IBD 50 May 4 2026

Asset Allocation

Position	Category/Sector	Target Weight
ANAB AnaptysBio, Inc.	Healthcare	2.08%
FIX Comfort Systems USA, Inc.	Industrials	2.08%
VRT Vertiv Holdings Co.	Industrials	2.08%
AGX Argan, Inc.	Industrials	2.08%
MU Micron Technology, Inc.	Technology	2.08%
STRL Sterling Infrastructure, Inc.	Industrials	2.08%
SITM SiTime Corporation	Technology	2.08%
CLS Celestica Inc.	Technology	2.08%
FTI TechnipFMC plc	Energy	2.08%
TVTX Travere Therapeutics, Inc.	Healthcare	2.08%
SEI Solaris Energy Infrastructure, Inc	Energy	2.08%
BE Bloom Energy Corporation	Industrials	2.08%
CRDO Credo Technology Group Holding Ltd	Technology	2.08%
MRVL Marvell Technology, Inc.	Technology	2.08%
TER Teradyne, Inc.	Technology	2.08%
LITE Lumentum Holdings Inc.	Technology	2.08%
KNSA Kiniksa Pharmaceuticals, Ltd.	Healthcare	2.08%
ECO Okeanis Eco Tankers Corp	Industrials	2.08%
AMD Advanced Micro Devices, Inc.	Technology	2.08%
MOD Modine Manufacturing Company	Consumer Cyclical	2.08%
FN Fabrinet	Technology	2.08%
UI Ubiquiti Inc.	Technology	2.08%
GOOGL Alphabet Inc. Class A	Communication Services	2.08%
VIST Vista Energy, S.A.B. de C.V.	Energy	2.08%
RSI Rush Street Interactive, Inc.	Consumer Cyclical	2.08%
COCO The Vita Coco Company, Inc.	Consumer Defensive	2.08%
CRS Carpenter Technology Corporation	Industrials	2.08%
DAVE Dave Inc.	Technology	2.08%
ALAB Astera Labs, Inc.	Technology	2.08%
AXSM Axsome Therapeutics, Inc.	Healthcare	2.08%
TSM Taiwan Semiconductor Manufacturing Company Limited	Technology	2.08%
MPWR Monolithic Power Systems, Inc.	Technology	2.08%
MTSI MACOM Technology Solutions Holdings, Inc.	Technology	2.08%
AVGO Broadcom Inc.	Technology	2.08%
CSCO Cisco Systems, Inc.	Technology	2.08%
LRCX Lam Research Corporation	Technology	2.08%
FIVE Five Below, Inc.	Consumer Cyclical	2.08%
GEV GE Vernova Inc.	Industrials	2.08%
EME EMCOR Group, Inc.	Industrials	2.08%
RELY Remitly Global, Inc.	Technology	2.08%
AMSC American Superconductor Corporation	Industrials	2.08%
ANET Arista Networks, Inc.	Technology	2.08%
CAT Caterpillar Inc.	Industrials	2.08%
WELL Welltower Inc.	Real Estate	2.08%
BKV BKV Corp	Energy	2.08%
NSSC Napco Security Technologies, Inc.	Industrials	2.08%
ADI Analog Devices, Inc.	Technology	2.08%
CM Canadian Imperial Bank of Commerce	Financial Services	2.08%

Benchmark: S&P 500 Index · Rebalance: Every 3 months

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in IBD 50 May 4 2026, 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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Benchmark

Compare your portfolio against anything

Returns By Period

Position	1D	1M	6M	YTD	1Y	3Y*	5Y*	10Y*	ALL TIME*
Benchmark S&P 500 Index	0.70%	0.09%	7.94%	9.41%	18.15%	17.84%	11.25%	13.26%	8.09%
Portfolio IBD 50 May 4 2026	0.55%	-9.01%	51.85%	66.15%	132.83%	—	—	—	108.93%
Portfolio components:
ADI Analog Devices, Inc.	0.20%	-5.55%	18.88%	36.27%	65.76%	24.58%	19.02%	21.58%	14.24%
AGX Argan, Inc.	-1.63%	-25.33%	64.61%	82.59%	133.96%	149.27%	69.22%	31.98%	29.36%
ALAB Astera Labs, Inc.	3.85%	-27.77%	106.63%	87.08%	127.62%	—	—	—	112.28%
AMD Advanced Micro Devices, Inc.	-1.90%	-11.97%	101.14%	122.33%	170.06%	59.38%	35.00%	54.21%	9.59%
AMSC American Superconductor Corporation	-0.27%	-26.43%	-1.84%	2.05%	-48.34%	22.11%	15.89%	12.68%	-3.05%
ANAB AnaptysBio, Inc.	-3.05%	-18.45%	68.83%	65.10%	226.03%	57.31%	28.35%	—	18.45%
ANET Arista Networks, Inc.	5.46%	8.24%	27.24%	37.64%	46.36%	57.23%	49.97%	45.01%	38.48%
AVGO Broadcom Inc.	0.37%	5.40%	17.93%	12.89%	33.51%	63.70%	54.52%	40.86%	40.74%
AXSM Axsome Therapeutics, Inc.	-7.10%	-9.42%	18.31%	19.36%	115.02%	41.26%	35.01%	39.83%	34.71%
BE Bloom Energy Corporation	-0.63%	-28.91%	35.96%	136.86%	450.44%	126.68%	56.68%	—	34.88%

