FixedIncome-FT's Factsheet • August 31, 2026
AUGUST
+0.86%
YEAR TO DATE
+1.76%
1 YEAR
+3.11%
ALL TIME
+6.79%
ANNUALIZED RETURN
+6.79%
TRACK RECORD
1.3 years
About FixedIncome-FT
𝙎𝙩𝙖𝙗𝙞𝙡𝙞𝙩𝙮 𝙖𝙣𝙙 𝙄𝙣𝙘𝙤𝙢𝙚 𝙬𝙞𝙩𝙝 𝙇𝙤𝙬 𝙑𝙤𝙡𝙖𝙩𝙞𝙡𝙞𝙩𝙮
For investors focused on income and capital stability, this Franklin Templeton-backed portfolio delivers low volatility with consistent exposure to fixed income.
It holds a steady 90% fixed income and 10% equity allocation. This structure supports income generation while minimizing market risk — ideal for those with shorter-term goals.
Minimum investment: $1,000
For investors focused on income and capital stability, this Franklin Templeton-backed portfolio delivers low volatility with consistent exposure to fixed income.
It holds a steady 90% fixed income and 10% equity allocation. This structure supports income generation while minimizing market risk — ideal for those with shorter-term goals.
Minimum investment: $1,000
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
110
Assets Under Copy
$300K-$1M
Risk Score
3
Type
Smart Portfolio
Copiers
110
Assets Under Copy
$300K-$1M
Risk Score
3
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-2.35% | Mar 2026 | May 2026 | 2 |
-1.23% | Jul 2026 | - | 2 |
Performance Metrics
Score 3.6/10
Beta
0.21
0.21
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-2.24
-2.24
-3
0
2
4.5
4.5
Omega Ratio
0.27
0.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-1.68
-1.68
-2
0.3
0.6
1
1
Calmar Ratio
2.3
2.3
0
0.3
0.6
3
3
Beta
0.21
0.21
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-2.24
-2.24
-3
0
2
4.5
4.5
Omega Ratio
0.27
0.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-1.68
-1.68
-2
0.3
0.6
1
1
Calmar Ratio
2.3
2.3
0
0.3
0.6
3
3
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous94.78%
- 📊 ETFs4.48%
- 💵 Cash0.78%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE94.78%
- 🇩🇪 Xetra ETFs4.48%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 13 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 |
|---|
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