Herza Lucas

The chart shows the growth of an initial investment of $10,000 in Herza Lucas, 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 year.

Based on dividend-adjusted daily data since Jan 25, 2024, Herza Lucas's average daily return is +0.10%, while the average monthly return is +1.91%. At this rate, your investment would double in approximately 3.1 years.

Historically, 71% of months were positive and 29% were negative. The best month was Sep 2025 with a return of +7.7%, while the worst month was Mar 2026 at -7.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 2 months.

On a daily basis, Herza Lucas closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +9.5%, while the worst single day was Apr 4, 2025 at -6.1%.

Herza Lucas has an annualized alpha of 9.74%, beta of 1.06, and R² of 0.82 versus S&P 500 Index. Calculated based on daily prices since January 25, 2024.

• This portfolio captured 130.48% of S&P 500 Index gains but only 67.05% of its losses — a favorable profile for investors.
• This portfolio generated an annualized alpha of 9.74% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.06 and R² of 0.82, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Herza Lucas has an expense ratio of 0.20%, 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.

Herza Lucas ranks 85 for risk / return — in the top 85% 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.

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

• 1-Year: 1.96
• All Time: 1.43

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

Herza Lucas provided a 1.41% 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 Herza Lucas. 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 Herza Lucas was 19.07%, occurring on Apr 8, 2025. Recovery took 37 trading sessions.

The current Herza Lucas drawdown is 8.60%.

The chart below shows the rolling one-month volatility.