AMPC 6SN Scott w/XOM

Asset Allocation

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	9.60%
ADBE Adobe Inc	Technology	6.20%
COP ConocoPhillips Company	Energy	10.80%
COST Costco Wholesale Corporation	Consumer Defensive	6.30%
GOOGL Alphabet Inc Class A	Communication Services	6%
LLY Eli Lilly and Company	Healthcare	6.10%
MSFT Microsoft Corporation	Technology	9.20%
NEE NextEra Energy, Inc.	Utilities	4.90%
UNH UnitedHealth Group Incorporated	Healthcare	6.10%
USD=X USD Cash		2.10%
V Visa Inc.	Financial Services	6%
VZ Verizon Communications Inc.	Communication Services	6%
XOM Exxon Mobil Corporation	Energy	20.70%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in AMPC 6SN Scott w/XOM, 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.

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The earliest data available for this chart is Mar 19, 2008, corresponding to the inception date of V

Returns By Period

As of Apr 3, 2026, the AMPC 6SN Scott w/XOM returned 8.49% Year-To-Date and 19.69% of annualized return in the last 10 years.

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-3.43%	-3.84%	-1.98%	16.08%	16.86%	10.37%	12.29%
Portfolio AMPC 6SN Scott w/XOM	0.00%	1.30%	8.49%	13.88%	18.55%	16.71%	18.88%	19.69%
Portfolio components:
AAPL Apple Inc	0.11%	-2.97%	-5.78%	-0.28%	14.80%	16.04%	16.39%	26.10%
COP ConocoPhillips Company	1.67%	10.12%	40.51%	42.17%	27.23%	9.86%	23.68%	16.34%
MSFT Microsoft Corporation	1.11%	-7.54%	-22.60%	-27.29%	-1.52%	10.00%	9.94%	22.58%
NEE NextEra Energy, Inc.	0.32%	0.60%	16.82%	20.77%	36.09%	9.87%	6.95%	15.01%
VZ Verizon Communications Inc.	0.02%	-2.89%	23.39%	17.79%	17.97%	15.58%	2.85%	4.39%
XOM Exxon Mobil Corporation	-0.06%	5.84%	34.42%	46.62%	40.06%	15.29%	27.66%	11.56%
GOOGL Alphabet Inc Class A	-0.54%	-2.50%	-5.44%	20.55%	88.99%	41.91%	22.87%	22.80%
LLY Eli Lilly and Company	-1.98%	-7.16%	-12.80%	14.47%	15.19%	39.72%	39.64%	31.19%
COST Costco Wholesale Corporation	1.85%	0.71%	17.86%	11.02%	5.74%	28.60%	24.74%	22.54%
UNH UnitedHealth Group Incorporated	1.20%	-3.39%	-15.36%	-20.48%	-45.51%	-15.89%	-3.82%	9.69%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 20, 2008, AMPC 6SN Scott w/XOM's average daily return is +0.05%, while the average monthly return is +1.36%. At this rate, your investment would double in approximately 4.3 years.

Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +16.3%, while the worst month was Oct 2008 at -12.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, AMPC 6SN Scott w/XOM closed higher 38% of trading days. The best single day was Oct 13, 2008 with a return of +15.5%, while the worst single day was Mar 16, 2020 at -11.3%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	3.09%	3.53%	2.24%	-0.58%									8.49%
2025	1.16%	1.46%	-1.00%	-4.79%	-0.05%	2.17%	0.35%	4.23%	2.24%	1.52%	3.04%	0.79%	11.39%
2024	2.35%	1.26%	4.46%	-1.01%	3.87%	3.17%	0.24%	3.19%	-0.87%	-1.68%	3.44%	-4.86%	13.93%
2023	4.73%	-5.55%	5.70%	4.52%	-0.74%	5.32%	2.78%	1.57%	-1.72%	-0.28%	5.39%	0.44%	23.72%
2022	3.85%	0.70%	4.89%	-5.43%	5.23%	-6.79%	9.15%	-2.39%	-8.74%	12.70%	3.01%	-4.57%	9.60%
2021	1.80%	8.06%	2.34%	4.27%	1.36%	6.87%	1.24%	1.90%	-0.99%	9.17%	-1.32%	3.88%	45.31%

Benchmark Metrics

AMPC 6SN Scott w/XOM has an annualized alpha of 7.55%, beta of 0.89, and R² of 0.85 versus S&P 500 Index. Calculated based on daily prices since March 20, 2008.

