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Shanker_Sharma

Последнее обновление 27 мая 2023 г.

Распределение активов


AAPL 2.38%AMZN 2.38%BAC 2.38%CAT 2.38%CIM 2.38%COWZ 2.38%CRM 2.38%CSCO 2.38%CVX 2.38%DOW 2.38%EMR 2.38%FCX 2.38%GIS 2.38%GOOGL 2.38%HAL 2.38%JNJ 2.38%KHC 2.38%KO 2.38%LVHI 2.38%META 2.38%MRVL 2.38%MSFT 2.38%NVDA 2.38%PFE 2.38%PM 2.38%PYPL 2.38%QCOM 2.38%ROBT 2.38%SHOP 2.38%TMO 2.38%TSLA 2.38%U 2.38%UBER 2.38%UNH 2.38%VGT 2.38%VIG 2.38%VOO 2.38%VWAGY 2.38%WFC 2.38%XLE 2.38%XLI 2.38%XOM 2.38%АкцииАкции

Доходность

График показывает рост $10,000 инвестированных в Shanker_Sharma 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


10.00%20.00%30.00%40.00%50.00%December2023FebruaryMarchAprilMay
51.64%
26.69%
Shanker_Sharma
Benchmark (^GSPC)
Активы портфеля

Доходность по периодам

Shanker_Sharma на 27 мая 2023 г. показал доходность в 14.10% с начала года и доходность в 16.79% в годовом выражении за последние 10 лет.


1 месяцС начала года6 месяцев1 год5 лет (среднегодовая)10 лет (среднегодовая)
Бенчмарк0.86%9.53%4.45%1.14%9.22%9.22%
Shanker_Sharma2.65%14.10%8.75%5.07%16.79%16.79%
AAPL
Apple Inc.
3.53%35.41%18.79%17.93%21.05%21.05%
AMZN
Amazon.com, Inc.
13.90%42.99%28.58%4.31%-7.43%-7.43%
BAC
Bank of America Corporation
-3.31%-13.97%-23.98%-21.62%6.57%6.57%
CAT
Caterpillar Inc.
-3.20%-10.68%-9.22%-0.11%15.62%15.62%
CIM
Chimera Investment Corporation
-17.08%-10.77%-23.60%-44.11%-10.62%-10.62%
COWZ
Pacer US Cash Cows 100 ETF
-3.32%-1.81%-6.72%-9.32%20.61%20.61%
CRM
salesforce.com, inc.
8.61%62.49%40.49%30.49%-4.36%-4.36%
CSCO
Cisco Systems, Inc.
5.52%6.29%4.62%13.03%12.23%12.23%
CVX
Chevron Corporation
-7.71%-12.55%-14.55%-10.47%34.63%34.63%
DOW
Dow Inc.
-7.46%1.13%0.23%-24.18%4.49%4.49%
EMR
Emerson Electric Co.
-3.90%-16.20%-16.25%-7.88%8.63%8.63%
FCX
Freeport-McMoRan Inc.
-8.28%-7.86%-5.75%-10.73%32.07%32.07%
GIS
General Mills, Inc.
-5.02%1.66%2.74%23.69%19.05%19.05%
GOOGL
Alphabet Inc.
16.09%41.23%27.86%10.95%22.34%22.34%
HAL
Halliburton Company
-7.79%-22.92%-16.31%-25.90%33.05%33.05%
JNJ
Johnson & Johnson
-5.00%-11.33%-11.63%-12.36%4.05%4.05%
KHC
The Kraft Heinz Company
-2.37%-4.83%-0.40%4.55%14.33%14.33%
KO
The Coca-Cola Company
-6.06%-4.54%-2.45%-4.08%9.90%9.90%
LVHI
Legg Mason International Low Volatility High Dividend ETF
-1.05%7.83%6.20%6.06%14.31%14.31%
META
Meta Platforms, Inc.
9.04%117.75%135.20%34.29%1.39%1.39%
MRVL
65.93%77.42%52.90%8.33%22.53%22.53%
MSFT
8.58%39.46%35.14%23.01%21.96%21.96%
NVDA
40.35%166.54%139.47%107.23%54.32%54.32%
PFE
-2.27%-25.14%-22.06%-27.69%6.97%6.97%
PM
-9.13%-9.04%-5.10%-10.49%11.78%11.78%
PYPL
-20.76%-15.45%-24.80%-29.33%-32.96%-32.96%
QCOM
-5.52%0.99%-9.49%-19.18%1.77%1.77%
ROBT
7.54%22.37%14.91%4.69%4.74%4.74%
SHOP
22.31%70.73%61.08%60.58%-14.47%-14.47%
TMO
-5.93%-5.14%-5.19%-8.58%7.80%7.80%
TSLA
17.56%56.82%5.64%-23.71%10.61%10.61%
U
2.52%-3.29%-22.53%-33.08%-28.64%-28.64%
UBER
23.83%55.48%34.91%62.44%1.32%1.32%
UNH
-2.15%-8.85%-9.84%-3.77%19.62%19.62%
VGT
8.89%31.30%22.92%15.98%14.43%14.43%
VIG
-1.97%2.23%-0.66%1.86%9.22%9.22%
VOO
1.00%10.28%5.28%2.84%10.92%10.92%
VWAGY
-0.36%6.07%-1.95%-11.52%5.09%5.09%
WFC
4.53%1.28%-11.85%-7.66%22.78%22.78%
XLE
-7.47%-9.01%-12.47%-7.19%44.03%44.03%
XLI
-1.66%0.54%-2.06%4.87%10.35%10.35%
XOM
-10.53%-3.27%-5.75%11.31%55.06%55.06%

