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Portfolio Analysis
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility


Your portfolio is currently empty. You can import symbols, add them manually, or select from an existing portfolio.

What it affects

Portfolio Analysis Settings


Portfolio Asset Allocation


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Performance

Performance Chart


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Returns By Period


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Monthly Returns

The table below presents the monthly returns of Portfolio, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


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Expense Ratio

Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.


The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

There isn't enough data available to calculate the Sharpe ratio for Portfolio. This metric is based on the past 12 months of trading data. Please check back later for updated information.


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Dividends

Dividend yield


Portfolio doesn't pay dividends

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.


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Worst Drawdowns


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Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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