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GODLIKE_Tier
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


SMCI 68.34%AEHR 31.66%EquityEquity
PositionCategory/SectorWeight
AEHR
Aehr Test Systems
Technology

31.66%

SMCI
Super Micro Computer, Inc.
Technology

68.34%

S&P 500

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in GODLIKE_Tier, 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


0.00%5,000.00%10,000.00%15,000.00%20,000.00%FebruaryMarchAprilMayJuneJuly
16,770.42%
286.99%
GODLIKE_Tier
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Mar 29, 2007, corresponding to the inception date of SMCI

Returns By Period

As of Jul 22, 2024, the GODLIKE_Tier returned 165.66% Year-To-Date and 51.91% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
15.41%0.33%13.74%21.39%13.11%10.77%
GODLIKE_Tier165.66%15.11%117.66%117.46%134.85%51.91%
SMCI
Super Micro Computer, Inc.
180.30%-11.98%88.20%162.83%111.37%41.12%
AEHR
Aehr Test Systems
-28.27%76.20%14.64%-60.63%66.48%21.02%

Monthly Returns

The table below presents the monthly returns of GODLIKE_Tier, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202445.74%57.09%13.49%-11.28%-7.01%1.74%165.66%
202314.75%16.60%4.44%-6.27%94.09%13.08%30.62%-12.34%-3.70%-23.77%10.68%5.80%182.95%
2022-20.73%-0.92%-8.27%-0.52%16.55%-17.36%39.66%22.90%-10.82%32.47%28.65%-13.74%55.31%
2021-4.49%10.50%9.70%-6.87%-4.38%8.11%38.71%13.30%46.30%18.45%-0.60%16.84%252.58%
202011.99%-5.84%-17.53%6.53%7.65%11.80%6.15%-10.72%-9.09%-13.40%27.74%25.82%33.73%
20192.91%23.86%6.43%9.21%-7.03%-1.30%-10.31%2.95%10.68%2.79%6.15%10.47%67.47%
20184.91%-18.15%-4.72%3.80%28.62%-3.93%-5.01%-1.69%-4.06%-29.41%7.80%-13.42%-38.05%
2017-4.54%39.04%-3.06%-4.11%0.65%-5.29%8.56%-5.74%-6.58%-10.57%-2.99%-2.24%-4.65%
20167.76%2.28%2.77%-7.66%-13.01%16.39%-6.52%14.53%17.65%3.42%5.50%-3.50%40.45%
20154.68%6.66%-15.65%-6.47%8.33%-9.44%-7.08%2.76%3.05%-4.24%-10.34%-1.64%-28.18%
20147.22%-2.93%-5.54%8.45%1.02%13.40%11.80%-7.01%12.35%7.37%3.06%1.84%60.75%
201316.17%-3.67%4.78%-14.34%20.59%-0.26%10.07%7.62%19.89%4.22%13.04%8.41%119.12%

Expense Ratio

GODLIKE_Tier has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of GODLIKE_Tier is 52, 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.


The Risk-Adjusted Performance Rank of GODLIKE_Tier is 5252
GODLIKE_Tier
The Sharpe Ratio Rank of GODLIKE_Tier is 3737Sharpe Ratio Rank
The Sortino Ratio Rank of GODLIKE_Tier is 4545Sortino Ratio Rank
The Omega Ratio Rank of GODLIKE_Tier is 5252Omega Ratio Rank
The Calmar Ratio Rank of GODLIKE_Tier is 8585Calmar Ratio Rank
The Martin Ratio Rank of GODLIKE_Tier is 4343Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


GODLIKE_Tier
Sharpe ratio
The chart of Sharpe ratio for GODLIKE_Tier, currently valued at 1.42, compared to the broader market-1.000.001.002.003.004.001.42
Sortino ratio
The chart of Sortino ratio for GODLIKE_Tier, currently valued at 2.22, compared to the broader market-2.000.002.004.006.002.22
Omega ratio
The chart of Omega ratio for GODLIKE_Tier, currently valued at 1.29, compared to the broader market0.801.001.201.401.601.801.29
Calmar ratio
The chart of Calmar ratio for GODLIKE_Tier, currently valued at 3.08, compared to the broader market0.002.004.006.008.0010.003.08
Martin ratio
The chart of Martin ratio for GODLIKE_Tier, currently valued at 5.22, compared to the broader market0.0010.0020.0030.0040.005.22
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.82, compared to the broader market-1.000.001.002.003.004.001.82
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.59, compared to the broader market-2.000.002.004.006.002.59
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.32, compared to the broader market0.801.001.201.401.601.801.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.45, compared to the broader market0.002.004.006.008.0010.001.45
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.82, compared to the broader market0.0010.0020.0030.0040.006.82

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
SMCI
Super Micro Computer, Inc.
1.712.461.334.077.21
AEHR
Aehr Test Systems
-0.77-1.120.87-0.76-1.03

Sharpe Ratio

The current GODLIKE_Tier Sharpe ratio is 1.42. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 1.31 to 2.05, this portfolio's current Sharpe ratio lies between the 25th and 75th percentiles. This indicates that the its risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.

Use the chart below to compare the Sharpe ratio of GODLIKE_Tier with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.002.003.004.005.006.007.00FebruaryMarchAprilMayJuneJuly
1.42
1.82
GODLIKE_Tier
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield


GODLIKE_Tier doesn't pay dividends

Drawdowns

Drawdowns Chart

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


-40.00%-30.00%-20.00%-10.00%0.00%FebruaryMarchAprilMayJuneJuly
-13.07%
-2.86%
GODLIKE_Tier
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the GODLIKE_Tier. 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 GODLIKE_Tier was 67.38%, occurring on Mar 2, 2009. Recovery took 240 trading sessions.

The current GODLIKE_Tier drawdown is 13.07%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.38%Apr 9, 2008226Mar 2, 2009240Feb 11, 2010466
-59.33%Apr 27, 2010645Nov 14, 2012261Nov 27, 2013906
-57.01%Mar 31, 2017453Jan 17, 2019497Jan 7, 2021950
-43.93%Feb 27, 2015310May 19, 2016185Feb 13, 2017495
-38.84%Nov 5, 2021109Apr 12, 202277Aug 3, 2022186

Volatility

Volatility Chart

The current GODLIKE_Tier volatility is 19.96%, 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.


0.00%10.00%20.00%30.00%40.00%FebruaryMarchAprilMayJuneJuly
19.96%
2.76%
GODLIKE_Tier
Benchmark (^GSPC)
Portfolio components

Diversification

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

AEHRSMCI
AEHR1.000.18
SMCI0.181.00
The correlation results are calculated based on daily price changes starting from Mar 30, 2007