2026thebull

The chart shows the growth of an initial investment of €10,000 in 2026thebull, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Based on dividend-adjusted daily data since Sep 2, 2024, 2026thebull's average daily return is +0.01%, while the average monthly return is +0.20%. At this rate, an investment would double in approximately 28.9 years.

Historically, 77% of months were positive and 23% were negative. The best month was Apr 2026 with a return of +1.8%, while the worst month was Jan 2025 at -2.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, 2026thebull closed higher 63% of trading days. The best single day was May 12, 2025 with a return of +0.5%, while the worst single day was Jan 2, 2025 at -3.0%.

2026thebull has an annualized alpha of 1.44%, beta of 0.06, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since September 02, 2024.

• This portfolio participated in 14.20% of S&P 500 Index downside but only 11.93% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.06 may look defensive, but with R2 of 0.11 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 0.11 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.

Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

2026thebull ranks 91 for risk / return — in the top 91% 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. Learn how to interpret the Sharpe ratio.

The current 2026thebull Sharpe ratio is 2.81 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 1.55 to 2.44, 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 2026thebull compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

2026thebull provided a 0.00% dividend yield over the last twelve months.

The table below shows the monthly dividends paid by this portfolio.

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 2026thebull. 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 2026thebull was 5.74%, occurring on Apr 9, 2025. Recovery took 188 trading sessions.

The current 2026thebull drawdown is 0.26%.

The chart below shows the rolling one-month volatility.