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Test Dash Portfolio
Select investment style.
Aggressive
×
Select the weight of social impact score on the portfolio.
0%
25%
50%
75%
100%
FSMEX
MTCBX
MTCCX
MTCAX
LCGFX
Selected Portfolio
0.65
0.7
0.75
0.8
0.85
3.3
3.4
3.5
3.6
3.7
3.8
Individual Fund Performance
Aa
Portfolio Performance
Maximum Sharpe Ratio Portfolio
Aa
Efficient Frontier Optimization Result
Annualized Volatility
Annualized Return
plotly-logomark
22.16%
FSMEX
0.0%
MTCBX
0.0%
MTCCX
68.81%
MTCAX
9.02%
LCGFX
Portfolio Allocation
plotly-logomark
Annualized Return
Annualized Volatility
3.68
0.74
Maximum Sharpe Ratio Portfolio Performance
plotly-logomark
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
10
20
30
40
50
60
FSMEX
MTCBX
MTCCX
MTCAX
LCGFX
Individual Funds Performance
Date
Return
plotly-logomark
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
−0.2
−0.1
0
0.1
0.2
FSMEX
MTCBX
MTCCX
MTCAX
LCGFX
Individual Funds Performance
Date
Return
plotly-logomark
0.3
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