Bridgewater

Ray Dalio

Annualized+9.18%
Alpha-4.14%
Total Return+214.88%
Start Date2013-08-14
Years Tracked13y 28d
Top HoldingsTop 5
Latest Period2026-Q2Holdings
Max Drawdown31.41%
Recovery Period5m 7d
Sharpe Ratio0.62
Composite RankRank #64Full Ranking
SEC 13F

Simulated from public holdings data by tracking each institution's top five holdings each quarter. For reference only, not investment advice.

Performance

Annual Returns

Latest Holdings

Latest Period2026-Q2Filing Date2026-08-14