Bob's Top 10 Stocks 8/12/23

The chart shows the growth of an initial investment of $10,000 in Bob's Top 10 Stocks 8/12/23 , 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.

As of Apr 3, 2026, the Bob's Top 10 Stocks 8/12/23 returned 21.19% Year-To-Date and 43.34% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Sep 8, 2006, Bob's Top 10 Stocks 8/12/23 's average daily return is +0.11%, while the average monthly return is +2.21%. At this rate, your investment would double in approximately 2.6 years.

Historically, 60% of months were positive and 40% were negative. The best month was Jul 2022 with a return of +29.8%, while the worst month was Oct 2008 at -25.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Bob's Top 10 Stocks 8/12/23 closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +14.4%, while the worst single day was Dec 1, 2008 at -14.0%.

Bob's Top 10 Stocks 8/12/23 has an annualized alpha of 13.67%, beta of 1.41, and R² of 0.61 versus S&P 500 Index. Calculated based on daily prices since September 08, 2006.

• This portfolio captured 208.57% of S&P 500 Index gains and 128.91% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 13.67% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Bob's Top 10 Stocks 8/12/23 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.

Bob's Top 10 Stocks 8/12/23 ranks 96 for risk / return — in the top 96% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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.

Bob's Top 10 Stocks 8/12/23 Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 2.95
• 5-Year: 1.52
• 10-Year: 1.30
• All Time: 0.65

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 0.98 to 1.66, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of Bob's Top 10 Stocks 8/12/23 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Bob's Top 10 Stocks 8/12/23 provided a 0.40% 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 Bob's Top 10 Stocks 8/12/23 . 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 Bob's Top 10 Stocks 8/12/23 was 74.20%, occurring on Mar 2, 2009. Recovery took 1254 trading sessions.

The current Bob's Top 10 Stocks 8/12/23 drawdown is 9.91%.

The chart below shows the rolling one-month volatility.