Gold Cash Aggressive (6/4/25)

The chart shows the growth of an initial investment of $10,000 in Gold Cash Aggressive (6/4/25), 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 week.

Based on dividend-adjusted daily data since Sep 12, 2023, Gold Cash Aggressive (6/4/25)'s average daily return is +0.15%, while the average monthly return is +3.05%. At this rate, an investment would double in approximately 1.9 years.

Historically, 74% of months were positive and 26% were negative. The best month was Nov 2024 with a return of +12.3%, while the worst month was Mar 2026 at -8.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 1 months.

On a daily basis, Gold Cash Aggressive (6/4/25) closed higher 58% of trading days. The best single day was Apr 9, 2025 with a return of +7.2%, while the worst single day was Apr 4, 2025 at -7.1%.

Gold Cash Aggressive (6/4/25) has an annualized alpha of 25.06%, beta of 0.73, and R2 of 0.62 versus S&P 500 Index. Calculated based on daily prices since September 12, 2023.

• This portfolio captured 120.94% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -18.24%) - a profile typical of hedging or uncorrelated assets.
• This portfolio generated an annualized alpha of 25.06% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Gold Cash Aggressive (6/4/25) has an expense ratio of 0.03%, 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.

Gold Cash Aggressive (6/4/25) ranks 17 for risk / return — in the bottom 17% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

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. Learn how to interpret the Sharpe ratio.

The current Gold Cash Aggressive (6/4/25) Sharpe ratio is 1.34 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 1.56 to 2.44, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of Gold Cash Aggressive (6/4/25) compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Gold Cash Aggressive (6/4/25) provided a 1.79% 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 Gold Cash Aggressive (6/4/25). 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 Gold Cash Aggressive (6/4/25) was 11.17%, occurring on Apr 8, 2025. Recovery took 13 trading sessions.

The current Gold Cash Aggressive (6/4/25) drawdown is 4.81%.

The chart below shows the rolling one-month volatility.