Generated based on your portfolio data
🌍 Geographic dominance Liquidity-driven rallies favor concentrated U.S. exposure in bull markets; no regional diversification shields from global liquidity spikes.
💰 Low-cost structure Ultra-low fees (0.05%) sustain margin over time, but concentrated risk erodes returns in high-volatility regimes.
📉 Cyclical exposure Sensitive sectors dominate, amplifying losses in downturns; defensive weight limits upside in prolonged recoveries.
🔄 Convex underperformance Sharp drawdowns in crises (e.g., wars, crashes) reveal grinding recoveries; earnings-driven rebounds rare without sector rotation.
Growth rate since Apr 2018
14.03%
Indexed values (base 100 at inception): market value vs. invested capital
The Growth Rate is calculated using the Internal Rate of Return (IRR), a performance metric that accounts for all contributions, withdrawals, and timing of cash flows in your portfolio. An IRR of 7% means your portfolio grew as if it earned a consistent 7% annual return over the selected period.
Sensitive
58.32%
Cyclical
25.46%
Defensive
16.22%
Information Technology
37.44%
Financials
12.77%
Consumer Discretionary
10.82%
Communication Services
10.54%
Health Care
9.10%
Industrials
7.51%
Consumer Staples
4.75%
Energy
2.83%
Utilities
2.38%
Real Estate
1.87%
North America
100.00%
United States of America
100.00%