Qwerty78

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

Qwerty78

Currency in USD · Last updated May 29, 2025

Asset Allocation

Position	Category/Sector	Target Weight
ASM Avino Silver & Gold Mines Ltd.	Basic Materials	9.70%
ASPN Aspen Aerogels, Inc.	Industrials	1.81%
EQX Equinox Gold Corp.	Basic Materials	10.82%
GDRX GoodRx Holdings, Inc.	Healthcare	3.17%
JNJ Johnson & Johnson	Healthcare	27.52%
NVDA NVIDIA Corporation	Technology	19.26%
PFE Pfizer Inc.	Healthcare	16.55%
SCHD Schwab US Dividend Equity ETF	Large Cap Growth Equities, Dividend	5.79%
SPLG SPDR Portfolio S&P 500 ETF	Large Cap Blend Equities	5.05%
WBD Warner Bros. Discovery, Inc.	Communication Services	0.33%

Benchmark

S&P 500

Rebalance

Performance

Performance Chart

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The earliest data available for this chart is Sep 23, 2020, corresponding to the inception date of GDRX

Returns By Period

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	0.12%	6.51%	-1.84%	10.98%	14.10%	10.82%
Qwerty78	18.65%	8.87%	12.06%	19.69%	N/A	N/A
Portfolio components:
EQX Equinox Gold Corp.	32.87%	-0.00%	19.11%	18.05%	-6.27%	N/A
ASM Avino Silver & Gold Mines Ltd.	257.55%	43.84%	183.78%	194.39%	35.49%	11.09%
JNJ Johnson & Johnson	7.15%	-1.04%	-0.28%	9.01%	3.38%	7.23%
WBD Warner Bros. Discovery, Inc.	-5.20%	15.17%	-3.47%	27.32%	-14.36%	-11.49%
SCHD Schwab US Dividend Equity ETF	-3.83%	0.97%	-9.92%	4.76%	12.11%	10.50%
NVDA NVIDIA Corporation	0.40%	23.99%	-0.38%	18.40%	72.44%	73.82%
PFE Pfizer Inc.	-9.49%	2.48%	-7.04%	-12.62%	-4.25%	0.60%
ASPN Aspen Aerogels, Inc.	-45.96%	15.26%	-55.66%	-78.01%	0.70%	-0.72%
SPLG SPDR Portfolio S&P 500 ETF	0.59%	6.67%	-1.22%	12.38%	15.84%	12.71%
GDRX GoodRx Holdings, Inc.	-18.49%	-18.14%	-22.02%	-47.87%	N/A	N/A

*Annualized

Monthly Returns

The table below presents the monthly returns of Qwerty78, 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
2025	5.79%	4.28%	0.91%	-1.00%	7.66%								18.65%
2024	1.20%	6.54%	11.33%	-4.30%	14.56%	-0.17%	6.48%	1.59%	1.26%	0.76%	-2.20%	-6.19%	33.02%
2023	8.09%	-3.01%	11.12%	-1.05%	3.19%	3.96%	8.06%	-3.58%	-8.07%	-5.23%	11.70%	0.72%	26.28%
2022	-9.27%	0.50%	10.10%	-13.25%	-1.62%	-11.49%	6.11%	-10.95%	-6.09%	8.36%	9.89%	-3.76%	-22.90%
2021	0.33%	0.09%	0.61%	3.83%	5.71%	0.24%	1.97%	5.85%	-7.28%	9.03%	6.40%	1.77%	31.34%
2020									5.60%	-6.23%	6.49%	6.49%	12.29%

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Expense Ratio

Qwerty78 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.

SCHD

Schwab US Dividend Equity ETF

SPLG

SPDR Portfolio S&P 500 ETF

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of Qwerty78 is 69, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
EQX Equinox Gold Corp.	0.34	0.96	1.11	0.33	1.96
ASM Avino Silver & Gold Mines Ltd.	2.53	3.15	1.36	3.79	11.80
JNJ Johnson & Johnson	0.48	0.49	1.07	0.30	0.79
WBD Warner Bros. Discovery, Inc.	0.48	1.14	1.15	0.33	1.80
SCHD Schwab US Dividend Equity ETF	0.29	0.46	1.06	0.25	0.76
NVDA NVIDIA Corporation	0.31	1.07	1.13	0.81	1.98
PFE Pfizer Inc.	-0.52	-0.67	0.92	-0.23	-0.97
ASPN Aspen Aerogels, Inc.	-0.97	-1.88	0.78	-0.82	-1.41
SPLG SPDR Portfolio S&P 500 ETF	0.63	1.07	1.16	0.71	2.69
GDRX GoodRx Holdings, Inc.	-0.84	-1.12	0.85	-0.51	-1.24

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.

