The Whale 30 2.0 Mid/Small/Micro Cap portfolio represents the top 30 holdings of the Mid/Small/Micro WhaleIndex. The portfolio is equally weighted and rebalanced quarterly 46 days after the end of each quarter. The portfolio is restricted to mid, small, and micro cap stocks only. The top 30 filers whose 5-year WhaleScore beats the S&P WhaleScore are used each quarter.
| 1-Wk | YTD | 1Y | 3Y | 5Y | Total Return | Annualized | Std Dev | BETA | ALPHA | Sortino | Sharpe | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Russell 2000 Total Return | -1.23% | -17.69% | -18.48% | 24.75% | 39.67% | 212.56% | 7.08% | 20.0% | 1.0 | 0.4 | 0.3 | |
| Whale 30 Mid/Small/Micro Cap - 2.0 | -2.18% | -33.96% | -42.27% | 22.46% | 74.25% | 664.46% | 12.98% | 23.61% | 1.21 | 2.12% | 0.63 | 0.51 |
| Name | Ticker | Sector | Div. Yield 1 | Market Cap 1 | Date Added | Return 5-day | Return 1 Month | Return Ytd | Return All-time |
|---|---|---|---|---|---|---|---|---|---|
| A subscription is required to view index holdings | |||||||||
The Whale 20 2.0 Mid/Small/Micro Cap portfolio represents the top 20 holdings of the Mid/Small/Micro WhaleIndex. The portfolio is equally weighted and rebalanced quarterly 46 days after the end of each quarter. The portfolio is restricted to mid, small, and micro cap stocks only. The top 20 filers whose 5-year WhaleScore beats the S&P WhaleScore are used.
| 1-Wk | YTD | 1Y | 3Y | 5Y | Total Return | Annualized | Std Dev | BETA | ALPHA | Sortino | Sharpe | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Russell 2000 Total Return | -1.23% | -17.69% | -18.48% | 24.75% | 39.67% | 212.56% | 7.08% | 20.0% | 1.0 | 0.4 | 0.3 | |
| Whale 20 Mid/Small/Micro Cap - 2.0 | -1.19% | -38.72% | -47.22% | 17.28% | 97.73% | 792.12% | 14.03% | 24.75% | 1.18 | 3.43% | 0.67 | 0.52 |
| Name | Ticker | Sector | Div. Yield 1 | Market Cap 1 | Date Added | Return 5-day | Return 1 Month | Return Ytd | Return All-time |
|---|---|---|---|---|---|---|---|---|---|
| A subscription is required to view index holdings | |||||||||
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