1 Caraba 6a

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

1 Caraba 6a

Currency in USD · Last updated May 23, 2025

Asset Allocation

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	4%
AMD Advanced Micro Devices, Inc.	Technology	2.71%
AVGO Broadcom Inc.	Technology	3.99%
AXP American Express Company	Financial Services	2.38%
CB Chubb Limited	Financial Services	5.63%
COST Costco Wholesale Corporation	Consumer Defensive	5.40%
DPZ Domino's Pizza, Inc.	Consumer Cyclical	1.55%
ETN Eaton Corporation plc	Industrials	4.96%
GLD SPDR Gold Trust	Precious Metals, Gold	4.62%
GOOGL Alphabet Inc Class A	Communication Services	2.35%
LLY Eli Lilly and Company	Healthcare	7.27%
LOW Lowe's Companies, Inc.	Consumer Cyclical	1.77%
META Meta Platforms, Inc.	Communication Services	2.13%
MSFT Microsoft Corporation	Technology	7.50%
NVDA NVIDIA Corporation	Technology	4.80%
PANW Palo Alto Networks, Inc.	Technology	2.26%
TOL Toll Brothers, Inc.	Consumer Cyclical	3.14%
UNH UnitedHealth Group Incorporated	Healthcare	6.10%
VOT Vanguard Mid-Cap Growth ETF	Mid Cap Blend Equities	2.51%
WELL Welltower Inc.	Real Estate	5.95%
WM Waste Management, Inc.	Industrials	6.80%
WMT Walmart Inc.	Consumer Defensive	8.33%
XOM Exxon Mobil Corporation	Energy	3.85%

Benchmark

S&P 500

Rebalance

Performance

Performance Chart

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The earliest data available for this chart is Jul 20, 2012, corresponding to the inception date of PANW

Returns By Period

As of May 23, 2025, the 1 Caraba 6a returned 1.83% Year-To-Date and 24.78% of annualized return in the last 10 years.

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	-0.67%	10.48%	-1.79%	10.08%	14.60%	10.64%
1 Caraba 6a	1.83%	6.07%	-0.66%	14.82%	29.42%	24.78%
Portfolio components:
LLY Eli Lilly and Company	-7.01%	-13.40%	-4.27%	-10.31%	38.06%	27.69%
WMT Walmart Inc.	6.73%	1.38%	9.33%	48.53%	19.98%	16.49%
LOW Lowe's Companies, Inc.	-8.46%	2.68%	-14.82%	3.09%	14.88%	14.46%
MSFT Microsoft Corporation	8.33%	24.23%	10.59%	6.46%	20.94%	27.31%
UNH UnitedHealth Group Incorporated	-41.10%	-30.55%	-49.94%	-42.19%	1.95%	11.20%
PANW Palo Alto Networks, Inc.	2.30%	13.76%	-6.39%	20.64%	36.24%	21.23%
AVGO Broadcom Inc.	-0.26%	35.94%	41.42%	67.61%	56.76%	36.52%
TOL Toll Brothers, Inc.	-16.94%	6.84%	-31.34%	-11.92%	30.64%	11.74%
DPZ Domino's Pizza, Inc.	15.36%	-0.80%	8.96%	-4.47%	6.54%	17.28%
NVDA NVIDIA Corporation	-1.08%	34.32%	-9.42%	39.93%	71.34%	74.59%
COST Costco Wholesale Corporation	11.38%	4.11%	6.79%	27.63%	29.60%	23.78%
XOM Exxon Mobil Corporation	-2.53%	-4.05%	-14.01%	-7.72%	23.72%	6.32%
GOOGL Alphabet Inc Class A	-9.63%	12.81%	2.17%	-2.66%	19.43%	20.00%
META Meta Platforms, Inc.	8.82%	27.24%	13.24%	36.58%	22.18%	23.02%
CB Chubb Limited	4.23%	-1.15%	1.35%	8.76%	21.72%	12.37%
AAPL Apple Inc	-19.40%	0.94%	-11.67%	5.97%	21.04%	21.10%
ETN Eaton Corporation plc	-2.56%	20.71%	-12.83%	-3.22%	34.97%	19.09%
VOT Vanguard Mid-Cap Growth ETF	4.90%	13.21%	0.58%	14.02%	12.13%	10.11%
AXP American Express Company	-2.69%	13.77%	-1.43%	20.97%	27.97%	15.13%
WM Waste Management, Inc.	16.05%	1.46%	6.07%	12.76%	20.69%	18.97%
AMD Advanced Micro Devices, Inc.	-8.35%	28.34%	-19.48%	-33.11%	14.95%	47.44%
GLD SPDR Gold Trust	25.18%	-2.57%	22.89%	37.71%	13.18%	10.12%
WELL Welltower Inc.	17.62%	0.22%	7.51%	47.08%	28.90%	11.93%

