UK.row
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
CUKX.L iShares FTSE 100 UCITS ETF | 35% | |
VEVE.L Vanguard FTSE Developed World UCITS ETF Distributing | Global Equities | 65% |
Performance
Performance Chart
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The earliest data available for this chart is Sep 30, 2014, corresponding to the inception date of VEVE.L
Returns By Period
As of May 30, 2025, the UK.row returned 9.19% Year-To-Date and 168.56% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.52% | 6.32% | -1.44% | 12.25% | 14.20% | 10.84% |
| UK.row | 9.19% | 5.72% | 42.45% | 288.94% | 281.94% | 168.56% |
| Portfolio components: | ||||||
CUKX.L iShares FTSE 100 UCITS ETF | 17.29% | 4.03% | 14.34% | 17.21% | 13.41% | 4.95% |
VEVE.L Vanguard FTSE Developed World UCITS ETF Distributing | 4.77% | 6.64% | 53.90% | 515.39% | 526.49% | 295.03% |
Monthly Returns
The table below presents the monthly returns of UK.row, 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 | 4.28% | -0.24% | -2.46% | 1.42% | 6.10% | 9.19% | |||||||
| 2024 | 0.20% | 2.23% | 36.58% | -1.46% | 3.46% | 98.22% | 2.41% | 2.10% | 31.25% | -2.54% | 3.31% | 29.71% | 406.71% |
| 2023 | 6.15% | -1.91% | 53.30% | 3.20% | -2.42% | 4.36% | 3.42% | -2.53% | 32.28% | -3.68% | 8.02% | 45.73% | 239.17% |
| 2022 | -3.86% | -0.81% | 32.51% | -6.16% | -0.54% | -9.02% | 5.65% | -4.14% | 32.94% | 5.35% | 8.33% | 36.57% | 125.17% |
| 2021 | -0.69% | 2.74% | 37.90% | 4.33% | 2.50% | 67.49% | 1.31% | 1.83% | 29.10% | 4.50% | -2.75% | 46.77% | 400.64% |
| 2020 | -1.66% | -10.40% | -13.27% | 8.44% | 2.69% | 56.95% | 3.27% | 6.00% | 48.43% | -4.02% | 13.60% | 38.20% | 227.00% |
| 2019 | 8.49% | 2.06% | 67.54% | 2.82% | -5.97% | 5.87% | 0.10% | -3.29% | 52.31% | 2.49% | 2.68% | 39.40% | 310.73% |
| 2018 | 4.17% | -4.09% | 23.66% | 0.51% | 12.98% | -0.81% | -0.03% | -2.46% | 53.42% | -3.68% | -0.75% | 43.31% | 185.24% |
| 2017 | 1.73% | 2.36% | 1.45% | 2.68% | 1.23% | 0.04% | 1.80% | -1.58% | 70.33% | -0.12% | 1.17% | 34.23% | 154.31% |
| 2016 | -6.00% | -0.51% | 5.61% | 1.64% | 0.18% | -2.48% | 3.76% | 0.87% | 0.16% | -2.62% | 0.82% | 2.82% | 3.80% |
| 2015 | -1.32% | 5.34% | -3.20% | 4.03% | -0.04% | -3.19% | 2.05% | -6.91% | -4.43% | 7.53% | -0.88% | -2.91% | -4.82% |
| 2014 | -0.92% | 1.71% | -1.92% | -1.16% |
Expense Ratio
UK.row has an expense ratio of 0.10%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 99, UK.row is among the top 1% 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.
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 | |
|---|---|---|---|---|---|
CUKX.L iShares FTSE 100 UCITS ETF | 1.07 | 1.39 | 1.20 | 1.24 | 4.18 |
VEVE.L Vanguard FTSE Developed World UCITS ETF Distributing | 3.16 | 22.29 | 4.23 | 29.49 | 132.84 |
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Dividends
Dividend yield
UK.row provided a 0.79% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.79% | 0.96% | 1.11% | 1.28% | 0.95% | 1.06% | 1.27% | 1.46% | 1.26% | 1.22% | 1.32% | 0.00% |
| Portfolio components: | ||||||||||||
CUKX.L iShares FTSE 100 UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VEVE.L Vanguard FTSE Developed World UCITS ETF Distributing | 1.22% | 1.48% | 1.71% | 1.98% | 1.46% | 1.62% | 1.95% | 2.24% | 1.93% | 1.88% | 2.03% | 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 UK.row. 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 UK.row was 36.24%, occurring on Mar 23, 2020. Recovery took 54 trading sessions.
The current UK.row drawdown is 0.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.24% | Feb 14, 2020 | 27 | Mar 23, 2020 | 54 | Jun 11, 2020 | 81 |
| -21.82% | May 22, 2015 | 185 | Feb 11, 2016 | 306 | Apr 28, 2017 | 491 |
| -17.78% | Mar 31, 2022 | 71 | Jul 14, 2022 | 44 | Sep 15, 2022 | 115 |
| -14.97% | Feb 18, 2025 | 35 | Apr 7, 2025 | 23 | May 13, 2025 | 58 |
| -14.34% | Sep 28, 2018 | 52 | Dec 10, 2018 | 11 | Dec 27, 2018 | 63 |
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 2 assets, with an effective number of assets of 1.83, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | CUKX.L | VEVE.L | Portfolio | |
|---|---|---|---|---|
| ^GSPC | 1.00 | 0.48 | 0.54 | 0.55 |
| CUKX.L | 0.48 | 1.00 | 0.70 | 0.86 |
| VEVE.L | 0.54 | 0.70 | 1.00 | 0.96 |
| Portfolio | 0.55 | 0.86 | 0.96 | 1.00 |