Election
US Elections stock watch 24
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
NXST Nexstar Media Group, Inc. | Communication Services | 20% |
SBGI Sinclair Broadcast Group, Inc. | Communication Services | 20% |
TGNA TEGNA Inc. | Communication Services | 20% |
VSAT Viasat, Inc. | Technology | 20% |
WBD Warner Bros. Discovery, Inc. | Communication Services | 20% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Election, 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 Jul 6, 2005, corresponding to the inception date of WBD
Returns By Period
As of Jul 25, 2024, the Election returned -6.72% Year-To-Date and -0.15% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 13.78% | -0.38% | 11.47% | 18.82% | 12.44% | 10.64% |
| Election | -6.72% | 20.67% | -11.28% | -11.70% | -7.89% | -0.17% |
| Portfolio components: | ||||||
TGNA TEGNA Inc. | 3.77% | 14.19% | 0.42% | -4.48% | 2.80% | 1.23% |
NXST Nexstar Media Group, Inc. | 13.99% | 11.30% | 1.10% | -0.04% | 14.44% | 16.35% |
VSAT Viasat, Inc. | -40.04% | 39.20% | -27.16% | -44.24% | -27.58% | -11.71% |
SBGI Sinclair Broadcast Group, Inc. | 16.80% | 23.90% | -13.18% | 13.01% | -19.13% | -4.75% |
WBD Warner Bros. Discovery, Inc. | -25.57% | 16.99% | -19.94% | -33.62% | -23.15% | -14.92% |
Monthly Returns
The table below presents the monthly returns of Election, 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 | 0.65% | -8.63% | -0.79% | -10.45% | 9.49% | -8.89% | -6.72% | ||||||
| 2023 | 21.98% | -8.28% | -0.11% | 2.31% | -6.59% | 0.63% | -0.79% | -6.13% | -15.89% | -2.89% | 8.43% | 12.22% | -0.52% |
| 2022 | 6.96% | 8.76% | -2.15% | -17.92% | 5.76% | -14.22% | 8.36% | 1.85% | -13.75% | 10.06% | -4.42% | -8.24% | -22.12% |
| 2021 | 17.81% | 16.77% | -5.62% | 3.31% | -0.95% | -3.43% | -5.35% | 2.42% | 2.93% | -3.71% | -7.60% | 1.65% | 15.78% |
| 2020 | -5.87% | -12.70% | -33.93% | 12.44% | 6.55% | -3.17% | 4.29% | 5.51% | -6.73% | -3.55% | 25.41% | 5.81% | -17.27% |
| 2019 | 10.39% | 13.78% | 4.58% | 14.32% | -3.11% | 1.07% | -1.12% | -6.10% | 0.06% | -4.47% | 6.21% | 2.85% | 42.55% |
| 2018 | 1.97% | -6.97% | -8.62% | -3.04% | -2.40% | 14.05% | -2.58% | 4.03% | 3.50% | -1.91% | 7.85% | -14.66% | -11.38% |
| 2017 | 2.62% | 8.84% | -0.26% | -1.10% | -9.28% | -0.10% | 3.36% | -10.36% | 2.56% | -3.37% | 7.82% | 9.95% | 8.68% |
| 2016 | -4.35% | 0.57% | 1.99% | 3.92% | -1.20% | -4.38% | -0.66% | 0.79% | 4.84% | -9.48% | 14.02% | -0.11% | 4.24% |
| 2015 | -8.55% | 12.63% | 2.35% | -0.36% | 2.06% | -0.50% | -0.14% | -13.59% | -0.01% | 13.51% | 6.72% | -6.69% | 4.04% |
| 2014 | -9.94% | 1.91% | -4.27% | -2.33% | 3.81% | 9.48% | 0.62% | -1.83% | -10.19% | 7.20% | 4.77% | -2.61% | -5.36% |
| 2013 | 12.34% | 7.12% | 16.97% | 12.07% | 13.06% | 10.88% | -0.05% | -6.93% | 18.32% | 1.58% | 0.23% | 7.91% | 139.13% |
Expense Ratio
Election has an expense ratio of 0.00%, indicating no management fees are charged. 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 rank of Election is 1, indicating that it is in the bottom 1% 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 | |
|---|---|---|---|---|---|
TGNA TEGNA Inc. | -0.16 | -0.03 | 1.00 | -0.10 | -0.34 |
NXST Nexstar Media Group, Inc. | 0.02 | 0.29 | 1.04 | 0.02 | 0.04 |
VSAT Viasat, Inc. | -0.69 | -0.80 | 0.91 | -0.53 | -1.20 |
SBGI Sinclair Broadcast Group, Inc. | 0.18 | 0.94 | 1.10 | 0.17 | 0.70 |
WBD Warner Bros. Discovery, Inc. | -0.66 | -0.72 | 0.91 | -0.36 | -0.97 |
Dividends
Dividend yield
Election granted a 2.66% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Election | 2.66% | 2.77% | 2.06% | 1.36% | 1.31% | 1.12% | 1.46% | 1.11% | 1.25% | 1.12% | 1.16% | 1.02% |
| Portfolio components: | ||||||||||||
TGNA TEGNA Inc. | 2.99% | 2.73% | 1.79% | 1.91% | 2.01% | 1.68% | 2.58% | 2.13% | 2.62% | 2.28% | 2.36% | 2.54% |
NXST Nexstar Media Group, Inc. | 3.47% | 3.44% | 2.06% | 1.85% | 2.05% | 1.54% | 1.91% | 1.53% | 1.52% | 1.29% | 1.16% | 0.86% |
VSAT Viasat, 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% |
SBGI Sinclair Broadcast Group, Inc. | 6.82% | 7.67% | 6.45% | 3.03% | 2.51% | 2.40% | 2.81% | 1.90% | 2.11% | 2.03% | 2.30% | 1.68% |
WBD Warner Bros. Discovery, 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% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Election. 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 Election was 81.45%, occurring on Mar 9, 2009. Recovery took 252 trading sessions.
The current Election drawdown is 49.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.45% | May 23, 2007 | 452 | Mar 9, 2009 | 252 | Mar 9, 2010 | 704 |
| -58.97% | Mar 18, 2021 | 819 | Jun 18, 2024 | — | — | — |
| -56.59% | May 7, 2019 | 231 | Apr 3, 2020 | 215 | Feb 10, 2021 | 446 |
| -27.99% | Jul 25, 2011 | 50 | Oct 3, 2011 | 58 | Dec 23, 2011 | 108 |
| -24.69% | Jan 23, 2018 | 71 | May 3, 2018 | 205 | Feb 27, 2019 | 276 |
Volatility
Volatility Chart
The current Election volatility is 8.04%, 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
| VSAT | NXST | WBD | TGNA | SBGI | |
|---|---|---|---|---|---|
| VSAT | 1.00 | 0.32 | 0.38 | 0.37 | 0.37 |
| NXST | 0.32 | 1.00 | 0.39 | 0.43 | 0.51 |
| WBD | 0.38 | 0.39 | 1.00 | 0.45 | 0.43 |
| TGNA | 0.37 | 0.43 | 0.45 | 1.00 | 0.48 |
| SBGI | 0.37 | 0.51 | 0.43 | 0.48 | 1.00 |