Prefer 30 30 40

The chart shows the growth of an initial investment of $10,000 in Prefer 30 30 40, 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 table below presents the monthly returns of Prefer 30 30 40, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

Prefer 30 30 40 features an expense ratio of 0.48%, falling within the medium range. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

The current rank of Prefer 30 30 40 is 74, 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.

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.

Prefer 30 30 40 granted a 1.22% dividend yield in the last twelve months.

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.

The table below displays the maximum drawdowns of the Prefer 30 30 40. 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 Prefer 30 30 40 was 31.40%, occurring on Aug 7, 2024. The portfolio has not yet recovered.

The current Prefer 30 30 40 drawdown is 21.32%.

The current Prefer 30 30 40 volatility is 16.79%, 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.