Todd Rokita (R-IN-4), a former Republican member of the House, has disclosed 5 trades since 2013: 3 purchases worth about $24.00K and 2 sales worth about $16.00K, in 0 stocks. As a portfolio, their stock holdings and trades returned -27.6% from Jul 2014, against +23.6% for the S&P 500. Trades took a median 27 days to be disclosed; 0 came late.
Todd Rokita’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since July 2014: -27.6%, against +23.6% for SPY; the largest fall on the way was -31.6%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Todd Rokita | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Todd Rokita | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Todd Rokita | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Todd Rokita | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Todd Rokita | Jul 2014 | -27.6% | +23.6% | -51.2% | -7.0% | -31.6% | -0.45 | 0.91 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| UBSIRA - BAIRD MIDCAP FUND INVESTOR CLASSOther | Spouse | Buy | $1K–$15K | Feb 21, 2014 | Mar 20, 2014 | 27d | – | – | |
| UBSIRA - ISHARES RUSSELL MID-CAP GROWTH EFTOther | Spouse | Sell | $1K–$15K | Feb 25, 2014 | Mar 20, 2014 | 23d | – | – | |
| UBSIRA - SPDR S&P 500 ETF TROther | Spouse | Buy | $1K–$15K | Feb 25, 2014 | Mar 20, 2014 | 23d | – | – | |
| UBSIRA - ISHARES TRUST CORE S&P SMALL CAP ETFOther | Spouse | Buy | $1K–$15K | Dec 27, 2013 | Jan 30, 2014 | 34d | – | – | |
| UBSIRA - VANGUARD BOND INDEX FD INC TOTAL BOND MKTOther | Spouse | Sell | $1K–$15K | Dec 27, 2013 | Jan 30, 2014 | 34d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Todd Rokita (R-IN-4), a former Republican member of the House, has disclosed 5 trades since 2013: 3 purchases worth about $24.00K and 2 sales worth about $16.00K, in 0 stocks. As a portfolio, their stock holdings and trades returned -27.6% from Jul 2014, against +23.6% for the S&P 500. Trades took a median 27 days to be disclosed; 0 came late.
As a portfolio, their stock holdings and trades returned -27.6% from July 2014 to November 2026, against +23.6% for the S&P 500, with a largest fall of -31.6%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 27 days to be disclosed. 0 of 5 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.