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+0.99%
This Month
+0.99%
Year To Date
+38.61%
2 Years
+40.19%
5 Years
+97.17%
10 Years
-46.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash43.83%
- 📊 ETFs35.28%
- 🪙 Cryptocurrencies17.09%
- 💰 Finance2.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE21.94%
- 🌍 Digital Currency17.09%
- 🇺🇸 Nasdaq15.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.65%
Dividends
Dividend Yield
0.13%
1 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TROW (4.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TROW | 0.13% | 4.92% | $4.92 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
0.31
0.31
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
1.91
1.91
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.51
1.51
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.31
0.31
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
1.91
1.91
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.51
1.51
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
11.29
High:TROW
11.29TROWLow:TROW
11.29TROWDetails
PEG Ratio
2,684.26
High:TROW
2,684.26TROWLow:TROW
2,684.26TROWDetails
Price/Book
2.1
High:TROW
2.1TROWLow:TROW
2.1TROWDetails
Price/Sales
3.16
High:TROW
3.16TROWLow:TROW
3.16TROWDetails
Price/CF
8.78
High:TROW
8.78TROWLow:TROW
8.78TROWDetails
Price/FCF
20.43
High:TROW
20.43TROWLow:TROW
20.43TROWDetails
P/E Ratio
11.29
High:TROW
11.29TROWLow:TROW
11.29TROWDetails
PEG Ratio
2,684.26
High:TROW
2,684.26TROWLow:TROW
2,684.26TROWDetails
Price/Book
2.1
High:TROW
2.1TROWLow:TROW
2.1TROWDetails
Price/Sales
3.16
High:TROW
3.16TROWLow:TROW
3.16TROWDetails
Price/CF
8.78
High:TROW
8.78TROWLow:TROW
8.78TROWDetails
Price/FCF
20.43
High:TROW
20.43TROWLow:TROW
20.43TROWDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.89% | Jun 2012 | - | 164 |
-2.44% | Feb 2012 | Mar 2012 | 1 |