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

Monthly Returns

Based on dividend-adjusted daily data since Sep 26, 2024, IBD 50 May 4 2026's average daily return is +0.32%, while the average monthly return is +6.57%. At this rate, an investment would double in approximately 0.9 years.

Historically, 74% of months were positive and 26% were negative. The best month was Apr 2026 with a return of +34.5%, while the worst month was Jul 2026 at -12.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 2 months.

On a daily basis, IBD 50 May 4 2026 closed higher 61% of trading days. The best single day was Apr 9, 2025 with a return of +13.4%, while the worst single day was Jan 27, 2025 at -12.1%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	9.42%	11.09%	-2.31%	34.46%	8.24%	9.41%	-12.12%						66.15%
2025	4.23%	-7.52%	-9.63%	4.49%	18.27%	14.17%	10.63%	5.37%	14.22%	15.16%	1.44%	-0.32%	90.54%
2024									0.41%	2.81%	20.29%	-1.12%	22.78%

Benchmark Metrics

IBD 50 May 4 2026 has an annualized alpha of 69.07%, beta of 1.75, and R2 of 0.64 versus S&P 500 Index. Calculated based on daily prices since September 26, 2024.

This portfolio captured 524.69% of S&P 500 Index gains but only 44.83% of its losses - a favorable profile for investors.
This portfolio generated an annualized alpha of 69.07% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
Beta of 1.75 means this portfolio moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

Alpha: 69.07%

Beta: 1.75

R²: 0.64

Upside Capture: 524.69%

Downside Capture: 44.83%

See how alpha, beta & R² have trended over time →

Expense Ratio

IBD 50 May 4 2026 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.

Return for Risk

Risk / Return Rank

IBD 50 May 4 2026 ranks 97 for risk / return — above 97% of Portfolios peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below presents risk-adjusted performance metrics for IBD 50 May 4 2026 and compares them with S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	Portfolio	Benchmark	Difference
Sharpe ratioReturn per unit of total volatility	3.81	1.42	+2.40
Sortino ratioReturn per unit of downside risk	3.92	1.98	+1.94
Omega ratioGain probability vs. loss probability	1.52	1.25	+0.27
Calmar ratioReturn relative to maximum drawdown	7.09	2.00	+5.09
Martin ratioReturn relative to average drawdown	31.05	8.49	+22.56

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

Position	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
ADI Analog Devices, Inc.	88	1.88	2.48	1.32	3.20	9.33
AGX Argan, Inc.	89	1.70	2.54	1.31	3.52	12.03
ALAB Astera Labs, Inc.	79	1.28	2.06	1.26	2.13	4.03
AMD Advanced Micro Devices, Inc.	94	2.40	2.98	1.37	6.16	12.22
AMSC American Superconductor Corporation	18	-0.59	-0.47	0.94	-0.79	-1.21
ANAB AnaptysBio, Inc.	96	3.10	3.35	1.45	8.14	19.84
ANET Arista Networks, Inc.	71	0.83	1.44	1.18	1.64	3.37
AVGO Broadcom Inc.	67	0.71	1.27	1.16	1.17	2.34
AXSM Axsome Therapeutics, Inc.	96	2.69	3.94	1.47	6.25	18.02
BE Bloom Energy Corporation	97	3.97	3.38	1.41	8.63	24.90

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. Learn how to interpret the Sharpe ratio.

