Historical Asset Allocation
The chart displays the historical amount of funds invested in a particular type of security and/or market sector or industry
The chart uses data from Trades import.
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- Max AuM
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- Month To Date (MTD)
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- Negative Year / Worst Negative Year
- Number of Months Fund Outperforms
- Number of Years
- Omega Ratio
- Percent Outperformance
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- Positive months (%)
- Price/Book Ratio
- Price/Earnings Ratio
- Quarter To Date (QTD)
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- Rate of Return
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- Since Inception to Last Quarter Return
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- Winning / Losing Months
- Winning 12M Rolling (%)
- Year To Date (YTD)
- Yearly Drawdown
- Yearly Returns