*Annualized

Monthly Returns

The table below presents the monthly returns of 1 Caraba 6a, 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	3.40%	0.07%	-4.28%	1.27%	1.52%								1.83%
2024	4.55%	8.46%	3.84%	-1.84%	6.51%	3.84%	0.52%	4.97%	2.40%	-0.54%	5.11%	-4.11%	38.45%
2023	7.00%	-0.04%	6.54%	3.39%	4.51%	7.03%	2.22%	1.16%	-2.82%	0.83%	7.95%	4.53%	50.66%
2022	-6.12%	-0.69%	5.75%	-5.84%	-1.46%	-6.10%	8.39%	-4.39%	-7.55%	5.97%	8.36%	-5.69%	-10.88%
2021	0.49%	2.38%	3.08%	5.71%	2.37%	4.59%	4.14%	4.90%	-5.46%	9.70%	1.99%	5.10%	45.78%
2020	1.60%	-6.63%	-9.58%	11.88%	6.74%	2.66%	5.90%	7.81%	-2.20%	-3.04%	11.66%	3.20%	31.20%
2019	7.79%	2.40%	4.38%	2.31%	-4.62%	6.58%	1.48%	1.10%	0.60%	3.76%	3.68%	3.72%	38.00%
2018	5.89%	-4.91%	-2.29%	0.99%	4.46%	0.87%	4.53%	6.43%	1.31%	-5.67%	2.24%	-5.99%	6.98%
2017	2.37%	5.19%	0.85%	1.39%	3.90%	0.33%	2.56%	0.59%	1.57%	4.38%	3.47%	-0.38%	29.42%
2016	-4.26%	1.35%	7.52%	-0.90%	4.72%	2.78%	5.56%	0.51%	0.92%	-1.25%	2.80%	4.43%	26.31%
2015	-0.56%	5.83%	-0.98%	-1.59%	2.39%	-2.57%	1.52%	-3.69%	0.46%	5.22%	2.26%	1.35%	9.60%
2014	-1.82%	6.07%	0.44%	0.78%	2.41%	1.86%	-1.84%	5.66%	-1.17%	3.51%	4.83%	0.46%	22.88%

Expense Ratio

1 Caraba 6a has an expense ratio of 0.02%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

VOT

Vanguard Mid-Cap Growth ETF

GLD

SPDR Gold Trust

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 1 Caraba 6a is 69, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

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 ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
LLY Eli Lilly and Company	-0.27	-0.04	0.99	-0.32	-0.61
WMT Walmart Inc.	2.04	2.87	1.39	2.33	7.62
LOW Lowe's Companies, Inc.	0.13	0.14	1.02	-0.02	-0.05
MSFT Microsoft Corporation	0.25	0.62	1.08	0.33	0.73
UNH UnitedHealth Group Incorporated	-0.95	-1.13	0.80	-0.75	-2.50
PANW Palo Alto Networks, Inc.	0.57	0.82	1.10	0.56	1.67
AVGO Broadcom Inc.	1.08	1.78	1.24	1.58	4.36
TOL Toll Brothers, Inc.	-0.32	-0.54	0.94	-0.43	-0.90
DPZ Domino's Pizza, Inc.	-0.14	-0.02	1.00	-0.20	-0.33
NVDA NVIDIA Corporation	0.67	1.26	1.16	1.09	2.67
COST Costco Wholesale Corporation	1.27	1.83	1.25	1.68	4.85
XOM Exxon Mobil Corporation	-0.32	-0.44	0.95	-0.54	-1.17
GOOGL Alphabet Inc Class A	-0.09	0.08	1.01	-0.10	-0.21
META Meta Platforms, Inc.	1.00	1.57	1.20	1.06	3.24
CB Chubb Limited	0.43	0.80	1.10	0.71	1.75
AAPL Apple Inc	0.18	0.49	1.07	0.18	0.56
ETN Eaton Corporation plc	-0.08	0.18	1.03	-0.07	-0.17
VOT Vanguard Mid-Cap Growth ETF	0.64	1.01	1.14	0.64	2.26
AXP American Express Company	0.65	1.06	1.15	0.69	2.17
WM Waste Management, Inc.	0.63	0.99	1.15	1.14	2.56
AMD Advanced Micro Devices, Inc.	-0.63	-0.73	0.91	-0.53	-1.10
GLD SPDR Gold Trust	2.13	2.65	1.34	4.31	10.98
WELL Welltower Inc.	2.22	3.02	1.39	3.74	11.03

