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Q3 2024 Reports*

Updated on 7/1/2024

To view and download reports, click âœ”

Reports Sorted By:

A-Z

Performance

Sector

Return Reports

Trailing Returns

The symbol's performance for different time frames.

Quarterly Returns

The weighted return for the given quarter for the previous 5 years.

Quarterly Returns by Year

The weighted return  for the  given quarter for the previous 5 years and the yearly returns.

Monthly Returns

The weighted return for the given month for the previous 5 years.

Monthly Returns by Year

The weighted return  for the  given months for the previous 5 years and the yearly returns.

1H vs 2H

First half year vs second half year average returns and % up based on previous 10 years.

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Option Strategy Reports

Covered Call

Conservative and Aggressive Covered Call trades with approx 30 days to expiration, along with key metrics.

Put Write

Shows put writes that have 36 days to expiration and are approximately 15-20 delta puts.

Booster

Mildly Bullish and Very Bullish trades with approximately 90 days to expiration, along with key metrics.

Zero Cost Collar

Zero cost put spread collars with protection ranges of  95%-85% and  90%-80% with approx 180 days to expiration, along with key metrics.

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Report Glossary

Return Calculations Methodology*

Volworks “Contextual Expiration Returns™” and other period returns (monthly, quarterly, 1st half and 2nd half of year, annual returns, etc.) utilize a recency-biased weighting scheme by default for multi-year returns. We feel overweighting more recent returns makes sense. However, for investors who don’t want to adjust for recency for past returns, our platform also calculates the mean and median returns, along with standard deviation, for all our stocks and ETFs with no weighting adjustments. This is a platform setting that can be changed instantly by each user. By default, Volworks returns and proprietary analytics are based on the past 5 years of data. (Note: the Volworks Platform contains data from as far back as 1960, but for a host of reasons, our primary and default focus is on the past 5 years.)

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