The current IBD 50 May 4 2026 Sharpe ratio is 3.81 as of Aug 1, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.18 to 2.00, 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 IBD 50 May 4 2026 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

IBD 50 May 4 2026 provided a 0.48% dividend yield over the last twelve months.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	0.48%	0.50%	0.83%	0.71%	0.82%	0.65%	0.87%	0.83%	0.85%	0.68%	0.70%	0.79%
Portfolio components:
ADI Analog Devices, Inc.	1.14%	1.46%	1.73%	1.73%	1.85%	1.57%	1.68%	1.82%	2.24%	2.02%	2.31%	2.89%
AGX Argan, Inc.	0.35%	0.52%	0.93%	2.24%	2.71%	1.94%	7.31%	2.49%	1.98%	4.44%	1.42%	2.16%
ALAB Astera Labs, 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%
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%
AMSC American Superconductor Corporation	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ANAB AnaptysBio, 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%
ANET Arista Networks, 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%
AVGO Broadcom Inc.	0.65%	0.70%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%
AXSM Axsome Therapeutics, 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%
BE Bloom Energy Corporation	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 IBD 50 May 4 2026. 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 IBD 50 May 4 2026 was 34.19%, occurring on Apr 4, 2025. Recovery took 43 trading sessions.

The current IBD 50 May 4 2026 drawdown is 13.72%.

Drawdown	Fall	Recovery	Underwater	Related event
-34.19%Apr 2025	2mo 10d	2mo 3d	4mo 13dJan 2025 - Jun 2025	2025 selloff2025
-18.85%Jul 2026	1mo 6d	—	1mo 9dJun 2026 - now	—
-9.53%Nov 2025	14d	8d	22dNov 2025 - Nov 2025	—
-9.49%Mar 2026	1mo 2d	9d	1mo 11dFeb 2026 - Apr 2026	—
-9.34%Dec 2025	5d	26d	1mo 1dDec 2025 - Jan 2026	—

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 48 assets, with an effective number of assets of 48.00, reflecting the diversification based on asset allocation. Your capital is spread almost evenly across your holdings, indicating a well-balanced allocation. Note that true diversification also depends on the correlations between assets — check the diversification ratio below.

Diversification Ratio

	1Y	All Time
Diversification Ratio	1.79	1.71

The portfolio has a diversification ratio of 1.71, in line with the typical range across portfolios.

IBD 50 May 4 2026 correlation to the S&P 500 Index

IBD 50 May 4 2026 has a 0.74 correlation to S&P 500 Index over the trailing 12 months. This section compares each holding's correlation to the benchmark and to the portfolio.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.74
Correlation (All Time) Calculated using the full available price history since Sep 26, 2024	0.77

Benchmark Correlations

Correlation vs. S&P 500 Index. LRCX has the highest benchmark correlation at 0.64, while WELL has the lowest at 0.07.

0.07

0.09

0.11

0.20

0.22

0.24

0.26

0.28

0.28

0.35

Portfolio Correlations

Correlation vs. IBD 50 May 4 2026. FIX has the highest portfolio correlation at 0.83, while WELL has the lowest at 0.04.

0.04

0.18

0.20

0.21

0.22

0.28

0.29

0.32

0.32

0.33

Asset Correlations Table

See how each holding historically moved in relation to the other holdings, the portfolio, and the selected benchmark.