Таблица корреляции активов

Таблица ниже показывает коэффициенты корреляции между активами в портфеле.

GISKHCPFEJNJVWAGYPMUNHXOMHALKOTSLAUCVXTMOUBERXLESHOPFCXCATMETAPYPLWFCAMZNDOWCIMCRMBACNVDAMRVLLVHICSCOMSFTAAPLQCOMGOOGLEMRROBTVGTXLICOWZVIGVOO
GIS1.000.610.230.410.030.370.320.050.030.51-0.07-0.030.070.13-0.100.05-0.090.010.110.05-0.040.130.030.120.100.010.11-0.04-0.020.240.260.110.130.030.030.170.010.060.220.190.320.19
KHC0.611.000.190.320.140.400.250.210.180.490.05-0.010.230.070.010.22-0.020.130.260.120.060.250.080.300.260.070.230.030.060.330.310.140.160.110.110.280.120.140.340.330.380.28
PFE0.230.191.000.500.110.310.360.170.130.320.060.110.200.360.090.170.070.150.220.160.110.210.130.210.210.120.210.130.140.330.320.230.210.160.200.250.200.210.280.330.370.31
JNJ0.410.320.501.000.140.430.490.160.130.520.030.040.190.310.070.150.040.150.230.170.120.230.150.230.230.130.230.090.140.370.420.270.270.150.240.320.210.240.370.340.520.39
VWAGY0.030.140.110.141.000.240.140.250.270.210.230.170.250.120.250.280.190.310.350.230.210.360.190.380.350.200.380.250.220.390.260.190.240.280.260.390.360.280.390.420.350.36
PM0.370.400.310.430.241.000.330.310.250.520.070.050.320.210.090.310.050.270.320.190.190.360.110.360.330.160.350.120.140.420.380.220.240.220.220.400.230.250.430.430.480.40
UNH0.320.250.360.490.140.331.000.230.190.450.130.080.260.380.130.240.100.220.260.200.160.300.190.240.250.190.320.190.220.420.400.360.320.250.320.360.240.330.430.410.570.46
XOM0.050.210.170.160.250.310.231.000.820.240.100.070.900.060.190.950.040.530.590.110.160.460.110.600.400.160.500.130.180.400.290.110.170.240.200.530.250.210.490.610.380.39
HAL0.030.180.130.130.270.250.190.821.000.220.110.100.810.060.230.890.080.570.630.120.160.480.100.620.410.160.520.170.210.390.290.100.150.250.200.550.290.230.530.630.380.39
KO0.510.490.320.520.210.520.450.240.221.000.130.070.260.300.110.240.060.210.360.210.160.340.230.360.370.240.330.160.190.470.490.360.340.250.320.480.260.350.530.450.630.51
TSLA-0.070.050.060.030.230.070.130.100.110.131.000.520.110.370.430.130.530.310.240.420.490.300.500.200.350.500.300.560.540.310.320.480.540.500.450.260.630.610.370.380.420.56
U-0.03-0.010.110.040.170.050.080.070.100.070.521.000.090.380.510.100.700.300.170.500.610.220.580.200.330.570.250.570.560.250.300.510.510.480.490.230.670.630.360.370.410.54
CVX0.070.230.200.190.250.320.260.900.810.260.110.091.000.100.200.950.060.540.610.150.150.470.120.590.420.160.520.170.210.430.310.140.190.250.240.560.270.240.520.640.410.42
TMO0.130.070.360.310.120.210.380.060.060.300.370.380.101.000.280.080.430.280.190.420.450.200.440.160.280.460.230.470.480.360.440.560.500.460.470.360.540.590.410.370.580.60
UBER-0.100.010.090.070.250.090.130.190.230.110.430.510.200.281.000.230.550.380.270.450.520.370.490.300.370.490.380.500.480.360.280.400.400.430.440.320.610.540.430.450.440.54
XLE0.050.220.170.150.280.310.240.950.890.240.130.100.950.080.231.000.070.590.640.150.170.510.120.640.440.180.550.180.230.430.320.130.190.270.240.570.300.250.540.680.410.43
SHOP-0.09-0.020.070.040.190.050.100.040.080.060.530.700.060.430.550.071.000.290.180.550.680.250.630.190.330.640.270.650.630.280.310.540.530.530.520.260.710.680.380.370.440.58
FCX0.010.130.150.150.310.270.220.530.570.210.310.300.540.280.380.590.291.000.640.310.340.490.310.630.400.310.520.360.390.450.380.300.310.410.370.580.510.430.600.650.500.54
CAT0.110.260.220.230.350.320.260.590.630.360.240.170.610.190.270.640.180.641.000.220.240.540.190.700.470.210.620.300.320.490.420.210.250.350.290.730.410.350.760.690.570.53
META0.050.120.160.170.230.190.200.110.120.210.420.500.150.420.450.150.550.310.221.000.630.280.630.280.370.590.320.600.560.410.440.640.600.590.700.340.650.700.450.470.560.68
