Старт
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AAPL Apple Inc | Technology | 14% |
HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc. | Real Estate | 8% |
SONY Sony Group Corporation | Technology | 10% |
SPG Simon Property Group, Inc. | Real Estate | 12% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 48% |
ZIM ZIM Integrated Shipping Services Ltd. | Industrials | 8% |
Performance
Performance Chart
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The earliest data available for this chart is Jan 28, 2021, corresponding to the inception date of ZIM
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
| Старт | -4.76% | 8.68% | -3.92% | 16.49% | N/A | N/A |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | -3.41% | 7.59% | -5.06% | 9.79% | 15.86% | 12.42% |
AAPL Apple Inc | -20.63% | 4.26% | -12.43% | 8.82% | 21.04% | 21.59% |
SONY Sony Group Corporation | 16.73% | 7.77% | 24.06% | 64.43% | 15.22% | 16.36% |
SPG Simon Property Group, Inc. | -4.06% | 10.49% | -6.64% | 16.07% | 31.61% | 3.93% |
HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc. | 2.00% | 18.65% | -2.84% | -11.04% | 3.27% | 9.12% |
ZIM ZIM Integrated Shipping Services Ltd. | -19.15% | 13.25% | -16.02% | 25.63% | N/A | N/A |
Monthly Returns
The table below presents the monthly returns of Старт, 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 | -0.01% | 3.13% | -5.54% | -2.06% | -0.17% | -4.76% | |||||||
| 2024 | 3.31% | -0.31% | 1.40% | -1.98% | 15.02% | 2.12% | 1.93% | 3.46% | 4.71% | -2.15% | 4.46% | -0.19% | 35.43% |
| 2023 | 10.38% | -1.56% | 3.18% | 1.11% | -2.85% | 5.81% | 5.32% | -6.51% | -5.44% | -4.31% | 10.53% | 9.03% | 25.12% |
| 2022 | -5.50% | -2.38% | 5.28% | -11.53% | 0.87% | -10.51% | 9.31% | -4.71% | -13.40% | 7.85% | 7.17% | -7.30% | -25.05% |
| 2021 | -2.17% | 9.03% | 5.35% | 7.79% | 2.46% | 2.61% | 1.64% | 5.23% | -3.12% | 7.31% | 2.25% | 4.82% | 51.77% |
Expense Ratio
Старт has an expense ratio of 0.01%, which is considered low. 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
With an overall rank of 76, Старт is among the top 24% of portfolios on our website when it comes to balancing risk and reward. Below is 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 | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 0.52 | 0.89 | 1.13 | 0.57 | 2.18 |
AAPL Apple Inc | 0.25 | 0.63 | 1.09 | 0.28 | 0.95 |
SONY Sony Group Corporation | 1.93 | 2.30 | 1.29 | 1.37 | 8.95 |
SPG Simon Property Group, Inc. | 0.57 | 0.96 | 1.14 | 0.65 | 2.33 |
HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc. | -0.33 | 0.62 | 1.08 | 0.16 | 0.57 |
ZIM ZIM Integrated Shipping Services Ltd. | 0.47 | 1.42 | 1.18 | 0.87 | 3.12 |
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Dividends
Dividend yield
Старт provided a 6.30% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 6.30% | 3.56% | 7.10% | 14.92% | 1.97% | 1.89% | 2.10% | 2.41% | 2.16% | 2.27% | 2.15% | 2.04% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
AAPL Apple Inc | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
SONY Sony Group Corporation | 0.27% | 0.58% | 0.59% | 0.69% | 0.43% | 0.46% | 0.54% | 0.56% | 0.49% | 0.76% | 0.39% | 0.72% |
SPG Simon Property Group, Inc. | 5.06% | 4.70% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% |
HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc. | 6.17% | 6.19% | 5.73% | 5.18% | 2.64% | 2.14% | 4.16% | 6.93% | 6.86% | 6.48% | 5.71% | 6.47% |
ZIM ZIM Integrated Shipping Services Ltd. | 55.92% | 22.40% | 64.84% | 160.27% | 7.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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 Старт. 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 Старт was 30.60%, occurring on Oct 12, 2022. Recovery took 394 trading sessions.
The current Старт drawdown is 9.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.6% | Jan 5, 2022 | 194 | Oct 12, 2022 | 394 | May 8, 2024 | 588 |
| -20.89% | Feb 21, 2025 | 33 | Apr 8, 2025 | — | — | — |
| -8.12% | Jul 17, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
| -6.44% | Feb 22, 2021 | 11 | Mar 8, 2021 | 3 | Mar 11, 2021 | 14 |
| -6.43% | Sep 7, 2021 | 20 | Oct 4, 2021 | 12 | Oct 20, 2021 | 32 |
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 3.48, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | ZIM | HASI | SONY | SPG | AAPL | VOO | Portfolio | |
|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.30 | 0.48 | 0.57 | 0.59 | 0.73 | 1.00 | 0.87 |
| ZIM | 0.30 | 1.00 | 0.24 | 0.21 | 0.27 | 0.21 | 0.30 | 0.59 |
| HASI | 0.48 | 0.24 | 1.00 | 0.32 | 0.44 | 0.35 | 0.48 | 0.61 |
| SONY | 0.57 | 0.21 | 0.32 | 1.00 | 0.39 | 0.47 | 0.57 | 0.63 |
| SPG | 0.59 | 0.27 | 0.44 | 0.39 | 1.00 | 0.37 | 0.59 | 0.68 |
| AAPL | 0.73 | 0.21 | 0.35 | 0.47 | 0.37 | 1.00 | 0.73 | 0.70 |
| VOO | 1.00 | 0.30 | 0.48 | 0.57 | 0.59 | 0.73 | 1.00 | 0.87 |
| Portfolio | 0.87 | 0.59 | 0.61 | 0.63 | 0.68 | 0.70 | 0.87 | 1.00 |