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.

Based on dividend-adjusted daily data since Jan 31, 2022, Current's average daily return is +0.05%, while the average monthly return is +1.33%. At this rate, an investment would double in approximately 4.4 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jul 2022 with a return of +19.9%, while the worst month was Jun 2022 at -13.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Current closed higher 52% of trading days. The best single day was Nov 10, 2022 with a return of +10.3%, while the worst single day was Oct 15, 2024 at -6.7%.

Current has an annualized alpha of 0.29%, beta of 1.04, and R2 of 0.51 versus S&P 500 Index. Calculated based on daily prices since January 31, 2022.

• This portfolio participated in 119.95% of S&P 500 Index downside but only 116.46% of its upside - more exposed to losses than it benefited from rallies.
• With beta of 1.04 and R2 of 0.51, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

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 34 for risk / return — below 34% 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 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. Learn how to interpret the Sharpe ratio.

The current Current Sharpe ratio is 1.77 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.56 to 2.44, 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 Current compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Current provided a 1.10% 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 34.92%, occurring on Oct 15, 2022. Recovery took 425 trading sessions.

The current Current drawdown is 1.06%.

The chart below shows the rolling one-month volatility.