Best performing companies over - 10 years
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AAPL Apple Inc | Technology | 9.09% |
AIQ Global X Artificial Intelligence & Technology ETF | Large Cap Growth Equities | 9.09% |
AMD Advanced Micro Devices, Inc. | Technology | 9.09% |
MSFT Microsoft Corporation | Technology | 9.09% |
NVDA NVIDIA Corporation | Technology | 9.09% |
QQQ Invesco QQQ | Large Cap Blend Equities | 9.09% |
RSPN Invesco S&P 500® Equal Weight Industrials ETF | Industrials Equities | 9.09% |
SMH VanEck Vectors Semiconductor ETF | Technology Equities | 9.09% |
VGT Vanguard Information Technology ETF | Technology Equities | 9.09% |
VICI VICI Properties Inc. | Real Estate | 9.09% |
VUG Vanguard Growth ETF | Large Cap Growth Equities | 9.09% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Best performing companies over - 10 years, 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 May 16, 2018, corresponding to the inception date of AIQ
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 13.20% | -1.28% | 10.32% | 18.23% | 12.31% | 10.58% |
| Best performing companies over - 10 years | 21.45% | -3.97% | 14.47% | 33.43% | 30.30% | N/A |
| Portfolio components: | ||||||
SMH VanEck Vectors Semiconductor ETF | 35.28% | -9.33% | 25.65% | 51.14% | 34.52% | 28.86% |
VUG Vanguard Growth ETF | 15.67% | -4.61% | 11.39% | 25.54% | 16.92% | 14.85% |
AIQ Global X Artificial Intelligence & Technology ETF | 9.82% | -3.57% | 7.54% | 18.76% | 15.26% | N/A |
QQQ Invesco QQQ | 12.23% | -4.60% | 8.45% | 22.52% | 19.44% | 17.83% |
RSPN Invesco S&P 500® Equal Weight Industrials ETF | 9.09% | 3.17% | 9.35% | 14.03% | 13.08% | 10.70% |
VGT Vanguard Information Technology ETF | 15.09% | -3.59% | 10.66% | 25.31% | 21.09% | 20.16% |
AAPL Apple Inc | 13.26% | 1.99% | 13.33% | 13.16% | 34.21% | 25.86% |
MSFT Microsoft Corporation | 11.67% | -7.47% | 3.96% | 27.50% | 25.49% | 27.36% |
AMD Advanced Micro Devices, Inc. | -6.17% | -12.20% | -21.96% | 24.50% | 32.47% | 43.62% |
NVDA NVIDIA Corporation | 126.76% | -11.17% | 84.00% | 144.69% | 91.87% | 74.99% |
VICI VICI Properties Inc. | -1.55% | 8.90% | 3.24% | 0.94% | 13.17% | N/A |
Monthly Returns
The table below presents the monthly returns of Best performing companies over - 10 years, 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 | 4.16% | 8.80% | 2.48% | -5.27% | 8.29% | 6.10% | 21.45% | ||||||
| 2023 | 12.52% | 2.38% | 11.12% | -0.34% | 10.24% | 6.20% | 3.19% | -2.11% | -6.30% | -2.17% | 12.96% | 6.66% | 66.59% |
| 2022 | -9.43% | -2.71% | 2.56% | -12.85% | 0.99% | -10.70% | 14.59% | -6.74% | -13.01% | 5.17% | 10.88% | -9.04% | -29.97% |
| 2021 | -0.37% | 2.60% | 0.75% | 6.21% | -0.07% | 8.21% | 3.14% | 4.45% | -6.17% | 9.97% | 7.53% | 0.50% | 42.07% |
| 2020 | 2.78% | -4.76% | -9.77% | 13.10% | 8.19% | 6.57% | 11.50% | 12.43% | -3.93% | -3.56% | 12.42% | 3.81% | 56.12% |
| 2019 | 11.31% | 4.08% | 5.40% | 6.10% | -9.25% | 9.34% | 2.38% | -0.66% | 1.53% | 6.65% | 6.47% | 6.89% | 61.14% |
| 2018 | 0.98% | 0.47% | 4.82% | 10.41% | 3.77% | -12.41% | -1.32% | -10.26% | -5.49% |
Expense Ratio
Best performing companies over - 10 years has an expense ratio of 0.16%, 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Best performing companies over - 10 years is 73, 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.
