Portfolio Growth

$1,000 invested in January 1, 2016 would be worth $5,756 as of August 31, 2025, which represents a cumulative return of 475.58%. Over the same period, the benchmark would be worth $3,694, which represents a cumulative return of 269.43%.

Return

Over the period, the portfolio generated a return of 19.85% per year, with 76 out of 116 or 65.52% of months positive. Over the same period, the benchmark generated a return of 14.47% per year, with 82 out of 116 or 70.69% of months positive. The best year for the portfolio was 2017 with 91.39% return(Insights Available)and the worst year over the period was 2022 with -16.21% return(Insights Available).

Risk

The maximum drawdown of the portfolio was 20.30% from November 1, 2021 to September 30, 2022(Insights Available)with a recovery time of 14 months. Over the same period maximum drawdown of the benchmark was 23.95% from January 1, 2022 to September 30, 2022 with a recovery time of 15 months. The risk adjusted return of the portfolio, measured by the Sharpe Ratio, was 1.11. Whereas the Sharpe ratio of the benchmark was 0.83. The portfolio captured 75.71% of the upside of the benchmark whilst capturing 29.72% of the downside.