Other/NEW
Asset Allocation
Performance
Performance Chart
Loading data...
The earliest data available for this chart is May 2, 2019, corresponding to the inception date of BYND
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% |
| Other/NEW | -1.75% | 8.47% | -7.76% | 2.39% | 9.42% | N/A |
| Portfolio components: | ||||||
EDV Vanguard Extended Duration Treasury ETF | -1.39% | 1.71% | -8.18% | -3.20% | -13.56% | -1.59% |
SWSCX Schwab Small-Cap Equity Fund™ | -8.23% | 11.02% | -24.94% | -14.00% | 6.84% | -1.91% |
BATT Amplify Lithium & Battery Technology ETF | -3.86% | 14.73% | -6.61% | -6.61% | 3.93% | N/A |
BYND Beyond Meat, Inc. | -39.36% | -14.93% | -57.54% | -68.13% | -55.63% | N/A |
LIT Global X Lithium & Battery Tech ETF | -7.63% | 9.89% | -14.86% | -15.39% | 8.74% | 5.43% |
CLIX ProShares Long Online/Short Stores ETF | 3.40% | 11.81% | 1.78% | 8.35% | -7.05% | N/A |
EDIT Editas Medicine, Inc. | 14.17% | 30.63% | -53.53% | -72.74% | -44.56% | N/A |
SCHO Schwab Short-Term U.S. Treasury ETF | 2.30% | 0.22% | 2.52% | 5.68% | 1.15% | 1.47% |
BND Vanguard Total Bond Market ETF | 2.21% | 0.98% | 1.19% | 5.53% | -0.78% | 1.51% |
BAC Bank of America Corporation | -4.31% | 16.57% | -6.30% | 11.37% | 16.00% | 12.14% |
SCHE Schwab Emerging Markets Equity ETF | 6.23% | 10.59% | 2.03% | 10.66% | 8.10% | 3.72% |
NTLA Intellia Therapeutics, Inc. | -30.36% | 19.94% | -51.46% | -66.80% | -12.27% | N/A |
SCHH Schwab US REIT ETF | 1.23% | 8.21% | -4.97% | 12.09% | 7.63% | 3.95% |
CRSP CRISPR Therapeutics AG | -9.50% | 3.97% | -31.00% | -30.39% | -10.32% | N/A |
SWISX Schwab International Index Fund | 12.91% | 10.76% | 9.35% | 9.76% | 11.75% | 5.48% |
VTI Vanguard Total Stock Market ETF | -3.75% | 7.98% | -5.68% | 9.17% | 15.27% | 11.77% |
SCHM Schwab US Mid-Cap ETF | -4.34% | 9.94% | -8.85% | 2.26% | 13.28% | 9.39% |
SWTSX Schwab Total Stock Market Index Fund | -3.68% | 8.10% | -5.59% | 9.23% | 15.20% | 11.44% |
Monthly Returns
The table below presents the monthly returns of Other/NEW, 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 | 3.10% | -0.88% | -4.81% | -0.43% | 1.44% | -1.75% | |||||||
| 2024 | -1.36% | 4.75% | 2.38% | -5.07% | 4.52% | 1.00% | 3.68% | 1.17% | 1.95% | -2.40% | 5.53% | -6.93% | 8.68% |
| 2023 | 8.84% | -2.97% | 0.63% | 0.25% | -0.50% | 5.84% | 3.33% | -3.52% | -5.11% | -4.46% | 9.92% | 6.95% | 19.22% |
| 2022 | -5.79% | -1.72% | 1.01% | -8.77% | 0.37% | -7.13% | 7.86% | -4.09% | -9.16% | 5.72% | 6.55% | -6.89% | -21.61% |
| 2021 | 0.72% | 2.24% | 2.02% | 4.21% | 0.87% | 2.84% | 0.31% | 2.18% | -3.77% | 4.78% | -2.07% | 0.74% | 15.79% |
| 2020 | -0.65% | -6.33% | -13.84% | 11.11% | 5.09% | 2.95% | 5.35% | 4.61% | -3.02% | -1.14% | 12.95% | 5.67% | 21.57% |
| 2019 | -4.63% | 6.59% | 0.46% | -1.65% | 1.26% | 2.17% | 3.37% | 1.45% | 8.97% |
Expense Ratio
Other/NEW has an expense ratio of 0.24%, 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
The current rank of Other/NEW is 10, meaning it’s performing worse than 90% of other 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.
Loading data...
