AMPT 6SM Proposed 02/17/2025

Asset Allocation

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	1%
AMAT Applied Materials, Inc.	Technology	1%
AMZN Amazon.com, Inc	Consumer Cyclical	6%
BLDR Builders FirstSource, Inc.	Industrials	4%
BRK-B Berkshire Hathaway Inc.	Financial Services	5%
CAT Caterpillar Inc.	Industrials	5%
CDNS Cadence Design Systems, Inc.	Technology	1%
COST Costco Wholesale Corporation	Consumer Defensive	5%
DELL Dell Technologies Inc.	Technology	1%
FDX FedEx Corporation	Industrials	4%
GILD Gilead Sciences, Inc.	Healthcare	3%
GOOGL Alphabet Inc Class A	Communication Services	6%
GS The Goldman Sachs Group, Inc.	Financial Services	4%
IBM International Business Machines Corporation	Technology	4%
JPM JPMorgan Chase & Co.	Financial Services	4%
KO The Coca-Cola Company	Consumer Defensive	4%
LLY Eli Lilly and Company	Healthcare	5%
LRCX Lam Research Corporation	Technology	1%
META Meta Platforms, Inc.	Communication Services	5%
MO Altria Group, Inc.	Consumer Defensive	3%
MRVL Marvell Technology Group Ltd.	Technology	1%
MSFT Microsoft Corporation	Technology	1%
NFLX Netflix, Inc.	Communication Services	1%
NVDA NVIDIA Corporation	Technology	6%
PG The Procter & Gamble Company	Consumer Defensive	4%
SMCI Super Micro Computer, Inc.	Technology	1%
SYK Stryker Corporation	Healthcare	1%
UNH UnitedHealth Group Incorporated	Healthcare	5%
USD=X USD Cash		2%
V Visa Inc.	Financial Services	1%
XOM Exxon Mobil Corporation	Energy	4%
ZS Zscaler, Inc.	Technology	1%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in AMPT 6SM Proposed 02/17/2025, 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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The earliest data available for this chart is Dec 21, 2018, corresponding to the inception date of DELL

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-3.43%	-3.84%	-1.98%	16.08%	16.86%	10.37%	12.29%
Portfolio AMPT 6SM Proposed 02/17/2025	0.02%	-2.67%	0.96%	4.81%	22.57%	30.97%	23.79%	—
Portfolio components:
AAPL Apple Inc	0.11%	-2.97%	-5.78%	-0.28%	14.80%	16.04%	16.39%	26.10%
MSFT Microsoft Corporation	1.11%	-7.54%	-22.60%	-27.29%	-1.52%	10.00%	9.94%	22.58%
GOOGL Alphabet Inc Class A	-0.54%	-2.50%	-5.44%	20.55%	88.99%	41.91%	22.87%	22.80%
NVDA NVIDIA Corporation	0.93%	-1.47%	-4.88%	-6.08%	60.69%	85.17%	66.71%	70.07%
LLY Eli Lilly and Company	-1.98%	-7.16%	-12.80%	14.47%	15.19%	39.72%	39.64%	31.19%
UNH UnitedHealth Group Incorporated	1.20%	-3.39%	-15.36%	-20.48%	-45.51%	-15.89%	-3.82%	9.69%
COST Costco Wholesale Corporation	1.85%	0.71%	17.86%	11.02%	5.74%	28.60%	24.74%	22.54%
XOM Exxon Mobil Corporation	-0.06%	5.84%	34.42%	46.62%	40.06%	15.29%	27.66%	11.56%
USD=X USD Cash	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IBM International Business Machines Corporation	2.06%	1.17%	-15.74%	-12.48%	1.74%	27.71%	18.92%	10.02%

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

Monthly Returns

Based on dividend-adjusted daily data since Dec 22, 2018, AMPT 6SM Proposed 02/17/2025's average daily return is +0.07%, while the average monthly return is +2.19%. At this rate, your investment would double in approximately 2.7 years.

Historically, 72% of months were positive and 28% were negative. The best month was Apr 2020 with a return of +13.2%, while the worst month was Sep 2022 at -8.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.