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.

1 Caraba 6a Sharpe ratios as of May 23, 2025 (values are recalculated daily):

1-Year: 0.84
5-Year: 1.76
10-Year: 1.41
All Time: 1.47

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 0.47 to 0.99, 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 1 Caraba 6a 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.

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Dividends

Dividend yield

1 Caraba 6a provided a 1.07% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	1.07%	0.98%	1.25%	1.35%	1.23%	1.79%	1.66%	1.90%	1.94%	1.91%	2.17%	1.86%
Portfolio components:
LLY Eli Lilly and Company	0.78%	0.67%	0.78%	1.07%	1.23%	1.75%	1.96%	1.95%	2.46%	2.77%	2.37%	2.84%
WMT Walmart Inc.	0.92%	0.92%	1.45%	1.58%	1.52%	1.50%	1.78%	2.23%	2.07%	2.89%	3.20%	2.24%
LOW Lowe's Companies, Inc.	2.06%	1.82%	1.93%	1.86%	1.08%	1.40%	1.72%	1.93%	1.64%	1.77%	1.34%	1.19%
MSFT Microsoft Corporation	0.71%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%	2.48%
UNH UnitedHealth Group Incorporated	2.83%	1.62%	1.38%	1.21%	1.12%	1.38%	1.41%	1.38%	1.30%	1.48%	1.59%	1.39%
PANW Palo Alto Networks, 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%
AVGO Broadcom Inc.	0.97%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%	1.22%
TOL Toll Brothers, Inc.	0.90%	0.71%	0.81%	1.54%	0.86%	1.01%	1.11%	1.25%	0.50%	0.00%	0.00%	0.00%
DPZ Domino's Pizza, Inc.	1.30%	1.44%	1.17%	1.27%	0.67%	0.81%	0.89%	0.89%	0.97%	0.95%	1.11%	1.06%
NVDA NVIDIA Corporation	0.02%	0.02%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%	1.70%
COST Costco Wholesale Corporation	0.47%	0.49%	2.87%	0.76%	0.54%	3.38%	0.86%	1.08%	4.81%	1.09%	4.06%	0.97%
XOM Exxon Mobil Corporation	3.81%	3.57%	3.68%	3.22%	5.70%	8.44%	4.92%	4.74%	3.66%	3.30%	3.69%	2.92%
GOOGL Alphabet Inc Class A	0.47%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
META Meta Platforms, Inc.	0.32%	0.34%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CB Chubb Limited	1.27%	1.30%	1.51%	1.49%	1.65%	2.01%	1.91%	2.24%	1.93%	2.07%	2.28%	2.79%
AAPL Apple Inc	0.50%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%	1.67%
ETN Eaton Corporation plc	1.23%	1.13%	1.43%	2.06%	1.76%	2.43%	3.00%	3.85%	3.04%	3.40%	4.23%	2.88%
VOT Vanguard Mid-Cap Growth ETF	0.66%	0.67%	0.71%	0.78%	0.34%	0.56%	0.78%	0.84%	0.72%	0.81%	0.81%	0.79%
AXP American Express Company	1.02%	0.91%	1.24%	1.35%	1.05%	1.42%	1.29%	1.51%	1.32%	1.61%	1.58%	1.05%
WM Waste Management, Inc.	1.32%	1.49%	1.56%	1.66%	1.38%	1.85%	1.80%	2.09%	1.97%	2.31%	2.89%	2.92%
AMD Advanced Micro Devices, 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%
GLD SPDR Gold Trust	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
WELL Welltower Inc.	1.82%	2.03%	2.71%	3.72%	2.84%	4.18%	4.26%	5.01%	5.46%	5.14%	4.85%	4.20%

