Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Trading 212 - Primary choice, 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 year.
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The earliest data available for this chart is Jan 2, 2013, corresponding to the inception date of ABBV
Returns By Period
As of Apr 4, 2026, the Trading 212 - Primary choice returned 1.38% Year-To-Date and 20.35% of annualized return in the last 10 years.
| 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 0.11% | -3.63% | -3.84% | -1.98% | 29.73% | 16.86% | 10.37% | 12.29% |
Portfolio Trading 212 - Primary choice | -0.58% | -2.25% | 1.38% | 8.95% | 51.10% | 31.53% | 22.54% | 20.35% |
| Portfolio components: | ||||||||
ABBV AbbVie Inc. | -2.86% | -10.12% | -7.86% | -9.35% | 15.45% | 13.21% | 18.43% | 18.22% |
AIR.PA Airbus SE | -2.07% | -6.66% | -18.22% | -20.27% | 21.00% | 13.58% | 11.38% | 12.83% |
ALV.DE Allianz SE | -0.38% | 3.55% | -7.46% | 0.01% | 21.54% | 28.45% | 16.18% | 15.79% |
GOOGL Alphabet Inc Class A | -0.54% | -1.63% | -5.44% | 20.71% | 103.84% | 41.91% | 22.87% | 22.80% |
AMZN Amazon.com, Inc | -0.38% | -4.19% | -9.12% | -4.44% | 22.67% | 27.00% | 5.83% | 21.61% |
AXP American Express Company | -0.11% | -1.98% | -18.42% | -8.38% | 29.80% | 23.99% | 17.15% | 19.06% |
AAPL Apple Inc | 0.11% | -1.68% | -5.78% | -0.62% | 36.45% | 16.04% | 16.39% | 26.10% |
ASML.AS ASML Holding NV | -2.67% | -2.69% | 23.96% | 30.04% | 118.59% | 26.93% | 17.63% | 30.72% |
CS.PA AXA SA | 0.40% | 3.66% | -2.83% | -1.41% | 12.17% | 21.80% | 18.38% | 13.33% |
BA.L BAE Systems plc | -0.82% | -0.25% | 31.24% | 10.11% | 45.35% | 38.22% | 37.79% | 19.64% |
Monthly Returns
Based on dividend-adjusted daily data since Jan 3, 2013, Trading 212 - Primary choice's average daily return is +0.07%, while the average monthly return is +1.47%. At this rate, your investment would double in approximately 4.0 years.
Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +16.6%, while the worst month was Mar 2020 at -14.5%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 4 months.
On a daily basis, Trading 212 - Primary choice closed higher 56% of trading days. The best single day was Mar 24, 2020 with a return of +9.1%, while the worst single day was Mar 12, 2020 at -11.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.82% | 2.62% | -9.55% | 2.25% | 1.38% | ||||||||
| 2025 | 6.39% | 5.76% | 3.28% | 4.00% | 6.57% | 4.12% | -0.93% | 3.31% | 7.29% | 2.24% | 1.69% | 5.50% | 61.53% |
| 2024 | 1.71% | 3.34% | 6.09% | -1.80% | 4.88% | -0.80% | 2.44% | 3.95% | -0.47% | -3.28% | 1.51% | -2.22% | 15.91% |
| 2023 | 7.97% | -0.98% | 3.68% | 4.57% | -2.51% | 5.05% | 3.24% | -1.31% | -4.03% | -0.45% | 10.17% | 4.87% | 33.50% |
| 2022 | -1.99% | 0.55% | 2.15% | -5.00% | 0.43% | -6.93% | 3.72% | -5.31% | -7.66% | 8.86% | 9.61% | -1.02% | -4.25% |
| 2021 | -2.47% | 4.64% | 3.06% | 4.25% | 3.71% | -0.60% | 2.90% | 1.22% | -3.68% | 3.45% | -2.62% | 6.49% | 21.67% |
Benchmark Metrics
Trading 212 - Primary choice has an annualized alpha of 8.04%, beta of 0.72, and R² of 0.65 versus S&P 500 Index. Calculated based on daily prices since January 03, 2013.
- This portfolio captured 103.73% of S&P 500 Index gains but only 77.88% of its losses — a favorable profile for investors.
