JULY
-0.04%
YEAR TO DATE
+3.61%
1 YEAR
+3.25%
5 YEARS
+9.62%
ANNUALIZED RETURN
+4.91%
TRACK RECORD
2.3 years
About YieldGrowth
Fixed income is an investment approach focused on preserving capital and income. It carries lower risk than stocks because fixed-income assets are generally less sensitive to macroeconomic risks, offsetting potential losses when markets swing.
The portfolio allocates across different strategies of fixed-income ETFs, such as government and corporate bonds, inflation-protected, bullet and floating rate instruments, investment grade and high yield risks, and short and medium-term durations.
The YieldGrowth Smart Portfolio is well-suited for sophisticated investors seeking a prudent and comprehensive fixed-income investment solution with the potential for income generation and long-term wealth accumulation.
eToro's YieldGrowth Smart Portfolio allocated capital to fixed-income ETFs, based on eToro’s asset universe, of leading fixed-income ETFs with all sets of risk coverages and focused on the US market.
The minimum investment amount for this portfolio is $500.
The portfolio allocates across different strategies of fixed-income ETFs, such as government and corporate bonds, inflation-protected, bullet and floating rate instruments, investment grade and high yield risks, and short and medium-term durations.
The YieldGrowth Smart Portfolio is well-suited for sophisticated investors seeking a prudent and comprehensive fixed-income investment solution with the potential for income generation and long-term wealth accumulation.
eToro's YieldGrowth Smart Portfolio allocated capital to fixed-income ETFs, based on eToro’s asset universe, of leading fixed-income ETFs with all sets of risk coverages and focused on the US market.
The minimum investment amount for this portfolio is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
229
Assets Under Copy
$300K-$1M
Risk Score
2
Type
Smart Portfolio
Copiers
229
Assets Under Copy
$300K-$1M
Risk Score
2
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-2.15% | Aug 2023 | Nov 2023 | 3 |
-1.42% | Oct 2024 | Feb 2025 | 4 |
-1.15% | Apr 2024 | Jun 2024 | 2 |
-0.53% | Feb 2024 | Mar 2024 | 1 |
-0.19% | Jun 2023 | Jul 2023 | 1 |
-0.06% | Mar 2025 | Apr 2025 | 1 |
-0.04% | Jul 2025 | - | 1 |
Performance Metrics
Score 3/10
Beta
0.16
0.16
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.25
-0.25
-1
1
2
3
3
Jensen's Alpha
-3.07
-3.07
-4
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
-0.31
-0.31
-1
0.75
1.25
2
2
Information Ratio
-1.43
-1.43
-2
0.3
0.6
1
1
Calmar Ratio
1.94
1.94
0
0.3
0.6
2
2
Beta
0.16
0.16
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.25
-0.25
-1
1
2
3
3
Jensen's Alpha
-3.07
-3.07
-4
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
-0.31
-0.31
-1
0.75
1.25
2
2
Information Ratio
-1.43
-1.43
-2
0.3
0.6
1
1
Calmar Ratio
1.94
1.94
0
0.3
0.6
2
2
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs97.55%
- 💵 Cash2.51%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.31%
- 🇺🇸 Nasdaq34.49%
- 🇺🇸 Chicago Board Options Exchange4.76%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
4.24%
13 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SHYG (7.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HYG | 0.84% | 5.77% | - |
 IGIB | 0.44% | 4.43% | - |
 LQD | 0.43% | 4.37% | - |
 VCSH | 0.4% | 4.13% | - |
 IEF | 0.37% | 3.7% | - |
 SHYG | 0.34% | 7.06% | - |
 STIP | 0.28% | 2.91% | - |
 FLOT | 0.25% | 5.33% | - |
 SPSB | 0.23% | 4.78% | - |
 BIL | 0.22% | 4.58% | - |
 AGG | 0.19% | 3.79% | - |
 VTIP | 0.14% | 2.74% | - |
 TIP | 0.12% | 2.47% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Monthly Returns
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results