Krappsholidays 1.Portefolio
Portofolio based on world-wide ETFs with a specialisation on us-sectors.
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Krappsholidays 1.Portefolio, 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.
The earliest data available for this chart is Jun 19, 2018, corresponding to the inception date of XLC
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -13.73% | -12.06% | -11.77% | -2.50% | 13.85% | 9.30% |
| Krappsholidays 1.Portefolio | -11.31% | -11.63% | -10.02% | -3.14% | 14.19% | N/A |
| Portfolio components: | ||||||
ACWI iShares MSCI ACWI ETF | -9.79% | -11.30% | -10.50% | -1.28% | 12.71% | 7.73% |
VGK Vanguard FTSE Europe ETF | 2.86% | -10.98% | -5.23% | 0.65% | 11.80% | 4.88% |
FEZ SPDR EURO STOXX 50 ETF | 4.68% | -11.96% | -2.98% | -0.47% | 14.25% | 5.44% |
EWG iShares MSCI Germany ETF | 7.86% | -11.57% | 3.75% | 12.15% | 12.25% | 3.78% |
XLK Technology Select Sector SPDR Fund | -21.43% | -16.40% | -18.78% | -11.05% | 18.13% | 17.31% |
XLV Health Care Select Sector SPDR Fund | -1.28% | -9.03% | -10.04% | -4.02% | 10.11% | 8.08% |
XLC Communication Services Select Sector SPDR Fund | -9.63% | -12.76% | -3.48% | 6.90% | 15.14% | N/A |
XLY Consumer Discretionary Select Sector SPDR Fund | -18.30% | -10.88% | -7.33% | 3.12% | 13.44% | 10.38% |
XLB Materials Select Sector SPDR ETF | -7.00% | -10.90% | -17.35% | -14.43% | 12.91% | 6.78% |
MNST Monster Beverage Corporation | 8.60% | 3.65% | 12.03% | 2.11% | 14.40% | 9.58% |
DBC Invesco DB Commodity Index Tracking Fund | -2.01% | -4.56% | -5.04% | -7.08% | 15.11% | 3.35% |
SPLG SPDR Portfolio S&P 500 ETF | -13.48% | -11.96% | -11.20% | -1.20% | 15.62% | 11.19% |
XLF Financial Select Sector SPDR Fund | -8.21% | -9.69% | -2.41% | 7.98% | 18.02% | 12.96% |
HACK ETFMG Prime Cyber Security ETF | -13.17% | -13.92% | -5.62% | 1.94% | 12.74% | 8.82% |
Monthly Returns
The table below presents the monthly returns of Krappsholidays 1.Portefolio, 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 | 2.97% | -0.96% | -4.55% | -8.90% | -11.31% | ||||||||
| 2024 | 0.39% | 5.04% | 1.96% | -4.84% | 3.64% | 2.94% | 0.66% | 1.67% | 2.76% | -1.86% | 4.93% | -2.13% | 15.69% |
| 2023 | 7.54% | -2.11% | 4.48% | 1.01% | 1.36% | 6.15% | 2.70% | -1.81% | -4.90% | -2.43% | 9.70% | 4.69% | 28.46% |
| 2022 | -6.48% | -3.33% | 2.97% | -8.18% | -0.18% | -8.00% | 8.91% | -5.26% | -8.37% | 6.88% | 6.37% | -5.68% | -20.42% |
| 2021 | -0.44% | 1.34% | 3.37% | 5.27% | 0.61% | 2.04% | 2.48% | 2.65% | -4.99% | 6.62% | -0.97% | 4.39% | 24.14% |
| 2020 | -0.43% | -7.41% | -11.67% | 12.63% | 6.79% | 2.38% | 6.36% | 7.09% | -3.42% | -3.52% | 11.40% | 4.87% | 24.32% |
| 2019 | 8.09% | 3.46% | 0.98% | 4.25% | -6.04% | 7.10% | 0.61% | -2.30% | 1.35% | 2.51% | 3.68% | 3.25% | 29.53% |
| 2018 | -1.58% | 2.79% | 2.86% | 0.15% | -8.08% | 2.10% | -8.33% | -10.34% |
Expense Ratio
Krappsholidays 1.Portefolio has an expense ratio of 0.18%, 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
The current rank of Krappsholidays 1.Portefolio is 28, indicating average performance compared to other portfolios on our website. Here’s 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 | |
|---|---|---|---|---|---|
ACWI iShares MSCI ACWI ETF | -0.10 | -0.04 | 0.99 | -0.10 | -0.55 |
