Covestor Profile Picture
  • Company Name Covestor
Manager Disclosure Document

Covestor

Investment Adviser

Investment portfolio

Covestor Core Growth

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
0.71

365 days

Manager performance
0.00107,-0.00052,-0.00270,0.00379,-0.00140,0.00013,0.00884,0.00100,-0.00015,-0.00595,0.00454,0.00114,-0.00568,0.00539,0.00315,0.00296,0.00174,0.00004,0.00339,-0.00277,0.00102,0.00000,-0.00051,0.00770,0.00540,0.00100,-0.00040,-0.00301,-0.00265,0.00205,-0.00128,0.00108,0.00766,0.00082,0.00106,-0.00208,-0.00965,0.00293,-0.00037,0.00204,0.00480,0.00569,0.00073,0.00296,-0.00322,-0.00495,0.00340,-0.00499,0.00071,0.00486,-0.00230,0.00329,-0.01032,0.00875,-0.00086,0.00499,0.00152,0.00106,-0.00327,0.00144,-0.00377,-0.00183,-0.01532,-0.00090,0.00615,-0.00944,-0.00150,-0.00398,0.00772,0.00529,-0.00116,0.00543,0.00232,-0.00012,0.00637,0.00332,0.00000,0.00150,-0.00272,0.00491,0.00201,0.00176,-0.00292,0.00107,-0.00026,0.00471,-0.00309,0.00423,-0.00541,-0.00672,0.00001,-0.00226,-0.00773,-0.00227,0.00684,-0.00373,0.00256,-0.00303,-0.00772,-0.00549,0.00194,-0.01322,0.00542,-0.00631,0.00195,-0.01036,-0.00097,0.00594,0.00497,-0.01029,0.01323,-0.01562,-0.01178,-0.00237,0.00297,-0.00651,-0.00248,0.00925,0.00574,0.01051,-0.00610,0.00677,0.00487,-0.00277,0.01165,-0.00208,0.00591,0.00947,-0.00235,-0.00260,0.00038,-0.00225,0.00242,0.00169,0.00200,-0.00272,-0.00001,0.00262,-0.00330,0.00519,-0.00194,0.00058,0.01047,0.00045,-0.00050,0.00411,-0.00773,-0.00707,0.00176,0.00220,-0.00056,0.00039,-0.00742,-0.00205,-0.01152,-0.00043,-0.01215,-0.01100,-0.00312,0.01662,0.01500,0.00320,0.00059,-0.00223,0.00028,0.00341,0.00319,-0.00271,-0.00592,-0.00245,-0.01287,-0.00569,0.01141,0.01264,-0.00462,-0.00486,0.00099,-0.00181,-0.00159,0.00926,-0.00017,0.00730,0.01060,-0.00455,0.00443,-0.00461,-0.00987,0.00557,-0.01276,0.01000,0.01266,-0.00490,0.00801,-0.00886,-0.00293,0.00420,-0.00236,0.01215,0.00527,-0.00051,0.00217,-0.00177,0.00522,-0.00265,0.00458,0.00005,-0.00206,0.00033,0.00086,-0.00451,-0.00502,0.00079,-0.01382,0.00092,-0.01389,0.00222,0.00849,-0.00656,0.00952,0.00005,0.01682,-0.00820,0.01196,0.00155,-0.00154,-0.01401,-0.00390,0.00123,0.00913,-0.00417,0.00458,0.00588,0.00790,-0.00204,0.00569,0.00249,0.00193,-0.00347,0.00331,0.00460,0.00278,-0.01063,0.00190,0.00300,0.00384,0.00346,0.00287,-0.00020,0.00115,-0.00650,-0.00855,0.00570:#0c3557:Manager -0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092:#c8c8c8:S&P_500
6.7%

