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0%
This Month
+53.73%
Year To Date
-16.17%
2 Years
+58.12%
5 Years
+21.6%
10 Years
+3.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology86.96%
- 💵 Cash6.81%
Exchanges Breakdown
- Exchange
- Total
- 🇨🇭 SIX86.96%
Countries Breakdown
- Country
- Total
- 🇦🇹 Austria86.96%
Dividends
Dividend Yield
0%
0 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.1/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
5.47
5.47
-2
0
2
6
6
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
5.47
5.47
-2
0
2
6
6
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-10.25
High:
AMS.ZU
-10.25AMS.ZULow:AMS.ZU
-10.25AMS.ZUDetails
PEG Ratio
-12.24
High:AMS.ZU
-12.24AMS.ZULow:AMS.ZU
-12.24AMS.ZUDetails
Price/Book
1.42
High:AMS.ZU
1.42AMS.ZULow:AMS.ZU
1.42AMS.ZUDetails
Price/Sales
0.4
High:AMS.ZU
0.4AMS.ZULow:AMS.ZU
0.4AMS.ZUDetails
Price/CF
3.52
High:AMS.ZU
3.52AMS.ZULow:AMS.ZU
3.52AMS.ZUDetails
Price/FCF
75.87
High:AMS.ZU
75.87AMS.ZULow:AMS.ZU
75.87AMS.ZUDetails
P/E Ratio
-10.25
High:AMS.ZU
-10.25AMS.ZULow:AMS.ZU
-10.25AMS.ZUDetails
PEG Ratio
-12.24
High:AMS.ZU
-12.24AMS.ZULow:AMS.ZU
-12.24AMS.ZUDetails
Price/Book
1.42
High:AMS.ZU
1.42AMS.ZULow:AMS.ZU
1.42AMS.ZUDetails
Price/Sales
0.4
High:AMS.ZU
0.4AMS.ZULow:AMS.ZU
0.4AMS.ZUDetails
Price/CF
3.52
High:AMS.ZU
3.52AMS.ZULow:AMS.ZU
3.52AMS.ZUDetails
Price/FCF
75.87
High:AMS.ZU
75.87AMS.ZULow:AMS.ZU
75.87AMS.ZUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.54% | Aug 2023 | - | 33 |
-43.54% | Feb 2023 | Jul 2023 | 5 |
-11.73% | Dec 2022 | Jan 2023 | 1 |
-9.04% | Dec 2020 | Feb 2021 | 2 |