Sample Portfolio

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

As of Sep 23, 2023, the Sample Portfolio returned 23.82% Year-To-Date and 49.91% of annualized return in the last 10 years.

Sample Portfolio granted a 0.30% dividend yield in the last twelve months.

The Sample Portfolio features an expense ratio of 0.10%, falling within the medium range. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

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.

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

The table below shows the maximum drawdowns of the Sample Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Sample Portfolio is 53.36%, recorded on Dec 14, 2018. It took 591 trading sessions for the portfolio to recover.

The current Sample Portfolio volatility is 2.50%, 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.