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Pegaz

Последнее обновление 27 мая 2023 г.

Распределение активов


VOO 40%AAPL 5%MSFT 4%KO 2%TGT 2%HD 2%LOW 2%JNJ 2%O 2%UNP 2%AVGO 2%V 2%XOM 2%CVX 2%CP 2%MA 1.5%MO 1%PG 1%COST 1%PEP 1%CL 1%VOW3.DE 1%ABBV 1%STAG 1%CAT 1%WM 1%UPS 1%GD 1%NEE 1%DUK 1%SO 1%QCOM 1%TXN 1%SPGI 1%AXP 1%APD 1%RIO 1%MCD 1%VICI 1%UNH 1%ABT 1%VZ 0.5%АкцииАкции

Доходность

График показывает рост $10,000 инвестированных в Pegaz и сравнивает его с ростом индекса S&P 500 или другим бенчмарком. Цены представлены с поправкой на сплиты и дивиденды. Портфель ребалансируется раз в квартал


40.00%60.00%80.00%100.00%120.00%December2023FebruaryMarchAprilMay
117.56%
64.19%
Pegaz
Benchmark (^GSPC)
Активы портфеля

Доходность по периодам

Pegaz на 27 мая 2023 г. показал доходность в 7.06% с начала года и доходность в 14.51% в годовом выражении за последние 10 лет.


1 месяцС начала года6 месяцев1 год5 лет (среднегодовая)10 лет (среднегодовая)
Бенчмарк0.86%9.53%6.09%1.14%8.86%9.03%
Pegaz-0.66%7.06%5.14%3.26%14.34%14.51%
KO
The Coca-Cola Company
-6.06%-4.54%-2.47%-4.08%10.10%7.90%
MO
Altria Group, Inc.
-6.10%-0.33%2.99%-10.96%2.56%0.23%
TGT
-11.33%-5.56%-14.89%-14.73%15.84%18.65%
PG
-7.02%-2.86%0.43%0.35%16.82%11.13%
COST
Costco Wholesale Corporation
1.01%11.54%-4.09%8.55%21.58%24.23%
PEP
-3.83%2.30%1.13%9.75%15.44%12.07%
CL
Colgate-Palmolive Company
-4.50%-2.04%1.05%-0.88%5.82%2.84%
VOW3.DE
1.23%10.74%14.71%-1.81%-0.61%1.88%
HD
The Home Depot, Inc.
-2.57%-6.62%-6.96%-2.56%11.61%13.24%
LOW
Lowe's Companies, Inc.
-0.63%4.71%-0.20%5.67%17.87%19.92%
JNJ
Johnson & Johnson
-5.00%-11.33%-11.67%-12.36%7.64%4.38%
ABBV
AbbVie Inc.
-8.97%-13.28%-11.54%-4.74%10.76%11.22%
VZ
-9.86%-8.28%-5.50%-27.61%-1.78%-1.20%
O
-6.65%-6.05%-2.71%-11.42%6.78%5.70%
STAG
1.18%7.61%11.65%7.37%9.68%8.29%
UNP
-1.33%-6.12%-6.20%-11.60%7.73%12.53%
CAT
Caterpillar Inc.
-3.20%-10.68%-7.89%-0.11%8.84%11.37%
WM
-2.87%3.29%-1.17%1.83%15.66%15.78%
UPS
-3.67%0.52%-2.87%-2.65%11.15%10.10%
GD
General Dynamics Corporation
-6.00%-16.35%-17.15%-7.33%2.51%1.84%
NEE
-2.92%-10.44%-10.58%-2.34%14.65%14.81%
DUK
Duke Energy Corporation
-9.38%-12.10%-8.20%-19.31%7.02%4.59%
SO
-4.65%-0.77%7.62%-5.04%13.60%10.14%
QCOM
-5.52%0.99%-6.53%-19.18%16.10%17.05%
TXN
6.25%8.29%3.42%2.00%12.26%14.75%
AVGO
Broadcom Inc.
29.73%46.40%58.06%43.87%30.36%27.46%
MSFT
8.58%39.46%38.34%23.01%28.16%30.46%
AAPL
Apple Inc.
3.53%35.41%21.99%17.93%30.59%30.71%
SPGI
-0.24%8.27%3.31%1.02%13.28%16.15%
V
-3.13%8.73%6.93%6.54%11.94%14.45%
MA
Mastercard Inc
-1.49%8.01%8.99%5.30%14.58%18.43%
AXP
American Express Company
-2.54%7.19%4.97%-5.91%11.00%11.28%
APD
Air Products and Chemicals, Inc.
-6.97%-10.61%-9.02%12.04%13.22%13.17%
RIO
-4.49%-11.37%-3.22%-9.88%11.15%13.77%
XOM
-10.53%-3.27%-2.84%11.31%10.53%9.61%
CVX
Chevron Corporation
-7.71%-12.55%-12.00%-10.47%8.71%9.35%
MCD
McDonald's Corporation
-3.28%9.17%6.02%16.13%14.38%12.49%
VICI
-10.05%-4.59%-5.89%3.79%14.39%14.40%
UNH
-2.15%-8.85%-8.93%-3.77%15.78%17.65%
ABT
Abbott Laboratories
-6.88%-5.41%-1.46%-10.18%12.17%13.05%
CP
Canadian Pacific Railway Limited
-2.27%3.49%-3.84%9.01%16.91%16.51%
VOO
1.00%10.28%6.97%2.84%10.70%10.90%