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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the 1 Caraba 6a. 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 1 Caraba 6a was 30.37%, occurring on Mar 23, 2020. Recovery took 79 trading sessions.

The current 1 Caraba 6a drawdown is 4.39%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-30.37%	Feb 20, 2020	23	Mar 23, 2020	79	Jul 15, 2020	102
-19.03%	Dec 30, 2021	200	Oct 14, 2022	114	Mar 30, 2023	314
-15.42%	Sep 21, 2018	65	Dec 24, 2018	37	Feb 19, 2019	102
-15.18%	Feb 14, 2025	37	Apr 8, 2025	—	—	—
-10.84%	Mar 23, 2015	109	Aug 25, 2015	45	Oct 28, 2015	154

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 23 assets, with an effective number of assets of 19.09, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

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

	^GSPC	GLD	WELL	XOM	LLY	DPZ	WMT	UNH	PANW	CB	AMD	WM	TOL	META	COST	LOW	AAPL	NVDA	AVGO	AXP	ETN	GOOGL	MSFT	VOT	Portfolio
^GSPC	1.00	0.01	0.36	0.48	0.42	0.42	0.41	0.46	0.49	0.52	0.51	0.50	0.52	0.56	0.56	0.59	0.64	0.61	0.64	0.68	0.69	0.69	0.72	0.90	0.92
GLD	0.01	1.00	0.11	0.06	-0.00	0.02	0.02	-0.01	-0.00	-0.03	0.03	0.01	0.06	0.02	0.01	-0.03	0.02	0.01	0.00	-0.02	-0.01	0.02	0.01	0.04	0.06
WELL	0.36	0.11	1.00	0.20	0.20	0.17	0.23	0.21	0.12	0.31	0.13	0.36	0.28	0.17	0.26	0.25	0.18	0.12	0.16	0.28	0.24	0.19	0.21	0.34	0.42
XOM	0.48	0.06	0.20	1.00	0.21	0.16	0.21	0.26	0.15	0.39	0.17	0.27	0.26	0.17	0.21	0.30	0.24	0.19	0.25	0.43	0.42	0.25	0.23	0.40	0.42
LLY	0.42	-0.00	0.20	0.21	1.00	0.22	0.27	0.33	0.22	0.28	0.18	0.34	0.18	0.26	0.30	0.25	0.24	0.23	0.25	0.26	0.28	0.28	0.32	0.36	0.49
DPZ	0.42	0.02	0.17	0.16	0.22	1.00	0.24	0.24	0.29	0.21	0.25	0.26	0.28	0.27	0.30	0.33	0.27	0.30	0.29	0.26	0.27	0.30	0.32	0.45	0.44
WMT	0.41	0.02	0.23	0.21	0.27	0.24	1.00	0.28	0.15	0.31	0.16	0.36	0.21	0.18	0.57	0.35	0.25	0.20	0.21	0.27	0.27	0.26	0.30	0.34	0.48
UNH	0.46	-0.01	0.21	0.26	0.33	0.24	0.28	1.00	0.19	0.37	0.18	0.38	0.22	0.20	0.30	0.32	0.27	0.21	0.25	0.34	0.31	0.31	0.31	0.39	0.49
PANW	0.49	-0.00	0.12	0.15	0.22	0.29	0.15	0.19	1.00	0.16	0.34	0.19	0.27	0.36	0.28	0.31	0.38	0.43	0.41	0.31	0.30	0.39	0.42	0.57	0.51
