GYRO 15% IJS AND AVUV 50% VGIT 5% BIL 5% TLT

The chart shows the growth of an initial investment of $10,000 in GYRO 15% IJS AND AVUV 50% VGIT 5% BIL 5% TLT, 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 Sep 27, 2019, GYRO 15% IJS AND AVUV 50% VGIT 5% BIL 5% TLT's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, your investment would double in approximately 10.0 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +5.7%, while the worst month was Sep 2022 at -5.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, GYRO 15% IJS AND AVUV 50% VGIT 5% BIL 5% TLT closed higher 54% of trading days. The best single day was Nov 10, 2022 with a return of +2.8%, while the worst single day was Mar 12, 2020 at -2.8%.

GYRO 15% IJS AND AVUV 50% VGIT 5% BIL 5% TLT has an annualized alpha of 3.39%, beta of 0.26, and R² of 0.49 versus S&P 500 Index. Calculated based on daily prices since September 27, 2019.

• This portfolio participated in 40.38% of S&P 500 Index downside but only 37.66% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.26 may look defensive, but with R² of 0.49 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 0.49 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

GYRO 15% IJS AND AVUV 50% VGIT 5% BIL 5% TLT has an expense ratio of 0.11%, 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.

GYRO 15% IJS AND AVUV 50% VGIT 5% BIL 5% TLT ranks 87 for risk / return — in the top 87% 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.

GYRO 15% IJS AND AVUV 50% VGIT 5% BIL 5% TLT Sharpe ratios as of Apr 1, 2026 (values are recalculated daily):

• 1-Year: 1.89
• 5-Year: 0.72
• All Time: 0.92

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 0.97 to 1.64, 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 GYRO 15% IJS AND AVUV 50% VGIT 5% BIL 5% TLT compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

GYRO 15% IJS AND AVUV 50% VGIT 5% BIL 5% TLT provided a 3.06% 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 GYRO 15% IJS AND AVUV 50% VGIT 5% BIL 5% TLT. 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 GYRO 15% IJS AND AVUV 50% VGIT 5% BIL 5% TLT was 13.94%, occurring on Sep 27, 2022. Recovery took 376 trading sessions.

The current GYRO 15% IJS AND AVUV 50% VGIT 5% BIL 5% TLT drawdown is 2.97%.

The chart below shows the rolling one-month volatility.