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If Only
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Risk-Adjusted Performance
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If Only

Currency in USD · Last updated Jun 2, 2025

Asset Allocation

AAPL 10%MSFT 10%GOOG 10%AMZN 10%NFLX 10%TSLA 10%NVDA 10%META 10%LLY 10%BRK-B 10%EquityEquity
PositionCategory/SectorTarget Weight
AAPL
Apple Inc		Technology
10%
AMZN
Amazon.com, Inc.		Consumer Cyclical
10%
BRK-B
Berkshire Hathaway Inc.		Financial Services
10%
GOOG
Alphabet Inc		Communication Services
10%
LLY
Eli Lilly and Company		Healthcare
10%
META
Meta Platforms, Inc.		Communication Services
10%
MSFT
Microsoft Corporation		Technology
10%
NFLX
Netflix, Inc.		Communication Services
10%
NVDA
NVIDIA Corporation		Technology
10%
TSLA
Tesla, Inc.		Consumer Cyclical
10%

S&P 500

Performance

Performance Chart

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The earliest data available for this chart is Apr 3, 2014, corresponding to the inception date of GOOG

Returns By Period

As of Jun 2, 2025, the If Only returned 2.55% Year-To-Date and 34.66% of annualized return in the last 10 years.

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		0.51%3.96%-2.00%12.02%14.19%10.85%
If Only2.55%5.26%4.70%30.47%35.63%34.66%
Portfolio components:
AAPL
Apple Inc		-19.60%-2.06%-15.97%4.96%21.05%21.31%
MSFT
Microsoft Corporation		9.64%5.96%7.23%11.75%21.26%27.46%
GOOG
Alphabet Inc		-9.13%4.25%0.15%-0.17%19.44%20.48%
AMZN
Amazon.com, Inc.		-6.55%7.91%-2.71%16.19%10.92%25.27%
NFLX
Netflix, Inc.		35.44%4.39%34.47%88.15%23.53%29.77%
TSLA
Tesla, Inc.		-14.21%20.63%-2.98%94.55%44.15%35.54%
NVDA
NVIDIA Corporation		0.63%18.02%-2.51%23.29%72.51%74.01%
META
Meta Platforms, Inc.		10.68%8.45%9.41%39.21%23.65%23.25%
LLY
Eli Lilly and Company		-4.09%-10.25%-7.42%-9.46%38.59%27.48%
BRK-B
Berkshire Hathaway Inc.		11.18%-6.64%5.58%21.61%22.12%13.42%
*Annualized

Monthly Returns

The table below presents the monthly returns of If Only, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.46%-3.17%-8.18%3.57%7.64%2.55%
20244.88%11.37%2.29%-2.91%8.34%7.87%-1.35%3.44%3.45%-0.32%8.32%3.49%59.90%
202316.32%2.92%11.31%2.41%13.22%9.26%3.60%1.70%-5.62%-0.97%10.97%2.75%89.55%
2022-9.59%-4.87%8.16%-17.78%-1.82%-9.24%15.26%-6.03%-7.53%1.13%6.00%-9.13%-33.50%
20213.36%-0.54%0.69%7.61%-0.32%8.45%2.16%6.93%-4.85%12.84%3.12%-0.28%45.22%
20209.58%-2.48%-6.38%18.20%5.29%9.20%10.28%20.50%-7.60%-4.17%11.36%6.86%90.40%
20198.91%2.47%3.94%3.00%-10.29%8.14%1.48%-2.43%1.07%8.52%5.39%7.81%43.00%
201813.79%-0.24%-5.61%3.07%6.75%3.22%1.17%8.05%-1.40%-7.28%-1.71%-7.57%10.49%
20177.45%2.89%4.01%3.16%7.46%-1.20%5.23%2.72%0.48%6.68%0.24%0.31%46.72%
2016-7.55%-2.08%9.00%-1.65%6.37%-2.35%8.20%1.07%2.93%2.14%0.15%5.96%23.00%
20152.33%5.87%-3.57%8.39%4.02%0.38%8.22%-2.41%-0.55%8.53%5.29%-0.18%41.65%
2014-2.24%5.82%3.76%-0.94%8.32%-1.64%-0.88%3.38%-3.40%12.14%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Expense Ratio

