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-0.47%
This Month
-16.47%
Year To Date
+12.62%
2 Years
+26.33%
5 Years
+26.33%
10 Years
+10.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🏥 Health Services56.91%
- 🧬 Health Technology31.76%
- 💵 Cash8.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.91%
- 🇩🇰 Copenhagen Stock Exchange31.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.91%
- 🇩🇰 Denmark31.76%
Dividends
Performance Metrics
Score 3.3/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-9.36
-9.36
-10
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-9.36
-9.36
-10
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.24
High:
UNH
22.13UNHLow:
NOVO-B.CO
10.66NOVO-B.CODetails
PEG Ratio
684.96
High:NOVO-B.CO
684.96NOVO-B.COLow:NOVO-B.CO
684.96NOVO-B.CODetails
Price/Book
3.24
High:NOVO-B.CO
5.62NOVO-B.COLow:UNH
2.81UNHDetails
Price/Sales
0.76
High:NOVO-B.CO
3.53NOVO-B.COLow:UNH
0.59UNHDetails
Price/CF
14.29
High:UNH
15.25UNHLow:NOVO-B.CO
12.15NOVO-B.CODetails
Price/FCF
46.91
High:NOVO-B.CO
201.02NOVO-B.COLow:UNH
36.82UNHDetails
P/E Ratio
17.24
High:UNH
22.13UNHLow:NOVO-B.CO
10.66NOVO-B.CODetails
PEG Ratio
684.96
High:NOVO-B.CO
684.96NOVO-B.COLow:NOVO-B.CO
684.96NOVO-B.CODetails
Price/Book
3.24
High:NOVO-B.CO
5.62NOVO-B.COLow:UNH
2.81UNHDetails
Price/Sales
0.76
High:NOVO-B.CO
3.53NOVO-B.COLow:UNH
0.59UNHDetails
Price/CF
14.29
High:UNH
15.25UNHLow:NOVO-B.CO
12.15NOVO-B.CODetails
Price/FCF
46.91
High:NOVO-B.CO
201.02NOVO-B.COLow:UNH
36.82UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.47% | Jan 2026 | - | 3 |
-12.96% | Dec 2024 | May 2025 | 5 |
-6.17% | Jul 2025 | Aug 2025 | 1 |
-4.51% | Mar 2024 | Jun 2024 | 3 |
-2.07% | Jul 2024 | Aug 2024 | 1 |
-0.87% | Nov 2025 | Dec 2025 | 1 |