Dividends
Dividend yield
Other/NEW provided a 1.81% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.81% | 1.83% | 1.83% | 1.70% | 1.45% | 1.66% | 1.89% | 2.07% | 1.60% | 2.12% | 2.10% | 1.85% |
| Portfolio components: | ||||||||||||
EDV Vanguard Extended Duration Treasury ETF | 4.81% | 4.65% | 3.55% | 3.28% | 1.95% | 5.54% | 3.51% | 2.90% | 2.92% | 5.32% | 4.24% | 3.12% |
SWSCX Schwab Small-Cap Equity Fund™ | 0.30% | 0.27% | 0.36% | 0.14% | 0.14% | 0.19% | 0.11% | 0.07% | 0.00% | 0.41% | 0.25% | 0.09% |
BATT Amplify Lithium & Battery Technology ETF | 3.30% | 3.17% | 3.23% | 4.14% | 2.32% | 0.22% | 3.22% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% |
BYND Beyond Meat, 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% |
LIT Global X Lithium & Battery Tech ETF | 1.01% | 0.93% | 1.11% | 0.99% | 0.22% | 0.40% | 1.85% | 2.52% | 3.26% | 2.15% | 0.24% | 1.07% |
CLIX ProShares Long Online/Short Stores ETF | 0.32% | 0.46% | 0.00% | 0.00% | 0.00% | 1.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EDIT Editas Medicine, 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% |
SCHO Schwab Short-Term U.S. Treasury ETF | 4.23% | 4.29% | 3.76% | 1.34% | 0.41% | 1.27% | 2.26% | 1.78% | 1.12% | 0.82% | 0.68% | 0.47% |
BND Vanguard Total Bond Market ETF | 3.75% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
BAC Bank of America Corporation | 2.44% | 2.28% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% | 0.67% |
SCHE Schwab Emerging Markets Equity ETF | 2.86% | 3.03% | 3.83% | 2.87% | 2.86% | 2.09% | 3.27% | 2.69% | 2.31% | 2.26% | 2.50% | 2.86% |
NTLA Intellia Therapeutics, 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% |
SCHH Schwab US REIT ETF | 3.16% | 3.22% | 3.24% | 2.55% | 1.50% | 2.86% | 2.87% | 3.66% | 2.22% | 2.81% | 2.48% | 2.18% |
CRSP CRISPR Therapeutics AG | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWISX Schwab International Index Fund | 2.92% | 3.30% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% |
VTI Vanguard Total Stock Market ETF | 1.35% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
SCHM Schwab US Mid-Cap ETF | 1.47% | 1.43% | 1.50% | 1.67% | 1.13% | 1.31% | 1.48% | 1.56% | 1.27% | 1.51% | 1.54% | 1.48% |
SWTSX Schwab Total Stock Market Index Fund | 1.28% | 1.24% | 1.41% | 1.62% | 1.46% | 1.63% | 1.92% | 2.58% | 1.83% | 2.32% | 2.79% | 2.23% |
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.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Other/NEW. 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 Other/NEW was 31.33%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.
The current Other/NEW drawdown is 9.04%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.33% | Feb 20, 2020 | 23 | Mar 23, 2020 | 94 | Aug 5, 2020 | 117 |
| -28.62% | Nov 9, 2021 | 235 | Oct 14, 2022 | 438 | Jul 16, 2024 | 673 |
| -19.55% | Dec 5, 2024 | 84 | Apr 8, 2025 | — | — | — |
| -7.58% | Jul 17, 2024 | 16 | Aug 7, 2024 | 30 | Sep 19, 2024 | 46 |