On a daily basis, AMPT 6SM Proposed 02/17/2025 closed higher 39% of trading days. The best single day was Mar 13, 2020 with a return of +8.9%, while the worst single day was Mar 16, 2020 at -10.6%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	4.50%	0.81%	-4.94%	0.82%									0.96%
2025	5.13%	-0.58%	-5.12%	-2.02%	4.19%	6.78%	1.13%	1.82%	4.10%	3.99%	1.52%	-0.56%	21.65%
2024	5.79%	9.03%	5.42%	-3.74%	4.66%	4.27%	1.34%	3.85%	1.05%	-0.82%	6.56%	-3.85%	38.03%
2023	8.20%	0.34%	6.28%	3.39%	6.12%	6.87%	5.41%	0.40%	-2.96%	-2.52%	8.61%	4.86%	54.24%
2022	-5.41%	-2.65%	4.59%	-8.11%	1.65%	-8.00%	9.23%	-4.86%	-8.88%	8.67%	8.44%	-5.22%	-12.47%
2021	-0.30%	5.40%	5.09%	4.89%	2.45%	3.47%	1.23%	4.63%	-5.08%	6.82%	1.89%	5.62%	41.92%

Benchmark Metrics

AMPT 6SM Proposed 02/17/2025 has an annualized alpha of 12.47%, beta of 0.98, and R² of 0.94 versus S&P 500 Index. Calculated based on daily prices since December 22, 2018.

This portfolio captured 136.00% of S&P 500 Index gains but only 86.34% of its losses — a favorable profile for investors.
This portfolio generated an annualized alpha of 12.47% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
With beta of 0.98 and R² of 0.94, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha: 12.47%

Beta: 0.98

R²: 0.94

Upside Capture: 136.00%

Downside Capture: 86.34%

Expense Ratio

AMPT 6SM Proposed 02/17/2025 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

AMPT 6SM Proposed 02/17/2025 ranks 54 for risk / return — on par with similar portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	1.30	0.88	+0.42
Sortino ratio Return per unit of downside risk	1.94	1.37	+0.57
Omega ratio Gain probability vs. loss probability	1.29	1.21	+0.08
Calmar ratio Return relative to maximum drawdown	1.98	1.39	+0.59
Martin ratio Return relative to average drawdown	7.80	6.43	+1.36
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

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

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
AAPL Apple Inc	55	0.47	0.92	1.13	0.66	2.04
MSFT Microsoft Corporation	35	-0.06	0.11	1.01	-0.05	-0.12
GOOGL Alphabet Inc Class A	94	2.91	3.87	1.48	4.37	16.63
NVDA NVIDIA Corporation	81	1.47	2.17	1.27	3.02	7.54
LLY Eli Lilly and Company	51	0.36	0.78	1.11	0.56	1.37
UNH UnitedHealth Group Incorporated	11	-0.89	-1.09	0.82	-0.76	-1.00
COST Costco Wholesale Corporation	45	0.29	0.56	1.07	0.36	0.72
XOM Exxon Mobil Corporation	80	1.58	2.06	1.28	2.51	6.57
USD=X USD Cash	—	—	—	—	—	—
IBM International Business Machines Corporation	39	0.05	0.29	1.04	0.06	0.15

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.

AMPT 6SM Proposed 02/17/2025 Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

1-Year: 1.30
5-Year: 1.38
All Time: 1.43

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.00 to 1.70, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of AMPT 6SM Proposed 02/17/2025 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

AMPT 6SM Proposed 02/17/2025 provided a 1.26% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.26%	1.30%	1.36%	1.62%	1.54%	1.46%	1.87%	1.58%	1.69%	1.52%	1.43%	1.70%
Portfolio components:
AAPL Apple Inc	0.41%	0.38%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%
MSFT Microsoft Corporation	0.93%	0.70%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%
GOOGL Alphabet Inc Class A	0.28%	0.27%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
NVDA NVIDIA Corporation	0.02%	0.02%	0.03%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%
LLY Eli Lilly and Company	0.67%	0.56%	0.67%	0.78%	1.07%	1.23%	1.75%	1.96%	1.94%	2.46%	2.77%	2.37%
UNH UnitedHealth Group Incorporated	3.19%	2.64%	1.62%	1.38%	1.21%	1.12%	1.38%	1.41%	1.38%	1.30%	1.48%	1.59%
COST Costco Wholesale Corporation	0.51%	0.59%	0.49%	2.87%	0.76%	0.54%	3.38%	0.86%	1.08%	4.81%	1.09%	4.06%
XOM Exxon Mobil Corporation	2.51%	3.32%	3.57%	3.68%	3.22%	5.70%	8.44%	4.92%	4.74%	3.66%	3.30%	3.69%
USD=X USD Cash	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IBM International Business Machines Corporation	2.71%	2.27%	3.03%	4.05%	4.68%	4.74%	5.17%	4.80%	5.46%	3.85%	3.31%	3.63%

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 AMPT 6SM Proposed 02/17/2025. 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 AMPT 6SM Proposed 02/17/2025 was 29.31%, occurring on Mar 23, 2020. Recovery took 74 trading sessions.