Таблица корреляции активов

Таблица ниже показывает коэффициенты корреляции между активами в портфеле.

VOW3.DERIOMOABBVDUKVZSOXOMCVXTGTNEEVICIOJNJUNHCLQCOMMCDPGAVGOCOSTUPSAAPLPEPCPCATSTAGGDLOWABTWMKOUNPMSFTTXNHDAXPSPGIAPDMAVVOO
VOW3.DE1.000.350.220.170.040.150.070.320.310.220.070.260.140.160.190.100.310.170.120.330.160.280.250.130.310.420.200.280.300.200.160.210.300.220.320.250.390.240.320.340.320.40
RIO0.351.000.270.240.120.200.090.500.500.270.120.260.180.220.250.150.360.220.160.370.210.320.350.170.400.550.240.370.280.270.220.240.420.330.410.280.420.290.420.360.370.49
MO0.220.271.000.300.340.390.330.350.340.270.250.290.320.350.290.400.190.300.410.210.250.290.190.420.300.360.300.370.300.250.340.460.360.170.220.280.330.220.340.240.230.36
ABBV0.170.240.301.000.250.310.220.290.300.250.200.230.250.460.410.340.270.280.350.280.270.310.290.360.280.320.280.320.280.440.350.350.310.330.330.310.290.290.340.340.350.44
DUK0.040.120.340.251.000.450.780.170.180.190.680.310.500.390.290.510.110.390.500.130.300.230.180.550.260.170.460.320.220.310.480.540.270.190.150.270.220.260.320.230.230.30
VZ0.150.200.390.310.451.000.430.270.280.270.360.240.350.420.360.430.150.340.460.170.300.290.180.430.290.300.330.340.280.320.390.450.320.210.230.310.320.270.350.250.270.37
SO0.070.090.330.220.780.431.000.180.190.190.680.320.500.390.290.490.130.380.480.170.290.220.190.510.270.180.460.340.230.290.480.510.280.220.190.280.230.280.320.260.260.33
XOM0.320.500.350.290.170.270.181.000.850.260.120.310.220.240.300.150.320.240.150.320.210.340.280.190.390.610.220.460.300.190.260.280.440.230.340.270.500.260.360.360.350.49
CVX0.310.500.340.300.180.280.190.851.000.290.140.320.230.250.320.160.320.270.150.360.230.330.290.180.410.600.240.480.300.230.290.290.460.270.370.290.500.290.380.370.370.51
TGT0.220.270.270.250.190.270.190.260.291.000.240.280.260.270.300.270.360.280.290.360.500.420.360.300.350.340.320.320.510.340.360.290.380.360.410.540.370.370.360.340.330.51
NEE0.070.120.250.200.680.360.680.120.140.241.000.330.480.360.290.440.210.380.470.230.360.290.300.500.310.140.480.320.280.380.490.470.270.360.250.330.240.380.340.310.310.42
VICI0.260.260.290.230.310.240.320.310.320.280.331.000.550.190.260.250.330.340.260.330.290.360.320.300.340.340.530.370.370.270.340.360.360.320.340.380.450.340.350.380.380.50
O0.140.180.320.250.500.350.500.220.230.260.480.551.000.300.260.390.240.380.390.260.330.300.280.430.310.250.690.330.310.310.450.490.320.320.280.360.360.350.360.360.380.44
JNJ0.160.220.350.460.390.420.390.240.250.270.360.190.301.000.450.470.240.370.510.250.370.310.290.500.310.310.330.360.310.500.440.480.340.340.310.340.300.350.380.350.370.44
UNH0.190.250.290.410.290.360.290.300.320.300.290.260.260.451.000.340.300.340.370.300.380.350.360.380.350.360.340.390.360.450.430.360.400.400.350.390.380.430.380.390.410.51
CL0.100.150.400.340.510.430.490.150.160.270.440.250.390.470.341.000.210.420.760.210.390.310.250.660.320.250.410.340.320.410.490.600.340.300.260.370.250.340.410.300.320.39
QCOM0.310.360.190.270.110.150.130.320.320.360.210.330.240.240.300.211.000.320.250.680.440.430.620.280.390.430.330.320.440.420.270.250.390.610.700.450.460.460.450.510.510.68
MCD0.170.220.300.280.390.340.380.240.270.280.380.340.380.370.340.420.321.000.420.360.380.360.360.480.370.320.410.400.380.400.480.520.380.400.370.410.400.420.410.430.440.51
PG0.120.160.410.350.500.460.480.150.150.290.470.260.390.510.370.760.250.421.000.250.430.360.300.670.330.240.420.330.340.420.490.630.340.350.300.390.280.370.410.340.350.43
AVGO0.330.370.210.280.130.170.170.320.360.360.230.330.260.250.300.210.680.360.251.000.420.440.610.300.410.440.370.360.440.450.280.290.440.590.730.440.450.490.450.510.490.69
