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@liam · Interactive Brokers - XUS ValueS&P 500
Performance overlay
@liam · Interactive Brokers - XUS Value+36.2%
+34.6 pts ahead
Range+36.16%
| Metric | @liam · Interactive Brokers - XUS Value | S&P 500 |
|---|---|---|
| Performance | ||
| CAGR | +1700.1% | +11.3% |
| Since inception | +36.2% | +70.7% |
| 1Y return | — | +20.2% |
| YTD return | +36.2% | +9.3% |
| Risk | ||
| Max drawdown | -2.5% | -25.4% |
| Volatility | +47.9% | +17.2% |
| Beta | — | — |
| Sharpe | 4.35 | 0.71 |
| Valuation | ||
| Blended P/E | — | 26.81 |
| Dividend yield | +0.0% | +1.0% |
| Composition | ||
| Holdings | 34 | — |
| Top-3 concentration | +67.9% | — |
| Turnover | +38.5% | — |
| Avg market cap | $1B | — |
Top holdings · % of entity
| Symbol | @liam · Interactive Brokers - XUS Value |
|---|---|
| 000921 | 28.6% |
| DDI | 20.4% |
| TAL.TO | 18.9% |
| 8053.T | 7.3% |
| 8002.T | 5.7% |
| 9022.T | 4.4% |
| LNSR | 2.2% |
| 2357.TW | 2.2% |
| 9939.HK | 1.5% |
| 6533.TW | 1.2% |
| AUTO.OL | 0.9% |
| GRSD | 0.9% |
| 4938.TW | 0.7% |
| ONT.L | 0.7% |
| PTAL.L | 0.6% |
| 2385.TW | 0.6% |
| TRN.L | 0.6% |
| ADYEN.AS | 0.4% |
| RSX | 0.4% |
| SUNB.L | 0.3% |
| FLEX | 0.2% |
| ULVR.L | 0.2% |
| NESN.SE | 0.2% |
| 6657.TW | 0.2% |
| RSXJ | 0.2% |
| LIT | 0.1% |
| AES | 0.1% |
| GRWG | 0.1% |
| 192080.KS | 0.1% |
| LKNCY | 0.1% |