	WELL	ECO	KNSA	VIST	COCO	RELY	ANAB	AXSM	BKV	FIVE	FTI	RSI	TVTX	CM	GOOGL	DAVE	NSSC	CSCO	SEI	CRS	BE	UI	AGX	ADI	ALAB	LITE	CRDO	MU	ANET	CLS	FN	GEV	SITM	CAT	AVGO	AMSC	AMD	MRVL	TSM	MOD	MPWR	TER	STRL	LRCX	MTSI	EME	VRT	FIX
WELL	1.00	0.09	0.20	-0.08	0.11	0.05	0.13	0.20	0.12	0.07	0.10	0.09	0.11	0.18	0.01	0.02	0.01	0.02	0.02	0.13	0.04	0.06	0.08	0.03	-0.15	0.02	-0.07	-0.01	-0.06	-0.02	0.05	0.09	-0.02	0.04	-0.09	0.03	-0.05	-0.06	-0.06	0.06	-0.04	-0.04	0.05	0.01	0.06	0.12	0.03	0.08
ECO	0.09	1.00	0.03	0.14	0.14	0.05	0.08	0.13	0.12	0.12	0.21	0.11	0.08	0.10	0.10	0.05	0.13	0.07	0.09	0.13	0.06	0.15	0.03	0.11	0.09	0.13	0.15	0.10	0.09	0.16	0.12	0.10	0.16	0.13	0.07	0.09	0.11	0.02	0.13	0.13	0.11	0.12	0.08	0.08	0.12	0.14	0.13	0.12
KNSA	0.20	0.03	1.00	0.04	0.07	0.19	0.25	0.39	0.08	0.06	0.08	0.07	0.27	0.14	0.12	0.16	0.13	0.09	0.10	0.18	0.13	0.12	0.17	0.09	0.04	0.07	0.05	0.14	0.03	0.08	0.09	0.12	0.10	0.17	0.05	0.13	0.09	0.09	0.05	0.11	0.06	0.08	0.12	0.13	0.11	0.15	0.11	0.17
VIST	-0.08	0.14	0.04	1.00	-0.01	0.03	0.02	0.10	0.38	0.08	0.31	0.15	0.08	0.02	0.02	0.06	-0.01	0.15	0.21	0.01	0.15	0.06	0.13	0.14	0.15	0.14	0.16	0.17	0.15	0.18	0.10	0.15	0.12	0.14	0.12	0.14	0.17	0.13	0.16	0.15	0.15	0.13	0.10	0.10	0.14	0.13	0.21	0.10
COCO	0.11	0.14	0.07	-0.01	1.00	0.10	0.12	0.08	0.04	0.13	0.02	0.11	0.18	0.19	0.20	0.08	0.15	0.14	0.11	0.16	0.12	0.14	0.10	0.16	0.14	0.12	0.13	0.18	0.11	0.18	0.17	0.13	0.12	0.17	0.18	0.12	0.15	0.09	0.15	0.11	0.17	0.12	0.16	0.18	0.19	0.17	0.16	0.23
RELY	0.05	0.05	0.19	0.03	0.10	1.00	0.11	0.23	0.12	0.20	0.13	0.24	0.19	0.20	0.23	0.36	0.20	0.23	0.12	0.18	0.17	0.19	0.18	0.16	0.16	0.18	0.16	0.17	0.15	0.20	0.12	0.18	0.15	0.11	0.17	0.23	0.15	0.17	0.12	0.21	0.10	0.12	0.16	0.11	0.13	0.20	0.16	0.20
ANAB	0.13	0.08	0.25	0.02	0.12	0.11	1.00	0.29	0.13	0.09	0.14	0.14	0.26	0.16	0.14	0.13	0.26	0.15	0.15	0.17	0.18	0.16	0.19	0.15	0.14	0.22	0.18	0.25	0.13	0.16	0.20	0.19	0.16	0.29	0.13	0.24	0.18	0.18	0.21	0.19	0.18	0.24	0.18	0.21	0.22	0.23	0.22	0.23
AXSM	0.20	0.13	0.39	0.10	0.08	0.23	0.29	1.00	0.13	0.17	0.07	0.11	0.35	0.18	0.11	0.17	0.16	0.17	0.15	0.19	0.12	0.20	0.14	0.20	0.14	0.14	0.15	0.18	0.13	0.15	0.16	0.16	0.24	0.20	0.16	0.21	0.20	0.17	0.17	0.20	0.17	0.18	0.19	0.21	0.21	0.21	0.18	0.22
BKV	0.12	0.12	0.08	0.38	0.04	0.12	0.13	0.13	1.00	0.13	0.37	0.15	0.12	0.15	0.09	0.18	0.16	0.18	0.33	0.17	0.17	0.20	0.22	0.19	0.16	0.24	0.16	0.16	0.21	0.19	0.21	0.22	0.25	0.22	0.12	0.25	0.23	0.24	0.16	0.23	0.17	0.20	0.20	0.15	0.24	0.27	0.28	0.26
