DJIM GLOBAL TECHNOLOGY TITAN 50
Asset Allocation
Asset allocation is not available
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in DJIM GLOBAL TECHNOLOGY TITAN 50, 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
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 19.79% | 2.08% | 9.01% | 29.79% | 13.85% | 11.12% |
| DJIM GLOBAL TECHNOLOGY TITAN 50 | -3.69% | 0.00% | 0.00% | 12.48% | N/A | N/A |
| Portfolio components: | ||||||
Monthly Returns
The table below presents the monthly returns of DJIM GLOBAL TECHNOLOGY TITAN 50, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 12.06% | -0.61% | 12.72% | 0.43% | 10.02% | 5.29% | 3.88% | -2.08% | -6.10% | -0.52% | 12.49% | 4.09% | 62.49% |
| 2022 | -7.36% | -5.42% | 2.19% | -12.98% | -1.57% | -9.43% | 10.11% | -5.72% | -13.04% | 2.88% | 8.94% | -8.38% | -35.61% |
| 2021 | 2.70% | 0.73% | 0.62% | 6.39% | -0.84% | 6.64% | 2.53% | 4.54% | -7.00% | 8.08% | 2.46% | 2.07% | 31.94% |
| 2020 | 3.14% | -5.71% | -8.41% | 13.71% | 5.75% | 8.12% | 7.90% | 11.53% | -5.70% | -1.73% | 7.80% | 3.84% | 44.56% |
Risk-Adjusted Performance
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 DJIM GLOBAL TECHNOLOGY TITAN 50. 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 DJIM GLOBAL TECHNOLOGY TITAN 50 was 40.97%, occurring on Nov 3, 2022. Recovery took 288 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.97% | Dec 28, 2021 | 223 | Nov 3, 2022 | 288 | Dec 12, 2023 | 511 |
| -28.67% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 8, 2020 | 78 |
| -12.93% | Sep 3, 2020 | 15 | Sep 23, 2020 | 54 | Dec 8, 2020 | 69 |
| -11.08% | Feb 16, 2021 | 15 | Mar 8, 2021 | 24 | Apr 9, 2021 | 39 |
| -9.36% | Sep 8, 2021 | 19 | Oct 4, 2021 | 22 | Nov 3, 2021 | 41 |
Volatility
Volatility Chart
The current DJIM GLOBAL TECHNOLOGY TITAN 50 volatility is 3.50%, 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.