Crisis=Opportunity - Portfolio under Construction

The chart shows the growth of an initial investment of $10,000 in Crisis=Opportunity - Portfolio under Construction, 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 Dec 3, 2025, Crisis=Opportunity - Portfolio under Construction's average daily return is +0.06%, while the average monthly return is +1.11%. At this rate, your investment would double in approximately 5.2 years.

Historically, 80% of months were positive and 20% were negative. The best month was Jan 2026 with a return of +14.4%, while the worst month was Mar 2026 at -17.8%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 1 months.

On a daily basis, Crisis=Opportunity - Portfolio under Construction closed higher 57% of trading days. The best single day was Feb 9, 2026 with a return of +5.4%, while the worst single day was Jan 30, 2026 at -7.8%.

Crisis=Opportunity - Portfolio under Construction has an annualized alpha of 18.23%, beta of 1.51, and R² of 0.28 versus S&P 500 Index. Calculated based on daily prices since December 03, 2025.

• This portfolio captured 486.21% of S&P 500 Index gains and 212.65% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.28 means this portfolio moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Crisis=Opportunity - Portfolio under Construction has an expense ratio of 0.76%, 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.

There isn't enough data available to calculate the Sharpe ratio for Crisis=Opportunity - Portfolio under Construction. This metric is based on the past 12 months of trading data. Please check back later for updated information.

Crisis=Opportunity - Portfolio under Construction provided a 0.82% 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 Crisis=Opportunity - Portfolio under Construction. 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 Crisis=Opportunity - Portfolio under Construction was 27.70%, occurring on Mar 26, 2026. The portfolio has not yet recovered.

The current Crisis=Opportunity - Portfolio under Construction drawdown is 20.34%.

The chart below shows the rolling one-month volatility.