PYPL-0.040.060.110.120.210.190.160.160.160.160.490.610.150.450.520.170.680.340.240.631.000.310.630.250.380.640.360.610.580.370.390.590.580.560.580.320.690.720.430.440.530.65
WFC0.130.250.210.230.360.360.300.460.480.340.300.220.470.200.370.510.250.490.540.280.311.000.280.570.510.280.840.310.360.540.410.290.310.350.360.570.450.400.650.650.580.58
AMZN0.030.080.130.150.190.110.190.110.100.230.500.580.120.440.490.120.630.310.190.630.630.281.000.240.370.650.300.640.600.340.430.720.690.590.700.340.680.760.420.430.560.71
DOW0.120.300.210.230.380.360.240.600.620.360.200.200.590.160.300.640.190.630.700.280.250.570.241.000.500.250.620.270.320.510.430.250.290.350.320.670.420.360.700.730.570.54
CIM0.100.260.210.230.350.330.250.400.410.370.350.330.420.280.370.440.330.400.470.370.380.510.370.501.000.380.550.360.400.510.430.370.390.420.410.490.540.490.610.630.590.61
CRM0.010.070.120.130.200.160.190.160.160.240.500.570.160.460.490.180.640.310.210.590.640.280.650.250.381.000.290.650.620.390.450.690.600.590.610.360.710.770.440.450.570.68
BAC0.110.230.210.230.380.350.320.500.520.330.300.250.520.230.380.550.270.520.620.320.360.840.300.620.550.291.000.330.360.560.450.290.320.360.390.630.470.410.690.690.620.61
NVDA-0.040.030.130.090.250.120.190.130.170.160.560.570.170.470.500.180.650.360.300.600.610.310.640.270.360.650.331.000.770.370.450.700.640.720.630.380.740.830.470.470.560.71
MRVL-0.020.060.140.140.220.140.220.180.210.190.540.560.210.480.480.230.630.390.320.560.580.360.600.320.400.620.360.771.000.410.520.640.610.750.590.440.740.800.510.530.590.71
LVHI0.240.330.330.370.390.420.420.400.390.470.310.250.430.360.360.430.280.450.490.410.370.540.340.510.510.390.560.370.411.000.550.430.420.430.440.560.530.500.630.650.680.65
CSCO0.260.310.320.420.260.380.400.290.290.490.320.300.310.440.280.320.310.380.420.440.390.410.430.430.430.450.450.450.520.551.000.550.560.510.530.560.570.640.650.640.750.72
MSFT0.110.140.230.270.190.220.360.110.100.360.480.510.140.560.400.130.540.300.210.640.590.290.720.250.370.690.290.700.640.430.551.000.760.660.770.400.700.880.490.470.690.80
AAPL0.130.160.210.270.240.240.320.170.150.340.540.510.190.500.400.190.530.310.250.600.580.310.690.290.390.600.320.640.610.420.560.761.000.680.690.390.680.860.510.510.660.79
QCOM0.030.110.160.150.280.220.250.240.250.250.500.480.250.460.430.270.530.410.350.590.560.350.590.350.420.590.360.720.750.430.510.660.681.000.620.450.710.810.530.560.640.74
GOOGL0.030.110.200.240.260.220.320.200.200.320.450.490.240.470.440.240.520.370.290.700.580.360.700.320.410.610.390.630.590.440.530.770.690.621.000.450.670.780.510.510.640.78
EMR0.170.280.250.320.390.400.360.530.550.480.260.230.560.360.320.570.260.580.730.340.320.570.340.670.490.360.630.380.440.560.560.400.390.450.451.000.520.510.840.740.740.68
ROBT0.010.120.200.210.360.230.240.250.290.260.630.670.270.540.610.300.710.510.410.650.690.450.680.420.540.710.470.740.740.530.570.700.680.710.670.521.000.860.650.670.720.84
VGT0.060.140.210.240.280.250.330.210.230.350.610.630.240.590.540.250.680.430.350.700.720.400.760.360.490.770.410.830.800.500.640.880.860.810.780.510.861.000.640.630.780.91
XLI0.220.340.280.370.390.430.430.490.530.530.370.360.520.410.430.540.380.600.760.450.430.650.420.700.610.440.690.470.510.630.650.490.510.530.510.840.650.641.000.840.880.82
COWZ0.190.330.330.340.420.430.410.610.630.450.380.370.640.370.450.680.370.650.690.470.440.650.430.730.630.450.690.470.530.650.640.470.510.560.510.740.670.630.841.000.800.80
VIG0.320.380.370.520.350.480.570.380.380.630.420.410.410.580.440.410.440.500.570.560.530.580.560.570.590.570.620.560.590.680.750.690.660.640.640.740.720.780.880.801.000.94
VOO0.190.280.310.390.360.400.460.390.390.510.560.540.420.600.540.430.580.540.530.680.650.580.710.540.610.680.610.710.710.650.720.800.790.740.780.680.840.910.820.800.941.00

