Старт
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 40% |
AAPL Apple Inc. | Technology | 20% |
SONY Sony Group Corporation | Technology | 20% |
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | Robotics, Technology Equities | 20% |
Performance
The chart shows the growth of an initial investment of $10,000 in Старт, 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
As of Sep 21, 2023, the Старт returned 20.63% Year-To-Date and 17.15% of annualized return in the last 10 years.
| 1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 0.06% | 11.82% | 14.66% | 14.17% | 8.51% | 10.94% |
| Старт | 0.18% | 7.67% | 20.63% | 19.98% | 12.78% | 17.15% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | 0.20% | 12.72% | 16.07% | 16.08% | 10.40% | 12.93% |
AAPL Apple Inc. | -0.20% | 11.49% | 35.64% | 12.51% | 27.58% | 32.04% |
SONY Sony Group Corporation | 2.75% | -2.96% | 11.23% | 20.12% | 9.00% | 15.55% |
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | -2.37% | 3.74% | 22.32% | 30.58% | 2.35% | 8.36% |
| Returns over 1 year are annualized | ||||||
Asset Correlations Table
| SONY | AAPL | BOTZ | VOO | |
|---|---|---|---|---|
| SONY | 1.00 | 0.46 | 0.61 | 0.56 |
| AAPL | 0.46 | 1.00 | 0.60 | 0.73 |
| BOTZ | 0.61 | 0.60 | 1.00 | 0.79 |
| VOO | 0.56 | 0.73 | 0.79 | 1.00 |
Dividend yield
Старт granted a 0.95% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Старт | 0.95% | 1.08% | 0.73% | 0.90% | 1.29% | 1.67% | 1.19% | 1.46% | 1.46% | 1.37% | 1.85% | 2.27% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.53% | 1.71% | 1.28% | 1.60% | 1.99% | 2.23% | 1.96% | 2.26% | 2.41% | 2.17% | 2.19% | 2.65% |
AAPL Apple Inc. | 0.54% | 0.70% | 0.49% | 0.62% | 1.06% | 1.86% | 1.54% | 2.07% | 2.12% | 1.87% | 2.40% | 1.16% |
SONY Sony Group Corporation | 0.93% | 1.03% | 0.43% | 0.47% | 0.55% | 0.57% | 0.47% | 0.66% | 0.34% | 0.63% | 2.46% | 4.89% |
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | 0.21% | 0.23% | 0.17% | 0.19% | 0.84% | 1.47% | 0.01% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% |
Expense Ratio
The Старт features an expense ratio of 0.15%, falling within the medium range. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
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 | Ulcer Index | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 0.85 | ||||
AAPL Apple Inc. | 0.51 | ||||
SONY Sony Group Corporation | 0.65 | ||||
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | 1.12 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Старт. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Старт is 35.29%, recorded on Oct 12, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.29% | Dec 28, 2021 | 200 | Oct 12, 2022 | — | — | — |
| -31.45% | Feb 13, 2020 | 27 | Mar 23, 2020 | 55 | Jun 10, 2020 | 82 |
| -25.73% | Oct 2, 2018 | 58 | Dec 24, 2018 | 179 | Sep 11, 2019 | 237 |
| -10.08% | Jan 23, 2018 | 13 | Feb 8, 2018 | 115 | Jul 25, 2018 | 128 |
| -9.39% | Sep 3, 2020 | 14 | Sep 23, 2020 | 31 | Nov 5, 2020 | 45 |
Volatility Chart
The current Старт volatility is 4.35%, 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.