Target2028-FT's Factsheet • May 31, 2026
MAY
+2.43%
YEAR TO DATE
+4.71%
1 YEAR
+10.44%
ALL TIME
+13.76%
ANNUALIZED RETURN
+13.76%
TRACK RECORD
1.1 years
About Target2028-FT
This Franklin Templeton-backed portfolio is part of eToro’s Target Model Smart Portfolios. It’s designed for investors with a near-term future plan who want growth with built-in risk control.
It starts with 40% equity and 60% fixed income, gliding to 10/90 by mid-2028. This gradual shift reduces risk over time, aiming to preserve capital as your goal date nears.
Minimum investment: $1,000
It starts with 40% equity and 60% fixed income, gliding to 10/90 by mid-2028. This gradual shift reduces risk over time, aiming to preserve capital as your goal date nears.
Minimum investment: $1,000
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
175
Assets Under Copy
$300K-$1M
Risk Score
3
Type
Smart Portfolio
Copiers
175
Assets Under Copy
$300K-$1M
Risk Score
3
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.94% | Mar 2026 | May 2026 | 2 |
Performance Metrics
Score 5.1/10
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
1.2
1.2
0
0.5
1
2
2
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
-1.5
-1.5
-2
0
2
4.5
4.5
Omega Ratio
0.27
0.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
-1.67
-1.67
-2
0.3
0.6
1
1
Calmar Ratio
3.08
3.08
0
0.3
0.6
4
4
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
1.2
1.2
0
0.5
1
2
2
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
-1.5
-1.5
-2
0
2
4.5
4.5
Omega Ratio
0.27
0.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
-1.67
-1.67
-2
0.3
0.6
1
1
Calmar Ratio
3.08
3.08
0
0.3
0.6
4
4
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous99.26%
- 💵 Cash0.82%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE99.26%
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