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Main
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


VWRL.L 100%EquityEquity
PositionCategory/SectorTarget Weight
VWRL.L
Vanguard FTSE All-World UCITS ETF Distributing
Global Equities
100%

Transactions


DateTypeSymbolQuantityPrice
Mar 24, 2022BuyVanguard FTSE All-World UCITS ETF Distributing500£100.00

1–1 of 1

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.


10.00%20.00%30.00%40.00%50.00%December2025FebruaryMarchAprilMay
43.57%
27.10%
Main
Benchmark (^GSPC)
Portfolio components

Returns By Period


YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500
-3.70%13.67%-5.18%9.18%14.14%10.43%
Main0.56%10.55%-1.64%9.11%N/AN/A
VWRL.L
Vanguard FTSE All-World UCITS ETF Distributing
0.58%10.96%-1.70%9.63%12.22%10.95%
*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.36%-1.98%-3.69%0.75%2.28%0.56%
20240.73%3.37%3.36%-2.77%2.86%3.37%1.28%1.57%1.93%-1.26%3.53%-2.59%16.17%
20236.17%-3.02%3.02%1.79%-0.85%5.60%3.37%-2.21%-3.97%-3.20%8.39%5.21%21.12%
202217.81%-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.


The Risk-Adjusted Performance Rank of Main is 4242
Overall Rank
The Sharpe Ratio Rank of Main is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of Main is 3737
Sortino Ratio Rank
The Omega Ratio Rank of Main is 3838
Omega Ratio Rank
The Calmar Ratio Rank of Main is 3939
Calmar Ratio Rank
The Martin Ratio Rank of Main is 4747
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.



Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
VWRL.L
Vanguard FTSE All-World UCITS ETF Distributing
0.620.881.130.552.42

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Main Sharpe ratios as of May 9, 2025 (values are recalculated daily):

  • 1-Year: 0.61
  • All Time: 0.69

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.44 to 0.95, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Main compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.61
0.48
Main
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

Main provided a 0.55% dividend yield over the last twelve months.


TTM202420232022
Portfolio0.55%0.82%1.65%1.70%

Monthly Dividends

The table below shows the monthly dividends paid by this portfolio.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-4.24%
-7.82%
Main
Benchmark (^GSPC)
Portfolio components

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, 2022132Oct 11, 2022193Jul 19, 2023325
-16%Feb 18, 202535Apr 7, 2025
-10.08%Jul 31, 202364Oct 27, 202333Dec 13, 202397
-7.4%Jul 15, 202416Aug 5, 202414Aug 23, 202430
-5.06%Dec 6, 202424Jan 13, 202521Feb 11, 202545

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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
8.18%
11.21%
Main
Benchmark (^GSPC)
Portfolio components

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

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

^GSPCVWRL.LPortfolio
^GSPC1.000.660.67
VWRL.L0.661.001.00
Portfolio0.671.001.00
The correlation results are calculated based on daily price changes starting from Mar 24, 2022