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-0.01%
Today
-0.01%
This Month
+3.48%
Year To Date
+34.71%
2 Years
+29.83%
5 Years
+35.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs98.24%
- 🪙 Cryptocurrencies0.69%
- 💵 Cash0.63%
- 🧩 Miscellaneous0.5%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs52.27%
- 🇬🇧 LSE46.48%
- 🌍 Digital Currency0.69%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.04%
1 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IQQ6.DE (2.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IQQ6.DE | 0.04% | 2.71% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.5/10
Beta
-0.04
-0.04
-1
0.8
1.2
-1
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
5.83
5.83
0
1
2
6
6
Jensen's Alpha
66
66
-2
0
2
66
66
Omega Ratio
3.72
3.72
0
1
1.5
4
4
Treynor Ratio
-96.21
-96.21
-97
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
1.74
1.74
0
0.3
0.6
2
2
Beta
-0.04
-0.04
-1
0.8
1.2
-1
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
5.83
5.83
0
1
2
6
6
Jensen's Alpha
66
66
-2
0
2
66
66
Omega Ratio
3.72
3.72
0
1
1.5
4
4
Treynor Ratio
-96.21
-96.21
-97
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
1.74
1.74
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.81% | Feb 2020 | Dec 2020 | 10 |
-16.24% | Jan 2022 | Jul 2024 | 30 |
-13.39% | Jan 2016 | May 2016 | 4 |
-12.74% | Feb 2014 | Nov 2014 | 9 |
-8.4% | Oct 2018 | Mar 2019 | 5 |
-6.06% | May 2019 | Jun 2019 | 1 |
-4.02% | Feb 2018 | Jul 2018 | 5 |
-3.77% | Aug 2015 | Oct 2015 | 2 |
-2.82% | Jun 2016 | Jul 2016 | 1 |
-2.1% | Aug 2019 | Nov 2019 | 3 |
-1.9% | Dec 2024 | Jan 2025 | 1 |
-1.85% | May 2017 | Sep 2017 | 4 |
-1.71% | Mar 2015 | Apr 2015 | 1 |
-1.23% | Aug 2021 | Oct 2021 | 2 |
-1.09% | Nov 2016 | Jan 2017 | 2 |
-0.94% | Jan 2021 | Mar 2021 | 2 |
-0.47% | Jun 2015 | Jul 2015 | 1 |
-0.23% | Aug 2018 | Sep 2018 | 1 |