reboot vv

Asset Allocation

Position	Category/Sector	Target Weight
FBIOX Fidelity Select Biotechnology Portfolio	Health & Biotech Equities	5%
FBOT Fidelity Disruptive Automation ETF	Technology Equities	7.50%
FHKCX Fidelity China Region Fund	China Equities	10%
FNCMX Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	10%
FSDAX Fidelity Select Defense & Aerospace Portfolio	Industrials Equities	15%
FSELX Fidelity Select Semiconductors Portfolio	Technology Equities	7.50%
FSPTX Fidelity Select Technology Portfolio	Technology Equities	15%
FXAIX Fidelity 500 Index Fund	S&P 500	25%
NVDA NVIDIA Corporation	Technology	5%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in reboot vv, 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 Jun 12, 2023, corresponding to the inception date of FBOT

Returns By Period

	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 reboot vv	-0.03%	-2.93%	0.16%	2.18%	37.86%	—	—	—
Portfolio components:
NVDA NVIDIA Corporation	0.93%	-1.47%	-4.88%	-6.08%	60.69%	85.17%	66.71%	70.07%
FNCMX Fidelity NASDAQ Composite Index Fund	1.16%	-2.94%	-5.91%	-4.15%	24.82%	22.30%	11.05%	16.99%
FHKCX Fidelity China Region Fund	0.98%	-0.62%	9.42%	7.98%	47.92%	21.33%	3.14%	12.57%
FXAIX Fidelity 500 Index Fund	0.72%	-3.44%	-3.65%	-1.50%	17.37%	18.58%	11.95%	14.16%
FSDAX Fidelity Select Defense & Aerospace Portfolio	2.74%	-8.36%	2.90%	5.60%	42.12%	26.35%	16.35%	15.70%
FBIOX Fidelity Select Biotechnology Portfolio	0.43%	0.94%	2.55%	15.90%	44.20%	19.82%	4.88%	10.49%
FSPTX Fidelity Select Technology Portfolio	1.53%	-0.05%	-2.53%	-2.34%	37.42%	29.43%	14.95%	23.03%
FSELX Fidelity Select Semiconductors Portfolio	2.65%	2.23%	10.04%	14.94%	99.87%	47.68%	32.29%	32.68%
FBOT Fidelity Disruptive Automation ETF	-0.99%	-6.90%	0.29%	1.01%	27.09%	—	—	—

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

Monthly Returns

Based on dividend-adjusted daily data since Jun 13, 2023, reboot vv's average daily return is +0.10%, while the average monthly return is +1.96%. At this rate, your investment would double in approximately 3.0 years.

Historically, 71% of months were positive and 29% were negative. The best month was Nov 2023 with a return of +10.2%, while the worst month was Sep 2023 at -6.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, reboot vv closed higher 58% of trading days. The best single day was Apr 9, 2025 with a return of +11.2%, while the worst single day was Apr 4, 2025 at -6.7%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	4.17%	0.59%	-5.75%	1.41%									0.16%
2025	1.51%	-1.00%	-6.04%	0.61%	9.66%	8.19%	4.47%	1.57%	6.75%	4.41%	-2.96%	1.79%	31.65%
2024	1.23%	8.20%	3.80%	-3.35%	6.74%	4.35%	0.58%	1.55%	2.70%	-0.64%	4.54%	-0.42%	32.79%
2023						1.82%	3.49%	-2.49%	-6.20%	-2.69%	10.15%	5.77%	9.25%

Benchmark Metrics

reboot vv has an annualized alpha of 5.72%, beta of 1.22, and R² of 0.89 versus S&P 500 Index. Calculated based on daily prices since June 13, 2023.

This portfolio captured 131.96% of S&P 500 Index gains but only 86.63% of its losses — a favorable profile for investors.
This portfolio generated an annualized alpha of 5.72% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Alpha: 5.72%

Beta: 1.22

R²: 0.89

Upside Capture: 131.96%

Downside Capture: 86.63%

Expense Ratio

reboot vv has an expense ratio of 0.46%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

