aggressive old pension

The chart shows the growth of an initial investment of £10,000 in aggressive old pension, 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 Jun 13, 2026, the aggressive old pension returned 15.95% Year-To-Date and 24.16% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jul 17, 2007, aggressive old pension's average daily return is +0.07%, while the average monthly return is +1.55%. At this rate, an investment would double in approximately 3.8 years.

Historically, 68% of months were positive and 32% were negative. The best month was Nov 2020 with a return of +15.3%, while the worst month was Sep 2008 at -13.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, aggressive old pension closed higher 55% of trading days. The best single day was Oct 13, 2008 with a return of +8.2%, while the worst single day was Mar 16, 2020 at -10.9%.

aggressive old pension has an annualized alpha of 8.86%, beta of 0.81, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since July 17, 2007.

• This portfolio captured 113.27% of S&P 500 Index gains but only 76.76% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 8.86% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

aggressive old pension has an expense ratio of 0.09%, 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.

aggressive old pension ranks 72 for risk / return — better than 72% 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 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. Learn how to interpret the Sharpe ratio.

The current aggressive old pension Sharpe ratio is 2.28 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.53 to 2.41, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of aggressive old pension compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

aggressive old pension provided a 0.79% 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 aggressive old pension. 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 aggressive old pension was 31.35%, occurring on Nov 20, 2008. Recovery took 219 trading sessions.

The current aggressive old pension drawdown is 2.12%.

The chart below shows the rolling one-month volatility.