365 days

Risk score

NO FEE
$10,000 minimum


Covestor Core Balanced

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
0.82

365 days

Manager performance
0.00097,-0.00026,-0.00256,0.00349,-0.00108,0.00009,0.00700,0.00090,0.00007,-0.00461,0.00342,0.00109,-0.00451,0.00419,0.00238,0.00286,0.00184,0.00045,0.00268,-0.00186,-0.00016,-0.00059,-0.00029,0.00660,0.00447,0.00053,-0.00073,-0.00232,-0.00198,0.00175,-0.00103,0.00078,0.00664,0.00063,0.00140,-0.00176,-0.00733,0.00273,-0.00001,0.00171,0.00356,0.00397,-0.00022,0.00236,-0.00270,-0.00337,0.00284,-0.00369,0.00071,0.00371,-0.00216,0.00269,-0.00765,0.00689,-0.00072,0.00416,0.00135,0.00019,-0.00242,0.00112,-0.00294,-0.00198,-0.01295,-0.00057,0.00509,-0.00755,-0.00089,-0.00253,0.00645,0.00418,-0.00121,0.00489,0.00198,0.00036,0.00489,0.00252,0.00012,0.00152,-0.00217,0.00397,0.00167,0.00146,-0.00172,0.00106,-0.00118,0.00342,-0.00269,0.00349,-0.00392,-0.00579,-0.00036,-0.00163,-0.00695,-0.00189,0.00566,-0.00283,0.00189,-0.00206,-0.00623,-0.00424,0.00145,-0.01030,0.00461,-0.00422,0.00101,-0.00756,-0.00088,0.00506,0.00369,-0.00755,0.01138,-0.01291,-0.00903,-0.00231,0.00286,-0.00487,-0.00150,0.00695,0.00510,0.00896,-0.00507,0.00541,0.00393,-0.00185,0.00908,-0.00188,0.00488,0.00770,-0.00203,-0.00217,0.00069,-0.00148,0.00272,0.00095,0.00158,-0.00199,-0.00006,0.00202,-0.00243,0.00421,-0.00215,0.00122,0.00815,0.00060,0.00008,0.00330,-0.00562,-0.00640,0.00118,0.00176,0.00008,-0.00004,-0.00539,-0.00081,-0.00923,0.00003,-0.00926,-0.00906,-0.00251,0.01344,0.01199,0.00293,0.00042,-0.00220,-0.00046,0.00281,0.00340,-0.00205,-0.00485,-0.00103,-0.00982,-0.00409,0.00906,0.01004,-0.00348,-0.00398,0.00037,-0.00094,-0.00120,0.00707,-0.00001,0.00513,0.00874,-0.00327,0.00315,-0.00429,-0.00744,0.00409,-0.00955,0.00772,0.00990,-0.00375,0.00631,-0.00777,-0.00242,0.00320,-0.00181,0.00978,0.00403,-0.00116,0.00195,-0.00180,0.00411,-0.00171,0.00411,0.00020,-0.00229,0.00066,-0.00025,-0.00378,-0.00405,0.00062,-0.01249,0.00131,-0.01070,0.00199,0.00709,-0.00572,0.00816,-0.00009,0.01485,-0.00691,0.00993,0.00111,-0.00114,-0.01231,-0.00344,0.00110,0.00808,-0.00300,0.00370,0.00440,0.00657,-0.00186,0.00466,0.00144,0.00176,-0.00267,0.00269,0.00407,0.00216,-0.00849,0.00164,0.00183,0.00271,0.00291,0.00239,-0.00069,0.00029,-0.00529,-0.00684,0.00389:#0c3557:Manager -0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092:#c8c8c8:S&P_500
6.2%

