.43%	-5.62%	12.33%	18.17%	16.44%
SPYG SPDR Portfolio S&P 500 Growth ETF	-4.07%	17.22%	-3.28%	15.85%	16.22%	14.29%
ROM ProShares Ultra Technology	-18.20%	42.62%	-22.40%	-1.55%	24.29%	27.67%
MGK Vanguard Mega Cap Growth ETF	-5.65%	18.26%	-4.29%	14.23%	17.40%	15.48%
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF	-7.83%	14.89%	-8.42%	5.98%	16.15%	N/A
IXN iShares Global Tech ETF	-5.97%	21.09%	-6.05%	8.43%	18.33%	18.05%

*Annualized

Monthly Returns

The table below presents the monthly returns of Aapl liks, 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	-0.24%	-3.01%	-9.69%	0.13%	3.05%								-9.83%
2024	2.31%	6.03%	1.15%	-5.76%	8.53%	8.91%	-2.31%	1.32%	2.68%	-1.82%	6.44%	0.42%	30.36%
2023	10.62%	-0.54%	11.81%	0.73%	7.98%	7.54%	3.26%	-2.07%	-7.29%	-1.38%	14.22%	4.89%	59.36%
2022	-8.48%	-5.60%	4.30%	-13.61%	-2.02%	-10.29%	15.32%	-6.93%	-13.31%	7.28%	5.86%	-9.99%	-34.91%
2021	-0.49%	0.38%	2.18%	7.01%	-1.39%	7.94%	4.55%	4.67%	-7.11%	9.99%	3.78%	3.56%	39.72%
2020	3.61%	-9.10%	-12.63%	16.71%	8.22%	7.65%	8.30%	14.38%	-7.17%	-4.84%	12.91%	6.38%	47.02%
2019												2.28%	2.28%

Expense Ratio

Aapl liks has an expense ratio of 0.32%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

TECL

Direxion Daily Technology Bull 3X Shares

ROM

ProShares Ultra Technology

HLAL

Wahed FTSE USA Shariah ETF

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF

IXN

iShares Global Tech ETF

IYW

iShares U.S. Technology ETF

XLG

Invesco S&P 500® Top 50 ETF

IWY

iShares Russell Top 200 Growth ETF

XLK

Technology Select Sector SPDR Fund

VGT

Vanguard Information Technology ETF

VOOG

Vanguard S&P 500 Growth ETF

FTEC

Fidelity MSCI Information Technology Index ETF

MGK

Vanguard Mega Cap Growth ETF

SPYG

SPDR Portfolio S&P 500 Growth ETF

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of Aapl liks is 16, meaning it’s performing worse than 84% of other portfolios on our website when it comes to balancing risk and reward. Below is 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.

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
AAPL Apple Inc	0.27	0.63	1.09	0.28	0.95
HLAL Wahed FTSE USA Shariah ETF	0.14	0.34	1.05	0.13	0.47
XLK Technology Select Sector SPDR Fund	0.24	0.54	1.07	0.28	0.87
TECL Direxion Daily Technology Bull 3X Shares	-0.19	0.31	1.04	-0.26	-0.61
VGT Vanguard Information Technology ETF	0.39	0.71	1.10	0.41	1.34
VOOG Vanguard S&P 500 Growth ETF	0.64	1.02	1.14	0.71	2.38
FTEC Fidelity MSCI Information Technology Index ETF	0.39	0.71	1.10	0.40	1.33
IYW iShares U.S. Technology ETF	0.38	0.71	1.10	0.41	1.30
XLG Invesco S&P 500® Top 50 ETF	0.53	0.88	1.12	0.56	1.94
IWY iShares Russell Top 200 Growth ETF	0.50	0.84	1.12	0.53	1.72
SPYG SPDR Portfolio S&P 500 Growth ETF	0.65	1.03	1.15	0.71	2.40
ROM ProShares Ultra Technology	-0.03	0.38	1.05	-0.03	-0.09
MGK Vanguard Mega Cap Growth ETF	0.56	0.92	1.13	0.59	1.99
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF	0.26	0.52	1.07	0.26	0.88
IXN iShares Global Tech ETF	0.29	0.60	1.08	0.33	1.00

The current Aapl liks Sharpe ratio is 0.26. 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 0.44 to 0.96, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests that it may not be performing as well in terms of risk-adjusted returns compared to many other portfolios. The lower performance could be due to either lower returns, higher volatility, or a combination of both. This might indicate that the portfolio requires some fine-tuning. You can use the Portfolio Optimization tool to find an allocation that maximizes the Sharpe ratio.