FIVE	0.07	0.12	0.06	0.08	0.13	0.20	0.09	0.17	0.13	1.00	0.11	0.18	0.22	0.28	0.19	0.23	0.25	0.18	0.17	0.21	0.12	0.26	0.17	0.26	0.16	0.23	0.17	0.20	0.22	0.23	0.25	0.18	0.22	0.27	0.24	0.24	0.20	0.17	0.24	0.24	0.26	0.28	0.19	0.25	0.26	0.26	0.22	0.27
FTI	0.10	0.21	0.08	0.31	0.02	0.13	0.14	0.07	0.37	0.11	1.00	0.22	0.12	0.21	0.14	0.11	0.13	0.22	0.31	0.24	0.17	0.19	0.21	0.18	0.24	0.30	0.24	0.24	0.28	0.27	0.25	0.26	0.23	0.28	0.18	0.23	0.24	0.22	0.20	0.28	0.22	0.24	0.23	0.22	0.27	0.28	0.30	0.27
RSI	0.09	0.11	0.07	0.15	0.11	0.24	0.14	0.11	0.15	0.18	0.22	1.00	0.18	0.23	0.24	0.37	0.23	0.23	0.23	0.17	0.19	0.26	0.25	0.24	0.22	0.24	0.29	0.16	0.26	0.20	0.23	0.24	0.23	0.23	0.21	0.30	0.20	0.17	0.19	0.28	0.21	0.18	0.24	0.18	0.25	0.28	0.29	0.29
TVTX	0.11	0.08	0.27	0.08	0.18	0.19	0.26	0.35	0.12	0.22	0.12	0.18	1.00	0.28	0.23	0.20	0.22	0.16	0.17	0.25	0.20	0.26	0.27	0.27	0.22	0.24	0.27	0.24	0.25	0.21	0.26	0.29	0.23	0.27	0.26	0.25	0.28	0.31	0.29	0.26	0.29	0.28	0.27	0.28	0.27	0.33	0.29	0.34
CM	0.18	0.10	0.14	0.02	0.19	0.20	0.16	0.18	0.15	0.28	0.21	0.23	0.28	1.00	0.31	0.29	0.32	0.32	0.23	0.29	0.28	0.34	0.27	0.27	0.21	0.22	0.22	0.20	0.32	0.27	0.26	0.30	0.28	0.40	0.23	0.33	0.30	0.21	0.29	0.34	0.30	0.30	0.31	0.29	0.29	0.35	0.32	0.37
GOOGL	0.01	0.10	0.12	0.02	0.20	0.23	0.14	0.11	0.09	0.19	0.14	0.24	0.23	0.31	1.00	0.30	0.35	0.22	0.27	0.24	0.22	0.32	0.31	0.33	0.26	0.25	0.30	0.32	0.30	0.32	0.26	0.25	0.35	0.30	0.40	0.29	0.36	0.36	0.39	0.29	0.37	0.35	0.30	0.39	0.31	0.30	0.32	0.35
DAVE	0.02	0.05	0.16	0.06	0.08	0.36	0.13	0.17	0.18	0.23	0.11	0.37	0.20	0.29	0.30	1.00	0.32	0.25	0.32	0.32	0.30	0.34	0.32	0.28	0.28	0.24	0.31	0.26	0.34	0.27	0.25	0.32	0.30	0.26	0.34	0.42	0.29	0.35	0.30	0.39	0.27	0.27	0.33	0.28	0.28	0.38	0.32	0.37
NSSC	0.01	0.13	0.13	-0.01	0.15	0.20	0.26	0.16	0.16	0.25	0.13	0.23	0.22	0.32	0.35	0.32	1.00	0.30	0.19	0.28	0.20	0.40	0.25	0.42	0.26	0.30	0.30	0.27	0.34	0.34	0.35	0.29	0.35	0.44	0.33	0.36	0.37	0.36	0.36	0.35	0.41	0.45	0.37	0.39	0.37	0.37	0.34	0.38
CSCO	0.02	0.07	0.09	0.15	0.14	0.23	0.15	0.17	0.18	0.18	0.22	0.23	0.16	0.32	0.22	0.25	0.30	1.00	0.27	0.29	0.27	0.38	0.27	0.38	0.35	0.39	0.33	0.31	0.49	0.39	0.38	0.34	0.35	0.36	0.36	0.35	0.34	0.38	0.36	0.37	0.38	0.35	0.36	0.34	0.37	0.35	0.39	0.39
SEI	0.02	0.09	0.10	0.21	0.11	0.12	0.15	0.15	0.33	0.17	0.31	0.23	0.17	0.23	0.27	0.32	0.19	0.27	1.00	0.34	0.40	0.32	0.43	0.30	0.37	0.35	0.39	0.42	0.43	0.38	0.38	0.43	0.40	0.43	0.34	0.46	0.39	0.43	0.38	0.42	0.36	0.39	0.48	0.45	0.41	0.47	0.52	0.50