365 days

Risk score

NO FEE
$10,000 minimum


Covestor Core Moderate

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
0.73

365 days

Manager performance
0.00083,0.00010,-0.00233,0.00278,-0.00069,-0.00014,0.00434,0.00079,0.00044,-0.00297,0.00166,0.00098,-0.00278,0.00256,0.00133,0.00278,0.00158,0.00100,0.00175,-0.00102,-0.00184,-0.00162,-0.00015,0.00499,0.00347,-0.00010,-0.00140,-0.00155,-0.00040,0.00132,-0.00056,0.00045,0.00527,0.00111,0.00188,-0.00144,-0.00403,0.00237,0.00024,0.00107,0.00146,0.00133,-0.00144,0.00153,-0.00255,-0.00133,0.00173,-0.00212,0.00026,0.00214,-0.00233,0.00192,-0.00367,0.00394,-0.00051,0.00247,0.00125,-0.00085,-0.00104,0.00052,-0.00193,-0.00228,-0.00972,-0.00070,0.00383,-0.00515,0.00034,-0.00073,0.00435,0.00263,-0.00171,0.00385,0.00128,0.00091,0.00254,0.00132,0.00031,0.00159,-0.00142,0.00259,0.00120,0.00112,0.00000,0.00108,-0.00282,0.00149,-0.00236,0.00240,-0.00215,-0.00468,-0.00121,-0.00096,-0.00599,-0.00117,0.00421,-0.00214,0.00039,-0.00104,-0.00445,-0.00243,0.00101,-0.00627,0.00321,-0.00094,-0.00091,-0.00366,-0.00101,0.00347,0.00250,-0.00415,0.00865,-0.00946,-0.00526,-0.00197,0.00204,-0.00323,0.00010,0.00395,0.00387,0.00712,-0.00395,0.00398,0.00224,-0.00057,0.00600,-0.00112,0.00288,0.00535,-0.00131,-0.00207,0.00106,-0.00006,0.00310,-0.00046,0.00142,-0.00128,-0.00057,0.00156,-0.00116,0.00266,-0.00244,0.00232,0.00499,0.00055,0.00100,0.00195,-0.00453,-0.00429,-0.00058,0.00106,0.00071,-0.00070,-0.00322,0.00140,-0.00655,0.00055,-0.00557,-0.00694,-0.00167,0.00880,0.00797,0.00268,-0.00070,-0.00195,-0.00178,0.00209,0.00296,-0.00128,-0.00384,0.00070,-0.00592,-0.00221,0.00566,0.00672,-0.00206,-0.00347,-0.00081,0.00079,-0.00087,0.00477,-0.00029,0.00229,0.00611,-0.00178,0.00174,-0.00319,-0.00498,0.00206,-0.00354,0.00492,0.00748,-0.00330,0.00463,-0.00587,-0.00155,0.00169,-0.00146,0.00665,0.00294,-0.00182,0.00132,-0.00162,0.00253,-0.00074,0.00302,0.00123,-0.00269,0.00163,-0.00200,-0.00232,-0.00237,0.00037,-0.01131,0.00151,-0.00708,0.00141,0.00509,-0.00503,0.00599,-0.00095,0.01339,-0.00521,0.00813,0.00129,-0.00126,-0.00942,-0.00239,-0.00015,0.00550,-0.00262,0.00320,0.00195,0.00522,-0.00106,0.00095,-0.00096,0.00225,-0.00211,0.00246,0.00424,0.00152,-0.00485,0.00104,-0.00002,0.00058,0.00296,0.00189,-0.00098,-0.00073,-0.00353,-0.00370,0.00145:#0c3557:Manager -0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092:#c8c8c8:S&P_500
3.9%

365 days

Risk score

NO FEE
$10,000 minimum


Multi-manager portfolio

Covestor Risk Protection

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
0.62

365 days

Manager performance
0.00179,0.00087,-0.00529,0.00089,-0.00037,0.00199,0.00777,-0.00185,-0.00297,-0.00367,0.00342,0.00024,-0.00322,0.00269,0.00031,0.00228,0.00293,0.00019,0.00227,-0.00001,-0.00028,-0.00030,0.00049,0.00554,0.00319,-0.00070,-0.00058,-0.00289,-0.00141,0.00255,0.00244,0.00064,0.00423,0.00171,0.00033,-0.00059,-0.00362,0.00149,0.00024,0.00212,0.00107,0.00286,-0.00087,0.00158,-0.00243,-0.00191,0.00253,-0.00312,0.00005,0.00268,-0.00134,0.00443,-0.00552,0.00542,-0.00069,0.00340,0.00118,-0.00101,-0.00240,0.00030,-0.00254,-0.00221,-0.01213,-0.00238,0.00482,-0.00703,0.00063,-0.00197,0.00582,0.00497,-0.00178,0.00457,0.00224,0.00134,0.00408,0.00314,0.00105,0.00204,-0.00211,0.00247,0.00098,0.00119,-0.00138,0.00115,-0.00208,0.00081,-0.00222,0.00386,-0.00304,-0.00417,0.00014,-0.00014,-0.00689,-0.00164,0.00527,-0.00139,0.00115,-0.00078,-0.00550,-0.00439,0.00264,-0.00881,0.00499,-0.00206,-0.00268,-0.00555,-0.00118,0.00333,0.00107,-0.00685,0.00999,-0.01283,-0.00695,-0.00551,0.00183,-0.00165,0.00048,0.00488,0.00515,0.00930,-0.00367,0.00494,0.00318,-0.00061,0.00508,-0.00199,0.00055,0.00409,-0.00246,-0.00301,0.00228,0.00016,0.00374,0.00005,0.00072,-0.00026,0.00058,0.00141,0.00071,0.00333,-0.00116,0.00282,0.00332,0.00113,-0.00017,0.00321,-0.00586,-0.00645,0.00255,0.00126,-0.00138,-0.00094,-0.00628,0.00114,-0.00801,0.00115,-0.00811,-0.00707,-0.00228,0.01366,0.01070,0.00317,0.00297,-0.00035,-0.00195,0.00214,0.00171,-0.00149,-0.00555,0.00189,-0.00850,-0.00208,0.00720,0.00776,-0.00321,-0.00312,-0.00132,-0.00043,-0.00206,0.00695,0.00036,0.00387,0.00722,-0.00211,0.00384,-0.00478,-0.00624,0.00392,-0.00672,0.00572,0.00783,-0.00195,0.00286,-0.00561,-0.00148,0.00134,-0.00053,0.00466,0.00114,-0.00213,0.00128,-0.00215,0.00267,0.00163,0.00354,0.00043,-0.00288,0.00095,-0.00293,-0.00296,-0.00199,0.00004,-0.00939,0.00200,-0.00389,0.00046,0.00339,-0.00343,0.00528,-0.00005,0.01046,-0.00422,0.00578,0.00108,-0.00102,-0.00632,-0.00331,0.00150,0.00447,-0.00279,0.00091,0.00035,0.00336,0.00030,0.00157,-0.00043,0.00195,-0.00137,0.00235,0.00266,-0.00011,-0.00420,0.00223,-0.00038,0.00168,0.00243,0.00144,-0.00019,-0.00017,-0.00358,-0.00482,0.00171:#0c3557:Manager -0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092:#c8c8c8:S&P_500
3.8%

