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+1.67%
This Month
+117.18%
Year To Date
+405.9%
2 Years
+257.26%
5 Years
+257.26%
10 Years
+52.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing88.68%
- 💵 Cash44.71%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 FRA88.68%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany88.68%
Dividends
Dividend Yield
0.53%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ENR.DE (0.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENR.DE | 0.53% | 0.6% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
2.74
2.74
0
1
2
3
3
Jensen's Alpha
37.47
37.47
-2
0
2
38
38
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
5.01
5.01
0
0.75
1.25
6
6
Information Ratio
0.86
0.86
0
0.3
0.6
1
1
Calmar Ratio
1.42
1.42
0
0.3
0.6
2
2
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
2.74
2.74
0
1
2
3
3
Jensen's Alpha
37.47
37.47
-2
0
2
38
38
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
5.01
5.01
0
0.75
1.25
6
6
Information Ratio
0.86
0.86
0
0.3
0.6
1
1
Calmar Ratio
1.42
1.42
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
69.86
High:
ENR.DE
69.86ENR.DELow:ENR.DE
69.86ENR.DEDetails
PEG Ratio
317.75
High:ENR.DE
317.75ENR.DELow:ENR.DE
317.75ENR.DEDetails
Price/Book
9.22
High:ENR.DE
9.22ENR.DELow:ENR.DE
9.22ENR.DEDetails
Price/Sales
2.62
High:ENR.DE
2.62ENR.DELow:ENR.DE
2.62ENR.DEDetails
Price/CF
15.53
High:ENR.DE
15.53ENR.DELow:ENR.DE
15.53ENR.DEDetails
Price/FCF
22.44
High:ENR.DE
22.44ENR.DELow:ENR.DE
22.44ENR.DEDetails
P/E Ratio
69.86
High:ENR.DE
69.86ENR.DELow:ENR.DE
69.86ENR.DEDetails
PEG Ratio
317.75
High:ENR.DE
317.75ENR.DELow:ENR.DE
317.75ENR.DEDetails
Price/Book
9.22
High:ENR.DE
9.22ENR.DELow:ENR.DE
9.22ENR.DEDetails
Price/Sales
2.62
High:ENR.DE
2.62ENR.DELow:ENR.DE
2.62ENR.DEDetails
Price/CF
15.53
High:ENR.DE
15.53ENR.DELow:ENR.DE
15.53ENR.DEDetails
Price/FCF
22.44
High:ENR.DE
22.44ENR.DELow:ENR.DE
22.44ENR.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.92% | Jun 2023 | May 2024 | 11 |
-8.3% | Aug 2025 | Oct 2025 | 2 |
-4.76% | Feb 2023 | May 2023 | 3 |
-4.2% | Feb 2025 | Apr 2025 | 2 |
-2.05% | Dec 2024 | Jan 2025 | 1 |
-1.44% | Jun 2024 | Jul 2024 | 1 |
-1.3% | Aug 2024 | Sep 2024 | 1 |