HL ISLAMIC GLOBAL TECHNOLOGY TITAN 50 - 3BPS
Asset Allocation
Asset allocation is not available
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in HL ISLAMIC GLOBAL TECHNOLOGY TITAN 50 - 3BPS, 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
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 17.76% | 2.89% | 10.80% | 27.49% | 14.28% | 10.89% |
| HL ISLAMIC GLOBAL TECHNOLOGY TITAN 50 - 3BPS | 0.00% | 0.00% | 0.00% | 16.42% | N/A | N/A |
| Portfolio components: | ||||||
Monthly Returns
The table below presents the monthly returns of HL ISLAMIC GLOBAL TECHNOLOGY TITAN 50 - 3BPS, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 6.61% | 3.69% | 8.09% | 0.43% | 10.01% | 4.67% | 2.77% | -0.09% | -4.62% | 0.99% | 12.49% | 4.10% | 60.03% |
| 2022 | -8.63% | -4.39% | 5.73% | 0.00% | 1.97% | -2.07% | 8.54% | -0.94% | -1.73% | -5.43% | 11.64% | -4.87% | -2.12% |
| 2021 | 2.69% | 0.78% | -0.12% | 6.38% | -0.84% | 6.64% | 2.54% | 4.54% | -1.11% | 7.61% | 2.46% | 2.62% | 39.47% |
| 2020 | 3.14% | -0.13% | -7.87% | 8.26% | 5.74% | 11.75% | 7.90% | 11.53% | -4.28% | 0.47% | 7.57% | 3.85% | 56.96% |
Risk-Adjusted Performance
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 HL ISLAMIC GLOBAL TECHNOLOGY TITAN 50 - 3BPS. 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 HL ISLAMIC GLOBAL TECHNOLOGY TITAN 50 - 3BPS was 18.48%, occurring on Apr 3, 2020. Recovery took 43 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.48% | Feb 20, 2020 | 32 | Apr 3, 2020 | 43 | Jun 5, 2020 | 75 |
| -14.45% | Aug 16, 2022 | 53 | Oct 27, 2022 | 66 | Jan 27, 2023 | 119 |
| -14.19% | Dec 28, 2021 | 55 | Mar 16, 2022 | 98 | Aug 3, 2022 | 153 |
| -11.63% | Sep 3, 2020 | 14 | Sep 23, 2020 | 31 | Nov 5, 2020 | 45 |
| -9.4% | Feb 16, 2021 | 28 | Mar 25, 2021 | 13 | Apr 15, 2021 | 41 |
Volatility
Volatility Chart
The current HL ISLAMIC GLOBAL TECHNOLOGY TITAN 50 - 3BPS volatility is 3.16%, 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.