Main
Asset Allocation
Position | Category/Sector | Target Weight |
---|---|---|
VWRL.L Vanguard FTSE All-World UCITS ETF Distributing | Global Equities | 100% |
Transactions
Date | Type | Symbol | Quantity | Price |
---|---|---|---|---|
Mar 24, 2022 | Buy | Vanguard FTSE All-World UCITS ETF Distributing | 500 | £100.00 |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Main, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.70% | 13.67% | -5.18% | 9.18% | 14.14% | 10.43% |
Main | 0.56% | 10.55% | -1.64% | 9.11% | N/A | N/A |
Portfolio components: | ||||||
VWRL.L Vanguard FTSE All-World UCITS ETF Distributing | 0.58% | 10.96% | -1.70% | 9.63% | 12.22% | 10.95% |
Monthly Returns
The table below presents the monthly returns of Main, 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 | 3.36% | -1.98% | -3.69% | 0.75% | 2.28% | 0.56% | |||||||
2024 | 0.73% | 3.37% | 3.36% | -2.77% | 2.86% | 3.37% | 1.28% | 1.57% | 1.93% | -1.26% | 3.53% | -2.59% | 16.17% |
2023 | 6.17% | -3.02% | 3.02% | 1.79% | -0.85% | 5.60% | 3.37% | -2.21% | -3.97% | -3.20% | 8.39% | 5.21% | 21.12% |
2022 | 17.81% | -7.06% | -1.71% | -8.06% | 6.06% | -2.91% | -8.07% | 3.99% | 6.93% | -2.57% | 1.47% |
Expense Ratio
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 Main is 42, indicating average performance compared to other portfolios on our website. Here’s 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 | |
---|---|---|---|---|---|
VWRL.L Vanguard FTSE All-World UCITS ETF Distributing | 0.62 | 0.88 | 1.13 | 0.55 | 2.42 |
Dividends
Dividend yield
Main provided a 0.55% dividend yield over the last twelve months.
TTM | 2024 | 2023 | 2022 | |
---|---|---|---|---|
Portfolio | 0.55% | 0.82% | 1.65% | 1.70% |
Monthly Dividends
The table below shows the monthly dividends paid by this portfolio.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
2024 | $0.00 | $0.00 | $189.27 | $0.00 | $0.00 | $393.92 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $583.19 |
2023 | $0.00 | $0.00 | $205.66 | $0.00 | $0.00 | $368.22 | $0.00 | $0.00 | $233.51 | $0.00 | $0.00 | $207.34 | $1,014.74 |
2022 | $0.00 | $0.00 | $0.00 | $426.23 | $0.00 | $0.00 | $248.30 | $0.00 | $0.00 | $186.31 | $860.84 |
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 Main. 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 Main was 23.16%, occurring on Oct 11, 2022. Recovery took 193 trading sessions.
The current Main drawdown is 4.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-23.16% | Mar 31, 2022 | 132 | Oct 11, 2022 | 193 | Jul 19, 2023 | 325 |
-16% | Feb 18, 2025 | 35 | Apr 7, 2025 | — | — | — |
-10.08% | Jul 31, 2023 | 64 | Oct 27, 2023 | 33 | Dec 13, 2023 | 97 |
-7.4% | Jul 15, 2024 | 16 | Aug 5, 2024 | 14 | Aug 23, 2024 | 30 |
-5.06% | Dec 6, 2024 | 24 | Jan 13, 2025 | 21 | Feb 11, 2025 | 45 |
Volatility
Volatility Chart
The current Main volatility is 8.18%, 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
Diversification Metrics
Number of Effective Assets
The portfolio contains 1 assets, with an effective number of assets of 1.00, 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 | VWRL.L | Portfolio | |
---|---|---|---|
^GSPC | 1.00 | 0.66 | 0.67 |
VWRL.L | 0.66 | 1.00 | 1.00 |
Portfolio | 0.67 | 1.00 | 1.00 |