The Portfolio
The Implementation
The Performance
Portfolio Performance (Dec 2022 - Dec 2024)
Start Balance
$10,000
End Balance
$13,625
Annualized Return (CAGR)
16.73%
Standard Deviation
8.73%
Best Year
18.10%
Worst Year
15.36%
Maximum Drawdown
-4.15%
Sharpe Ratio
1.24
Sortino Ratio
2.63