Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BEST, 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.
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The earliest data available for this chart is May 2, 2024, corresponding to the inception date of CRSH
Returns By Period
| 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 0.11% | -3.43% | -3.84% | -1.98% | 16.08% | 16.86% | 10.37% | 12.29% |
Portfolio BEST | 0.33% | -2.35% | -1.76% | -4.33% | 11.66% | — | — | — |
| Portfolio components: | ||||||||
USD ProShares Ultra Semiconductors | 1.08% | -1.70% | -3.87% | -2.71% | 144.73% | 92.19% | 44.90% | 50.94% |
QLD ProShares Ultra QQQ | 0.18% | -6.10% | -11.07% | -10.29% | 36.96% | 36.81% | 15.87% | 29.84% |
IWY iShares Russell Top 200 Growth ETF | 0.00% | -4.01% | -9.30% | -8.75% | 17.56% | 22.33% | 13.61% | 17.62% |
MGK Vanguard Mega Cap Growth ETF | 0.03% | -3.48% | -9.84% | -8.07% | 18.90% | 22.62% | 12.64% | 17.00% |
XLK State Street Technology Select Sector SPDR ETF | 0.80% | -0.98% | -5.43% | -4.69% | 30.55% | 22.58% | 15.84% | 21.15% |
VUG Vanguard Growth ETF | 0.11% | -3.66% | -9.29% | -8.34% | 17.67% | 21.67% | 11.69% | 16.20% |
QQQ Invesco QQQ ETF | 0.11% | -2.64% | -4.65% | -3.18% | 23.45% | 22.97% | 13.18% | 19.05% |
VONG Vanguard Russell 1000 Growth ETF | -0.01% | -4.03% | -8.98% | -8.58% | 17.79% | 21.43% | 12.55% | 16.78% |
ILCG iShares Morningstar Growth ETF | 0.07% | -3.35% | -6.89% | -7.50% | 17.96% | 21.10% | 11.18% | 15.78% |
VGT Vanguard Information Technology ETF | 0.85% | -1.42% | -5.36% | -5.79% | 29.79% | 23.50% | 15.02% | 21.67% |
Monthly Returns
Based on dividend-adjusted daily data since May 3, 2024, BEST's average daily return is +0.04%, while the average monthly return is +1.07%. At this rate, your investment would double in approximately 5.4 years.
Historically, 63% of months were positive and 38% were negative. The best month was Nov 2024 with a return of +8.8%, while the worst month was Mar 2025 at -4.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.
On a daily basis, BEST closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +8.5%, while the worst single day was Apr 4, 2025 at -5.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.39% | -1.27% | -3.50% | 0.71% | -1.76% | ||||||||
| 2025 | 3.65% | -2.01% | -4.78% | -0.77% | 5.10% | 5.77% | 1.99% | 1.32% | 2.25% | 1.08% | -1.64% | -0.84% | 11.13% |
| 2024 | 4.00% | 2.69% | 2.50% | 0.77% | 2.35% | -0.71% | 8.81% | -4.26% | 16.78% |
Benchmark Metrics
BEST has an annualized alpha of -0.60%, beta of 0.98, and R² of 0.91 versus S&P 500 Index. Calculated based on daily prices since May 03, 2024.
- This portfolio participated in 102.75% of S&P 500 Index downside but only 96.51% of its upside — more exposed to losses than it benefited from rallies.
- With beta of 0.98 and R² of 0.91, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.60%
- Beta
- 0.98
- R²
- 0.91
- Upside Capture
- 96.51%
- Downside Capture
- 102.75%
Expense Ratio
BEST has an expense ratio of 0.32%, 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.
Top 10 holdings
Return for Risk
Risk / Return Rank
BEST ranks 9 for risk / return — in the bottom 9% 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.
