Goal Portfolio

The chart shows the growth of an initial investment of $10,000 in Goal Portfolio, 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.

As of Apr 2, 2026, the Goal Portfolio returned -6.46% Year-To-Date and 26.25% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since May 21, 2012, Goal Portfolio's average daily return is +0.10%, while the average monthly return is +2.15%. At this rate, your investment would double in approximately 2.7 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2015 with a return of +22.0%, while the worst month was Mar 2020 at -15.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Goal Portfolio closed higher 54% of trading days. The best single day was Apr 13, 2015 with a return of +12.4%, while the worst single day was Mar 16, 2020 at -11.6%.

Goal Portfolio has an annualized alpha of 11.35%, beta of 1.12, and R² of 0.69 versus S&P 500 Index. Calculated based on daily prices since May 21, 2012.

• This portfolio captured 171.25% of S&P 500 Index gains and 114.37% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 11.35% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.12 and R² of 0.69, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Goal Portfolio has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Goal Portfolio ranks 8 for risk / return — in the bottom 8% 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.

Goal Portfolio Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 0.19
• 5-Year: 0.84
• 10-Year: 1.10
• All Time: 1.14

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 1.00 to 1.70, 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 Goal Portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Goal Portfolio provided a 0.94% 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 Goal Portfolio. 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 Goal Portfolio was 35.51%, occurring on Mar 18, 2020. Recovery took 52 trading sessions.

The current Goal Portfolio drawdown is 15.13%.

The chart below shows the rolling one-month volatility.