COST0.160.210.250.270.300.300.290.210.230.500.360.290.330.370.380.390.440.380.430.421.000.450.490.450.360.300.400.350.470.440.430.400.390.530.480.550.360.490.420.420.440.60
UPS0.280.320.290.310.230.290.220.340.330.420.290.360.300.310.350.310.430.360.360.440.451.000.450.340.430.480.380.420.470.420.410.370.530.440.470.510.470.450.480.440.430.61
AAPL0.250.350.190.290.180.180.190.280.290.360.300.320.280.290.360.250.620.360.300.610.490.451.000.350.430.360.410.310.430.470.340.290.400.710.620.460.430.530.440.570.550.75
PEP0.130.170.420.360.550.430.510.190.180.300.500.300.430.500.380.660.280.480.670.300.450.340.351.000.320.230.450.360.370.420.540.720.310.400.320.410.290.410.420.370.370.47
CP0.310.400.300.280.260.290.270.390.410.350.310.340.310.310.350.320.390.370.330.410.360.430.430.321.000.520.380.450.400.400.430.380.650.450.450.420.460.450.490.460.470.58
CAT0.420.550.360.320.170.300.180.610.600.340.140.340.250.310.360.250.430.320.240.440.300.480.360.230.521.000.320.570.430.330.360.350.610.340.490.420.600.390.540.470.460.62
STAG0.200.240.300.280.460.330.460.220.240.320.480.530.690.330.340.410.330.410.420.370.400.380.410.450.380.321.000.380.390.410.470.470.410.430.360.430.400.440.410.410.420.55
GD0.280.370.370.320.320.340.340.460.480.320.320.370.330.360.390.340.320.400.330.360.350.420.310.360.450.570.381.000.380.350.470.440.530.350.380.410.550.410.470.450.430.57
LOW0.300.280.300.280.220.280.230.300.300.510.280.370.310.310.360.320.440.380.340.440.470.470.430.370.400.430.390.381.000.410.390.340.460.470.470.810.460.490.450.450.450.61
ABT0.200.270.250.440.310.320.290.190.230.340.380.270.310.500.450.410.420.400.420.450.440.420.470.420.400.330.410.350.411.000.430.400.380.550.490.430.400.540.480.500.500.62
WM0.160.220.340.350.480.390.480.260.290.360.490.340.450.440.430.490.270.480.490.280.430.410.340.540.430.360.470.470.390.431.000.570.450.390.360.440.410.480.500.420.430.52
KO0.210.240.460.350.540.450.510.280.290.290.470.360.490.480.360.600.250.520.630.290.400.370.290.720.380.350.470.440.340.400.571.000.400.340.310.380.410.410.470.420.420.50
UNP0.300.420.360.310.270.320.280.440.460.380.270.360.320.340.400.340.390.380.340.440.390.530.400.310.650.610.410.530.460.380.450.401.000.430.480.470.530.480.530.490.480.63
MSFT0.220.330.170.330.190.210.220.230.270.360.360.320.320.340.400.300.610.400.350.590.530.440.710.400.450.340.430.350.470.550.390.340.431.000.640.510.440.620.480.650.650.79
TXN0.320.410.220.330.150.230.190.340.370.410.250.340.280.310.350.260.700.370.300.730.480.470.620.320.450.490.360.380.470.490.360.310.480.641.000.520.520.540.510.580.580.76
HD0.250.280.280.310.270.310.280.270.290.540.330.380.360.340.390.370.450.410.390.440.550.510.460.410.420.420.430.410.810.430.440.380.470.510.521.000.460.530.480.480.490.65
AXP0.390.420.330.290.220.320.230.500.500.370.240.450.360.300.380.250.460.400.280.450.360.470.430.290.460.600.400.550.460.400.410.410.530.440.520.461.000.500.510.610.610.70
SPGI0.240.290.220.290.260.270.280.260.290.370.380.340.350.350.430.340.460.420.370.490.490.450.530.410.450.390.440.410.490.540.480.410.480.620.540.530.501.000.530.620.630.70
APD0.320.420.340.340.320.350.320.360.380.360.340.350.360.380.380.410.450.410.410.450.420.480.440.420.490.540.410.470.450.480.500.470.530.480.510.480.510.531.000.540.530.65
MA0.340.360.240.340.230.250.260.360.370.340.310.380.360.350.390.300.510.430.340.510.420.440.570.370.460.470.410.450.450.500.420.420.490.650.580.480.610.620.541.000.890.74
V0.320.370.230.350.230.270.260.350.370.330.310.380.380.370.410.320.510.440.350.490.440.430.550.370.470.460.420.430.450.500.430.420.480.650.580.490.610.630.530.891.000.73
VOO0.400.490.360.440.300.370.330.490.510.510.420.500.440.440.510.390.680.510.430.690.600.610.750.470.580.620.550.570.610.620.520.500.630.790.760.650.700.700.650.740.731.00

