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0%
This Month
+4.56%
Year To Date
+27.11%
2 Years
+18.49%
5 Years
+35%
10 Years
+4.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs95.48%
- 🧪 Process Industries3.58%
- 💵 Cash0.97%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.48%
- 🇺🇸 Nasdaq31.84%
- 🇬🇧 LSE27.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.58%
Dividends
Dividend Yield
3.66%
7 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SDIV (10.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-1.58
-1.58
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-1.58
-1.58
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
19.1
High:
PKG
19.1PKGLow:PKG
19.1PKGDetails
PEG Ratio
74.25
High:PKG
74.25PKGLow:PKG
74.25PKGDetails
Price/Book
3.83
High:PKG
3.83PKGLow:PKG
3.83PKGDetails
Price/Sales
1.99
High:PKG
1.99PKGLow:PKG
1.99PKGDetails
Price/CF
13.97
High:PKG
13.97PKGLow:PKG
13.97PKGDetails
Price/FCF
222.62
High:PKG
222.62PKGLow:PKG
222.62PKGDetails
P/E Ratio
19.1
High:PKG
19.1PKGLow:PKG
19.1PKGDetails
PEG Ratio
74.25
High:PKG
74.25PKGLow:PKG
74.25PKGDetails
Price/Book
3.83
High:PKG
3.83PKGLow:PKG
3.83PKGDetails
Price/Sales
1.99
High:PKG
1.99PKGLow:PKG
1.99PKGDetails
Price/CF
13.97
High:PKG
13.97PKGLow:PKG
13.97PKGDetails
Price/FCF
222.62
High:PKG
222.62PKGLow:PKG
222.62PKGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.26% | Apr 2022 | Mar 2024 | 23 |
-7.31% | Dec 2024 | - | 8 |
-4.87% | Mar 2020 | Jan 2022 | 22 |
-3.25% | Apr 2024 | May 2024 | 1 |
-2.05% | Feb 2022 | Mar 2022 | 1 |
-1.71% | Jul 2019 | Aug 2019 | 1 |
-0.73% | Feb 2019 | Mar 2019 | 1 |
-0.56% | Oct 2024 | Nov 2024 | 1 |
-0.46% | Nov 2019 | Dec 2019 | 1 |