VGK Vanguard FTSE Europe ETF | 0.01 | 0.11 | 1.01 | 0.01 | 0.03 |
FEZ SPDR EURO STOXX 50 ETF | -0.08 | 0.01 | 1.00 | -0.12 | -0.28 |
EWG iShares MSCI Germany ETF | 0.62 | 0.93 | 1.12 | 0.87 | 3.09 |
XLK Technology Select Sector SPDR Fund | -0.44 | -0.43 | 0.94 | -0.47 | -1.76 |
XLV Health Care Select Sector SPDR Fund | -0.35 | -0.38 | 0.95 | -0.35 | -0.87 |
XLC Communication Services Select Sector SPDR Fund | 0.38 | 0.58 | 1.08 | 0.39 | 1.95 |
XLY Consumer Discretionary Select Sector SPDR Fund | 0.11 | 0.30 | 1.04 | 0.11 | 0.38 |
XLB Materials Select Sector SPDR ETF | -0.90 | -1.12 | 0.86 | -0.75 | -2.23 |
MNST Monster Beverage Corporation | 0.08 | 0.27 | 1.04 | 0.08 | 0.23 |
DBC Invesco DB Commodity Index Tracking Fund | -0.43 | -0.49 | 0.94 | -0.23 | -1.19 |
SPLG SPDR Portfolio S&P 500 ETF | -0.09 | -0.01 | 1.00 | -0.08 | -0.42 |
XLF Financial Select Sector SPDR Fund | 0.43 | 0.67 | 1.10 | 0.52 | 2.47 |
HACK ETFMG Prime Cyber Security ETF | 0.07 | 0.24 | 1.03 | 0.07 | 0.33 |
Dividends
Dividend yield
Krappsholidays 1.Portefolio provided a 1.54% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.54% | 1.41% | 1.42% | 1.48% | 1.17% | 1.23% | 1.63% | 1.74% | 1.35% | 1.73% | 1.64% | 1.67% |
| Portfolio components: | ||||||||||||
ACWI iShares MSCI ACWI ETF | 1.89% | 1.70% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.25% | 1.94% | 2.19% | 2.56% | 2.26% |
VGK Vanguard FTSE Europe ETF | 3.41% | 3.61% | 3.15% | 3.25% | 3.05% | 2.11% | 3.27% | 3.95% | 2.70% | 3.52% | 3.25% | 4.62% |
FEZ SPDR EURO STOXX 50 ETF | 2.91% | 2.94% | 2.75% | 3.05% | 2.61% | 2.12% | 2.61% | 3.45% | 2.44% | 3.35% | 3.03% | 3.78% |
EWG iShares MSCI Germany ETF | 2.21% | 2.38% | 2.56% | 3.24% | 2.70% | 2.10% | 2.51% | 2.93% | 2.06% | 2.35% | 1.93% | 2.30% |
XLK Technology Select Sector SPDR Fund | 0.86% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% |
XLV Health Care Select Sector SPDR Fund | 1.73% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.58% | 1.47% | 1.60% | 1.43% | 1.35% |
XLC Communication Services Select Sector SPDR Fund | 1.19% | 0.99% | 0.82% | 1.11% | 0.74% | 0.68% | 0.81% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% |
XLY Consumer Discretionary Select Sector SPDR Fund | 0.97% | 0.72% | 0.78% | 1.00% | 0.53% | 0.82% | 1.28% | 1.34% | 1.20% | 1.71% | 1.43% | 1.31% |
XLB Materials Select Sector SPDR ETF | 2.18% | 1.92% | 2.00% | 2.26% | 1.62% | 1.72% | 1.98% | 2.20% | 1.66% | 1.95% | 2.24% | 1.97% |
MNST Monster Beverage 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% |
DBC Invesco DB Commodity Index Tracking Fund | 5.33% | 5.22% | 4.94% | 0.59% | 0.00% | 0.00% | 1.59% | 1.30% | 0.00% | 0.00% | 0.00% | 0.00% |
SPLG SPDR Portfolio S&P 500 ETF | 1.50% | 1.28% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% |
XLF Financial Select Sector SPDR Fund | 1.61% | 1.42% | 1.71% | 2.04% | 1.63% | 2.03% | 1.86% | 2.09% | 1.48% | 1.63% | 2.40% | 1.98% |
HACK ETFMG Prime Cyber Security ETF | 0.16% | 0.14% | 0.21% | 0.24% | 0.26% | 1.11% | 0.14% | 0.09% | 0.01% | 1.23% | 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Krappsholidays 1.Portefolio. 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 Krappsholidays 1.Portefolio was 32.19%, occurring on Mar 23, 2020. Recovery took 81 trading sessions.
