-4.19%
Today
-5.76%
This Month
-11.5%
Year To Date
+74.94%
2 Years
+44.35%
5 Years
+11.06%
Annualized
- Evozorro88
- S&P 500
- + Add Benchmark
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services39.94%
- 🪙 Cryptocurrencies19.46%
- 📊 ETFs12.74%
- 🛍️ Retail Trade8.12%
- 🛠️ Producer Manufacturing6.38%
- 💻 Electronic Technology5.85%
- 🚗 Consumer Durables3.67%
- 💰 Finance2.76%
- 🍞 Consumer Non Durables1.09%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.67%
- 🌍 Digital Currency19.46%
- 🇺🇸 NYSE7.73%
- 🇫🇷 Euronext Paris6.38%
- 🇧🇪 Euronext Brussels2.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.66%
- 🇫🇷 France6.38%
- 🇧🇪 Belgium2.76%
Dividends
Dividend Yield
0.69%
10 out of 15 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $KBC.BR (3.41%)
Performance Metrics
Score 4.1/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-0.79
-0.79
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-0.79
-0.79
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Drawdowns
- Evozorro88
- S&P 500
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Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.43% | Nov 2021 | Dec 2023 | 25 |
-11.54% | Feb 2025 | - | 2 |
-6.2% | Sep 2021 | Oct 2021 | 1 |
-4.07% | Apr 2024 | May 2024 | 1 |
-3.84% | Jul 2024 | Sep 2024 | 2 |
-2.14% | May 2021 | Jun 2021 | 1 |