G1 Platinum
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in G1 Platinum, 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
The earliest data available for this chart is Jun 18, 2020, corresponding to the inception date of BTCE.DE
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% |
G1 Platinum | 19.41% | 1.72% | 14.05% | 31.85% | N/A | N/A |
Portfolio components: | ||||||
SGLP.L Invesco Physical Gold A | 20.65% | 4.41% | 22.56% | 30.59% | 8.51% | 9.13% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 28.36% | 3.86% | 17.32% | 47.19% | 26.83% | N/A |
SMH VanEck Vectors Semiconductor ETF | 38.71% | 0.94% | 15.65% | 61.69% | 37.49% | 28.54% |
IB01.L iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) | 3.47% | 0.46% | 2.70% | 5.46% | 2.19% | N/A |
SPPP.L Invesco Physical Platinum | -5.36% | 1.70% | 6.45% | 1.11% | -0.58% | -2.00% |
CMFP.L L&G Longer Dated All Commodities UCITS ETF | 1.26% | -0.23% | 2.90% | -2.38% | 8.82% | 3.49% |
BTCE.DE ETC Group Physical Bitcoin | 45.84% | -6.46% | 10.25% | 137.66% | N/A | N/A |
Monthly Returns
The table below presents the monthly returns of G1 Platinum, 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.60% | 5.01% | 6.02% | 0.19% | 5.04% | 2.00% | -0.87% | 19.41% | |||||
2023 | 7.52% | -2.94% | 7.70% | -0.18% | 2.12% | 0.95% | 3.68% | -1.25% | -4.31% | 3.06% | 4.77% | 4.33% | 27.66% |
2022 | -2.59% | 2.87% | 3.29% | -5.01% | -0.30% | -8.86% | 5.44% | -4.85% | -5.71% | 0.97% | 8.10% | -1.76% | -9.38% |
2021 | 2.37% | 3.19% | 1.52% | 3.14% | 1.66% | -1.61% | 2.53% | 1.54% | -2.46% | 5.62% | 0.74% | 1.53% | 21.36% |
2020 | 1.78% | 8.67% | 3.86% | -2.97% | 0.01% | 8.02% | 9.62% | 32.00% |
Expense Ratio
G1 Platinum features an expense ratio of 0.30%, 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
Risk-Adjusted Performance Rank
The current risk-adjusted rank of G1 Platinum is 80, placing it in the top 20% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 | |
---|---|---|---|---|---|
SGLP.L Invesco Physical Gold A | 1.98 | 2.78 | 1.35 | 2.40 | 11.10 |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 1.98 | 2.61 | 1.35 | 2.71 | 9.07 |
SMH VanEck Vectors Semiconductor ETF | 1.75 | 2.32 | 1.30 | 2.27 | 7.94 |
IB01.L iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) | 14.83 | 67.37 | 18.22 | 144.62 | 1,090.07 |
SPPP.L Invesco Physical Platinum | -0.02 | 0.15 | 1.02 | -0.02 | -0.08 |
CMFP.L L&G Longer Dated All Commodities UCITS ETF | -0.27 | -0.30 | 0.97 | -0.14 | -0.61 |
BTCE.DE ETC Group Physical Bitcoin | 2.93 | 3.37 | 1.43 | 2.16 | 14.39 |
Dividends
Dividend yield
G1 Platinum granted a 0.09% dividend yield in the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
G1 Platinum | 0.09% | 0.12% | 0.47% | 0.20% | 0.28% | 1.20% | 0.75% | 0.57% | 0.32% | 0.86% | 0.46% | 0.62% |
Portfolio components: | ||||||||||||
SGLP.L Invesco Physical Gold A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.43% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
IB01.L iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPPP.L Invesco Physical Platinum | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CMFP.L L&G Longer Dated All Commodities UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BTCE.DE ETC Group Physical Bitcoin | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the G1 Platinum. 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 G1 Platinum was 20.96%, occurring on Oct 19, 2022. Recovery took 166 trading sessions.
The current G1 Platinum drawdown is 3.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-20.96% | Mar 25, 2022 | 148 | Oct 19, 2022 | 166 | Jun 13, 2023 | 314 |
-9.25% | Jul 17, 2024 | 14 | Aug 5, 2024 | — | — | — |
-7.35% | Jul 20, 2023 | 56 | Oct 5, 2023 | 28 | Nov 14, 2023 | 84 |
-6.99% | Feb 22, 2021 | 11 | Mar 8, 2021 | 27 | Apr 15, 2021 | 38 |
-6.76% | Nov 16, 2021 | 53 | Jan 27, 2022 | 26 | Mar 4, 2022 | 79 |
Volatility
Volatility Chart
The current G1 Platinum volatility is 5.71%, 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.
Diversification
Asset Correlations Table
IB01.L | BTCE.DE | SMH | SGLP.L | IUIT.L | CMFP.L | SPPP.L | |
---|---|---|---|---|---|---|---|
IB01.L | 1.00 | 0.00 | 0.01 | 0.08 | 0.06 | -0.03 | 0.03 |
BTCE.DE | 0.00 | 1.00 | 0.24 | 0.08 | 0.32 | 0.14 | 0.22 |
SMH | 0.01 | 0.24 | 1.00 | 0.12 | 0.56 | 0.16 | 0.18 |
SGLP.L | 0.08 | 0.08 | 0.12 | 1.00 | 0.07 | 0.47 | 0.49 |
IUIT.L | 0.06 | 0.32 | 0.56 | 0.07 | 1.00 | 0.15 | 0.23 |
CMFP.L | -0.03 | 0.14 | 0.16 | 0.47 | 0.15 | 1.00 | 0.46 |
SPPP.L | 0.03 | 0.22 | 0.18 | 0.49 | 0.23 | 0.46 | 1.00 |