Use the chart below to compare the Sharpe ratio of Aapl liks 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.

Aapl liks

Benchmark (^GSPC)

Portfolio components

Dividends

Dividend yield

Aapl liks provided a 0.55% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	0.55%	0.48%	0.67%	0.82%	0.56%	0.75%	0.89%	1.05%	0.92%	1.11%	1.12%	1.03%
Portfolio components:
AAPL Apple Inc	0.51%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%	1.67%
HLAL Wahed FTSE USA Shariah ETF	0.72%	0.58%	0.72%	1.15%	0.78%	0.97%	0.72%	0.00%	0.00%	0.00%	0.00%	0.00%
XLK Technology Select Sector SPDR Fund	0.72%	0.66%	0.76%	1.04%	0.65%	0.92%	1.16%	1.60%	1.37%	1.74%	1.79%	1.75%
TECL Direxion Daily Technology Bull 3X Shares	0.58%	0.29%	0.28%	0.22%	0.32%	0.52%	0.25%	0.47%	0.10%	0.00%	0.00%	0.00%
VGT Vanguard Information Technology ETF	0.56%	0.60%	0.65%	0.91%	0.64%	0.82%	1.11%	1.29%	0.99%	1.31%	1.28%	1.12%
VOOG Vanguard S&P 500 Growth ETF	0.58%	0.49%	1.12%	0.93%	0.53%	0.88%	1.26%	1.34%	1.32%	1.47%	1.56%	1.28%
FTEC Fidelity MSCI Information Technology Index ETF	0.53%	0.49%	0.77%	0.93%	0.63%	0.83%	1.03%	1.20%	0.96%	1.25%	1.27%	1.09%
IYW iShares U.S. Technology ETF	0.22%	0.21%	0.53%	0.50%	0.31%	0.56%	0.72%	0.92%	0.82%	1.14%	1.12%	1.13%
XLG Invesco S&P 500® Top 50 ETF	0.78%	0.72%	0.97%	1.34%	0.94%	1.25%	1.58%	2.00%	1.85%	2.00%	2.09%	1.97%
IWY iShares Russell Top 200 Growth ETF	0.45%	0.42%	0.68%	0.88%	0.50%	0.71%	1.06%	1.32%	1.26%	1.51%	1.58%	1.44%
SPYG SPDR Portfolio S&P 500 Growth ETF	0.64%	0.60%	1.15%	1.03%	0.62%	0.90%	1.36%	1.51%	1.41%	1.55%	1.57%	1.37%
ROM ProShares Ultra Technology	0.27%	0.21%	0.01%	0.00%	0.00%	0.05%	0.16%	0.30%	0.08%	0.20%	0.12%	0.24%
MGK Vanguard Mega Cap Growth ETF	0.47%	0.43%	0.50%	0.70%	0.41%	0.65%	0.85%	1.12%	1.23%	1.53%	1.43%	1.25%
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF	0.77%	0.71%	0.87%	1.21%	0.93%	1.04%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IXN iShares Global Tech ETF	0.45%	0.43%	0.55%	0.81%	0.58%	0.63%	1.06%	0.94%	0.93%	1.03%	1.12%	1.14%

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.

Aapl liks

Benchmark (^GSPC)

Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Aapl liks. 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 Aapl liks was 38.81%, occurring on Oct 14, 2022. Recovery took 292 trading sessions.

