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-0.58%
This Month
+7.45%
Year To Date
+36.19%
2 Years
+21.12%
5 Years
+38.74%
10 Years
+4.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs95.03%
- 🧪 Process Industries3.81%
- 💵 Cash1.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.13%
- 🇺🇸 Nasdaq32.34%
- 🇬🇧 LSE27.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.81%
Dividends
Dividend Yield
3.61%
7 out of 7 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SDIV (10.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PKG | Pay Day | Oct 15, 2025 | $1.25 |
Performance Metrics
Score 3.9/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-1.21
-1.21
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-1.21
-1.21
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.1
High:
PKG
21.1PKGLow:PKG
21.1PKGDetails
PEG Ratio
81.76
High:PKG
81.76PKGLow:PKG
81.76PKGDetails
Price/Book
4.11
High:PKG
4.11PKGLow:PKG
4.11PKGDetails
Price/Sales
2.2
High:PKG
2.2PKGLow:PKG
2.2PKGDetails
Price/CF
13.09
High:PKG
13.09PKGLow:PKG
13.09PKGDetails
Price/FCF
95.99
High:PKG
95.99PKGLow:PKG
95.99PKGDetails
P/E Ratio
21.1
High:PKG
21.1PKGLow:PKG
21.1PKGDetails
PEG Ratio
81.76
High:PKG
81.76PKGLow:PKG
81.76PKGDetails
Price/Book
4.11
High:PKG
4.11PKGLow:PKG
4.11PKGDetails
Price/Sales
2.2
High:PKG
2.2PKGLow:PKG
2.2PKGDetails
Price/CF
13.09
High:PKG
13.09PKGLow:PKG
13.09PKGDetails
Price/FCF
95.99
High:PKG
95.99PKGLow:PKG
95.99PKGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.26% | Apr 2022 | Mar 2024 | 23 |
-7.31% | Dec 2024 | Aug 2025 | 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 |
-0.58% | Sep 2025 | - | 1 |
-0.56% | Oct 2024 | Nov 2024 | 1 |
-0.46% | Nov 2019 | Dec 2019 | 1 |