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 | |
|---|---|---|---|---|---|
SMH VanEck Vectors Semiconductor ETF | 1.79 | 2.36 | 1.30 | 3.28 | 8.79 |
VUG Vanguard Growth ETF | 1.54 | 2.11 | 1.28 | 1.32 | 7.79 |
AIQ Global X Artificial Intelligence & Technology ETF | 1.04 | 1.48 | 1.19 | 0.80 | 4.02 |
QQQ Invesco QQQ | 1.35 | 1.87 | 1.24 | 1.58 | 6.75 |
RSPN Invesco S&P 500® Equal Weight Industrials ETF | 1.01 | 1.49 | 1.17 | 1.00 | 2.92 |
VGT Vanguard Information Technology ETF | 1.24 | 1.72 | 1.22 | 1.79 | 5.44 |
AAPL Apple Inc | 0.57 | 0.97 | 1.12 | 0.78 | 1.54 |
MSFT Microsoft Corporation | 1.00 | 1.41 | 1.18 | 1.55 | 6.20 |
AMD Advanced Micro Devices, Inc. | 0.47 | 0.98 | 1.12 | 0.53 | 1.47 |
NVDA NVIDIA Corporation | 3.13 | 3.59 | 1.45 | 7.37 | 20.15 |
VICI VICI Properties Inc. | -0.09 | 0.01 | 1.00 | -0.10 | -0.20 |
Dividends
Dividend yield
Best performing companies over - 10 years granted a 0.91% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Best performing companies over - 10 years | 0.91% | 0.86% | 1.08% | 0.79% | 0.97% | 1.50% | 1.57% | 0.87% | 0.94% | 1.24% | 1.09% | 1.20% |
| Portfolio components: | ||||||||||||
SMH VanEck Vectors Semiconductor ETF | 0.44% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
VUG Vanguard Growth ETF | 0.53% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
AIQ Global X Artificial Intelligence & Technology ETF | 0.18% | 0.16% | 0.56% | 0.15% | 0.50% | 0.51% | 0.51% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.63% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
RSPN Invesco S&P 500® Equal Weight Industrials ETF | 0.96% | 0.55% | 0.01% | 0.14% | 0.13% | 0.06% | 0.19% | 0.15% | 0.17% | 0.30% | 0.16% | 0.18% |
VGT Vanguard Information Technology ETF | 0.67% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
AAPL Apple Inc | 0.45% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
MSFT Microsoft Corporation | 0.70% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
AMD Advanced Micro Devices, 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% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.19% | 1.68% | 1.95% |
VICI VICI Properties Inc. | 5.45% | 5.05% | 4.63% | 4.58% | 4.92% | 4.58% | 5.31% | 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Best performing companies over - 10 years. 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 performing companies over - 10 years was 37.50%, occurring on Oct 14, 2022. Recovery took 164 trading sessions.
The current Best performing companies over - 10 years drawdown is 8.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.5% | Dec 28, 2021 | 202 | Oct 14, 2022 | 164 | Jun 12, 2023 | 366 |
| -33.57% | Feb 20, 2020 | 22 | Mar 20, 2020 | 55 | Jun 9, 2020 | 77 |
| -28.07% | Oct 2, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
| -13.11% | Jul 19, 2023 | 71 | Oct 26, 2023 | 17 | Nov 20, 2023 | 88 |
| -12.24% | Sep 3, 2020 | 14 | Sep 23, 2020 | 46 | Nov 27, 2020 | 60 |
Volatility
Volatility Chart
The current Best performing companies over - 10 years volatility is 6.82%, 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
| VICI | RSPN | AMD | AAPL | NVDA | MSFT | SMH | AIQ | VUG | QQQ | VGT | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VICI | 1.00 | 0.53 | 0.24 | 0.31 | 0.24 | 0.29 | 0.33 | 0.38 | 0.42 | 0.39 | 0.39 |
| RSPN | 0.53 | 1.00 | 0.41 | 0.50 | 0.46 | 0.49 | 0.62 | 0.63 | 0.68 | 0.63 | 0.65 |
| AMD | 0.24 | 0.41 | 1.00 | 0.50 | 0.72 | 0.56 | 0.75 | 0.68 | 0.66 | 0.69 | 0.69 |
| AAPL | 0.31 | 0.50 | 0.50 | 1.00 | 0.59 | 0.69 | 0.64 | 0.69 | 0.79 | 0.81 | 0.82 |
| NVDA | 0.24 | 0.46 | 0.72 | 0.59 | 1.00 | 0.65 | 0.84 | 0.76 | 0.76 | 0.79 | 0.80 |
| MSFT | 0.29 | 0.49 | 0.56 | 0.69 | 0.65 | 1.00 | 0.68 | 0.76 | 0.86 | 0.86 | 0.86 |
| SMH | 0.33 | 0.62 | 0.75 | 0.64 | 0.84 | 0.68 | 1.00 | 0.83 | 0.82 | 0.85 | 0.88 |
| AIQ | 0.38 | 0.63 | 0.68 | 0.69 | 0.76 | 0.76 | 0.83 | 1.00 | 0.91 | 0.91 | 0.91 |
| VUG | 0.42 | 0.68 | 0.66 | 0.79 | 0.76 | 0.86 | 0.82 | 0.91 | 1.00 | 0.98 | 0.97 |
| QQQ | 0.39 | 0.63 | 0.69 | 0.81 | 0.79 | 0.86 | 0.85 | 0.91 | 0.98 | 1.00 | 0.97 |
| VGT | 0.39 | 0.65 | 0.69 | 0.82 | 0.80 | 0.86 | 0.88 | 0.91 | 0.97 | 0.97 | 1.00 |