Noob ETF strategy USD

The chart shows the growth of an initial investment of $10,000 in Noob ETF strategy USD, 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 never rebalanced.

Based on dividend-adjusted daily data since Aug 9, 2021, Noob ETF strategy USD's average daily return is +0.08%, while the average monthly return is +1.77%. At this rate, an investment would double in approximately 3.3 years.

Historically, 56% of months were positive and 44% were negative. The best month was Apr 2026 with a return of +30.3%, while the worst month was Jan 2022 at -12.0%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Noob ETF strategy USD closed higher 54% of trading days. The best single day was Apr 8, 2026 with a return of +6.6%, while the worst single day was Apr 4, 2025 at -6.4%.

Noob ETF strategy USD has an annualized alpha of 9.70%, beta of 0.74, and R2 of 0.27 versus S&P 500 Index. Calculated based on daily prices since August 09, 2021.

• This portfolio captured 146.27% of S&P 500 Index gains and 122.14% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.27 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.

Noob ETF strategy USD has an expense ratio of 0.44%, 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.

Noob ETF strategy USD ranks 97 for risk / return — in the top 97% 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 table below presents risk-adjusted performance metrics for Noob ETF strategy USD and compares them with S&P 500 Index.

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.

Noob ETF strategy USD Sharpe ratios as of Jun 6, 2026 (values are recalculated daily):

• 1-Year: 4.70
• All Time: 0.78

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 1.64 to 2.53, 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 Noob ETF strategy USD compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Noob ETF strategy USD provided a 0.34% 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 Noob ETF strategy USD. 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 Noob ETF strategy USD was 35.40%, occurring on Oct 14, 2022. Recovery took 410 trading sessions.

The current Noob ETF strategy USD drawdown is 2.26%.

The chart below shows the rolling one-month volatility.