Current

The chart shows the growth of an initial investment of $10,000 in Current, 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 Current returned 4.77% Year-To-Date and 44.01% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Aug 8, 2015, Current's average daily return is +0.14%, while the average monthly return is +4.49%. At this rate, your investment would double in approximately 1.3 years.

Historically, 63% of months were positive and 37% were negative. The best month was Feb 2016 with a return of +72.4%, while the worst month was Jun 2022 at -14.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Current closed higher 53% of trading days. The best single day was Feb 11, 2016 with a return of +21.4%, while the worst single day was Mar 12, 2020 at -15.1%.

Current has an annualized alpha of 36.21%, beta of 0.77, and R² of 0.19 versus S&P 500 Index. Calculated based on daily prices since August 08, 2015.

• This portfolio captured 156.78% of S&P 500 Index gains but only 19.44% of its losses — a favorable profile for investors.
• R² of 0.19 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.

Current has an expense ratio of 0.03%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Current ranks 71 for risk / return — better than 71% of portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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.

Current Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 1.96
• 5-Year: 0.54
• 10-Year: 1.40
• All Time: 1.59

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 1.00 to 1.69, 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 Current compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Current provided a 1.18% 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 Current. 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 Current was 46.50%, occurring on Oct 15, 2022. Recovery took 499 trading sessions.

The current Current drawdown is 11.51%.

The chart below shows the rolling one-month volatility.