New Roth

The chart shows the growth of an initial investment of $10,000 in New Roth, 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 table below presents the monthly returns of New Roth, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

New Roth has an expense ratio of 0.18%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

The current rank of New Roth is 69, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

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.

New Roth granted a 2.05% dividend yield in the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way.

The table below displays the maximum drawdowns of the New Roth. 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 New Roth was 7.35%, occurring on Apr 19, 2024. Recovery took 21 trading sessions.

The current New Roth drawdown is 3.63%.

The current New Roth volatility is 4.95%, 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.