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+0.22%
Today
+2.12%
This Month
+8.69%
Year To Date
+40.3%
2 Years
+60.03%
5 Years
+10.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ๐ ETFs100%
Exchanges Breakdown
- Exchange
- Total
- ๐บ๐ธ NYSE77.03%
- ๐บ๐ธ Nasdaq22.97%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
1.44%
8 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SCHD (3.97%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 4.1/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
-0.88
-0.88
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
-0.88
-0.88
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
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 |
|---|---|---|---|
-25.09% | Jan 2022 | Feb 2024 | 25 |
-7.34% | Feb 2025 | Jun 2025 | 4 |
-4.88% | Sep 2021 | Oct 2021 | 1 |
-2.97% | Apr 2024 | May 2024 | 1 |
-1.86% | Dec 2024 | Jan 2025 | 1 |
-1.01% | Nov 2021 | Dec 2021 | 1 |
-0.64% | Oct 2024 | Nov 2024 | 1 |
-0.31% | Feb 2021 | Mar 2021 | 1 |