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+20.05%
This Month
+25.82%
Year To Date
+47.25%
2 Years
+83.97%
5 Years
+83.97%
10 Years
+14.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🏥 Health Services99.28%
- 💵 Cash0.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE99.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.28%
Dividends
Dividend Yield
2.7%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 2.7% | 2.72% | $7.74 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.3/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
2.8
2.8
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
2.8
2.8
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.52
High:UNH
24.52UNHLow:UNH
24.52UNHDetails
PEG Ratio
N/A
Details
Price/Book
3.11
High:UNH
3.11UNHLow:UNH
3.11UNHDetails
Price/Sales
0.66
High:UNH
0.66UNHLow:UNH
0.66UNHDetails
Price/CF
15.25
High:UNH
15.25UNHLow:UNH
15.25UNHDetails
Price/FCF
36.82
High:UNH
36.82UNHLow:UNH
36.82UNHDetails
P/E Ratio
24.52
High:UNH
24.52UNHLow:UNH
24.52UNHDetails
PEG Ratio
N/A
Details
Price/Book
3.11
High:UNH
3.11UNHLow:UNH
3.11UNHDetails
Price/Sales
0.66
High:UNH
0.66UNHLow:UNH
0.66UNHDetails
Price/CF
15.25
High:UNH
15.25UNHLow:UNH
15.25UNHDetails
Price/FCF
36.82
High:UNH
36.82UNHLow:UNH
36.82UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.8% | Apr 2022 | Jul 2023 | 15 |
-15.59% | Jun 2024 | Aug 2025 | 14 |
-9.6% | Sep 2023 | Nov 2023 | 2 |
-8.1% | Dec 2021 | Jan 2022 | 1 |
-3.42% | Aug 2021 | Nov 2021 | 3 |
-2.11% | Apr 2024 | May 2024 | 1 |
-0.98% | Nov 2025 | Dec 2025 | 1 |
-0.94% | Mar 2026 | Apr 2026 | 1 |
-0.78% | Feb 2022 | Mar 2022 | 1 |