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-1.33%
This Month
-1.3%
Year To Date
-1.3%
2 Years
-1.3%
5 Years
-1.3%
10 Years
-1.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance99.49%
- 💵 Cash0.5%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE99.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.49%
Dividends
Dividend Yield
3.76%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UDR (3.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UDR | 3.76% | 3.78% | $1.69 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 1.3/10
Beta
1.91
1.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.26
-0.26
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.47
-0.47
-1
1
2
3
3
Jensen's Alpha
-24.49
-24.49
-25
0
2
4.5
4.5
Omega Ratio
0.27
0.27
0
1
1.5
2.5
2.5
Treynor Ratio
-0.14
-0.14
-1
0.75
1.25
2
2
Information Ratio
-2.81
-2.81
-3
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.91
1.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.26
-0.26
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.47
-0.47
-1
1
2
3
3
Jensen's Alpha
-24.49
-24.49
-25
0
2
4.5
4.5
Omega Ratio
0.27
0.27
0
1
1.5
2.5
2.5
Treynor Ratio
-0.14
-0.14
-1
0.75
1.25
2
2
Information Ratio
-2.81
-2.81
-3
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.04
High:UDR
27.04UDRLow:UDR
27.04UDRDetails
PEG Ratio
8.66
High:UDR
8.66UDRLow:UDR
8.66UDRDetails
Price/Book
3.99
High:UDR
3.99UDRLow:UDR
3.99UDRDetails
Price/Sales
7.65
High:UDR
7.65UDRLow:UDR
7.65UDRDetails
Price/CF
9.61
High:UDR
9.61UDRLow:UDR
9.61UDRDetails
Price/FCF
35.3
High:UDR
35.3UDRLow:UDR
35.3UDRDetails
P/E Ratio
27.04
High:UDR
27.04UDRLow:UDR
27.04UDRDetails
PEG Ratio
8.66
High:UDR
8.66UDRLow:UDR
8.66UDRDetails
Price/Book
3.99
High:UDR
3.99UDRLow:UDR
3.99UDRDetails
Price/Sales
7.65
High:UDR
7.65UDRLow:UDR
7.65UDRDetails
Price/CF
9.61
High:UDR
9.61UDRLow:UDR
9.61UDRDetails
Price/FCF
35.3
High:UDR
35.3UDRLow:UDR
35.3UDRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-1.33% | Sep 2026 | - | 1 |