- This portfolio generated an annualized alpha of 8.04% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Alpha
- 8.04%
- Beta
- 0.72
- R²
- 0.65
- Upside Capture
- 103.73%
- Downside Capture
- 77.88%
Expense Ratio
Trading 212 - Primary choice has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Return for Risk
Risk / Return Rank
Trading 212 - Primary choice ranks 94 for risk / return — in the top 94% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.64 | 0.88 | +1.75 |
Sortino ratioReturn per unit of downside risk | 3.20 | 1.37 | +1.84 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.21 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 4.13 | 1.39 | +2.74 |
Martin ratioReturn relative to average drawdown | 18.75 | 6.43 | +12.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|---|
ABBV AbbVie Inc. | 44 | 0.19 | 0.44 | 1.06 | 0.28 | 0.62 |
AIR.PA Airbus SE | 54 | 0.34 | 0.66 | 1.08 | 1.06 | 3.47 |
ALV.DE Allianz SE | 58 | 0.61 | 0.94 | 1.13 | 1.00 | 2.49 |
GOOGL Alphabet Inc Class A | 94 | 2.91 | 3.87 | 1.48 | 4.37 | 16.63 |
AMZN Amazon.com, Inc | 46 | 0.20 | 0.55 | 1.07 | 0.42 | 1.00 |
AXP American Express Company | 50 | 0.33 | 0.67 | 1.10 | 0.52 | 1.47 |
AAPL Apple Inc | 55 | 0.47 | 0.92 | 1.13 | 0.66 | 2.04 |
ASML.AS ASML Holding NV | 94 | 2.62 | 3.14 | 1.41 | 7.72 | 20.34 |
CS.PA AXA SA | 60 | 0.51 | 0.79 | 1.12 | 1.94 | 3.54 |
BA.L BAE Systems plc | 78 | 1.59 | 2.19 | 1.28 | 2.00 | 5.05 |
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Dividends
Dividend yield
Trading 212 - Primary choice provided a 2.04% dividend yield over the last twelve months.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.04% | 1.99% | 2.47% | 2.38% | 2.60% | 2.29% | 2.62% | 2.58% | 3.28% | 2.11% | 2.34% | 2.63% |
| Portfolio components: | ||||||||||||
ABBV AbbVie Inc. | 3.18% | 2.87% | 3.49% | 3.82% | 3.49% | 3.84% | 4.41% | 4.83% | 3.89% | 2.65% | 3.64% | 3.41% |
AIR.PA Airbus SE | 1.82% | 1.51% | 1.16% | 1.29% | 1.35% | 0.00% | 0.00% | 1.26% | 1.79% | 1.63% | 2.07% | 1.94% |
ALV.DE Allianz SE | 4.19% | 3.94% | 4.66% | 4.71% | 5.38% | 4.62% | 4.78% | 4.12% | 4.57% | 3.97% | 4.65% | 4.19% |
GOOGL Alphabet Inc Class A | 0.28% | 0.27% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMZN Amazon.com, Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AXP American Express Company | 1.14% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
AAPL Apple Inc | 0.41% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
ASML.AS ASML Holding NV | 0.57% | 0.71% | 0.92% | 0.87% | 1.28% | 0.47% | 0.64% | 1.19% | 1.02% | 0.83% | 0.98% | 0.85% |
CS.PA AXA SA | 5.31% | 5.25% | 5.77% | 5.76% | 5.91% | 5.46% | 3.74% | 5.34% | 6.68% | 4.69% | 4.59% | 3.77% |
BA.L BAE Systems plc | 1.49% | 1.99% | 2.69% | 2.53% | 2.99% | 4.40% | 4.75% | 4.00% | 4.79% | 3.75% | 3.57% | 4.14% |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Trading 212 - Primary choice. 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 Trading 212 - Primary choice was 35.19%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
The current Trading 212 - Primary choice drawdown is 7.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.19% | Feb 13, 2020 | 28 | Mar 23, 2020 | 166 | Nov 11, 2020 | 194 |
| -21.08% | Mar 31, 2022 | 139 | Oct 12, 2022 | 68 | Jan 17, 2023 | 207 |
| -15.74% | Aug 30, 2018 | 83 | Dec 24, 2018 | 59 | Mar 19, 2019 | 142 |
| -15.71% | May 22, 2015 | 188 | Feb 11, 2016 | 119 | Jul 28, 2016 | 307 |
| -12.14% | Mar 19, 2025 | 14 | Apr 7, 2025 | 15 | Apr 29, 2025 | 29 |
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 50 assets, with an effective number of assets of 50.00, 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.