This portfolio captured 102.76% of S&P 500 Index gains but only 72.12% of its losses — a favorable profile for investors.
This portfolio generated an annualized alpha of 7.55% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
With beta of 0.89 and R² of 0.85, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha: 7.55%

Beta: 0.89

R²: 0.85

Upside Capture: 102.76%

Downside Capture: 72.12%

Expense Ratio

AMPC 6SN Scott w/XOM 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

Risk / Return Rank

AMPC 6SN Scott w/XOM ranks 85 for risk / return — in the top 85% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	1.56	0.88	+0.68
Sortino ratio Return per unit of downside risk	2.23	1.37	+0.86
Omega ratio Gain probability vs. loss probability	1.35	1.21	+0.14
Calmar ratio Return relative to maximum drawdown	8.93	1.39	+7.54
Martin ratio Return relative to average drawdown	30.34	6.43	+23.91
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

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

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
AAPL Apple Inc	55	0.47	0.92	1.13	0.66	2.04
COP ConocoPhillips Company	63	0.79	1.23	1.16	1.27	2.45
MSFT Microsoft Corporation	35	-0.06	0.11	1.01	-0.05	-0.12
NEE NextEra Energy, Inc.	79	1.41	1.88	1.26	3.17	7.01
VZ Verizon Communications Inc.	64	0.79	1.35	1.17	1.22	2.79
XOM Exxon Mobil Corporation	80	1.58	2.06	1.28	2.51	6.57
GOOGL Alphabet Inc Class A	94	2.91	3.87	1.48	4.37	16.63
LLY Eli Lilly and Company	51	0.36	0.78	1.11	0.56	1.37
COST Costco Wholesale Corporation	45	0.29	0.56	1.07	0.36	0.72
UNH UnitedHealth Group Incorporated	11	-0.89	-1.09	0.82	-0.76	-1.00

Sharpe Ratio

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.

AMPC 6SN Scott w/XOM Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

1-Year: 1.56
5-Year: 1.22
10-Year: 1.10
All Time: 0.85

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 0.98 to 1.66, 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 AMPC 6SN Scott w/XOM compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

AMPC 6SN Scott w/XOM provided a 1.70% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.70%	1.99%	1.98%	2.17%	2.01%	2.17%	3.13%	2.08%	2.20%	2.23%	2.07%	2.81%
Portfolio components:
AAPL Apple Inc	0.41%	0.38%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%
COP ConocoPhillips Company	2.48%	3.40%	3.35%	3.37%	4.23%	2.70%	4.23%	2.05%	1.86%	1.93%	1.99%	6.30%
MSFT Microsoft Corporation	0.93%	0.70%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%
NEE NextEra Energy, Inc.	2.49%	2.82%	2.87%	3.08%	2.03%	1.65%	1.81%	2.06%	2.55%	2.52%	2.91%	2.96%
VZ Verizon Communications Inc.	5.54%	6.68%	6.68%	6.96%	6.53%	4.85%	4.21%	3.95%	4.22%	4.39%	4.26%	4.79%
XOM Exxon Mobil Corporation	2.51%	3.32%	3.57%	3.68%	3.22%	5.70%	8.44%	4.92%	4.74%	3.66%	3.30%	3.69%
GOOGL Alphabet Inc Class A	0.28%	0.27%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
LLY Eli Lilly and Company	0.67%	0.56%	0.67%	0.78%	1.07%	1.23%	1.75%	1.96%	1.94%	2.46%	2.77%	2.37%
COST Costco Wholesale Corporation	0.51%	0.59%	0.49%	2.87%	0.76%	0.54%	3.38%	0.86%	1.08%	4.81%	1.09%	4.06%
UNH UnitedHealth Group Incorporated	3.19%	2.64%	1.62%	1.38%	1.21%	1.12%	1.38%	1.41%	1.38%	1.30%	1.48%	1.59%

