BEST GROWTH II
6 etfs changing the world
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BEST GROWTH II, 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 Oct 23, 2017, corresponding to the inception date of RBOD.L
Returns By Period
Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
S&P 500 | 19.55% | 2.37% | 8.95% | 32.00% | 13.81% | 11.08% |
BEST GROWTH II | 10.19% | 1.44% | 4.57% | 23.34% | 9.13% | N/A |
Portfolio components: | ||||||
VanEck Morningstar US Sustainable Wide Moat UCITS ETF | 10.81% | 2.28% | 5.79% | 23.16% | 10.77% | N/A |
iShares Automation & Robotics UCITS ETF | -0.24% | -0.72% | -4.13% | 19.59% | 11.35% | N/A |
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) | 27.85% | 0.75% | 5.40% | 42.04% | 12.67% | N/A |
iShares Edge MSCI USA Value Factor UCITS | 7.35% | 2.62% | 1.52% | 20.07% | 7.78% | N/A |
SPDR® S&P Euro Dividend Aristocrats UCITS ETF | 13.70% | 2.86% | 11.78% | 25.32% | 5.17% | 7.29% |
iShares Healthcare Innovation UCITS ETF USD (Acc) | 6.95% | 0.67% | 4.59% | 18.71% | 6.00% | N/A |
Monthly Returns
The table below presents the monthly returns of BEST GROWTH II, 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 | -0.51% | 3.48% | 2.93% | -5.03% | 1.09% | 1.81% | 4.19% | 1.47% | 10.19% | ||||
2023 | 5.73% | -2.32% | 1.30% | 0.84% | -1.50% | 4.47% | 2.60% | -2.90% | -5.58% | -6.18% | 10.40% | 8.47% | 14.71% |
2022 | -10.62% | -1.37% | 2.08% | -8.67% | -1.82% | -6.10% | 6.34% | -3.97% | -7.20% | 6.09% | 5.56% | -2.03% | -21.23% |
2021 | 1.58% | 1.26% | 1.52% | 4.89% | 0.32% | 1.76% | 0.49% | 1.72% | -3.81% | 1.82% | -3.25% | 4.32% | 12.98% |
2020 | -1.65% | -7.95% | -9.55% | 12.03% | 5.03% | 2.76% | 4.05% | 5.16% | -0.75% | -2.58% | 13.18% | 5.60% | 25.19% |
2019 | 8.17% | 3.40% | 0.13% | 1.60% | -5.93% | 6.35% | 1.55% | -4.66% | 1.23% | 4.02% | 5.20% | 2.66% | 25.35% |
2018 | 7.99% | -3.63% | -1.85% | 0.35% | 0.79% | -0.06% | 2.18% | 2.58% | 1.10% | -9.74% | 2.76% | -7.72% | -6.35% |
2017 | -0.06% | 3.25% | 1.94% | 5.18% |
Expense Ratio
BEST GROWTH II features an expense ratio of 0.39%, falling within the medium range. 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 BEST GROWTH II is 24, indicating that it is in the bottom 24% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 | |
---|---|---|---|---|---|
VanEck Morningstar US Sustainable Wide Moat UCITS ETF | 1.80 | 2.60 | 1.32 | 1.16 | 8.83 |
iShares Automation & Robotics UCITS ETF | 1.01 | 1.50 | 1.18 | 0.63 | 3.77 |
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) | 2.38 | 3.09 | 1.42 | 1.80 | 12.16 |
iShares Edge MSCI USA Value Factor UCITS | 1.44 | 2.11 | 1.27 | 0.93 | 6.06 |
SPDR® S&P Euro Dividend Aristocrats UCITS ETF | 1.88 | 2.64 | 1.32 | 1.37 | 10.96 |
iShares Healthcare Innovation UCITS ETF USD (Acc) | 1.19 | 1.89 | 1.21 | 0.41 | 5.12 |
Dividends
Dividend yield
BEST GROWTH II granted a 0.09% dividend yield in the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BEST GROWTH II | 0.09% | 0.38% | 0.42% | 0.31% | 0.34% | 0.39% | 0.49% | 0.32% | 0.30% | 0.30% | 0.36% | 0.37% |
Portfolio components: | ||||||||||||
VanEck Morningstar US Sustainable Wide Moat UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
iShares Automation & Robotics UCITS ETF | 0.44% | 0.45% | 0.56% | 0.32% | 0.34% | 0.79% | 1.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
iShares Edge MSCI USA Value Factor UCITS | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPDR® S&P Euro Dividend Aristocrats UCITS ETF | 0.46% | 3.31% | 3.61% | 2.80% | 3.07% | 3.11% | 3.75% | 3.15% | 2.97% | 3.02% | 3.60% | 3.71% |
iShares Healthcare Innovation UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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 BEST GROWTH II. 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 BEST GROWTH II was 32.26%, occurring on Mar 23, 2020. Recovery took 78 trading sessions.
The current BEST GROWTH II drawdown is 2.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-32.26% | Feb 18, 2020 | 25 | Mar 23, 2020 | 78 | Jul 15, 2020 | 103 |
-31.82% | Sep 7, 2021 | 276 | Oct 11, 2022 | — | — | — |
-17.9% | Sep 27, 2018 | 63 | Dec 24, 2018 | 216 | Nov 1, 2019 | 279 |
-10.01% | Jan 30, 2018 | 9 | Feb 9, 2018 | 155 | Sep 21, 2018 | 164 |
-9.57% | Feb 16, 2021 | 14 | Mar 5, 2021 | 27 | Apr 15, 2021 | 41 |
Volatility
Volatility Chart
The current BEST GROWTH II volatility is 3.86%, 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.
Diversification
Asset Correlations Table
EUDI.L | DRDR.L | IWFM.L | IUVF.L | MOAT.L | RBOD.L | |
---|---|---|---|---|---|---|
EUDI.L | 1.00 | 0.56 | 0.59 | 0.65 | 0.63 | 0.63 |
DRDR.L | 0.56 | 1.00 | 0.72 | 0.65 | 0.69 | 0.75 |
IWFM.L | 0.59 | 0.72 | 1.00 | 0.71 | 0.69 | 0.76 |
IUVF.L | 0.65 | 0.65 | 0.71 | 1.00 | 0.83 | 0.71 |
MOAT.L | 0.63 | 0.69 | 0.69 | 0.83 | 1.00 | 0.81 |
RBOD.L | 0.63 | 0.75 | 0.76 | 0.71 | 0.81 | 1.00 |