The data below represents the period from January 2020 to October 2023, inclusively.
|
Singular |
Lite |
|
Annualized Return 14.73% |
Annualized Return 33.75% |
|
Maximum Drawdown 9.51% |
Maximum Drawdown 6.78% |
|
Standard Deviation 17% |
Standard Deviation 96% |
|
Best Monthly Return 12.07% |
Best Monthly Return 51.67% |
|
Worst Monthly Return -7.87% |
Worst Monthly Return -3.31% |
|
Average Monthly Return 1.20% |
Average Monthly Return 2.89% |
|
Sharpe Ratio 0.92 |
Sharpe Ratio 0.53 |
|
Sortino Ratio 3.16 |
Sortino Ratio 58.20 |
|
Calmar Ratio 1.55 |
Calmar Ratio 4.98 |
|
Correlation to S&P500 0.66 |
Correlation to S&P500 0.36 |
|
Minimum Portfolio Size $1,000 |
Minimum Portfolio Size $1,000 |
|
Holdings 1 ETF |
Holdings 1 Stock |
|
Update Frequency Monthly |
Update Frequency Monthly |
|
Download Factsheet
|
Download Factsheet
|
| $9 / Month | $49 / Month |
| $99 / Year | $499 / Year |
|
Premium |
Elite |
|
Annualized Return 35.84% |
Annualized Return 187.60% |
|
Maximum Drawdown 4.65% |
Maximum Drawdown 13.99% |
|
Standard Deviation 49% |
Standard Deviation 984% |
|
Best Monthly Return 37.95% |
Best Monthly Return 103.43% |
|
Worst Monthly Return -3.31% |
Worst Monthly Return -2.48% |
|
Average Monthly Return 2.75% |
Average Monthly Return 11.72% |
|
Sharpe Ratio 0.86 |
Sharpe Ratio 0.56 |
|
Sortino Ratio 22.26 |
Sortino Ratio 7.40 |
|
Calmar Ratio 7.71 |
Calmar Ratio 13.41 |
|
Correlation to S&P500 0.31 |
Correlation to S&P500 0.25 |
|
Minimum Portfolio Size $10,000 |
Minimum Portfolio Size $15,000 |
|
Holdings 3 Stocks |
Holdings 3 Stocks |
|
Update Frequency Monthly |
Update Frequency Weekly |
|
Download Factsheet
|
Download Factsheet
|
| $99 / Month | $399 / Month |
| $999 / Year | $3,999 / Year |
|
S&P 500 |
|
Annualized Return 8.80% |
|
Maximum Drawdown 23.32% |
|
Standard Deviation 20% |
|
Best Monthly Return 15.05% |
|
Worst Monthly Return -16.35% |
|
Average Monthly Return 0.87% |
|
Sharpe Ratio 0.51 |
|
Sortino Ratio 0.98 |
|
Calmar Ratio 0.38 |