FHKCX

Fidelity China Region Fund

FSDAX

Fidelity Select Defense & Aerospace Portfolio

FBIOX

Fidelity Select Biotechnology Portfolio

FSELX

Fidelity Select Semiconductors Portfolio

FSPTX

Fidelity Select Technology Portfolio

FBOT

Fidelity Disruptive Automation ETF

FNCMX

Fidelity NASDAQ Composite Index Fund

FXAIX

Fidelity 500 Index Fund

Return for Risk

Risk / Return Rank

reboot vv ranks 79 for risk / return — better than 79% of portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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	1.67	0.88	+0.79
Sortino ratio Return per unit of downside risk	2.35	1.37	+0.99
Omega ratio Gain probability vs. loss probability	1.35	1.21	+0.14
Calmar ratio Return relative to maximum drawdown	2.84	1.39	+1.45
Martin ratio Return relative to average drawdown	12.19	6.43	+5.75
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
NVDA NVIDIA Corporation	81	1.47	2.17	1.27	3.02	7.54
FNCMX Fidelity NASDAQ Composite Index Fund	60	1.12	1.72	1.25	2.04	7.40
FHKCX Fidelity China Region Fund	90	2.07	2.63	1.38	3.08	11.77
FXAIX Fidelity 500 Index Fund	50	1.00	1.52	1.23	1.53	7.30
FSDAX Fidelity Select Defense & Aerospace Portfolio	86	1.81	2.40	1.35	2.70	10.44
FBIOX Fidelity Select Biotechnology Portfolio	89	1.95	2.55	1.33	3.41	12.68
FSPTX Fidelity Select Technology Portfolio	73	1.32	1.96	1.27	2.60	8.88
FSELX Fidelity Select Semiconductors Portfolio	96	2.48	3.10	1.44	6.03	24.38
FBOT Fidelity Disruptive Automation ETF	61	1.14	1.70	1.23	1.91	7.06

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.

reboot vv Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

1-Year: 1.67
All Time: 1.35

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 is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of reboot vv 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

reboot vv provided a 3.48% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	3.48%	3.56%	3.76%	2.17%	3.05%	5.68%	5.69%	2.40%	8.83%	3.49%	2.31%	5.52%
Portfolio components:
NVDA NVIDIA Corporation	0.02%	0.02%	0.03%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%
FNCMX Fidelity NASDAQ Composite Index Fund	0.55%	0.51%	0.61%	0.67%	0.88%	0.47%	0.67%	4.41%	1.93%	0.03%	1.01%	1.50%
FHKCX Fidelity China Region Fund	1.60%	1.75%	1.39%	1.92%	1.05%	10.77%	4.85%	0.66%	0.83%	0.39%	1.35%	15.47%
FXAIX Fidelity 500 Index Fund	1.16%	1.11%	1.25%	1.45%	1.69%	1.22%	1.60%	2.06%	2.72%	1.97%	2.52%	2.83%
FSDAX Fidelity Select Defense & Aerospace Portfolio	4.36%	4.48%	7.68%	6.47%	8.87%	8.38%	2.11%	2.62%	11.45%	3.57%	4.87%	6.30%
FBIOX Fidelity Select Biotechnology Portfolio	2.41%	2.47%	1.21%	0.45%	0.00%	14.48%	19.46%	8.89%	11.18%	1.41%	3.42%	6.71%
FSPTX Fidelity Select Technology Portfolio	9.30%	9.06%	9.42%	0.01%	3.95%	11.62%	18.86%	1.86%	23.77%	8.32%	1.54%	4.19%
FSELX Fidelity Select Semiconductors Portfolio	10.09%	11.11%	7.97%	7.20%	6.69%	6.99%	8.13%	3.36%	26.80%	14.44%	3.82%	15.22%
FBOT Fidelity Disruptive Automation ETF	0.70%	0.81%	0.31%	0.20%	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 reboot vv. 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 reboot vv was 21.56%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.

The current reboot vv drawdown is 6.32%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-21.56%	Feb 20, 2025	34	Apr 8, 2025	38	Jun 3, 2025	72
-11.98%	Aug 1, 2023	63	Oct 27, 2023	32	Dec 13, 2023	95
-11.3%	Feb 26, 2026	23	Mar 30, 2026	—	—	—
-11.04%	Jul 17, 2024	14	Aug 5, 2024	37	Sep 26, 2024	51
-7.95%	Oct 30, 2025	16	Nov 20, 2025	29	Jan 5, 2026	45

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 9 assets, with an effective number of assets of 6.96, 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	FBIOX	FSDAX	FHKCX	NVDA	FSELX	FBOT	FSPTX	FXAIX	FNCMX	Portfolio
Benchmark	1.00	0.52	0.57	0.57	0.64	0.78	0.82	0.85	1.00	0.94	0.92
FBIOX	0.52	1.00	0.37	0.32	0.24	0.38	0.47	0.40	0.53	0.46	0.51
FSDAX	0.57	0.37	1.00	0.32	0.29	0.40	0.52	0.43	0.57	0.48	0.59
FHKCX	0.57	0.32	0.32	1.00	0.48	0.62	0.71	0.59	0.57	0.59	0.69
NVDA	0.64	0.24	0.29	0.48	1.00	0.82	0.63	0.82	0.63	0.73	0.79
FSELX	0.78	0.38	0.40	0.62	0.82	1.00	0.79	0.92	0.77	0.84	0.91
FBOT	0.82	0.47	0.52	0.71	0.63	0.79	1.00	0.81	0.82	0.84	0.89
FSPTX	0.85	0.40	0.43	0.59	0.82	0.92	0.81	1.00	0.86	0.93	0.94
FXAIX	1.00	0.53	0.57	0.57	0.63	0.77	0.82	0.86	1.00	0.94	0.92
FNCMX	0.94	0.46	0.48	0.59	0.73	0.84	0.84	0.93	0.94	1.00	0.94
Portfolio	0.92	0.51	0.59	0.69	0.79	0.91	0.89	0.94	0.92	0.94	1.00

The correlation results are calculated based on daily price changes starting from Jun 13, 2023

reboot vv

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