If Only 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.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 76, If Only is among the top 24% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of If Only is 7676
Overall Rank
The Sharpe Ratio Rank of If Only is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of If Only is 7676
Sortino Ratio Rank
The Omega Ratio Rank of If Only is 7474
Omega Ratio Rank
The Calmar Ratio Rank of If Only is 8080
Calmar Ratio Rank
The Martin Ratio Rank of If Only is 7272
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 ratioSortino ratioOmega ratioCalmar ratioMartin ratio
AAPL
Apple Inc		0.170.511.070.190.57
MSFT
Microsoft Corporation		0.470.621.080.330.73
GOOG
Alphabet Inc		0.000.111.01-0.08-0.17
AMZN
Amazon.com, Inc.		0.420.751.090.411.04
NFLX
Netflix, Inc.		2.683.421.454.4914.69
TSLA
Tesla, Inc.		1.312.101.251.643.87
NVDA
NVIDIA Corporation		0.380.841.110.511.24
META
Meta Platforms, Inc.		1.071.541.201.043.13
LLY
Eli Lilly and Company		-0.23-0.040.99-0.32-0.59
BRK-B
Berkshire Hathaway Inc.		1.191.771.252.816.66

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.

If Only Sharpe ratios as of Jun 2, 2025 (values are recalculated daily):

  • 1-Year: 1.12
  • 5-Year: 1.34
  • 10-Year: 1.37
  • All Time: 1.38

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 0.59 to 1.13, 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 If Only 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

If Only provided a 0.28% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio0.28%0.25%0.20%0.29%0.25%0.34%0.45%0.59%0.61%0.75%0.78%0.87%
Portfolio components:
AAPL
Apple Inc		0.50%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%
MSFT
Microsoft Corporation		0.70%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%
GOOG
Alphabet Inc		0.46%0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AMZN
Amazon.com, 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%
NFLX
Netflix, 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%
TSLA
Tesla, 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%
NVDA
NVIDIA Corporation		0.02%0.02%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%
META
Meta Platforms, Inc.		0.31%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LLY
Eli Lilly and Company		0.76%0.67%0.78%1.07%1.23%1.75%1.96%1.94%2.46%2.77%2.37%2.84%
BRK-B
Berkshire Hathaway 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 If Only. 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 If Only was 37.53%, occurring on Dec 28, 2022. Recovery took 104 trading sessions.

The current If Only drawdown is 2.36%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-37.53%Nov 22, 2021277Dec 28, 2022104May 30, 2023381
-30.18%Feb 20, 202018Mar 16, 202046May 20, 202064
-24.32%Oct 2, 201858Dec 24, 201889May 3, 2019147
-21.85%Dec 26, 202470Apr 8, 2025———
-19.44%Dec 7, 201543Feb 8, 2016105Jul 8, 2016148
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 10.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
^GSPCLLYBRK-BTSLANFLXNVDAAAPLMETAAMZNGOOGMSFTPortfolio
^GSPC1.000.410.690.470.510.630.680.610.640.700.750.82
LLY0.411.000.320.130.220.230.260.270.250.280.330.40
BRK-B0.690.321.000.230.260.310.400.320.320.410.420.47
TSLA0.470.130.231.000.390.410.410.370.420.390.390.66
NFLX0.510.220.260.391.000.460.430.510.540.480.490.69
NVDA0.630.230.310.410.461.000.500.510.540.520.590.74
AAPL0.680.260.400.410.430.501.000.500.550.570.610.71
META0.610.270.320.370.510.510.501.000.610.650.580.73
AMZN0.640.250.320.420.540.540.550.611.000.670.650.77
GOOG0.700.280.410.390.480.520.570.650.671.000.680.76
MSFT0.750.330.420.390.490.590.610.580.650.681.000.77
Portfolio0.820.400.470.660.690.740.710.730.770.760.771.00
The correlation results are calculated based on daily price changes starting from Apr 4, 2014
Go to the full Correlations tool for more customization options