365 days

Risk score

1% fee
$100,000 minimum


Covestor Yield

See full details
  • Strategy
    Yield
Sharpe ratio
0.48

365 days

Manager performance
0.00101,0.00075,-0.00565,0.00643,-0.00222,0.00100,0.00875,-0.00316,-0.00475,-0.00739,0.00339,0.00142,-0.00295,0.00318,0.00229,0.00214,0.00388,-0.00100,0.00185,0.00199,0.00111,-0.00044,0.00184,0.00785,0.00546,0.00175,-0.00069,-0.00421,-0.00296,0.00208,0.00219,0.00111,0.00564,0.00309,0.00122,0.00140,-0.00512,0.00181,-0.00033,0.00242,0.00057,0.00224,-0.00171,0.00131,-0.00384,-0.00269,0.00316,-0.00263,0.00145,0.00234,-0.00108,0.00452,-0.00816,0.00731,-0.00212,0.00479,0.00045,0.00218,-0.00378,0.00027,-0.00253,-0.00271,-0.01585,-0.00398,0.00607,-0.00995,0.00105,-0.00361,0.00730,0.00676,-0.00133,0.00471,0.00383,0.00347,0.00434,0.00249,0.00176,0.00197,-0.00317,0.00461,0.00142,0.00154,-0.00183,0.00153,-0.00199,0.00273,-0.00317,0.00468,-0.00456,-0.00596,-0.00040,0.00007,-0.00816,-0.00169,0.00433,-0.00169,0.00109,-0.00232,-0.00673,-0.00366,0.00081,-0.01155,0.00562,-0.00470,-0.00232,-0.00947,-0.00286,0.00452,0.00093,-0.00674,0.01004,-0.01645,-0.01113,-0.00780,0.00143,-0.00306,0.00293,0.00750,0.00695,0.01191,-0.00331,0.00469,0.00627,-0.00150,0.00841,-0.00279,0.00180,0.00516,-0.00192,-0.00316,0.00275,-0.00275,0.00491,0.00198,0.00025,-0.00007,-0.00036,-0.00084,0.00234,0.00374,-0.00121,0.00290,0.00337,0.00231,-0.00088,0.00480,-0.00698,-0.00832,0.00438,0.00225,-0.00179,-0.00075,-0.00805,0.00159,-0.01146,0.00237,-0.01191,-0.00971,-0.00317,0.01824,0.01236,0.00334,0.00428,0.00063,-0.00201,0.00412,0.00268,-0.00240,-0.00754,0.00426,-0.01321,-0.00423,0.00824,0.00949,-0.00461,-0.00503,-0.00260,-0.00121,-0.00268,0.01154,-0.00118,0.00389,0.01108,-0.00374,0.00310,-0.00413,-0.01049,0.00626,-0.01008,0.00758,0.00959,-0.00648,0.00853,-0.00684,-0.00192,0.00303,-0.00237,0.01049,0.00392,0.00142,-0.00079,-0.00399,0.00464,0.00042,0.00123,-0.00034,-0.00345,0.00063,-0.00076,-0.00028,-0.00484,-0.00044,-0.01262,0.00023,-0.00938,-0.00168,0.00767,-0.00573,0.00561,0.00219,0.01311,-0.00515,0.01228,0.00273,-0.00491,-0.00885,-0.00325,0.00070,0.00851,-0.00354,-0.00021,0.00300,0.00468,-0.00088,0.00211,0.00039,0.00502,-0.00298,0.00297,0.00442,-0.00024,-0.00756,0.00422,-0.00050,0.00333,0.00238,0.00335,-0.00198,0.00296,-0.00619,-0.00751,0.00429:#0c3557:Manager -0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092:#c8c8c8:S&P_500
4.1%

