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+0.52%
This Month
+0.52%
Year To Date
-11.7%
2 Years
-11.7%
5 Years
-11.7%
10 Years
-8.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance23.38%
- 💻 Electronic Technology17.56%
- 🏥 Health Services10.74%
- 🪨 Non Energy Minerals10.59%
- 💼 Commercial Services10.13%
- 💵 Cash8.7%
- ⚡ Utilities5.23%
- 🧬 Health Technology3.83%
- 🛠️ Producer Manufacturing3.76%
- 🛍️ Retail Trade3.03%
- 🖥️ Technology Services2.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.06%
- 🇺🇸 Nasdaq30.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States90.63%
Dividends
Dividend Yield
0.57%
8 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.98%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.34
-0.34
-1
1
2
3
3
Jensen's Alpha
-18.82
-18.82
-19
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-0.66
-0.66
-1
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.34
-0.34
-1
1
2
3
3
Jensen's Alpha
-18.82
-18.82
-19
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-0.66
-0.66
-1
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.71
High:
VST
59.17VSTLow:
KURA
-3.24KURADetails
PEG Ratio
479.02
High:
SANM
2,095.36SANMLow:
AA
0.37AADetails
Price/Book
7.48
High:
MA
59.37MALow:
HUM
1.26HUMDetails
Price/Sales
3.06
High:MA
14.98MALow:HUM
0.19HUMDetails
Price/CF
17.39
High:
PSIX
37.61PSIXLow:KURA
8.83KURADetails
Price/FCF
29.72
High:
GEO
108.88GEOLow:KURA
9.33KURADetails
P/E Ratio
27.71
High:VST
59.17VSTLow:KURA
-3.24KURADetails
PEG Ratio
479.02
High:SANM
2,095.36SANMLow:AA
0.37AADetails
Price/Book
7.48
High:MA
59.37MALow:HUM
1.26HUMDetails
Price/Sales
3.06
High:MA
14.98MALow:HUM
0.19HUMDetails
Price/CF
17.39
High:PSIX
37.61PSIXLow:KURA
8.83KURADetails
Price/FCF
29.72
High:GEO
108.88GEOLow:KURA
9.33KURADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.82% | Apr 2024 | Jun 2025 | 14 |
-7.32% | Nov 2025 | - | 3 |