Mastercard Inc
Provider: Exchange
| Annualised Return | 24.53% |
| Realised Volatility | 26.84% |
| Downside Volatility | 17.28% |
| Max Drawdown | -55.9% |
| Winning months | 63.51% |
| Sharpe Ratio | 0.91 |
| Sortino Ratio | 1.42 |
| Calmar Ratio | 0.44 |
| Viking Ratio | 0.3 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.64% | 3.76% | -4.89% | 0.15% | 6.85% | 0.67% | 12.3% | ||||||
| 2024 | 5.49% | 5.68% | 1.43% | -6.18% | -0.92% | -1.32% | 5.27% | 4.23% | 2.16% | 1.31% | 6.68% | -1.2% | 24.17% |
| 2023 | 6.75% | -4.13% | 2.29% | 4.74% | -3.95% | 7.75% | 0.39% | 4.66% | -4.05% | -4.8% | 9.96% | 3.06% | 23.4% |
| 2022 | 7.67% | -6.62% | -0.95% | 1.82% | -1.52% | -11.85% | 12.32% | -8.32% | -12.34% | 15.6% | 8.6% | -2.43% | -2.66% |
| 2021 | -11.28% | 11.88% | 0.62% | 7.43% | -5.62% | 1.25% | 5.84% | -10.29% | 0.42% | -3.38% | -6.14% | 14.1% | 1.16% |
| 2020 | 5.95% | -8.13% | -16.78% | 14.01% | 9.43% | -1.72% | 4.48% | 16.1% | -5.59% | -14.55% | 16.58% | 6.07% | 20.19% |
| 2019 | 12.11% | 6.46% | 4.75% | 8.13% | -1.08% | 5.19% | 3.05% | 3.34% | -3.48% | 2.05% | 5.57% | 2.18% | 59.16% |
| 2018 | 11.83% | 4% | -0.34% | 1.92% | 6.65% | 3.37% | 0.88% | 8.87% | 3.27% | -11.1% | 1.72% | -6.18% | 25.31% |
| 2017 | 3.2% | 3.88% | 1.82% | 3.63% | 5.64% | -1.16% | 5.42% | 4.3% | 5.93% | 5.52% | 1.14% | 0.59% | 47.69% |
| 2016 | -8.37% | -2.37% | 8.72% | 2.84% | -1.12% | -8.18% | 8.39% | 1.46% | 5.32% | 5.36% | -4.5% | 1.03% | 6.91% |
| 2015 | -4.61% | 9.87% | -4.15% | 4.61% | 2.27% | 1.32% | 4.37% | -5.16% | -2.44% | 10.03% | -1.08% | -0.57% | 13.81% |
| 2014 | -9.29% | 2.7% | -3.89% | -1.39% | 3.94% | -3.9% | 1.07% | 2.24% | -2.49% | 13.47% | 4.23% | -1.29% | 3.73% |
| 2013 | 5.58% | -0.11% | 4.5% | 2.3% | 3.13% | 0.75% | 6.39% | -0.74% | 11.01% | 6.68% | 6.1% | 9.81% | 70.68% |
| 2012 | -4.59% | 18.12% | 0.13% | 7.62% | -10.12% | 5.81% | 1.57% | -3.13% | 6.76% | 2.16% | 6.02% | 0.53% | 32.09% |
| 2011 | 5.6% | 1.71% | 4.64% | 9.66% | 4.05% | 4.98% | 0.68% | 8.73% | -3.81% | 9.54% | 7.86% | -0.46% | 66.72% |
| 2010 | -2.32% | -10.22% | 13.21% | -2.29% | -18.65% | -1.11% | 5.35% | -5.56% | 12.93% | 7.24% | -1.26% | -5.45% | -12.22% |
| 2009 | -4.91% | 16.39% | 5.98% | 9.64% | -3.88% | -5.12% | 16.08% | 4.43% | -0.24% | 8.43% | 9.97% | 6.28% | 79.73% |
| 2008 | -3.74% | -8.21% | 17.36% | 24.82% | 10.96% | -13.97% | -8% | -0.66% | -26.89% | -16.56% | -1.7% | -1.63% | -33.39% |
| 2007 | 10.9% | -3.92% | -0.88% | 5.27% | 33.91% | 11.01% | -3.06% | -14.81% | 8.02% | 28.47% | 5.66% | 7.25% | 114.64% |