CRS	0.13	0.13	0.18	0.01	0.16	0.18	0.17	0.19	0.17	0.21	0.24	0.17	0.25	0.29	0.24	0.32	0.28	0.29	0.34	1.00	0.34	0.39	0.41	0.35	0.34	0.40	0.34	0.35	0.37	0.36	0.37	0.47	0.37	0.45	0.35	0.44	0.36	0.40	0.36	0.50	0.40	0.44	0.50	0.40	0.45	0.54	0.48	0.58
BE	0.04	0.06	0.13	0.15	0.12	0.17	0.18	0.12	0.17	0.12	0.17	0.19	0.20	0.28	0.22	0.30	0.20	0.27	0.40	0.34	1.00	0.36	0.50	0.32	0.44	0.40	0.45	0.44	0.38	0.45	0.40	0.46	0.36	0.47	0.39	0.51	0.39	0.39	0.39	0.41	0.38	0.41	0.46	0.43	0.42	0.49	0.55	0.53
UI	0.06	0.15	0.12	0.06	0.14	0.19	0.16	0.20	0.20	0.26	0.19	0.26	0.26	0.34	0.32	0.34	0.40	0.38	0.32	0.39	0.36	1.00	0.40	0.42	0.40	0.44	0.42	0.31	0.43	0.47	0.44	0.46	0.45	0.43	0.43	0.45	0.39	0.40	0.44	0.45	0.45	0.44	0.52	0.42	0.44	0.50	0.47	0.55
AGX	0.08	0.03	0.17	0.13	0.10	0.18	0.19	0.14	0.22	0.17	0.21	0.25	0.27	0.27	0.31	0.32	0.25	0.27	0.43	0.41	0.50	0.40	1.00	0.32	0.41	0.44	0.43	0.46	0.45	0.43	0.45	0.55	0.36	0.43	0.41	0.53	0.43	0.41	0.43	0.47	0.36	0.40	0.65	0.44	0.42	0.62	0.57	0.65
ADI	0.03	0.11	0.09	0.14	0.16	0.16	0.15	0.20	0.19	0.26	0.18	0.24	0.27	0.27	0.33	0.28	0.42	0.38	0.30	0.35	0.32	0.42	0.32	1.00	0.39	0.38	0.36	0.50	0.37	0.35	0.44	0.34	0.58	0.56	0.42	0.40	0.53	0.53	0.44	0.45	0.70	0.66	0.43	0.64	0.56	0.43	0.43	0.47
ALAB	-0.15	0.09	0.04	0.15	0.14	0.16	0.14	0.14	0.16	0.16	0.24	0.22	0.22	0.21	0.26	0.28	0.26	0.35	0.37	0.34	0.44	0.40	0.41	0.39	1.00	0.47	0.70	0.51	0.55	0.54	0.48	0.46	0.51	0.39	0.58	0.47	0.53	0.57	0.51	0.44	0.54	0.53	0.48	0.51	0.56	0.45	0.55	0.52
LITE	0.02	0.13	0.07	0.14	0.12	0.18	0.22	0.14	0.24	0.23	0.30	0.24	0.24	0.22	0.25	0.24	0.30	0.39	0.35	0.40	0.40	0.44	0.44	0.38	0.47	1.00	0.50	0.54	0.49	0.58	0.63	0.51	0.50	0.38	0.50	0.44	0.44	0.47	0.48	0.52	0.47	0.51	0.50	0.52	0.57	0.51	0.59	0.60
CRDO	-0.07	0.15	0.05	0.16	0.13	0.16	0.18	0.15	0.16	0.17	0.24	0.29	0.27	0.22	0.30	0.31	0.30	0.33	0.39	0.34	0.45	0.42	0.43	0.36	0.70	0.50	1.00	0.54	0.57	0.59	0.51	0.47	0.51	0.34	0.64	0.49	0.52	0.56	0.55	0.48	0.49	0.47	0.48	0.50	0.57	0.50	0.60	0.55
MU	-0.01	0.10	0.14	0.17	0.18	0.17	0.25	0.18	0.16	0.20	0.24	0.16	0.24	0.20	0.32	0.26	0.27	0.31	0.42	0.35	0.44	0.31	0.46	0.50	0.51	0.54	0.54	1.00	0.45	0.51	0.48	0.41	0.53	0.47	0.53	0.48	0.56	0.52	0.60	0.47	0.60	0.59	0.50	0.73	0.56	0.50	0.57	0.55
ANET	-0.06	0.09	0.03	0.15	0.11	0.15	0.13	0.13	0.21	0.22	0.28	0.26	0.25	0.32	0.30	0.34	0.34	0.49	0.43	0.37	0.38	0.43	0.45	0.37	0.55	0.49	0.57	0.45	1.00	0.57	0.49	0.54	0.46	0.43	0.61	0.46	0.50	0.53	0.54	0.52	0.51	0.50	0.51	0.49	0.50	0.55	0.63	0.55
