Miners

The chart shows the growth of an initial investment of $10,000 in Miners, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since Apr 14, 2023, Miners's average daily return is +0.31%, while the average monthly return is +6.59%. At this rate, an investment would double in approximately 0.9 years.

Historically, 62% of months were positive and 38% were negative. The best month was Dec 2023 with a return of +64.9%, while the worst month was Feb 2025 at -25.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Miners closed higher 51% of trading days. The best single day was Nov 11, 2024 with a return of +17.9%, while the worst single day was Jan 27, 2025 at -17.4%.

Miners has an annualized alpha of 30.07%, beta of 2.70, and R2 of 0.25 versus S&P 500 Index. Calculated based on daily prices since April 14, 2023.

• This portfolio captured 789.93% of S&P 500 Index gains and 318.58% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.25 means this portfolio moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Miners has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Miners ranks 24 for risk / return — below 24% of Portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below presents risk-adjusted performance metrics for Miners and compares them with S&P 500 Index.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Miners Sharpe ratios as of Jun 6, 2026 (values are recalculated daily):

• 1-Year: 1.97
• All Time: 0.76

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.64 to 2.53, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Miners compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Miners provided a 0.00% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Miners. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Miners was 63.86%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current Miners drawdown is 32.12%.

The chart below shows the rolling one-month volatility.