Half SPY and half Top 25 10Y

The table below presents the monthly returns of Half SPY and half Top 25 10Y , with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

Half SPY and half Top 25 10Y has an expense ratio of 0.04%, 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.

The current rank of Half SPY and half Top 25 10Y is 56, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

There isn't enough data available to calculate the Sharpe ratio for Half SPY and half Top 25 10Y . This metric is based on the past 12 months of trading data. Please check back later for updated information.

Half SPY and half Top 25 10Y provided a 0.77% 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 Half SPY and half Top 25 10Y . 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 Half SPY and half Top 25 10Y was 0.90%, occurring on May 6, 2025. Recovery took 2 trading sessions.

The current Half SPY and half Top 25 10Y drawdown is 8.29%.

The chart below shows the rolling one-month volatility.