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-3.3%
This Month
-0.43%
Year To Date
+19.87%
2 Years
+16.72%
5 Years
+32.3%
10 Years
+4.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash33.91%
- 🌾 Commodities24.12%
- 📈 Indexes18.08%
- 💇♀️ Consumer Services10.02%
- 🛠️ Producer Manufacturing7.03%
- 🪙 Cryptocurrencies4.91%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Commodity24.12%
- 🌍 CFD18.08%
- 🇫🇷 Euronext Paris10.02%
- 🇺🇸 NYSE7.03%
- 🌍 Digital Currency4.91%
Countries Breakdown
- Country
- Total
- 🇫🇷 France10.02%
- 🇺🇸 United States7.03%
Dividends
Dividend Yield
0.4%
2 out of 6 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AC.PA (2.96%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 XYL | Pay Day | Jun 25, 2026 | $0.43 |
Performance Metrics
Score 4.3/10
Beta
0.24
0.24
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-0.68
-0.68
-2
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.24
0.24
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-0.68
-0.68
-2
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.78
High:
AC.PA
28.41AC.PALow:XYL
27.37XYLDetails
PEG Ratio
339.92
High:XYL
339.92XYLLow:XYL
339.92XYLDetails
Price/Book
2.69
High:AC.PA
3.27AC.PALow:XYL
2.4XYLDetails
Price/Sales
2.5
High:XYL
2.95XYLLow:AC.PA
2.04AC.PADetails
Price/CF
18.34
High:XYL
22.1XYLLow:AC.PA
14.7AC.PADetails
Price/FCF
46.24
High:XYL
54.87XYLLow:AC.PA
37.61AC.PADetails
P/E Ratio
27.78
High:AC.PA
28.41AC.PALow:XYL
27.37XYLDetails
PEG Ratio
339.92
High:XYL
339.92XYLLow:XYL
339.92XYLDetails
Price/Book
2.69
High:AC.PA
3.27AC.PALow:XYL
2.4XYLDetails
Price/Sales
2.5
High:XYL
2.95XYLLow:AC.PA
2.04AC.PADetails
Price/CF
18.34
High:XYL
22.1XYLLow:AC.PA
14.7AC.PADetails
Price/FCF
46.24
High:XYL
54.87XYLLow:AC.PA
37.61AC.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.56% | May 2021 | Sep 2024 | 40 |
-4.7% | Feb 2025 | May 2025 | 3 |
-3.79% | Jan 2026 | May 2026 | 4 |
-3.3% | Jun 2026 | - | 1 |
-2.77% | Dec 2024 | Jan 2025 | 1 |
-1.87% | Jul 2025 | Sep 2025 | 2 |
-1.27% | Sep 2020 | Nov 2020 | 2 |
-0.35% | Oct 2024 | Nov 2024 | 1 |