The current AMPT 6SM Proposed 02/17/2025 drawdown is 5.13%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-29.31%	Feb 20, 2020	33	Mar 23, 2020	74	Jun 5, 2020	107
-22.63%	Jan 5, 2022	269	Sep 30, 2022	185	Apr 3, 2023	454
-17%	Feb 20, 2025	48	Apr 8, 2025	83	Jun 30, 2025	131
-9.68%	May 6, 2019	29	Jun 3, 2019	38	Jul 11, 2019	67
-8.74%	Feb 10, 2026	49	Mar 30, 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 32 assets, with an effective number of assets of 23.81, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

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

	Benchmark	USD=X	MO	PG	GILD	XOM	UNH	LLY	KO	ZS	SMCI	NFLX	COST	BLDR	IBM	FDX	DELL	SYK	META	CAT	JPM	BRK-B	AMZN	MRVL	NVDA	GS	V	AAPL	GOOGL	CDNS	LRCX	AMAT	MSFT	Portfolio
Benchmark	1.00	0.00	0.27	0.32	0.33	0.36	0.36	0.36	0.37	0.49	0.47	0.50	0.54	0.56	0.56	0.56	0.58	0.59	0.64	0.60	0.61	0.61	0.67	0.65	0.68	0.67	0.65	0.70	0.70	0.70	0.68	0.68	0.75	0.95
USD=X	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
MO	0.27	0.00	1.00	0.37	0.26	0.29	0.22	0.15	0.42	0.02	0.05	0.04	0.19	0.17	0.29	0.23	0.12	0.24	0.05	0.28	0.29	0.36	0.04	0.04	-0.00	0.24	0.23	0.14	0.07	0.05	0.05	0.07	0.11	0.24
PG	0.32	0.00	0.37	1.00	0.31	0.10	0.30	0.27	0.57	0.02	0.05	0.12	0.34	0.15	0.27	0.20	0.08	0.32	0.11	0.15	0.17	0.34	0.12	0.07	0.05	0.13	0.32	0.23	0.17	0.14	0.10	0.09	0.21	0.27
GILD	0.33	0.00	0.26	0.31	1.00	0.16	0.24	0.24	0.31	0.11	0.09	0.14	0.23	0.16	0.27	0.21	0.15	0.27	0.14	0.22	0.24	0.29	0.16	0.12	0.10	0.22	0.25	0.22	0.18	0.17	0.16	0.16	0.20	0.29
XOM	0.36	0.00	0.29	0.10	0.16	1.00	0.19	0.10	0.19	0.04	0.19	0.05	0.10	0.23	0.31	0.29	0.25	0.17	0.10	0.48	0.39	0.39	0.10	0.19	0.12	0.37	0.23	0.17	0.16	0.13	0.19	0.21	0.10	0.34
UNH	0.36	0.00	0.22	0.30	0.24	0.19	1.00	0.27	0.28	0.09	0.11	0.11	0.24	0.19	0.25	0.23	0.14	0.28	0.13	0.22	0.26	0.33	0.13	0.14	0.12	0.23	0.29	0.20	0.20	0.18	0.15	0.17	0.22	0.34
LLY	0.36	0.00	0.15	0.27	0.24	0.10	0.27	1.00	0.23	0.17	0.17	0.16	0.24	0.15	0.24	0.12	0.17	0.31	0.21	0.17	0.16	0.25	0.21	0.15	0.21	0.18	0.25	0.24	0.22	0.25	0.18	0.19	0.26	0.37
KO	0.37	0.00	0.42	0.57	0.31	0.19	0.28	0.23	1.00	0.03	0.06	0.07	0.34	0.19	0.32	0.25	0.14	0.36	0.10	0.22	0.26	0.42	0.12	0.06	0.05	0.21	0.37	0.23	0.19	0.14	0.11	0.10	0.21	0.31
