stock portfolio2
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AAPL Apple Inc | Technology | 100% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in stock portfolio2, 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 earliest data available for this chart is Dec 12, 1980, corresponding to the inception date of AAPL
Returns By Period
As of Dec 24, 2024, the stock portfolio2 returned 33.24% Year-To-Date and 26.03% of annualized return in the last 10 years.
Monthly Returns
The table below presents the monthly returns of stock portfolio2, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.22% | -1.85% | -5.13% | -0.67% | 13.02% | 9.56% | 5.44% | 3.24% | 1.75% | -3.04% | 5.17% | 33.24% | |
| 2023 | 11.05% | 2.32% | 11.86% | 2.90% | 4.61% | 9.43% | 1.28% | -4.24% | -8.87% | -0.26% | 11.38% | 1.36% | 49.01% |
| 2022 | -1.57% | -5.41% | 5.75% | -9.71% | -5.45% | -8.14% | 18.86% | -3.12% | -12.10% | 10.96% | -3.30% | -12.23% | -26.40% |
| 2021 | -0.55% | -7.97% | 0.73% | 7.62% | -5.05% | 9.91% | 6.50% | 4.25% | -6.80% | 5.87% | 10.51% | 7.42% | 34.65% |
| 2020 | 5.40% | -11.47% | -6.98% | 15.54% | 8.51% | 14.74% | 16.51% | 21.66% | -10.25% | -6.00% | 9.55% | 11.46% | 82.31% |
| 2019 | 5.52% | 4.48% | 9.70% | 5.64% | -12.42% | 13.05% | 7.64% | -1.65% | 7.30% | 11.07% | 7.76% | 9.88% | 88.96% |
| 2018 | -1.06% | 6.82% | -5.81% | -1.50% | 13.51% | -0.94% | 2.80% | 20.04% | -0.83% | -3.05% | -18.12% | -11.67% | -5.39% |
| 2017 | 4.77% | 13.38% | 4.87% | -0.01% | 6.78% | -5.72% | 3.27% | 10.70% | -6.02% | 9.68% | 2.03% | -1.52% | 48.46% |
| 2016 | -7.52% | -0.13% | 12.72% | -13.99% | 7.18% | -4.27% | 9.01% | 2.37% | 6.55% | 0.43% | -2.16% | 4.80% | 12.48% |
| 2015 | 6.14% | 10.08% | -3.14% | 0.58% | 4.53% | -3.72% | -3.29% | -6.62% | -2.18% | 8.34% | -0.58% | -11.02% | -3.01% |
| 2014 | -10.77% | 5.75% | 2.00% | 9.94% | 7.87% | 2.77% | 2.87% | 7.75% | -1.71% | 7.20% | 10.60% | -7.19% | 40.62% |
| 2013 | -14.41% | -2.53% | 0.29% | 0.03% | 2.24% | -11.83% | 14.12% | 8.38% | -2.15% | 9.64% | 7.00% | 0.89% | 8.07% |
Expense Ratio
stock portfolio2 has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of stock portfolio2 is 31, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
AAPL Apple Inc | 1.41 | 2.07 | 1.26 | 1.91 | 4.99 |
Dividends
Dividend yield
stock portfolio2 provided a 0.39% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.39% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
| Portfolio components: | ||||||||||||
AAPL Apple Inc | 0.39% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Monthly Dividends
The table below shows the monthly dividends paid by this portfolio.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.24 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.99 |
| 2023 | $0.00 | $0.23 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.95 |
| 2022 | $0.00 | $0.22 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.91 |
| 2021 | $0.00 | $0.21 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.87 |
| 2020 | $0.00 | $0.19 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.81 |
| 2019 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.76 |
| 2018 | $0.00 | $0.16 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.71 |
| 2017 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.62 |
| 2016 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.56 |
| 2015 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.51 |
| 2014 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.46 |
| 2013 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.42 |
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 stock portfolio2. 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 stock portfolio2 was 81.80%, occurring on Apr 17, 2003. Recovery took 447 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.8% | Mar 23, 2000 | 770 | Apr 17, 2003 | 447 | Jan 26, 2005 | 1217 |
| -81.25% | Apr 3, 1991 | 1703 | Dec 23, 1997 | 426 | Sep 2, 1999 | 2129 |
| -76.91% | Jun 7, 1983 | 556 | Aug 15, 1985 | 379 | Feb 17, 1987 | 935 |
| -69.47% | Dec 30, 1980 | 385 | Jul 8, 1982 | 137 | Jan 20, 1983 | 522 |
| -60.87% | Dec 31, 2007 | 266 | Jan 20, 2009 | 191 | Oct 21, 2009 | 457 |
Volatility
Volatility Chart
The current stock portfolio2 volatility is 3.97%, 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.