Income priority

The chart shows the growth of an initial investment of $10,000 in Income priority, 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 year.

Based on dividend-adjusted daily data since Aug 30, 2022, Income priority's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, an investment would double in approximately 5.4 years.

Historically, 64% of months were positive and 36% were negative. The best month was Oct 2022 with a return of +9.6%, while the worst month was Sep 2022 at -7.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Income priority closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +7.3%, while the worst single day was Apr 4, 2025 at -5.6%.

Income priority has an annualized alpha of 0.78%, beta of 0.73, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since August 30, 2022.

• This portfolio participated in 80.30% of S&P 500 Index downside but only 73.48% of its upside - more exposed to losses than it benefited from rallies.

Income priority has an expense ratio of 0.18%, 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.

Income priority ranks 76 for risk / return — better than 76% of Portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below presents risk-adjusted performance metrics for Income priority 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.

Income priority Sharpe ratios as of Jun 9, 2026 (values are recalculated daily):

• 1-Year: 2.47
• All Time: 1.05

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 1.59 to 2.46, 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 Income priority compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Income priority provided a 4.27% 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 Income priority. 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 Income priority was 15.06%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The current Income priority drawdown is 1.28%.

The chart below shows the rolling one-month volatility.