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.

Shanker_Sharma на текущий момент имеет коэффициент Шарпа равный 0.39. Коэффициент Шарпа от 0 до 1,0 считается недостаточным.

График ниже показывает скользящий 12-месячный коэффициент Шарпа.


-0.80-0.60-0.40-0.200.000.200.40December2023FebruaryMarchAprilMay
0.39
0.27
Shanker_Sharma
Benchmark (^GSPC)
Активы портфеля

Дивидендный доход

Дивидендная доходность Shanker_Sharma за предыдущие двенадцать месяцев составила 3.69%.


TTM20222021202020192018201720162015201420132012
Shanker_Sharma3.69%2.71%1.93%2.63%2.66%2.93%2.31%2.47%3.11%3.11%2.81%3.14%
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%
AMZN
Amazon.com, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BAC
Bank of America Corporation
3.81%2.61%1.81%2.49%2.02%2.42%1.48%1.29%1.38%0.79%0.30%0.41%
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%
CIM
Chimera Investment Corporation
28.66%21.22%10.28%17.93%14.61%18.64%20.08%23.44%32.80%46.79%36.93%52.06%
COWZ
Pacer US Cash Cows 100 ETF
2.47%1.97%1.52%2.64%2.11%1.83%2.17%0.15%0.00%0.00%0.00%0.00%
CRM
salesforce.com, inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CSCO
Cisco Systems, Inc.
4.57%3.22%2.43%3.45%3.21%3.39%3.49%4.01%3.82%3.47%3.06%3.50%
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%
DOW
Dow Inc.
6.95%5.62%5.25%5.61%4.54%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EMR
Emerson Electric Co.
3.91%2.18%2.26%2.64%2.82%3.66%3.19%4.08%4.88%3.66%3.12%4.12%
FCX
Freeport-McMoRan Inc.
2.57%1.58%0.55%0.20%1.56%1.51%0.00%0.00%8.86%5.75%7.67%4.29%
GIS
General Mills, Inc.
3.78%2.54%3.16%3.63%4.08%5.84%3.96%3.77%3.87%4.02%3.91%4.45%
GOOGL
Alphabet Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HAL
Halliburton Company
2.12%1.23%0.80%1.71%3.08%2.93%1.62%1.49%2.41%1.86%1.21%1.23%
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%
KHC
The Kraft Heinz Company
5.22%3.97%4.69%5.07%5.77%7.10%4.02%3.53%4.17%4.77%5.48%1.65%
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%
LVHI
Legg Mason International Low Volatility High Dividend ETF
7.64%7.77%4.47%4.48%7.84%13.41%4.70%2.90%0.00%0.00%0.00%0.00%
META
Meta Platforms, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MRVL
0.55%0.65%0.21%0.51%0.92%1.52%1.16%1.83%2.93%1.82%1.87%2.83%
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%
NVDA
0.05%0.11%0.05%0.12%0.27%0.46%0.30%0.46%1.23%1.77%2.06%0.66%
PFE
6.44%3.19%2.78%4.28%4.19%3.68%4.32%4.70%4.58%4.55%4.43%5.12%
PM
6.95%5.05%5.51%6.44%6.51%8.54%5.35%6.26%6.67%7.26%6.56%5.00%
PYPL
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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%
ROBT
0.31%0.35%0.06%0.17%0.42%0.44%0.00%0.00%0.00%0.00%0.00%0.00%
SHOP
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TMO
0.30%0.22%0.16%0.19%0.24%0.31%0.32%0.43%0.43%0.49%0.56%0.88%
TSLA
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
U
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UBER
0.00%0.00%0.00%0.00%0.00%0.00%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%
VGT
0.88%0.91%0.64%0.84%1.14%1.35%1.04%1.40%1.39%1.23%1.17%1.35%
VIG
2.41%1.97%1.59%1.70%1.82%2.25%2.08%2.42%2.69%2.30%2.22%2.91%
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%
VWAGY
23.18%18.24%2.45%3.41%3.57%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WFC
4.12%2.70%1.30%4.25%3.91%4.05%2.97%3.31%3.37%3.15%3.33%3.48%
XLE
5.10%3.72%4.43%6.20%6.74%4.40%3.88%2.99%4.60%3.28%2.46%2.59%
XLI
2.03%1.64%1.27%1.61%2.05%2.32%1.94%2.31%2.46%2.16%2.00%2.76%
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%

