Growth

The chart shows the growth of an initial investment of $10,000 in Growth, 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 Growth returned 10.28% Year-To-Date and 51.19% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Mar 8, 2007, Growth's average daily return is +0.07%, while the average monthly return is +2.17%. At this rate, your investment would double in approximately 2.7 years.

Historically, 58% of months were positive and 42% were negative. The best month was Feb 2024 with a return of +30.0%, while the worst month was Oct 2008 at -29.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Growth closed higher 37% of trading days. The best single day was Feb 28, 2022 with a return of +12.0%, while the worst single day was Oct 15, 2008 at -12.1%.

Growth has an annualized alpha of 16.90%, beta of 0.89, and R² of 0.37 versus S&P 500 Index. Calculated based on daily prices since March 08, 2007.

• This portfolio captured 134.31% of S&P 500 Index gains but only 73.12% of its losses — a favorable profile for investors.
• R² of 0.37 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

Growth 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.

Growth ranks 78 for risk / return — better than 78% 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.

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

• 1-Year: 3.07
• 5-Year: 2.93
• 10-Year: 1.86
• All Time: 0.86

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 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 Growth compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Growth provided a 0.37% 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 Growth. 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 Growth was 64.61%, occurring on Nov 21, 2008. Recovery took 2848 trading sessions.

The current Growth drawdown is 8.76%.

The chart below shows the rolling one-month volatility.