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+0.51%
Today
+2.44%
This Month
+11.06%
Year To Date
+39.05%
2 Years
+89.1%
5 Years
+11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.99%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs81.37%
- 🇺🇸 NYSE9.76%
- 🇬🇧 LSE8.86%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.24%
5 out of 16 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IUSA.L (1.94%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AYEW.DE | Pay Day | Jun 25, 2025 | $0.00 |
Performance Metrics
Score 4.2/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-1.16
-1.16
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-1.16
-1.16
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.4% | Jan 2020 | Dec 2020 | 11 |
-17.62% | Jan 2022 | Jul 2023 | 18 |
-8.16% | Aug 2023 | Dec 2023 | 4 |
-3.87% | Dec 2024 | Jan 2025 | 1 |
-3.73% | Mar 2025 | May 2025 | 2 |
-3.23% | Sep 2021 | Oct 2021 | 1 |
-3.15% | Apr 2024 | Jun 2024 | 2 |
-1.43% | Feb 2021 | Mar 2021 | 1 |
-1.37% | Mar 2019 | Apr 2019 | 1 |
-1.2% | Jun 2021 | Jul 2021 | 1 |
-1.09% | Oct 2024 | Nov 2024 | 1 |
-0.31% | Nov 2021 | Dec 2021 | 1 |