Комиссия

Комиссия Shanker_Sharma составляет 0.05%, что ниже среднего уровня по рынку. Ниже вы найдете коэффициенты расходов позиций портфеля для легкого сравнения их относительной стоимости.


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
AAPL
Apple Inc.
0.81
AMZN
Amazon.com, Inc.
0.28
BAC
Bank of America Corporation
-0.63
CAT
Caterpillar Inc.
0.11
CIM
Chimera Investment Corporation
-0.86
COWZ
Pacer US Cash Cows 100 ETF
-0.23
CRM
salesforce.com, inc.
0.82
CSCO
Cisco Systems, Inc.
0.74
CVX
Chevron Corporation
-0.30
DOW
Dow Inc.
-0.74
EMR
Emerson Electric Co.
-0.12
FCX
Freeport-McMoRan Inc.
-0.13
GIS
General Mills, Inc.
1.24
GOOGL
Alphabet Inc.
0.47
HAL
Halliburton Company
-0.43
JNJ
Johnson & Johnson
-0.71
KHC
The Kraft Heinz Company
0.01
KO
The Coca-Cola Company
-0.20
LVHI
Legg Mason International Low Volatility High Dividend ETF
0.59
META
Meta Platforms, Inc.
0.73
MRVL
N/A
MSFT
N/A
NVDA
N/A
PFE
N/A
PM
N/A
PYPL
N/A
QCOM
N/A
ROBT
N/A
SHOP
N/A
TMO
N/A
TSLA
N/A
U
N/A
UBER
N/A
UNH
N/A
VGT
N/A
VIG
N/A
VOO
N/A
VWAGY
N/A
WFC
N/A
XLE
N/A
XLI
N/A
XOM
N/A

График просадок

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


-20.00%-15.00%-10.00%December2023FebruaryMarchAprilMay
-8.33%
-12.32%
Shanker_Sharma
Benchmark (^GSPC)
Активы портфеля

Максимальные просадки

Shanker_Sharma с января 2010 показал максимальную просадку в 26.64%, зарегистрированную 30 сент. 2022 г.. Портфель еще не восстановился от этой просадки.

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

-26.64%13 янв. 2022 г.18030 сент. 2022 г.
-7.1%13 окт. 2020 г.1430 окт. 2020 г.45 нояб. 2020 г.18
-5.85%17 нояб. 2021 г.101 дек. 2021 г.1727 дек. 2021 г.27
-4.37%3 сент. 2021 г.1120 сент. 2021 г.1915 окт. 2021 г.30
-4.22%25 февр. 2021 г.64 мар. 2021 г.511 мар. 2021 г.11

График волатильности

Текущая волатильность Shanker_Sharma составляет 4.87%, что отражает среднее процентное изменение стоимости инвестиций вверх или вниз за последний месяц. Ниже представлен график, показывающий скользящую волатильность за один месяц.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%December2023FebruaryMarchAprilMay
4.87%
3.82%
Shanker_Sharma
Benchmark (^GSPC)
Активы портфеля