График коэффициента Шарпа

Коэффициент Шарпа показывает, вызвана ли избыточная доходность портфеля разумными инвестиционными решениями или же принятием более высокого риска. Чем выше коэффициент Шарпа портфеля, тем лучше его показатель доходности с поправкой на риск.

Pegaz на текущий момент имеет коэффициент Шарпа равный 0.21. Коэффициент Шарпа от 0 до 1,0 считается недостаточным.

График ниже показывает скользящий 12-месячный коэффициент Шарпа.


-1.00-0.500.000.50December2023FebruaryMarchAprilMay
0.21
0.10
Pegaz
Benchmark (^GSPC)
Активы портфеля

Дивидендный доход

Дивидендная доходность Pegaz за предыдущие двенадцать месяцев составила 3.19%.


TTM20222021202020192018201720162015201420132012
Pegaz3.19%2.40%1.99%2.40%2.54%2.86%2.48%2.72%3.08%2.69%2.82%3.24%
KO
The Coca-Cola Company
3.68%2.79%2.94%3.20%3.20%3.76%3.81%4.12%3.87%3.76%3.64%3.88%
MO
Altria Group, Inc.
10.36%8.22%8.21%9.85%8.53%8.41%5.19%5.26%5.85%6.63%8.21%9.75%
TGT
4.41%2.69%1.41%1.59%2.17%4.21%4.27%3.82%3.65%3.16%3.26%2.98%
PG
3.76%2.41%2.16%2.38%2.58%3.46%3.46%3.80%4.10%3.55%3.83%4.42%
COST
Costco Wholesale Corporation
1.07%0.77%0.55%3.45%0.90%1.15%5.17%1.24%4.65%1.16%1.22%9.98%
PEP
3.09%2.52%2.53%2.89%3.04%3.66%3.08%3.39%3.41%3.40%3.52%4.17%
CL
Colgate-Palmolive Company
3.69%2.39%2.18%2.17%2.70%3.11%2.40%2.76%2.69%2.50%2.54%2.97%
VOW3.DE
29.54%24.56%3.61%4.30%3.85%4.12%1.83%0.19%5.45%3.37%2.73%2.85%
HD
The Home Depot, Inc.
3.31%2.42%1.64%2.38%2.69%2.66%2.13%2.39%2.11%2.16%2.34%2.36%
LOW
Lowe's Companies, Inc.
2.81%1.88%1.11%1.46%1.83%2.09%1.80%1.99%1.54%1.38%1.62%2.03%
JNJ
Johnson & Johnson
4.39%2.56%2.55%2.70%2.82%3.09%2.75%3.25%3.51%3.32%3.66%4.56%
ABBV
AbbVie Inc.
6.25%3.56%4.07%4.89%5.66%4.82%3.40%4.85%4.72%3.62%4.47%0.00%
VZ
11.08%6.74%5.29%4.79%4.69%5.23%5.69%5.79%6.81%6.82%6.58%7.57%
O
7.22%4.76%4.12%5.00%4.29%5.05%5.63%5.53%6.07%6.61%8.83%7.04%
STAG
5.69%4.58%3.20%5.06%5.24%6.92%6.59%7.87%10.67%8.11%9.58%10.28%
UNP
3.30%2.47%1.75%1.96%2.19%2.43%2.07%2.49%3.30%1.93%2.16%2.47%