ZS	0.49	0.00	0.02	0.02	0.11	0.04	0.09	0.17	0.03	1.00	0.26	0.40	0.29	0.25	0.17	0.20	0.27	0.26	0.37	0.14	0.12	0.11	0.48	0.39	0.44	0.23	0.29	0.36	0.39	0.53	0.33	0.34	0.49	0.43
SMCI	0.47	0.00	0.05	0.05	0.09	0.19	0.11	0.17	0.06	0.26	1.00	0.26	0.17	0.33	0.26	0.25	0.43	0.22	0.32	0.33	0.28	0.19	0.28	0.43	0.43	0.32	0.24	0.29	0.29	0.36	0.44	0.43	0.33	0.46
NFLX	0.50	0.00	0.04	0.12	0.14	0.05	0.11	0.16	0.07	0.40	0.26	1.00	0.31	0.20	0.17	0.19	0.27	0.25	0.47	0.14	0.17	0.20	0.49	0.35	0.43	0.22	0.32	0.41	0.39	0.44	0.32	0.34	0.47	0.44
COST	0.54	0.00	0.19	0.34	0.23	0.10	0.24	0.24	0.34	0.29	0.17	0.31	1.00	0.29	0.29	0.27	0.25	0.34	0.33	0.22	0.21	0.31	0.37	0.30	0.33	0.24	0.37	0.39	0.34	0.39	0.34	0.34	0.42	0.49
BLDR	0.56	0.00	0.17	0.15	0.16	0.23	0.19	0.15	0.19	0.25	0.33	0.20	0.29	1.00	0.29	0.42	0.34	0.33	0.30	0.45	0.37	0.39	0.31	0.36	0.31	0.41	0.32	0.32	0.29	0.35	0.38	0.39	0.29	0.57
IBM	0.56	0.00	0.29	0.27	0.27	0.31	0.25	0.24	0.32	0.17	0.26	0.17	0.29	0.29	1.00	0.35	0.35	0.36	0.25	0.44	0.43	0.45	0.24	0.29	0.23	0.44	0.41	0.30	0.29	0.28	0.33	0.34	0.32	0.51
FDX	0.56	0.00	0.23	0.20	0.21	0.29	0.23	0.12	0.25	0.20	0.25	0.19	0.27	0.42	0.35	1.00	0.35	0.32	0.28	0.46	0.45	0.46	0.31	0.33	0.31	0.46	0.34	0.35	0.33	0.31	0.37	0.37	0.32	0.55
DELL	0.58	0.00	0.12	0.08	0.15	0.25	0.14	0.17	0.14	0.27	0.43	0.27	0.25	0.34	0.35	0.35	1.00	0.30	0.33	0.39	0.38	0.33	0.35	0.46	0.45	0.40	0.34	0.35	0.33	0.44	0.47	0.47	0.40	0.53
SYK	0.59	0.00	0.24	0.32	0.27	0.17	0.28	0.31	0.36	0.26	0.22	0.25	0.34	0.33	0.36	0.32	0.30	1.00	0.32	0.32	0.33	0.43	0.31	0.28	0.29	0.35	0.49	0.35	0.34	0.41	0.32	0.31	0.39	0.51
META	0.64	0.00	0.05	0.11	0.14	0.10	0.13	0.21	0.10	0.37	0.32	0.47	0.33	0.30	0.25	0.28	0.33	0.32	1.00	0.26	0.27	0.24	0.57	0.44	0.51	0.31	0.38	0.45	0.58	0.49	0.43	0.43	0.56	0.59
CAT	0.60	0.00	0.28	0.15	0.22	0.48	0.22	0.17	0.22	0.14	0.33	0.14	0.22	0.45	0.44	0.46	0.39	0.32	0.26	1.00	0.55	0.50	0.24	0.38	0.31	0.56	0.35	0.28	0.31	0.31	0.42	0.43	0.26	0.59
JPM	0.61	0.00	0.29	0.17	0.24	0.39	0.26	0.16	0.26	0.12	0.28	0.17	0.21	0.37	0.43	0.45	0.38	0.33	0.27	0.55	1.00	0.63	0.25	0.33	0.28	0.72	0.41	0.29	0.31	0.26	0.37	0.37	0.28	0.57
BRK-B	0.61	0.00	0.36	0.34	0.29	0.39	0.33	0.25	0.42	0.11	0.19	0.20	0.31	0.39	0.45	0.46	0.33	0.43	0.24	0.50	0.63	1.00	0.24	0.25	0.22	0.56	0.48	0.34	0.31	0.26	0.29	0.28	0.31	0.56