365 days

Risk score

1.5% fee
$100,000 minimum


Covestor Active and Aggressive

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.47

365 days

Manager performance
0.00369,0.00055,-0.00202,0.00523,-0.00398,0.00179,0.00572,-0.00401,-0.00384,-0.00632,0.00190,-0.00063,-0.00385,0.00342,0.00084,0.00337,0.00087,-0.00058,0.00229,0.00184,0.00333,-0.00083,0.00061,0.00343,0.00153,-0.00083,-0.00032,-0.00051,-0.00215,0.00019,-0.00081,0.00155,0.00523,0.00461,-0.00041,-0.00160,-0.00434,0.00292,0.00276,0.00147,0.00135,0.00088,-0.00137,0.00264,-0.00578,-0.00345,0.00385,-0.00330,0.00255,0.00016,-0.00280,0.00567,-0.00666,0.00716,-0.00091,0.00386,0.00104,0.00178,-0.00148,0.00031,-0.00386,-0.00237,-0.01560,-0.00061,0.00479,-0.00616,0.00689,-0.00426,0.00668,0.00394,-0.00133,0.00085,0.00480,0.00182,0.00571,0.00232,0.00007,-0.00007,-0.00147,0.00368,0.00145,0.00037,-0.00314,-0.00080,-0.00244,0.00150,-0.00222,0.00330,-0.00500,-0.00421,0.00015,0.00020,-0.00523,-0.00012,0.00233,-0.00380,0.00206,-0.00206,-0.00282,-0.00351,0.00141,-0.00744,0.00502,-0.00002,-0.00452,-0.00846,-0.00336,0.00384,0.00049,-0.00727,0.00805,-0.01211,-0.00802,-0.00833,0.00027,-0.00501,0.00319,0.00539,0.00653,0.01046,-0.00193,0.00366,0.00525,-0.00317,0.00674,0.00050,0.00535,0.00758,-0.00102,-0.00360,0.00272,-0.00211,0.00311,0.00194,0.00181,0.00123,0.00147,0.00045,0.00051,0.00102,0.00030,0.00572,0.00146,0.00173,-0.00157,0.00139,-0.00501,-0.00721,0.00598,0.00225,-0.00237,0.00184,-0.01474,-0.00041,-0.01252,0.00607,-0.00871,-0.00409,-0.00672,0.02545,0.01005,0.01176,-0.00733,0.00315,0.00138,0.00294,0.00218,-0.00263,-0.00694,0.00002,-0.01388,-0.00829,0.01057,0.01098,-0.00721,-0.00546,-0.00069,-0.00356,-0.00756,0.01312,-0.00085,0.00577,0.00992,-0.00471,0.00338,-0.00509,-0.01028,0.00480,-0.01388,0.00899,0.01216,-0.00404,0.00467,-0.00250,-0.00400,0.00604,-0.00090,0.00972,0.00408,0.00269,-0.00070,-0.00035,0.00258,-0.00288,0.00189,-0.00065,-0.00170,-0.00039,0.00391,-0.00519,-0.00535,-0.00118,-0.01072,0.00139,-0.01202,-0.00072,0.01058,-0.00553,0.00580,0.00261,0.00908,-0.00284,0.00970,0.00161,-0.00102,-0.01139,-0.00280,0.00556,0.00756,-0.00462,-0.00008,0.00496,0.00491,-0.00204,0.00670,0.00312,0.00241,-0.00270,0.00150,0.00500,-0.00249,-0.01057,0.00545,0.00101,0.00218,0.00825,0.00526,-0.00439,0.00132,-0.00852,-0.01189,0.00354:#0c3557:Manager -0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092:#c8c8c8:S&P_500
4.1%

365 days

Risk score

2% fee
$100,000 minimum


Covestor Diversified Equity

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.70

365 days

Manager performance
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6.9%

365 days

Risk score

1.5% fee
$50,000 minimum


Important Information

1. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.