Qwerty78 Sharpe ratios as of May 29, 2025 (values are recalculated daily):

1-Year: 0.90
All Time: 0.91

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 0.52 to 1.05, 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 Qwerty78 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend yield

Qwerty78 provided a 2.42% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	2.42%	2.26%	2.05%	1.51%	1.35%	1.63%	1.63%	1.65%	1.54%	1.72%	1.87%	1.85%
Portfolio components:
EQX Equinox Gold Corp.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ASM Avino Silver & Gold Mines Ltd.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
JNJ Johnson & Johnson	3.29%	3.40%	3.00%	2.52%	2.45%	2.53%	2.57%	2.74%	2.38%	2.73%	2.87%	2.64%
WBD Warner Bros. Discovery, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SCHD Schwab US Dividend Equity ETF	3.99%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%	2.63%
NVDA NVIDIA Corporation	0.03%	0.03%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%	1.70%
PFE Pfizer Inc.	7.33%	6.33%	5.70%	3.12%	2.64%	3.92%	3.68%	3.12%	3.53%	3.69%	3.47%	3.34%
ASPN Aspen Aerogels, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SPLG SPDR Portfolio S&P 500 ETF	1.29%	1.28%	1.44%	1.69%	1.25%	1.54%	1.79%	2.23%	1.75%	1.97%	1.98%	1.79%
GDRX GoodRx Holdings, Inc.	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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Qwerty78. 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 Qwerty78 was 35.10%, occurring on Oct 14, 2022. Recovery took 196 trading sessions.

The current Qwerty78 drawdown is 0.87%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-35.1%	Nov 22, 2021	226	Oct 14, 2022	196	Jul 28, 2023	422
-16%	Aug 1, 2023	65	Oct 31, 2023	73	Feb 15, 2024	138
-15.55%	Oct 24, 2024	113	Apr 8, 2025	27	May 16, 2025	140
-10.53%	Sep 7, 2021	20	Oct 4, 2021	21	Nov 2, 2021	41
-10.23%	Feb 11, 2021	17	Mar 8, 2021	28	Apr 16, 2021	45

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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 10 assets, with an effective number of assets of 5.93, 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.

	^GSPC	JNJ	PFE	EQX	ASM	GDRX	WBD	ASPN	NVDA	SCHD	SPLG	Portfolio
^GSPC	1.00	0.27	0.27	0.26	0.27	0.44	0.40	0.50	0.69	0.76	1.00	0.72
JNJ	0.27	1.00	0.48	0.08	0.04	0.07	0.13	0.04	-0.05	0.48	0.27	0.34
PFE	0.27	0.48	1.00	0.10	0.09	0.09	0.17	0.12	0.06	0.43	0.27	0.41
EQX	0.26	0.08	0.10	1.00	0.63	0.16	0.19	0.19	0.18	0.23	0.26	0.61
ASM	0.27	0.04	0.09	0.63	1.00	0.17	0.15	0.18	0.22	0.23	0.27	0.63
GDRX	0.44	0.07	0.09	0.16	0.17	1.00	0.30	0.34	0.35	0.30	0.44	0.42
WBD	0.40	0.13	0.17	0.19	0.15	0.30	1.00	0.33	0.21	0.47	0.41	0.33
ASPN	0.50	0.04	0.12	0.19	0.18	0.34	0.33	1.00	0.38	0.42	0.50	0.44
NVDA	0.69	-0.05	0.06	0.18	0.22	0.35	0.21	0.38	1.00	0.31	0.69	0.67
SCHD	0.76	0.48	0.43	0.23	0.23	0.30	0.47	0.42	0.31	1.00	0.76	0.57
SPLG	1.00	0.27	0.27	0.26	0.27	0.44	0.41	0.50	0.69	0.76	1.00	0.72
Portfolio	0.72	0.34	0.41	0.61	0.63	0.42	0.33	0.44	0.67	0.57	0.72	1.00

The correlation results are calculated based on daily price changes starting from Sep 24, 2020

Go to the full Correlations tool for more customization options

Performance Analysis

Risk Analysis

Optimization

Factor Model

Qwerty78

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

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