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 AMPC 6SN Scott w/XOM. 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 AMPC 6SN Scott w/XOM was 42.50%, occurring on Mar 9, 2009. Recovery took 611 trading sessions.

The current AMPC 6SN Scott w/XOM drawdown is 0.58%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-42.5%	May 20, 2008	294	Mar 9, 2009	611	Nov 10, 2010	905
-32.33%	Feb 20, 2020	33	Mar 23, 2020	77	Jun 8, 2020	110
-18.78%	Oct 3, 2018	83	Dec 24, 2018	87	Mar 21, 2019	170
-14.51%	Dec 4, 2024	126	Apr 8, 2025	162	Sep 17, 2025	288
-14.27%	Jul 25, 2011	17	Aug 10, 2011	132	Dec 20, 2011	149

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 13 assets, with an effective number of assets of 9.89, 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.

	Benchmark	USD=X	NEE	VZ	LLY	UNH	COP	COST	XOM	AAPL	V	GOOGL	ADBE	MSFT	Portfolio
Benchmark	1.00	0.00	0.41	0.41	0.46	0.47	0.51	0.55	0.53	0.62	0.64	0.67	0.67	0.70	0.85
USD=X	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
NEE	0.41	0.00	1.00	0.34	0.27	0.25	0.20	0.28	0.25	0.19	0.26	0.22	0.24	0.26	0.38
VZ	0.41	0.00	0.34	1.00	0.28	0.25	0.24	0.28	0.30	0.19	0.27	0.20	0.22	0.23	0.40
LLY	0.46	0.00	0.27	0.28	1.00	0.32	0.21	0.29	0.24	0.24	0.29	0.29	0.30	0.31	0.44
UNH	0.47	0.00	0.25	0.25	0.32	1.00	0.26	0.29	0.27	0.25	0.31	0.29	0.28	0.28	0.46
COP	0.51	0.00	0.20	0.24	0.21	0.26	1.00	0.18	0.70	0.25	0.29	0.26	0.26	0.25	0.66
COST	0.55	0.00	0.28	0.28	0.29	0.29	0.18	1.00	0.23	0.33	0.35	0.35	0.38	0.39	0.46
XOM	0.53	0.00	0.25	0.30	0.24	0.27	0.70	0.23	1.00	0.24	0.31	0.27	0.26	0.27	0.69
AAPL	0.62	0.00	0.19	0.19	0.24	0.25	0.25	0.33	0.24	1.00	0.39	0.49	0.43	0.48	0.56
V	0.64	0.00	0.26	0.27	0.29	0.31	0.29	0.35	0.31	0.39	1.00	0.45	0.48	0.45	0.56
GOOGL	0.67	0.00	0.22	0.20	0.29	0.29	0.26	0.35	0.27	0.49	0.45	1.00	0.51	0.54	0.57
ADBE	0.67	0.00	0.24	0.22	0.30	0.28	0.26	0.38	0.26	0.43	0.48	0.51	1.00	0.57	0.57
MSFT	0.70	0.00	0.26	0.23	0.31	0.28	0.25	0.39	0.27	0.48	0.45	0.54	0.57	1.00	0.59
Portfolio	0.85	0.00	0.38	0.40	0.44	0.46	0.66	0.46	0.69	0.56	0.56	0.57	0.57	0.59	1.00

The correlation results are calculated based on daily price changes starting from Mar 20, 2008

AMPC 6SN Scott w/XOM

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table