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-7.33%
This Month
-9.43%
Year To Date
+14.34%
2 Years
+38.2%
5 Years
+73.47%
10 Years
+10.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs92.84%
- 🧩 Miscellaneous7.16%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs100%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 11 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 7/10
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
5.96
5.96
-2
0
2
6
6
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
2.51
2.51
0
0.75
1.25
3
3
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
5.96
5.96
-2
0
2
6
6
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
2.51
2.51
0
0.75
1.25
3
3
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Portfolio Valuation
Based on current 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 |
|---|---|---|---|
-15.39% | Dec 2020 | Nov 2023 | 35 |
-13.05% | Mar 2026 | - | 2 |
-7.19% | Sep 2020 | Nov 2020 | 2 |
-5.94% | Apr 2024 | Apr 2025 | 12 |
-0.64% | Jan 2024 | Feb 2024 | 1 |