CLS	-0.02	0.16	0.08	0.18	0.18	0.20	0.16	0.15	0.19	0.23	0.27	0.20	0.21	0.27	0.32	0.27	0.34	0.39	0.38	0.36	0.45	0.47	0.43	0.35	0.54	0.58	0.59	0.51	0.57	1.00	0.61	0.47	0.45	0.38	0.64	0.42	0.47	0.46	0.60	0.50	0.49	0.46	0.49	0.52	0.54	0.55	0.64	0.58
FN	0.05	0.12	0.09	0.10	0.17	0.12	0.20	0.16	0.21	0.25	0.25	0.23	0.26	0.26	0.26	0.25	0.35	0.38	0.38	0.37	0.40	0.44	0.45	0.44	0.48	0.63	0.51	0.48	0.49	0.61	1.00	0.48	0.52	0.43	0.53	0.45	0.47	0.50	0.52	0.50	0.54	0.55	0.54	0.56	0.60	0.57	0.62	0.59
GEV	0.09	0.10	0.12	0.15	0.13	0.18	0.19	0.16	0.22	0.18	0.26	0.24	0.29	0.30	0.25	0.32	0.29	0.34	0.43	0.47	0.46	0.46	0.55	0.34	0.46	0.51	0.47	0.41	0.54	0.47	0.48	1.00	0.46	0.48	0.50	0.54	0.44	0.51	0.50	0.54	0.46	0.49	0.60	0.47	0.52	0.64	0.70	0.69
SITM	-0.02	0.16	0.10	0.12	0.12	0.15	0.16	0.24	0.25	0.22	0.23	0.23	0.23	0.28	0.35	0.30	0.35	0.35	0.40	0.37	0.36	0.45	0.36	0.58	0.51	0.50	0.51	0.53	0.46	0.45	0.52	0.46	1.00	0.50	0.50	0.47	0.50	0.54	0.52	0.50	0.63	0.60	0.52	0.62	0.68	0.49	0.52	0.54
CAT	0.04	0.13	0.17	0.14	0.17	0.11	0.29	0.20	0.22	0.27	0.28	0.23	0.27	0.40	0.30	0.26	0.44	0.36	0.43	0.45	0.47	0.43	0.43	0.56	0.39	0.38	0.34	0.47	0.43	0.38	0.43	0.48	0.50	1.00	0.40	0.53	0.52	0.48	0.49	0.57	0.59	0.64	0.57	0.58	0.53	0.59	0.54	0.61
AVGO	-0.09	0.07	0.05	0.12	0.18	0.17	0.13	0.16	0.12	0.24	0.18	0.21	0.26	0.23	0.40	0.34	0.33	0.36	0.34	0.35	0.39	0.43	0.41	0.42	0.58	0.50	0.64	0.53	0.61	0.64	0.53	0.50	0.50	0.40	1.00	0.41	0.54	0.57	0.63	0.51	0.55	0.52	0.50	0.58	0.56	0.49	0.59	0.54
AMSC	0.03	0.09	0.13	0.14	0.12	0.23	0.24	0.21	0.25	0.24	0.23	0.30	0.25	0.33	0.29	0.42	0.36	0.35	0.46	0.44	0.51	0.45	0.53	0.40	0.47	0.44	0.49	0.48	0.46	0.42	0.45	0.54	0.47	0.53	0.41	1.00	0.51	0.50	0.51	0.54	0.50	0.48	0.59	0.52	0.49	0.60	0.60	0.61
AMD	-0.05	0.11	0.09	0.17	0.15	0.15	0.18	0.20	0.23	0.20	0.24	0.20	0.28	0.30	0.36	0.29	0.37	0.34	0.39	0.36	0.39	0.39	0.43	0.53	0.53	0.44	0.52	0.56	0.50	0.47	0.47	0.44	0.50	0.52	0.54	0.51	1.00	0.57	0.59	0.49	0.62	0.62	0.53	0.62	0.58	0.51	0.55	0.54
MRVL	-0.06	0.02	0.09	0.13	0.09	0.17	0.18	0.17	0.24	0.17	0.22	0.17	0.31	0.21	0.36	0.35	0.36	0.38	0.43	0.40	0.39	0.40	0.41	0.53	0.57	0.47	0.56	0.52	0.53	0.46	0.50	0.51	0.54	0.48	0.57	0.50	0.57	1.00	0.56	0.50	0.57	0.63	0.53	0.58	0.59	0.52	0.59	0.57
TSM	-0.06	0.13	0.05	0.16	0.15	0.12	0.21	0.17	0.16	0.24	0.20	0.19	0.29	0.29	0.39	0.30	0.36	0.36	0.38	0.36	0.39	0.44	0.43	0.44	0.51	0.48	0.55	0.60	0.54	0.60	0.52	0.50	0.52	0.49	0.63	0.51	0.59	0.56	1.00	0.52	0.59	0.59	0.53	0.68	0.56	0.54	0.64	0.59