CAT
Caterpillar Inc.
3.31%1.95%2.14%2.39%2.78%2.89%2.25%3.91%5.31%3.61%2.47%3.69%
WM
2.05%1.67%1.41%1.92%1.90%2.25%2.17%2.60%3.33%3.48%4.00%5.36%
UPS
5.43%3.56%2.00%2.58%3.64%4.29%3.31%3.33%3.83%3.13%3.14%4.24%
GD
General Dynamics Corporation
3.68%2.03%2.32%3.08%2.47%2.58%1.83%1.99%2.32%2.12%2.17%4.57%
NEE
3.56%2.06%1.71%1.91%2.22%2.82%2.85%3.39%3.55%3.37%3.93%4.57%
DUK
Duke Energy Corporation
6.75%3.94%3.94%4.60%4.73%5.06%5.22%5.67%6.21%5.38%6.67%7.39%
SO
5.87%3.86%4.05%4.57%4.45%6.53%6.08%6.01%6.40%6.19%7.49%7.26%
QCOM
3.33%2.68%1.51%1.77%3.02%4.75%4.05%3.82%4.64%2.78%2.30%2.09%
TXN
4.07%2.88%2.33%2.42%2.75%3.15%2.35%2.67%3.12%2.91%3.14%3.09%
AVGO
Broadcom Inc.
2.65%3.04%2.33%3.26%3.97%3.61%2.33%1.86%1.53%1.69%2.40%2.54%
MSFT
1.17%1.06%0.69%0.96%1.24%1.78%1.98%2.58%2.61%2.85%3.07%3.79%
AAPL
Apple Inc.
0.79%0.70%0.49%0.62%1.06%1.86%1.53%2.06%2.11%1.86%2.39%1.16%
SPGI
1.42%1.00%0.66%0.83%0.86%1.23%1.02%1.42%1.44%1.47%1.59%7.28%
V
1.10%0.76%0.62%0.57%0.57%0.69%0.63%0.78%0.68%0.68%0.67%0.70%
MA
Mastercard Inc
0.83%0.57%0.49%0.45%0.45%0.54%0.60%0.76%0.69%0.54%0.27%0.23%
AXP
American Express Company
1.98%1.36%1.07%1.47%1.35%1.61%1.43%1.77%1.77%1.20%1.09%1.58%
APD
Air Products and Chemicals, Inc.
3.55%2.12%2.04%2.07%2.13%3.03%2.62%2.67%2.96%2.60%3.17%3.91%
RIO
15.89%10.82%16.54%6.61%14.80%9.83%7.34%6.86%14.23%8.59%6.28%5.82%
XOM
5.12%3.27%6.03%9.47%5.96%6.01%4.84%4.53%5.25%4.29%3.67%3.91%
CVX
Chevron Corporation
5.65%3.22%4.78%6.79%4.64%5.03%4.38%4.81%6.55%5.40%4.66%5.00%
MCD
McDonald's Corporation
2.51%2.16%2.01%2.47%2.58%2.61%2.52%3.44%3.49%4.33%4.12%4.30%
VICI
6.19%4.69%4.87%5.49%5.42%6.62%0.00%0.00%0.00%0.00%0.00%0.00%
UNH
1.67%1.21%1.13%1.42%1.48%1.48%1.41%1.63%1.78%1.58%1.61%1.73%
ABT
Abbott Laboratories
2.82%1.73%1.31%1.37%1.56%1.67%2.04%3.04%2.46%2.29%1.75%3.73%
CP
Canadian Pacific Railway Limited
0.93%0.78%1.68%3.92%1.01%1.17%1.03%1.09%0.95%0.74%1.02%1.53%
VOO
1.93%1.70%1.27%1.60%1.99%2.22%1.95%2.25%2.40%2.16%2.18%2.64%

