Safe investment for long term5億円から
safety first 5億円から
Asset Allocation
| Position | Category/Sector | 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 Quarterly
The earliest data available for this chart is Jan 22, 1999, corresponding to the inception date of NVDA
Returns By Period
As of Sep 17, 2024, the Safe investment for long term5億円から returned 37.29% Year-To-Date and 33.17% 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 | 18.10% | 1.42% | 9.39% | 26.58% | 13.42% | 10.88% |
| Safe investment for long term5億円から | 37.29% | -1.81% | 14.61% | 52.87% | 38.92% | 33.17% |
| Portfolio components: | ||||||
NVDA NVIDIA Corporation | 135.86% | -6.25% | 30.65% | 165.69% | 93.14% | 74.38% |
MSFT Microsoft Corporation | 15.33% | 3.08% | 2.73% | 32.07% | 26.32% | 26.73% |
AAPL Apple Inc | 12.62% | -4.44% | 22.99% | 22.00% | 32.37% | 25.51% |
^NDX NASDAQ 100 | 15.44% | -0.44% | 7.71% | 27.57% | 19.79% | 16.88% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 5.91% | 9.27% | 3.79% | -4.29% | 11.91% | 8.63% | -1.91% | 1.50% | 37.29% | ||||
| 2023 | 13.88% | 4.85% | 13.72% | 2.07% | 12.52% | 7.67% | 3.62% | -0.68% | -7.09% | -0.72% | 11.93% | 3.39% | 84.45% |
| 2022 | -8.57% | -3.85% | 5.79% | -15.70% | -2.12% | -9.76% | 14.60% | -7.48% | -12.60% | 5.95% | 8.79% | -10.18% | -33.58% |
| 2021 | 0.77% | -0.43% | 0.46% | 7.78% | 0.10% | 11.31% | 2.95% | 6.60% | -6.48% | 12.58% | 8.80% | -0.46% | 51.46% |
| 2020 | 3.94% | -2.82% | -5.30% | 14.09% | 8.90% | 9.08% | 8.73% | 16.26% | -5.39% | -4.71% | 8.90% | 4.63% | 68.34% |
| 2019 | 6.84% | 5.00% | 7.89% | 5.61% | -11.67% | 11.09% | 3.34% | -0.97% | 2.73% | 7.68% | 5.97% | 6.21% | 59.81% |
| 2018 | 10.84% | 0.17% | -4.20% | -0.25% | 8.52% | -1.08% | 3.83% | 10.49% | 0.09% | -10.53% | -7.03% | -10.74% | -2.90% |
| 2017 | 4.31% | 2.99% | 3.74% | 1.03% | 10.66% | -2.17% | 5.87% | 4.42% | -0.25% | 9.22% | 0.85% | -0.53% | 47.26% |
| 2016 | -6.61% | -0.82% | 9.71% | -6.06% | 11.15% | -2.12% | 11.07% | 2.86% | 4.79% | 1.06% | 6.07% | 6.17% | 41.49% |
| 2015 | -3.06% | 9.74% | -3.98% | 6.01% | 1.02% | -4.74% | 2.08% | -2.79% | 1.17% | 12.96% | 3.38% | -1.29% | 20.60% |
| 2014 | -3.12% | 7.04% | 0.10% | 2.15% | 4.44% | 1.64% | 0.58% | 6.96% | -1.29% | 3.96% | 5.96% | -3.90% | 26.55% |
| 2013 | -1.34% | 0.87% | 2.07% | 5.62% | 4.20% | -3.91% | 4.33% | 3.15% | 2.39% | 4.70% | 5.11% | 1.45% | 32.18% |
Expense Ratio
Safe investment for long term5億円から 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 Safe investment for long term5億円から is 73, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative 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 | |
|---|---|---|---|---|---|
NVDA NVIDIA Corporation | 3.02 | 3.33 | 1.42 | 5.78 | 18.51 |
MSFT Microsoft Corporation | 1.42 | 1.91 | 1.25 | 1.83 | 5.58 |
AAPL Apple Inc | 1.06 | 1.64 | 1.20 | 1.42 | 3.35 |
^NDX NASDAQ 100 | 1.42 | 1.94 | 1.25 | 1.72 | 6.73 |
Dividends
Dividend yield
Safe investment for long term5億円から granted a 0.23% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Safe investment for long term5億円から | 0.23% | 0.25% | 0.37% | 0.25% | 0.33% | 0.50% | 0.79% | 0.72% | 0.95% | 1.09% | 1.16% | 1.33% |
| Portfolio components: | ||||||||||||
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.19% | 1.68% | 1.95% |
MSFT Microsoft Corporation | 0.70% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
AAPL Apple Inc | 0.45% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
^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 71.05%, occurring on Oct 9, 2002. Recovery took 783 trading sessions.
The current Safe investment for long term5億円から drawdown is 8.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.05% | Mar 14, 2000 | 646 | Oct 9, 2002 | 783 | Nov 16, 2005 | 1429 |
| -61.42% | Nov 7, 2007 | 263 | Nov 20, 2008 | 535 | Jan 6, 2011 | 798 |
| -39.18% | Dec 28, 2021 | 202 | Oct 14, 2022 | 154 | May 26, 2023 | 356 |
| -31.47% | Oct 4, 2018 | 56 | Dec 24, 2018 | 203 | Oct 15, 2019 | 259 |
| -29.51% | Feb 20, 2020 | 18 | Mar 16, 2020 | 44 | May 18, 2020 | 62 |
Volatility
Volatility Chart
The current Safe investment for long term5億円から volatility is 7.31%, 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 | 0.44 | 0.48 | 0.65 |
| AAPL | 0.44 | 1.00 | 0.50 | 0.69 |
| MSFT | 0.48 | 0.50 | 1.00 | 0.75 |
| ^NDX | 0.65 | 0.69 | 0.75 | 1.00 |