MOD	0.06	0.13	0.11	0.15	0.11	0.21	0.19	0.20	0.23	0.24	0.28	0.28	0.26	0.34	0.29	0.39	0.35	0.37	0.42	0.50	0.41	0.45	0.47	0.45	0.44	0.52	0.48	0.47	0.52	0.50	0.50	0.54	0.50	0.57	0.51	0.54	0.49	0.50	0.52	1.00	0.54	0.52	0.66	0.52	0.59	0.62	0.67	0.65
MPWR	-0.04	0.11	0.06	0.15	0.17	0.10	0.18	0.17	0.17	0.26	0.22	0.21	0.29	0.30	0.37	0.27	0.41	0.38	0.36	0.40	0.38	0.45	0.36	0.70	0.54	0.47	0.49	0.60	0.51	0.49	0.54	0.46	0.63	0.59	0.55	0.50	0.62	0.57	0.59	0.54	1.00	0.74	0.51	0.73	0.66	0.53	0.59	0.56
TER	-0.04	0.12	0.08	0.13	0.12	0.12	0.24	0.18	0.20	0.28	0.24	0.18	0.28	0.30	0.35	0.27	0.45	0.35	0.39	0.44	0.41	0.44	0.40	0.66	0.53	0.51	0.47	0.59	0.50	0.46	0.55	0.49	0.60	0.64	0.52	0.48	0.62	0.63	0.59	0.52	0.74	1.00	0.55	0.74	0.64	0.56	0.57	0.60
STRL	0.05	0.08	0.12	0.10	0.16	0.16	0.18	0.19	0.20	0.19	0.23	0.24	0.27	0.31	0.30	0.33	0.37	0.36	0.48	0.50	0.46	0.52	0.65	0.43	0.48	0.50	0.48	0.50	0.51	0.49	0.54	0.60	0.52	0.57	0.50	0.59	0.53	0.53	0.53	0.66	0.51	0.55	1.00	0.55	0.57	0.76	0.66	0.79
LRCX	0.01	0.08	0.13	0.10	0.18	0.11	0.21	0.21	0.15	0.25	0.22	0.18	0.28	0.29	0.39	0.28	0.39	0.34	0.45	0.40	0.43	0.42	0.44	0.64	0.51	0.52	0.50	0.73	0.49	0.52	0.56	0.47	0.62	0.58	0.58	0.52	0.62	0.58	0.68	0.52	0.73	0.74	0.55	1.00	0.64	0.56	0.57	0.59
MTSI	0.06	0.12	0.11	0.14	0.19	0.13	0.22	0.21	0.24	0.26	0.27	0.25	0.27	0.29	0.31	0.28	0.37	0.37	0.41	0.45	0.42	0.44	0.42	0.56	0.56	0.57	0.57	0.56	0.50	0.54	0.60	0.52	0.68	0.53	0.56	0.49	0.58	0.59	0.56	0.59	0.66	0.64	0.57	0.64	1.00	0.59	0.60	0.62
EME	0.12	0.14	0.15	0.13	0.17	0.20	0.23	0.21	0.27	0.26	0.28	0.28	0.33	0.35	0.30	0.38	0.37	0.35	0.47	0.54	0.49	0.50	0.62	0.43	0.45	0.51	0.50	0.50	0.55	0.55	0.57	0.64	0.49	0.59	0.49	0.60	0.51	0.52	0.54	0.62	0.53	0.56	0.76	0.56	0.59	1.00	0.70	0.87
VRT	0.03	0.13	0.11	0.21	0.16	0.16	0.22	0.18	0.28	0.22	0.30	0.29	0.29	0.32	0.32	0.32	0.34	0.39	0.52	0.48	0.55	0.47	0.57	0.43	0.55	0.59	0.60	0.57	0.63	0.64	0.62	0.70	0.52	0.54	0.59	0.60	0.55	0.59	0.64	0.67	0.59	0.57	0.66	0.57	0.60	0.70	1.00	0.75
FIX	0.08	0.12	0.17	0.10	0.23	0.20	0.23	0.22	0.26	0.27	0.27	0.29	0.34	0.37	0.35	0.37	0.38	0.39	0.50	0.58	0.53	0.55	0.65	0.47	0.52	0.60	0.55	0.55	0.55	0.58	0.59	0.69	0.54	0.61	0.54	0.61	0.54	0.57	0.59	0.65	0.56	0.60	0.79	0.59	0.62	0.87	0.75	1.00

Based on daily historical returns since Sep 26, 2024

Diversification Analysis

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