| -7.53% | Sep 3, 2020 | 15 | Sep 24, 2020 | 12 | Oct 12, 2020 | 27 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 18 assets, with an effective number of assets of 4.98, 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 | SCHO | EDV | BND | BYND | CRSP | EDIT | CLIX | BAC | NTLA | SCHH | LIT | SCHE | BATT | SWISX | SWSCX | SWTSX | VTI | SCHM | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | -0.05 | -0.07 | 0.08 | 0.34 | 0.44 | 0.45 | 0.54 | 0.60 | 0.48 | 0.64 | 0.59 | 0.65 | 0.63 | 0.78 | 0.82 | 0.99 | 0.99 | 0.88 | 0.93 |
| SCHO | -0.05 | 1.00 | 0.56 | 0.74 | 0.06 | 0.02 | 0.02 | 0.03 | -0.17 | 0.04 | 0.12 | -0.06 | -0.03 | -0.05 | 0.03 | -0.06 | -0.05 | -0.05 | -0.05 | 0.02 |
| EDV | -0.07 | 0.56 | 1.00 | 0.89 | 0.06 | 0.03 | 0.02 | 0.05 | -0.22 | 0.02 | 0.11 | -0.05 | -0.07 | -0.06 | -0.05 | -0.10 | -0.07 | -0.07 | -0.08 | 0.03 |
| BND | 0.08 | 0.74 | 0.89 | 1.00 | 0.12 | 0.11 | 0.10 | 0.13 | -0.11 | 0.12 | 0.24 | 0.06 | 0.06 | 0.06 | 0.12 | 0.04 | 0.08 | 0.09 | 0.07 | 0.18 |
| BYND | 0.34 | 0.06 | 0.06 | 0.12 | 1.00 | 0.35 | 0.34 | 0.42 | 0.19 | 0.34 | 0.27 | 0.31 | 0.32 | 0.36 | 0.29 | 0.36 | 0.36 | 0.36 | 0.39 | 0.40 |
| CRSP | 0.44 | 0.02 | 0.03 | 0.11 | 0.35 | 1.00 | 0.71 | 0.49 | 0.25 | 0.72 | 0.27 | 0.40 | 0.40 | 0.43 | 0.38 | 0.51 | 0.48 | 0.48 | 0.49 | 0.56 |
| EDIT | 0.45 | 0.02 | 0.02 | 0.10 | 0.34 | 0.71 | 1.00 | 0.45 | 0.30 | 0.73 | 0.33 | 0.41 | 0.39 | 0.44 | 0.39 | 0.53 | 0.48 | 0.48 | 0.52 | 0.56 |
| CLIX | 0.54 | 0.03 | 0.05 | 0.13 | 0.42 | 0.49 | 0.45 | 1.00 | 0.22 | 0.47 | 0.26 | 0.50 | 0.59 | 0.54 | 0.45 | 0.46 | 0.56 | 0.56 | 0.50 | 0.58 |
| BAC | 0.60 | -0.17 | -0.22 | -0.11 | 0.19 | 0.25 | 0.30 | 0.22 | 1.00 | 0.31 | 0.46 | 0.42 | 0.45 | 0.47 | 0.56 | 0.69 | 0.62 | 0.62 | 0.69 | 0.63 |
| NTLA | 0.48 | 0.04 | 0.02 | 0.12 | 0.34 | 0.72 | 0.73 | 0.47 | 0.31 | 1.00 | 0.34 | 0.45 | 0.42 | 0.46 | 0.42 | 0.58 | 0.52 | 0.52 | 0.56 | 0.60 |
| SCHH | 0.64 | 0.12 | 0.11 | 0.24 | 0.27 | 0.27 | 0.33 | 0.26 | 0.46 | 0.34 | 1.00 | 0.39 | 0.41 | 0.42 | 0.57 | 0.64 | 0.64 | 0.65 | 0.69 | 0.68 |
| LIT | 0.59 | -0.06 | -0.05 | 0.06 | 0.31 | 0.40 | 0.41 | 0.50 | 0.42 | 0.45 | 0.39 | 1.00 | 0.69 | 0.88 | 0.62 | 0.60 | 0.61 | 0.61 | 0.62 | 0.67 |
| SCHE | 0.65 | -0.03 | -0.07 | 0.06 | 0.32 | 0.40 | 0.39 | 0.59 | 0.45 | 0.42 | 0.41 | 0.69 | 1.00 | 0.76 | 0.76 | 0.61 | 0.67 | 0.67 | 0.64 | 0.72 |
| BATT | 0.63 | -0.05 | -0.06 | 0.06 | 0.36 | 0.43 | 0.44 | 0.54 | 0.47 | 0.46 | 0.42 | 0.88 | 0.76 | 1.00 | 0.69 | 0.65 | 0.65 | 0.66 | 0.68 | 0.73 |
| SWISX | 0.78 | 0.03 | -0.05 | 0.12 | 0.29 | 0.38 | 0.39 | 0.45 | 0.56 | 0.42 | 0.57 | 0.62 | 0.76 | 0.69 | 1.00 | 0.73 | 0.80 | 0.79 | 0.77 | 0.84 |
| SWSCX | 0.82 | -0.06 | -0.10 | 0.04 | 0.36 | 0.51 | 0.53 | 0.46 | 0.69 | 0.58 | 0.64 | 0.60 | 0.61 | 0.65 | 0.73 | 1.00 | 0.87 | 0.86 | 0.96 | 0.93 |
| SWTSX | 0.99 | -0.05 | -0.07 | 0.08 | 0.36 | 0.48 | 0.48 | 0.56 | 0.62 | 0.52 | 0.64 | 0.61 | 0.67 | 0.65 | 0.80 | 0.87 | 1.00 | 0.99 | 0.91 | 0.96 |
| VTI | 0.99 | -0.05 | -0.07 | 0.09 | 0.36 | 0.48 | 0.48 | 0.56 | 0.62 | 0.52 | 0.65 | 0.61 | 0.67 | 0.66 | 0.79 | 0.86 | 0.99 | 1.00 | 0.92 | 0.96 |
| SCHM | 0.88 | -0.05 | -0.08 | 0.07 | 0.39 | 0.49 | 0.52 | 0.50 | 0.69 | 0.56 | 0.69 | 0.62 | 0.64 | 0.68 | 0.77 | 0.96 | 0.91 | 0.92 | 1.00 | 0.95 |
| Portfolio | 0.93 | 0.02 | 0.03 | 0.18 | 0.40 | 0.56 | 0.56 | 0.58 | 0.63 | 0.60 | 0.68 | 0.67 | 0.72 | 0.73 | 0.84 | 0.93 | 0.96 | 0.96 | 0.95 | 1.00 |