Комиссия

Комиссия Pegaz составляет 0.01%, что ниже среднего уровня по рынку. Ниже вы найдете коэффициенты расходов позиций портфеля для легкого сравнения их относительной стоимости.


Портфель не содержит фондов, взимающих комиссии

Риск-скорректированная доходность

В таблице представлено сравнение показателей доходности скорректированной на риск для позиций. Риск-скорректированные показатели оценивают доходность инвестиций с учетом их рискованности, что позволяет более точно сравнивать различные активы между собой.


Коэффициент ШарпаКоэффициент СортиноКоэффициент ОмегаКоэффициент КальмараИндекс Язвы
KO
The Coca-Cola Company
-0.20
MO
Altria Group, Inc.
-0.45
TGT
N/A
PG
N/A
COST
Costco Wholesale Corporation
0.60
PEP
N/A
CL
Colgate-Palmolive Company
0.05
VOW3.DE
N/A
HD
The Home Depot, Inc.
0.09
LOW
Lowe's Companies, Inc.
0.38
JNJ
Johnson & Johnson
-0.71
ABBV
AbbVie Inc.
-0.27
VZ
N/A
O
N/A
STAG
N/A
UNP
N/A
CAT
Caterpillar Inc.
0.11
WM
N/A
UPS
N/A
GD
General Dynamics Corporation
-0.22
NEE
N/A
DUK
Duke Energy Corporation
-0.82
SO
N/A
QCOM
N/A
TXN
N/A
AVGO
Broadcom Inc.
1.69
MSFT
N/A
AAPL
Apple Inc.
0.81
SPGI
N/A
V
N/A
MA
Mastercard Inc
0.37
AXP
American Express Company
-0.02
APD
Air Products and Chemicals, Inc.
0.69
RIO
N/A
XOM
N/A
CVX
Chevron Corporation
-0.30
MCD
McDonald's Corporation
1.18
VICI
N/A
UNH
N/A
ABT
Abbott Laboratories
-0.30
CP
Canadian Pacific Railway Limited
0.51
VOO
N/A

График просадок

На графике просадок отображаются убытки портфеля с любого максимума на всем периоде.


-20.00%-15.00%-10.00%-5.00%December2023FebruaryMarchAprilMay
-4.76%
-12.32%
Pegaz
Benchmark (^GSPC)
Активы портфеля

Максимальные просадки

Pegaz с января 2010 показал максимальную просадку в 34.01%, зарегистрированную 23 мар. 2020 г.. Портфель полностью восстановился за 94 торговые сессии.

В таблице ниже показаны максимальные просадки. Максимальная просадка - показатель риска. Он показывает снижение стоимости портфеля от максимума после серии убыточных торгов.


Глубина

Начало

Падение

Дно

Восстановление

Окончание

Всего

-34.01%20 февр. 2020 г.2323 мар. 2020 г.943 авг. 2020 г.117
-19.2%5 янв. 2022 г.19230 сент. 2022 г.
-17.26%24 сент. 2018 г.6624 дек. 2018 г.6121 мар. 2019 г.127
-10.08%29 янв. 2018 г.98 февр. 2018 г.11825 июл. 2018 г.127
-8.39%3 сент. 2020 г.1523 сент. 2020 г.3410 нояб. 2020 г.49

График волатильности

Текущая волатильность Pegaz составляет 3.64%, что отражает среднее процентное изменение стоимости инвестиций вверх или вниз за последний месяц. Ниже представлен график, показывающий скользящую волатильность за один месяц.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%December2023FebruaryMarchAprilMay
3.64%
3.82%
Pegaz
Benchmark (^GSPC)
Активы портфеля