AMZN	0.67	0.00	0.04	0.12	0.16	0.10	0.13	0.21	0.12	0.48	0.28	0.49	0.37	0.31	0.24	0.31	0.35	0.31	0.57	0.24	0.25	0.24	1.00	0.46	0.53	0.31	0.37	0.51	0.61	0.53	0.46	0.46	0.62	0.62
MRVL	0.65	0.00	0.04	0.07	0.12	0.19	0.14	0.15	0.06	0.39	0.43	0.35	0.30	0.36	0.29	0.33	0.46	0.28	0.44	0.38	0.33	0.25	0.46	1.00	0.62	0.39	0.33	0.43	0.45	0.53	0.62	0.63	0.48	0.60
NVDA	0.68	0.00	-0.00	0.05	0.10	0.12	0.12	0.21	0.05	0.44	0.43	0.43	0.33	0.31	0.23	0.31	0.45	0.29	0.51	0.31	0.28	0.22	0.53	0.62	1.00	0.35	0.33	0.48	0.49	0.59	0.61	0.62	0.58	0.64
GS	0.67	0.00	0.24	0.13	0.22	0.37	0.23	0.18	0.21	0.23	0.32	0.22	0.24	0.41	0.44	0.46	0.40	0.35	0.31	0.56	0.72	0.56	0.31	0.39	0.35	1.00	0.41	0.34	0.35	0.35	0.42	0.42	0.34	0.61
V	0.65	0.00	0.23	0.32	0.25	0.23	0.29	0.25	0.37	0.29	0.24	0.32	0.37	0.32	0.41	0.34	0.34	0.49	0.38	0.35	0.41	0.48	0.37	0.33	0.33	0.41	1.00	0.42	0.43	0.43	0.38	0.36	0.49	0.56
AAPL	0.70	0.00	0.14	0.23	0.22	0.17	0.20	0.24	0.23	0.36	0.29	0.41	0.39	0.32	0.30	0.35	0.35	0.35	0.45	0.28	0.29	0.34	0.51	0.43	0.48	0.34	0.42	1.00	0.54	0.48	0.46	0.45	0.57	0.59
GOOGL	0.70	0.00	0.07	0.17	0.18	0.16	0.20	0.22	0.19	0.39	0.29	0.39	0.34	0.29	0.29	0.33	0.33	0.34	0.58	0.31	0.31	0.31	0.61	0.45	0.49	0.35	0.43	0.54	1.00	0.50	0.48	0.47	0.62	0.65
CDNS	0.70	0.00	0.05	0.14	0.17	0.13	0.18	0.25	0.14	0.53	0.36	0.44	0.39	0.35	0.28	0.31	0.44	0.41	0.49	0.31	0.26	0.26	0.53	0.53	0.59	0.35	0.43	0.48	0.50	1.00	0.57	0.57	0.63	0.63
LRCX	0.68	0.00	0.05	0.10	0.16	0.19	0.15	0.18	0.11	0.33	0.44	0.32	0.34	0.38	0.33	0.37	0.47	0.32	0.43	0.42	0.37	0.29	0.46	0.62	0.61	0.42	0.38	0.46	0.48	0.57	1.00	0.87	0.49	0.64
AMAT	0.68	0.00	0.07	0.09	0.16	0.21	0.17	0.19	0.10	0.34	0.43	0.34	0.34	0.39	0.34	0.37	0.47	0.31	0.43	0.43	0.37	0.28	0.46	0.63	0.62	0.42	0.36	0.45	0.47	0.57	0.87	1.00	0.49	0.65
MSFT	0.75	0.00	0.11	0.21	0.20	0.10	0.22	0.26	0.21	0.49	0.33	0.47	0.42	0.29	0.32	0.32	0.40	0.39	0.56	0.26	0.28	0.31	0.62	0.48	0.58	0.34	0.49	0.57	0.62	0.63	0.49	0.49	1.00	0.64
Portfolio	0.95	0.00	0.24	0.27	0.29	0.34	0.34	0.37	0.31	0.43	0.46	0.44	0.49	0.57	0.51	0.55	0.53	0.51	0.59	0.59	0.57	0.56	0.62	0.60	0.64	0.61	0.56	0.59	0.65	0.63	0.64	0.65	0.64	1.00

The correlation results are calculated based on daily price changes starting from Dec 22, 2018

AMPT 6SM Proposed 02/17/2025

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table