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+0%
Today
+3.04%
This Month
+4.94%
Year To Date
+3.68%
2 Years
+3.28%
5 Years
+6.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology91.81%
- 💵 Cash5.45%
- 💼 Commercial Services2.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq76.74%
- 🇺🇸 NYSE17.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.71%
- 🇨🇭 Switzerland10.24%
- 🇬🇧 United Kingdom6.69%
- 🇮🇪 Ireland6.05%
- 🇩🇰 Denmark3.85%
- 🇫🇷 France3.17%
- 🇳🇱 Netherlands2.76%
Dividends
Dividend Yield
1%
9 out of 29 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.99%)
Performance Metrics
Score 3.3/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-3.81
-3.81
-4
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-3.81
-3.81
-4
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.43
High:
AZN
27.44AZNLow:
RGEN
-282.43RGENDetails
PEG Ratio
-32
High:
SNY
678.31SNYLow:
ALNY
-723.79ALNYDetails
Price/Book
4.07
High:ALNY
361.84ALNYLow:
ASND
-50.03ASNDDetails
Price/Sales
3.78
High:
CRSP
148.57CRSPLow:
SRPT
0.61SRPTDetails
Price/CF
14.74
High:ALNY
625.34ALNYLow:
QURE
2.86QUREDetails
Price/FCF
30.88
High:ALNY
2,201.71ALNYLow:QURE
3.04QUREDetails
P/E Ratio
25.43
High:AZN
27.44AZNLow:RGEN
-282.43RGENDetails
PEG Ratio
-32
High:SNY
678.31SNYLow:ALNY
-723.79ALNYDetails
Price/Book
4.07
High:ALNY
361.84ALNYLow:ASND
-50.03ASNDDetails
Price/Sales
3.78
High:CRSP
148.57CRSPLow:SRPT
0.61SRPTDetails
Price/CF
14.74
High:ALNY
625.34ALNYLow:QURE
2.86QUREDetails
Price/FCF
30.88
High:ALNY
2,201.71ALNYLow:QURE
3.04QUREDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.27% | Sep 2021 | - | 47 |
-30.87% | Sep 2018 | Jun 2020 | 21 |
-13.85% | Feb 2018 | Aug 2018 | 6 |
-11.78% | Feb 2021 | Jun 2021 | 4 |
-6.55% | Sep 2020 | Nov 2020 | 2 |
-6.29% | Oct 2017 | Jan 2018 | 3 |
-5.12% | Jul 2021 | Aug 2021 | 1 |
-2.37% | Apr 2017 | Jun 2017 | 2 |
-1.21% | Jul 2020 | Aug 2020 | 1 |
-0.58% | Jul 2017 | Aug 2017 | 1 |