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
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Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.19% | 9.00% | -1.55% | 12.31% | 15.59% | 10.78% |
| Main | 3.56% | 8.25% | 2.27% | 11.21% | N/A | N/A |
| Portfolio components: | ||||||
VWRL.L Vanguard FTSE All-World UCITS ETF Distributing | 3.68% | 8.56% | 2.35% | 11.82% | 12.93% | 11.32% |
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% | -1.97% | -3.68% | 0.76% | 5.31% | 3.56% | |||||||
| 2024 | 0.73% | 3.37% | 3.36% | -2.76% | 2.84% | 3.39% | 1.29% | 1.55% | 1.93% | -1.23% | 3.52% | -2.60% | 16.16% |
| 2023 | 6.18% | -3.03% | 3.02% | 1.79% | -0.86% | 5.61% | 3.37% | -2.21% | -3.98% | -3.20% | 8.39% | 5.21% | 21.12% |
| 2022 | 17.76% | -7.04% | -1.73% | -8.05% | 6.06% | -2.91% | -8.07% | 3.99% | 6.94% | -2.57% | 1.45% |
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 45, 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 | 0.75 | 0.99 | 1.14 | 0.63 | 2.74 |
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Dividends
Dividend yield
Main provided a 0.53% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Portfolio | 0.53% | 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 | $189.24 | $0.00 | $0.00 | $393.86 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $583.10 |
| 2023 | $0.00 | $0.00 | $205.63 | $0.00 | $0.00 | $368.17 | $0.00 | $0.00 | $233.49 | $0.00 | $0.00 | $207.32 | $1,014.61 |
| 2022 | $0.00 | $0.00 | $0.00 | $426.09 | $0.00 | $0.00 | $248.23 | $0.00 | $0.00 | $186.28 | $860.60 |
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 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 23.18%, occurring on Oct 11, 2022. Recovery took 193 trading sessions.
The current Main drawdown is 1.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.18% | 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 |
| -7.41% | Jul 15, 2024 | 16 | Aug 5, 2024 | 14 | Aug 23, 2024 | 30 |
| -5.07% | Dec 6, 2024 | 24 | Jan 13, 2025 | 21 | Feb 11, 2025 | 45 |
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 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 | 0.67 | 0.67 |
| VWRL.L | 0.67 | 1.00 | 1.00 |
| Portfolio | 0.67 | 1.00 | 1.00 |