CB	0.52	-0.03	0.31	0.39	0.28	0.21	0.31	0.37	0.16	1.00	0.15	0.45	0.31	0.18	0.32	0.35	0.24	0.17	0.24	0.48	0.43	0.26	0.29	0.42	0.50
AMD	0.51	0.03	0.13	0.17	0.18	0.25	0.16	0.18	0.34	0.15	1.00	0.17	0.30	0.38	0.27	0.29	0.40	0.61	0.47	0.32	0.35	0.42	0.45	0.54	0.57
WM	0.50	0.01	0.36	0.27	0.34	0.26	0.36	0.38	0.19	0.45	0.17	1.00	0.27	0.20	0.41	0.37	0.28	0.20	0.25	0.38	0.39	0.28	0.34	0.45	0.54
TOL	0.52	0.06	0.28	0.26	0.18	0.28	0.21	0.22	0.27	0.31	0.30	0.27	1.00	0.28	0.30	0.52	0.31	0.32	0.33	0.39	0.44	0.31	0.32	0.55	0.53
META	0.56	0.02	0.17	0.17	0.26	0.27	0.18	0.20	0.36	0.18	0.38	0.20	0.28	1.00	0.31	0.30	0.45	0.48	0.45	0.34	0.33	0.60	0.51	0.54	0.56
COST	0.56	0.01	0.26	0.21	0.30	0.30	0.57	0.30	0.28	0.32	0.27	0.41	0.30	0.31	1.00	0.42	0.38	0.35	0.35	0.35	0.33	0.40	0.45	0.49	0.60
LOW	0.59	-0.03	0.25	0.30	0.25	0.33	0.35	0.32	0.31	0.35	0.29	0.37	0.52	0.30	0.42	1.00	0.35	0.33	0.36	0.44	0.46	0.37	0.39	0.59	0.58
AAPL	0.64	0.02	0.18	0.24	0.24	0.27	0.25	0.27	0.38	0.24	0.40	0.28	0.31	0.45	0.38	0.35	1.00	0.47	0.51	0.36	0.37	0.53	0.56	0.56	0.62
NVDA	0.61	0.01	0.12	0.19	0.23	0.30	0.20	0.21	0.43	0.17	0.61	0.20	0.32	0.48	0.35	0.33	0.47	1.00	0.59	0.37	0.42	0.51	0.56	0.62	0.67
AVGO	0.64	0.00	0.16	0.25	0.25	0.29	0.21	0.25	0.41	0.24	0.47	0.25	0.33	0.45	0.35	0.36	0.51	0.59	1.00	0.41	0.47	0.47	0.52	0.64	0.66
AXP	0.68	-0.02	0.28	0.43	0.26	0.26	0.27	0.34	0.31	0.48	0.32	0.38	0.39	0.34	0.35	0.44	0.36	0.37	0.41	1.00	0.54	0.43	0.42	0.62	0.62
ETN	0.69	-0.01	0.24	0.42	0.28	0.27	0.27	0.31	0.30	0.43	0.35	0.39	0.44	0.33	0.33	0.46	0.37	0.42	0.47	0.54	1.00	0.40	0.43	0.64	0.66
GOOGL	0.69	0.02	0.19	0.25	0.28	0.30	0.26	0.31	0.39	0.26	0.42	0.28	0.31	0.60	0.40	0.37	0.53	0.51	0.47	0.43	0.40	1.00	0.64	0.61	0.65
MSFT	0.72	0.01	0.21	0.23	0.32	0.32	0.30	0.31	0.42	0.29	0.45	0.34	0.32	0.51	0.45	0.39	0.56	0.56	0.52	0.42	0.43	0.64	1.00	0.65	0.72
VOT	0.90	0.04	0.34	0.40	0.36	0.45	0.34	0.39	0.57	0.42	0.54	0.45	0.55	0.54	0.49	0.59	0.56	0.62	0.64	0.62	0.64	0.61	0.65	1.00	0.85
Portfolio	0.92	0.06	0.42	0.42	0.49	0.44	0.48	0.49	0.51	0.50	0.57	0.54	0.53	0.56	0.60	0.58	0.62	0.67	0.66	0.62	0.66	0.65	0.72	0.85	1.00

The correlation results are calculated based on daily price changes starting from Jul 23, 2012

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