PortfoliosLab logoPortfoliosLab logo
Magnum Experiment 15
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


S&P 500 Index

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Magnum Experiment 15, 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.


Loading graphics...

The earliest data available for this chart is Feb 26, 2026, corresponding to the inception date of RNAM

Returns By Period


1D1MYTD6M1Y3Y*5Y*10Y*
Benchmark
S&P 500 Index
-0.11%2.16%-0.42%4.03%27.10%18.38%10.55%12.70%
Portfolio
Magnum Experiment 15
-0.80%-2.40%
GDDY
GoDaddy Inc.
-2.04%-1.81%-36.10%-39.33%-53.90%1.10%-1.49%10.15%
SFM
Sprouts Farmers Market, Inc.
1.51%-2.12%-3.14%-24.89%-50.93%30.86%24.21%10.64%
TPC
Tutor Perini Corporation
2.27%20.45%24.47%37.75%299.49%145.11%35.77%18.45%
VST
Vistra Corp.
1.30%-2.91%-3.96%-21.18%39.22%86.65%57.74%
ZETA
Zeta Global Holdings Corp.
-4.63%-19.06%-28.21%-20.60%21.14%13.97%
CAVA
CAVA Group Inc.
-1.40%5.71%44.73%36.67%-5.70%
RNAM
Avidity Biosciences, Inc.
BYRN
Byrna Technologies Inc.
-10.48%-41.74%-66.17%-78.45%-68.32%-9.05%-14.73%7.72%
OSCR
Oscar Health, Inc.
-0.62%11.15%0.56%-23.02%14.96%28.88%-9.36%
NEON
Neonode Inc.
3.65%-7.19%-18.39%-59.77%-82.12%-41.41%-31.71%-22.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Feb 27, 2026, Magnum Experiment 15's average daily return is -0.29%, while the average monthly return is -2.93%.

Historically, 0% of months were positive and 100% were negative. The best month was Apr 2026 with a return of -1.0%, while the worst month was Mar 2026 at -5.2%. The longest winning streak lasted 0 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Magnum Experiment 15 closed higher 47% of trading days. The best single day was Mar 31, 2026 with a return of +3.1%, while the worst single day was Mar 24, 2026 at -3.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.59%-5.19%-1.02%-8.59%

Expense Ratio

Magnum Experiment 15 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.


The portfolio doesn't include any funds that charge management fees.

Return for Risk

Return / Risk — by metrics


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

Risk / Return RankSharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
GDDY
GoDaddy Inc.
2-1.50-2.330.69-0.87-1.53
SFM
Sprouts Farmers Market, Inc.
6-1.17-1.660.76-0.73-1.14
TPC
Tutor Perini Corporation
985.955.591.7913.4845.30
VST
Vistra Corp.
550.871.401.171.513.12
ZETA
Zeta Global Holdings Corp.
440.361.121.130.631.47
CAVA
CAVA Group Inc.
31-0.080.311.040.150.27
RNAM
Avidity Biosciences, Inc.
BYRN
Byrna Technologies Inc.
5-0.91-1.510.81-0.75-1.45
OSCR
Oscar Health, Inc.
410.220.981.120.450.85
NEON
Neonode Inc.
9-0.66-0.790.87-0.84-1.12

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for Magnum Experiment 15. This metric is based on the past 12 months of trading data. Please check back later for updated information.


Loading graphics...

Dividends

Dividend yield

Magnum Experiment 15 provided a 0.06% dividend yield over the last twelve months.


TTM20252024202320222021202020192018201720162015
Portfolio0.06%0.05%0.05%0.18%0.55%0.38%0.44%0.33%0.29%0.26%1.44%0.17%
GDDY
GoDaddy 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%
SFM
Sprouts Farmers Market, 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%
TPC
Tutor Perini Corporation
0.14%0.09%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VST
Vistra Corp.
0.59%0.56%0.63%2.13%3.12%2.64%2.75%2.17%0.00%0.00%14.97%0.00%
ZETA
Zeta Global Holdings Corp.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CAVA
CAVA Group 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%
RNAM
Avidity Biosciences, 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%
BYRN
Byrna Technologies 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%
OSCR
Oscar Health, 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%
NEON
Neonode 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the Magnum Experiment 15. 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 Magnum Experiment 15 was 10.93%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current Magnum Experiment 15 drawdown is 9.11%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-10.93%Mar 9, 202616Mar 30, 2026
-2.78%Feb 27, 20262Mar 2, 20263Mar 5, 20265

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...

Diversification

Diversification Metrics


Number of Effective Assets

The portfolio contains 15 assets, with an effective number of assets of 6.66, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

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

BenchmarkRNAMVKTXSFMVSTGDDYLUMNBYRNWGSNEONTPCOSCRASTSCAVAZETAMSTRPortfolio
Benchmark1.000.000.39-0.490.35-0.030.530.340.340.540.620.650.600.620.520.760.45
RNAM0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
VKTX0.390.001.00-0.08-0.11-0.130.45-0.120.120.150.290.170.220.160.100.220.05
SFM-0.490.00-0.081.00-0.210.16-0.21-0.18-0.04-0.17-0.23-0.14-0.08-0.12-0.05-0.410.18
VST0.350.00-0.11-0.211.00-0.310.260.040.090.200.430.14-0.040.390.020.100.23
GDDY-0.030.00-0.130.16-0.311.00-0.130.420.270.04-0.290.040.09-0.030.46-0.040.58
LUMN0.530.000.45-0.210.26-0.131.000.030.240.200.430.260.310.320.150.280.27
BYRN0.340.00-0.12-0.180.040.420.031.000.230.350.130.410.360.180.550.270.54
WGS0.340.000.12-0.040.090.270.240.231.000.490.150.200.280.470.620.080.56
NEON0.540.000.15-0.170.200.040.200.350.491.000.300.360.300.580.390.420.44
TPC0.620.000.29-0.230.43-0.290.430.130.150.301.000.330.440.360.170.490.31
OSCR0.650.000.17-0.140.140.040.260.410.200.360.331.000.700.450.340.650.45
ASTS0.600.000.22-0.08-0.040.090.310.360.280.300.440.701.000.260.560.680.49
CAVA0.620.000.16-0.120.39-0.030.320.180.470.580.360.450.261.000.470.490.55
ZETA0.520.000.10-0.050.020.460.150.550.620.390.170.340.560.471.000.450.73
MSTR0.760.000.22-0.410.10-0.040.280.270.080.420.490.650.680.490.451.000.33
Portfolio0.450.000.050.180.230.580.270.540.560.440.310.450.490.550.730.331.00
The correlation results are calculated based on daily price changes starting from Feb 27, 2026