yechiel

The chart shows the growth of an initial investment of $10,000 in yechiel, 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 Jun 6, 2026, the yechiel returned 23.88% Year-To-Date and 33.71% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Feb 12, 2010, yechiel's average daily return is +0.14%, while the average monthly return is +2.87%. At this rate, an investment would double in approximately 2.0 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2026 with a return of +33.3%, while the worst month was Apr 2022 at -25.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, yechiel closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +21.8%, while the worst single day was Mar 16, 2020 at -21.9%.

yechiel has an annualized alpha of 7.54%, beta of 2.16, and R2 of 0.88 versus S&P 500 Index. Calculated based on daily prices since February 12, 2010.

• This portfolio captured 306.51% of S&P 500 Index gains and 177.62% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 7.54% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• Beta of 2.16 means this portfolio moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

yechiel has an expense ratio of 0.49%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

yechiel ranks 25 for risk / return — below 25% 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 yechiel 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.

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

• 1-Year: 1.91
• 5-Year: 0.53
• 10-Year: 0.79
• All Time: 0.82

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

yechiel 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 yechiel. 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 yechiel was 63.04%, occurring on Dec 28, 2022. Recovery took 346 trading sessions.

The current yechiel drawdown is 11.88%.

The chart below shows the rolling one-month volatility.