20 stocks Group 7

The chart shows the growth of an initial investment of $10,000 in 20 stocks Group 7, 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 Mar 28, 2023, 20 stocks Group 7's average daily return is +0.08%, while the average monthly return is +1.68%. At this rate, an investment would double in approximately 3.5 years.

Historically, 80% of months were positive and 20% were negative. The best month was Nov 2023 with a return of +7.6%, while the worst month was Mar 2026 at -7.3%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 3 months.

On a daily basis, 20 stocks Group 7 closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +3.5%, while the worst single day was Apr 4, 2025 at -3.2%.

20 stocks Group 7 has an annualized alpha of 11.56%, beta of 0.45, and R2 of 0.32 versus S&P 500 Index. Calculated based on daily prices since March 28, 2023.

• This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (72.81%) than losses (35.88%) - typical of diversified or defensive assets.
• Beta of 0.45 may look defensive, but with R2 of 0.32 this portfolio is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R2 of 0.32 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

20 stocks Group 7 has an expense ratio of 0.21%, 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.

20 stocks Group 7 ranks 33 for risk / return — below 33% 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 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.

The current 20 stocks Group 7 Sharpe ratio is 1.79 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.54 to 2.41, 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 20 stocks Group 7 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

20 stocks Group 7 provided a 2.45% 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 20 stocks Group 7. 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 20 stocks Group 7 was 10.36%, occurring on Mar 20, 2026. The portfolio has not yet recovered.

The current 20 stocks Group 7 drawdown is 6.52%.

The chart below shows the rolling one-month volatility.