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-4.09%
This Month
-4.09%
Year To Date
-4.36%
2 Years
-4.36%
5 Years
-4.36%
10 Years
-4.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💼 Commercial Services100%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0%
0 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.1/10
Beta
-0.17
-0.17
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.16
-0.16
-1
1
2
3
3
Jensen's Alpha
2.87
2.87
-2
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
-1.47
-1.47
-2
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
-0.17
-0.17
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.16
-0.16
-1
1
2
3
3
Jensen's Alpha
2.87
2.87
-2
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
-1.47
-1.47
-2
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
9.97
High:
FISV
9.97FISVLow:FISV
9.97FISVDetails
PEG Ratio
40
High:FISV
40FISVLow:FISV
40FISVDetails
Price/Book
1.38
High:FISV
1.38FISVLow:FISV
1.38FISVDetails
Price/Sales
1.65
High:FISV
1.65FISVLow:FISV
1.65FISVDetails
Price/CF
10.99
High:FISV
10.99FISVLow:FISV
10.99FISVDetails
Price/FCF
15.06
High:FISV
15.06FISVLow:FISV
15.06FISVDetails
P/E Ratio
9.97
High:FISV
9.97FISVLow:FISV
9.97FISVDetails
PEG Ratio
40
High:FISV
40FISVLow:FISV
40FISVDetails
Price/Book
1.38
High:FISV
1.38FISVLow:FISV
1.38FISVDetails
Price/Sales
1.65
High:FISV
1.65FISVLow:FISV
1.65FISVDetails
Price/CF
10.99
High:FISV
10.99FISVLow:FISV
10.99FISVDetails
Price/FCF
15.06
High:FISV
15.06FISVLow:FISV
15.06FISVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.61% | Oct 2025 | - | 4 |
-0.43% | Jul 2025 | Aug 2025 | 1 |