The current Krappsholidays 1.Portefolio drawdown is 14.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.19% | Feb 20, 2020 | 23 | Mar 23, 2020 | 81 | Jul 17, 2020 | 104 |
| -26.84% | Jan 4, 2022 | 197 | Oct 14, 2022 | 292 | Dec 13, 2023 | 489 |
| -19.43% | Aug 30, 2018 | 80 | Dec 24, 2018 | 84 | Apr 26, 2019 | 164 |
| -15.74% | Feb 19, 2025 | 33 | Apr 4, 2025 | — | — | — |
| -9.05% | Sep 3, 2020 | 41 | Oct 30, 2020 | 11 | Nov 16, 2020 | 52 |
Volatility
Volatility Chart
The current Krappsholidays 1.Portefolio volatility is 8.92%, 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
| DBC | MNST | XLV | HACK | XLF | XLC | XLB | EWG | XLK | XLY | FEZ | VGK | SPLG | ACWI | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DBC | 1.00 | 0.11 | 0.16 | 0.22 | 0.27 | 0.24 | 0.36 | 0.28 | 0.23 | 0.23 | 0.32 | 0.34 | 0.30 | 0.35 |
| MNST | 0.11 | 1.00 | 0.48 | 0.40 | 0.40 | 0.46 | 0.45 | 0.40 | 0.46 | 0.47 | 0.41 | 0.42 | 0.52 | 0.50 |
| XLV | 0.16 | 0.48 | 1.00 | 0.52 | 0.55 | 0.54 | 0.59 | 0.53 | 0.56 | 0.52 | 0.55 | 0.59 | 0.70 | 0.68 |
| HACK | 0.22 | 0.40 | 0.52 | 1.00 | 0.49 | 0.68 | 0.52 | 0.55 | 0.78 | 0.71 | 0.56 | 0.57 | 0.76 | 0.75 |
| XLF | 0.27 | 0.40 | 0.55 | 0.49 | 1.00 | 0.56 | 0.75 | 0.63 | 0.54 | 0.63 | 0.66 | 0.67 | 0.75 | 0.74 |
| XLC | 0.24 | 0.46 | 0.54 | 0.68 | 0.56 | 1.00 | 0.58 | 0.62 | 0.78 | 0.76 | 0.63 | 0.63 | 0.83 | 0.81 |
| XLB | 0.36 | 0.45 | 0.59 | 0.52 | 0.75 | 0.58 | 1.00 | 0.69 | 0.58 | 0.65 | 0.72 | 0.74 | 0.76 | 0.79 |
| EWG | 0.28 | 0.40 | 0.53 | 0.55 | 0.63 | 0.62 | 0.69 | 1.00 | 0.63 | 0.66 | 0.95 | 0.94 | 0.72 | 0.82 |
| XLK | 0.23 | 0.46 | 0.56 | 0.78 | 0.54 | 0.78 | 0.58 | 0.63 | 1.00 | 0.78 | 0.66 | 0.65 | 0.91 | 0.86 |
| XLY | 0.23 | 0.47 | 0.52 | 0.71 | 0.63 | 0.76 | 0.65 | 0.66 | 0.78 | 1.00 | 0.67 | 0.68 | 0.87 | 0.85 |
| FEZ | 0.32 | 0.41 | 0.55 | 0.56 | 0.66 | 0.63 | 0.72 | 0.95 | 0.66 | 0.67 | 1.00 | 0.97 | 0.75 | 0.85 |
| VGK | 0.34 | 0.42 | 0.59 | 0.57 | 0.67 | 0.63 | 0.74 | 0.94 | 0.65 | 0.68 | 0.97 | 1.00 | 0.76 | 0.87 |
| SPLG | 0.30 | 0.52 | 0.70 | 0.76 | 0.75 | 0.83 | 0.76 | 0.72 | 0.91 | 0.87 | 0.75 | 0.76 | 1.00 | 0.96 |
| ACWI | 0.35 | 0.50 | 0.68 | 0.75 | 0.74 | 0.81 | 0.79 | 0.82 | 0.86 | 0.85 | 0.85 | 0.87 | 0.96 | 1.00 |