Return / Risk — by metrics
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.88 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.02 | 1.37 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.21 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | -0.10 | 1.39 | -1.49 |
Martin ratioReturn relative to average drawdown | -0.28 | 6.43 | -6.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|---|
USD ProShares Ultra Semiconductors | 88 | 1.89 | 2.43 | 1.34 | 4.65 | 12.68 |
QLD ProShares Ultra QQQ | 47 | 0.83 | 1.42 | 1.20 | 1.55 | 4.97 |
IWY iShares Russell Top 200 Growth ETF | 38 | 0.79 | 1.29 | 1.18 | 1.12 | 3.67 |
MGK Vanguard Mega Cap Growth ETF | 40 | 0.81 | 1.34 | 1.19 | 1.18 | 4.03 |
XLK State Street Technology Select Sector SPDR ETF | 61 | 1.13 | 1.71 | 1.24 | 1.98 | 6.27 |
VUG Vanguard Growth ETF | 38 | 0.78 | 1.27 | 1.18 | 1.13 | 3.90 |
QQQ Invesco QQQ ETF | 59 | 1.04 | 1.62 | 1.23 | 1.93 | 7.00 |
VONG Vanguard Russell 1000 Growth ETF | 39 | 0.80 | 1.30 | 1.18 | 1.15 | 3.86 |
ILCG iShares Morningstar Growth ETF | 40 | 0.80 | 1.28 | 1.18 | 1.21 | 4.12 |
VGT Vanguard Information Technology ETF | 58 | 1.10 | 1.67 | 1.23 | 1.88 | 5.72 |
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Dividends
Dividend yield
BEST provided a 19.07% dividend yield over the last twelve months.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 19.07% | 17.90% | 15.29% | 5.43% | 3.65% | 2.53% | 2.85% | 2.60% | 2.79% | 2.35% | 2.29% | 2.62% |
| Portfolio components: | ||||||||||||
USD ProShares Ultra Semiconductors | 0.48% | 0.39% | 0.10% | 0.05% | 0.30% | 0.00% | 0.14% | 0.72% | 0.93% | 0.32% | 0.46% | 0.39% |
QLD ProShares Ultra QQQ | 0.19% | 0.17% | 0.25% | 0.33% | 0.31% | 0.00% | 0.00% | 0.13% | 0.06% | 0.02% | 0.21% | 0.11% |
IWY iShares Russell Top 200 Growth ETF | 0.39% | 0.36% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% |
MGK Vanguard Mega Cap Growth ETF | 0.39% | 0.35% | 0.43% | 0.50% | 0.70% | 0.41% | 0.65% | 0.85% | 1.12% | 1.23% | 1.53% | 1.43% |
XLK State Street Technology Select Sector SPDR ETF | 0.56% | 0.54% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% |
VUG Vanguard Growth ETF | 0.45% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
QQQ Invesco QQQ ETF | 0.48% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
VONG Vanguard Russell 1000 Growth ETF | 0.50% | 0.45% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% |
ILCG iShares Morningstar Growth ETF | 0.50% | 0.47% | 0.50% | 0.69% | 0.75% | 0.34% | 0.28% | 0.54% | 0.81% | 0.89% | 0.95% | 0.99% |
VGT Vanguard Information Technology ETF | 0.43% | 0.40% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the BEST. 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 BEST was 19.42%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The current BEST drawdown is 5.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.42% | Feb 20, 2025 | 48 | Apr 8, 2025 | 80 | Jun 27, 2025 | 128 |
| -8.88% | Jul 17, 2024 | 20 | Aug 5, 2024 | 45 | Sep 19, 2024 | 65 |
| -8.47% | Oct 28, 2025 | 154 | Mar 30, 2026 | — | — | — |
| -6.4% | Dec 9, 2024 | 35 | Jan 12, 2025 | 38 | Feb 19, 2025 | 73 |
| -3.59% | Oct 9, 2025 | 3 | Oct 11, 2025 | 16 | Oct 27, 2025 | 19 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 134 assets, with an effective number of assets of 134.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.