Safe investment for long term5億円から
safety first 5億円から
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
^NDX NASDAQ 100 | 40% | |
AAPL Apple Inc | Technology | 20% |
MSFT Microsoft Corporation | Technology | 20% |
NVDA NVIDIA Corporation | Technology | 20% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Safe investment for long term5億円から, 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 every 3 months.
The earliest data available for this chart is Jan 22, 1999, corresponding to the inception date of NVDA
Returns By Period
As of Apr 19, 2025, the Safe investment for long term5億円から returned -16.92% Year-To-Date and 30.60% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.92% | -9.92% | 5.42% | 12.98% | 9.70% |
| Safe investment for long term5億円から | -23.71% | -12.60% | -24.45% | 19.36% | 50.39% | 40.16% |
| Portfolio components: | ||||||
NVDA NVIDIA Corporation | -24.42% | -13.64% | -26.44% | 19.90% | 69.59% | 69.30% |
MSFT Microsoft Corporation | -12.57% | -5.17% | -11.70% | -8.33% | 16.60% | 25.95% |
AAPL Apple Inc | -21.25% | -8.48% | -15.99% | 18.48% | 23.54% | 21.45% |
^NDX NASDAQ 100 | -13.11% | -7.49% | -10.17% | 4.97% | 15.67% | 15.24% |
Monthly Returns
The table below presents the monthly returns of Safe investment for long term5億円から, 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 | -9.56% | 3.68% | -12.17% | -7.36% | -23.71% | ||||||||
| 2024 | 14.59% | 19.90% | 9.72% | -3.68% | 23.88% | 12.06% | -3.36% | 2.23% | 1.75% | 6.78% | 4.33% | -1.33% | 122.77% |
| 2023 | 21.30% | 10.59% | 16.09% | 1.23% | 22.13% | 10.83% | 6.98% | 2.11% | -10.78% | -4.14% | 13.50% | 4.31% | 136.00% |
| 2022 | -10.12% | -2.82% | 8.95% | -21.81% | -2.49% | -13.29% | 19.10% | -9.48% | -15.19% | 10.82% | 8.41% | -12.77% | -39.71% |
| 2021 | -0.46% | -1.98% | -0.79% | 9.76% | 1.19% | 16.37% | 1.72% | 9.56% | -7.13% | 15.19% | 19.96% | -3.08% | 73.41% |
| 2020 | 3.54% | -1.85% | -4.98% | 13.47% | 13.89% | 11.04% | 14.04% | 23.20% | -5.12% | -6.57% | 8.31% | 4.85% | 95.98% |
| 2019 | 6.41% | 5.64% | 12.13% | 3.72% | -17.27% | 15.78% | 5.51% | -1.22% | 5.74% | 12.38% | 7.69% | 9.16% | 82.32% |
| 2018 | 12.38% | 2.17% | -4.97% | -2.12% | 12.57% | -3.48% | 3.13% | 16.91% | -0.33% | -13.85% | -19.26% | -14.24% | -16.80% |
| 2017 | 3.75% | 4.63% | 5.65% | -1.44% | 18.00% | -3.12% | 7.29% | 7.50% | -0.72% | 12.40% | -0.35% | -2.42% | 61.72% |
| 2016 | -8.07% | 1.09% | 12.57% | -10.72% | 12.61% | -2.88% | 12.37% | 3.86% | 7.87% | 1.51% | 8.34% | 8.92% | 54.03% |
| 2015 | 4.20% | 10.55% | -3.40% | 1.51% | 3.79% | -4.34% | -2.59% | -4.36% | -0.53% | 9.62% | 1.53% | -7.85% | 6.59% |
| 2014 | -8.96% | 7.35% | 1.13% | 8.17% | 6.95% | 2.03% | 1.67% | 8.07% | -2.05% | 6.74% | 9.85% | -6.59% | 37.52% |
Expense Ratio
Safe investment for long term5億円から has an expense ratio of 0.00%, meaning no management fees are charged. 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 Safe investment for long term5億円から is 26, 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 | |
|---|---|---|---|---|---|
NVDA NVIDIA Corporation | 0.27 | 0.79 | 1.10 | 0.44 | 1.21 |
MSFT Microsoft Corporation | -0.43 | -0.46 | 0.94 | -0.45 | -1.04 |
AAPL Apple Inc | 0.52 | 0.95 | 1.14 | 0.50 | 2.03 |
^NDX NASDAQ 100 | 0.12 | 0.35 | 1.05 | 0.13 | 0.49 |
Dividends
Dividend yield
Safe investment for long term5億円から provided a 0.28% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.28% | 0.23% | 0.25% | 0.37% | 0.25% | 0.33% | 0.50% | 0.79% | 0.72% | 0.95% | 1.09% | 1.17% |
| Portfolio components: | ||||||||||||
NVDA NVIDIA Corporation | 0.04% | 0.03% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
MSFT Microsoft Corporation | 0.86% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
AAPL Apple Inc | 0.51% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
^NDX NASDAQ 100 | 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Safe investment for long term5億円から. 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 Safe investment for long term5億円から was 80.49%, occurring on Oct 9, 2002. Recovery took 817 trading sessions.
The current Safe investment for long term5億円から drawdown is 19.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -80.49% | Jan 4, 2002 | 193 | Oct 9, 2002 | 817 | Jan 6, 2006 | 1010 |
| -70.9% | Oct 24, 2007 | 273 | Nov 20, 2008 | 532 | Jan 3, 2011 | 805 |
| -61.87% | Jun 22, 2000 | 128 | Dec 21, 2000 | 241 | Dec 12, 2001 | 369 |
| -46.4% | Dec 8, 2021 | 215 | Oct 14, 2022 | 153 | May 25, 2023 | 368 |
| -46% | Oct 4, 2018 | 62 | Jan 3, 2019 | 239 | Dec 13, 2019 | 301 |
Volatility
Volatility Chart
The current Safe investment for long term5億円から volatility is 23.66%, 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
| NVDA | AAPL | MSFT | ^NDX | |
|---|---|---|---|---|
| NVDA | 1.00 | 0.43 | 0.48 | 0.65 |
| AAPL | 0.43 | 1.00 | 0.50 | 0.69 |
| MSFT | 0.48 | 0.50 | 1.00 | 0.75 |
| ^NDX | 0.65 | 0.69 | 0.75 | 1.00 |