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+3.71%
This Month
-12.36%
Year To Date
+114.32%
2 Years
+343.86%
5 Years
+327.33%
10 Years
+32.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚚 Transportation98.76%
- 💵 Cash1.16%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE98.76%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom98.76%
Dividends
Dividend Yield
1.57%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IAG.L (1.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IAG.L | 1.57% | 1.59% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
1.97
1.97
0
1
2
3
3
Jensen's Alpha
26.56
26.56
-2
0
2
27
27
Omega Ratio
2.01
2.01
0
1
1.5
3
3
Treynor Ratio
3.22
3.22
0
0.75
1.25
4
4
Information Ratio
0.84
0.84
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
1.97
1.97
0
1
2
3
3
Jensen's Alpha
26.56
26.56
-2
0
2
27
27
Omega Ratio
2.01
2.01
0
1
1.5
3
3
Treynor Ratio
3.22
3.22
0
0.75
1.25
4
4
Information Ratio
0.84
0.84
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
7.5
High:IAG.L
7.5IAG.LLow:IAG.L
7.5IAG.LDetails
PEG Ratio
1.04
High:IAG.L
1.04IAG.LLow:IAG.L
1.04IAG.LDetails
Price/Book
2.6
High:IAG.L
2.6IAG.LLow:IAG.L
2.6IAG.LDetails
Price/Sales
0.72
High:IAG.L
0.72IAG.LLow:IAG.L
0.72IAG.LDetails
Price/CF
3.69
High:IAG.L
3.69IAG.LLow:IAG.L
3.69IAG.LDetails
Price/FCF
7.39
High:IAG.L
7.39IAG.LLow:IAG.L
7.39IAG.LDetails
P/E Ratio
7.5
High:IAG.L
7.5IAG.LLow:IAG.L
7.5IAG.LDetails
PEG Ratio
1.04
High:IAG.L
1.04IAG.LLow:IAG.L
1.04IAG.LDetails
Price/Book
2.6
High:IAG.L
2.6IAG.LLow:IAG.L
2.6IAG.LDetails
Price/Sales
0.72
High:IAG.L
0.72IAG.LLow:IAG.L
0.72IAG.LDetails
Price/CF
3.69
High:IAG.L
3.69IAG.LLow:IAG.L
3.69IAG.LDetails
Price/FCF
7.39
High:IAG.L
7.39IAG.LLow:IAG.L
7.39IAG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.94% | Feb 2022 | Jul 2023 | 17 |
-18.65% | Mar 2026 | - | 9 |
-4.85% | Oct 2023 | Nov 2023 | 1 |
-4.41% | Nov 2025 | Dec 2025 | 1 |
-4.16% | Sep 2024 | Nov 2024 | 2 |
-2.62% | Apr 2024 | Jun 2024 | 2 |
-2% | Nov 2021 | Jan 2022 | 2 |
-1.85% | Jan 2025 | Feb 2025 | 1 |