The current Aapl liks drawdown is 13.67%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-38.81%	Dec 28, 2021	202	Oct 14, 2022	292	Dec 13, 2023	494
-36.62%	Feb 20, 2020	23	Mar 23, 2020	64	Jun 23, 2020	87
-29.05%	Dec 17, 2024	76	Apr 8, 2025	—	—	—
-17.03%	Jul 11, 2024	20	Aug 7, 2024	65	Nov 7, 2024	85
-15.47%	Sep 3, 2020	14	Sep 23, 2020	59	Dec 16, 2020	73

Volatility

Volatility Chart

The current Aapl liks volatility is 16.68%, 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.

Aapl liks

Benchmark (^GSPC)

Portfolio components

Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 15 assets, with an effective number of assets of 15.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

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

	^GSPC	AAPL	HLAL	SPUS	XLG	IXN	ROM	IYW	MGK	TECL	XLK	FTEC	VOOG	SPYG	VGT	IWY	Portfolio
^GSPC	1.00	0.72	0.96	0.95	0.96	0.91	0.89	0.89	0.92	0.91	0.91	0.91	0.95	0.95	0.91	0.93	0.93
AAPL	0.72	1.00	0.78	0.77	0.79	0.78	0.79	0.79	0.79	0.79	0.79	0.79	0.78	0.78	0.79	0.80	0.82
HLAL	0.96	0.78	1.00	0.94	0.94	0.91	0.89	0.90	0.92	0.90	0.90	0.91	0.94	0.94	0.91	0.92	0.93
SPUS	0.95	0.77	0.94	1.00	0.97	0.94	0.94	0.94	0.96	0.94	0.94	0.94	0.97	0.97	0.95	0.96	0.96
XLG	0.96	0.79	0.94	0.97	1.00	0.94	0.94	0.95	0.98	0.95	0.95	0.95	0.98	0.98	0.95	0.98	0.97
IXN	0.91	0.78	0.91	0.94	0.94	1.00	0.98	0.98	0.96	0.99	0.99	0.99	0.96	0.96	0.99	0.96	0.99
ROM	0.89	0.79	0.89	0.94	0.94	0.98	1.00	0.99	0.97	0.99	0.99	0.99	0.96	0.96	0.99	0.97	0.99
IYW	0.89	0.79	0.90	0.94	0.95	0.98	0.99	1.00	0.98	0.98	0.99	0.99	0.96	0.97	0.99	0.97	0.99
MGK	0.92	0.79	0.92	0.96	0.98	0.96	0.97	0.98	1.00	0.96	0.97	0.97	0.98	0.98	0.97	1.00	0.98
TECL	0.91	0.79	0.90	0.94	0.95	0.99	0.99	0.98	0.96	1.00	1.00	0.99	0.96	0.96	0.99	0.97	0.99
XLK	0.91	0.79	0.90	0.94	0.95	0.99	0.99	0.99	0.97	1.00	1.00	0.99	0.96	0.96	0.99	0.97	0.99
FTEC	0.91	0.79	0.91	0.94	0.95	0.99	0.99	0.99	0.97	0.99	0.99	1.00	0.96	0.96	1.00	0.97	0.99
VOOG	0.95	0.78	0.94	0.97	0.98	0.96	0.96	0.96	0.98	0.96	0.96	0.96	1.00	1.00	0.96	0.99	0.98
SPYG	0.95	0.78	0.94	0.97	0.98	0.96	0.96	0.97	0.98	0.96	0.96	0.96	1.00	1.00	0.96	0.99	0.98
VGT	0.91	0.79	0.91	0.95	0.95	0.99	0.99	0.99	0.97	0.99	0.99	1.00	0.96	0.96	1.00	0.97	0.99
IWY	0.93	0.80	0.92	0.96	0.98	0.96	0.97	0.97	1.00	0.97	0.97	0.97	0.99	0.99	0.97	1.00	0.99
Portfolio	0.93	0.82	0.93	0.96	0.97	0.99	0.99	0.99	0.98	0.99	0.99	0.99	0.98	0.98	0.99	0.99	1.00

The correlation results are calculated based on daily price changes starting from Dec 19, 2019

Performance Analysis

Risk Analysis

Optimization

Factor Model

Aapl liks

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

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

Community