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+1.48%
This Month
+10.64%
Year To Date
+52.21%
2 Years
+65.79%
5 Years
+65.79%
10 Years
+6.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⛏️ Energy Minerals91.15%
- 💵 Cash10.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE91.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.25%
- 🇬🇧 United Kingdom44.9%
Dividends
Performance Metrics
Score 5.9/10
Beta
0.09
0.09
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
2.26
2.26
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
3.08
3.08
0
0.75
1.25
4
4
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
0.09
0.09
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
2.26
2.26
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
3.08
3.08
0
0.75
1.25
4
4
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
13.95
High:
SHEL
13.64SHELLow:
BTU
-79.68BTUDetails
PEG Ratio
70.13
High:SHEL
70.13SHELLow:SHEL
70.13SHELDetails
Price/Book
1.35
High:SHEL
1.36SHELLow:BTU
1.23BTUDetails
Price/Sales
0.9
High:BTU
1.14BTULow:SHEL
0.9SHELDetails
Price/CF
5.27
High:BTU
11.01BTULow:SHEL
5.22SHELDetails
Price/FCF
15.64
High:SHEL
15.99SHELLow:BTU
7.31BTUDetails
P/E Ratio
13.95
High:SHEL
13.64SHELLow:BTU
-79.68BTUDetails
PEG Ratio
70.13
High:SHEL
70.13SHELLow:SHEL
70.13SHELDetails
Price/Book
1.35
High:SHEL
1.36SHELLow:BTU
1.23BTUDetails
Price/Sales
0.9
High:BTU
1.14BTULow:SHEL
0.9SHELDetails
Price/CF
5.27
High:BTU
11.01BTULow:SHEL
5.22SHELDetails
Price/FCF
15.64
High:SHEL
15.99SHELLow:BTU
7.31BTUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.9% | Oct 2025 | - | 6 |
-13.32% | Mar 2014 | Mar 2024 | 120 |
-9.73% | Jan 2025 | May 2025 | 4 |
-5.87% | Jul 2024 | Dec 2024 | 5 |
-0.83% | Apr 2024 | May 2024 | 1 |