NVIDIA x2
普通のNVIDIA株とX2倍のnvdia株
あなたのポートフォリオ（NVDIAを70%、NVDUを30%保有）で5年間の利益率は約 5780.03% になります。この計算は、各資産の年利を元に、ポートフォリオ全体の年利を求め、それを5年間複利で運用した結果を示しています。
ポートフォリオの5年間の年換算（CAGR）は約 125.88% になります。
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
NVDA NVIDIA Corporation | Technology | 60% |
NVDU Direxion Daily NVDA Bull 2X Shares ETF | Leveraged Equities | 40% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in NVIDIA x2, 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
The earliest data available for this chart is Sep 13, 2023, corresponding to the inception date of NVDU
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 18.10% | 1.42% | 9.39% | 26.58% | 13.42% | 10.88% |
| NVIDIA x2 | 170.51% | -9.85% | 33.92% | 208.32% | N/A | N/A |
| Portfolio components: | ||||||
NVDA NVIDIA Corporation | 135.86% | -6.25% | 30.65% | 165.69% | 92.38% | 74.38% |
NVDU Direxion Daily NVDA Bull 2X Shares ETF | 217.27% | -15.70% | 35.49% | 267.80% | N/A | N/A |
Monthly Returns
The table below presents the monthly returns of NVIDIA x2, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 29.41% | 34.87% | 17.08% | -7.51% | 38.16% | 17.36% | -9.09% | 0.98% | 170.51% | ||||
| 2023 | -5.38% | -7.85% | 17.49% | 6.74% | 9.35% |
Expense Ratio
NVIDIA x2 features an expense ratio of 0.42%, falling within the medium range. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of NVIDIA x2 is 85, placing it in the top 15% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 | |
|---|---|---|---|---|---|
NVDA NVIDIA Corporation | 3.02 | 3.33 | 1.42 | 5.78 | 18.51 |
NVDU Direxion Daily NVDA Bull 2X Shares ETF | 2.61 | 2.79 | 1.36 | 4.84 | 14.47 |
Dividends
Dividend yield
NVIDIA x2 granted a 0.44% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NVIDIA x2 | 0.44% | 0.27% | 0.07% | 0.03% | 0.07% | 0.16% | 0.28% | 0.18% | 0.27% | 0.71% | 1.01% | 1.17% |
| Portfolio components: | ||||||||||||
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.19% | 1.68% | 1.95% |
NVDU Direxion Daily NVDA Bull 2X Shares ETF | 1.05% | 0.63% | 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the NVIDIA x2. 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 NVIDIA x2 was 37.62%, occurring on Aug 7, 2024. The portfolio has not yet recovered.
The current NVIDIA x2 drawdown is 23.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.62% | Jun 20, 2024 | 34 | Aug 7, 2024 | — | — | — |
| -26.5% | Mar 26, 2024 | 18 | Apr 19, 2024 | 24 | May 23, 2024 | 42 |
| -17.01% | Oct 13, 2023 | 10 | Oct 26, 2023 | 11 | Nov 10, 2023 | 21 |
| -11.92% | Sep 15, 2023 | 5 | Sep 21, 2023 | 11 | Oct 6, 2023 | 16 |
| -11.78% | Nov 21, 2023 | 9 | Dec 4, 2023 | 23 | Jan 8, 2024 | 32 |
Volatility
Volatility Chart
The current NVIDIA x2 volatility is 24.99%, 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
| NVDA | NVDU | |
|---|---|---|
| NVDA | 1.00 | 1.00 |
| NVDU | 1.00 | 1.00 |