Collective Investments Stock List
Use the PortfoliosLab Stock Screener to filter stocks by sector, industry, performance, valuation, and advanced risk metrics such as volatility, Sharpe ratio, and maximum drawdown.
Compare stocks side-by-side, review key fundamentals in one table, and add them directly to your portfolio for optimization.
- Number of Stocks
- 91
- Median 1Y Volatility
- 17.41%
- Avg. Dividend Yield
- 5.82%
- Avg. 1 Year Return
- 13.44%
- Median P/E Ratio
- 4.58
- Median Risk/Return Score
- 68 / 100
Collective Investments Stock List
3 results
| Symbol | Full Name | Sector | Industry | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bexil Investment Trust | Financial Services | Collective Investments | 15.51% | — | 5.96% | 92 | ||||||||
| Destiny Tech100 Inc. | Financial Services | Collective Investments | -25.27% | — | 0.00% | 37 | ||||||||
| Liberty All-Star Equity Fund | Financial Services | Collective Investments | 0.57% | 12.11% | 11.53% | 40 |
Best Collective Investments Stocks by Risk/Return Score
The top Collective Investments Stocks by PortfoliosLab Risk/Return Score are BXSY (92) and USA (40).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank |
|---|---|---|
| Bexil Investment Trust | 92 | |
| Liberty All-Star Equity Fund | 40 | |
| Destiny Tech100 Inc. | 37 |
Best-Performing Collective Investments Stocks Over 5 Years
| Symbol | Name | Return 5Y |
|---|---|---|
| Liberty All-Star Equity Fund | 2.63% |
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