SA 7.2% Yield Div Snowball Portfolio

The chart shows the growth of an initial investment of $10,000 in SA 7.2% Yield Div Snowball Portfolio, 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.

The table below presents the monthly returns of SA 7.2% Yield Div Snowball Portfolio, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

SA 7.2% Yield Div Snowball Portfolio has an expense ratio of 0.51%, 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.

The current rank of SA 7.2% Yield Div Snowball Portfolio is 64, 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.

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.

SA 7.2% Yield Div Snowball Portfolio Sharpe ratios as of May 9, 2025 (values are recalculated daily):

• 1-Year: 0.74
• All Time: 0.57

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 0.44 to 0.96, 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 SA 7.2% Yield Div Snowball Portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

SA 7.2% Yield Div Snowball Portfolio provided a 7.97% 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 SA 7.2% Yield Div Snowball Portfolio. 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 SA 7.2% Yield Div Snowball Portfolio was 16.70%, occurring on Oct 12, 2022. Recovery took 191 trading sessions.

The current SA 7.2% Yield Div Snowball Portfolio drawdown is 5.85%.

The current SA 7.2% Yield Div Snowball Portfolio volatility is 5.19%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.