Boring ETF strategy EUR v9

The chart shows the growth of an initial investment of €10,000 in Boring ETF strategy EUR v9, 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 never rebalanced.

Based on dividend-adjusted daily data since Aug 11, 2025, Boring ETF strategy EUR v9's average daily return is +0.17%, while the average monthly return is +3.40%. At this rate, an investment would double in approximately 1.7 years.

Historically, 73% of months were positive and 27% were negative. The best month was Apr 2026 with a return of +14.3%, while the worst month was Mar 2026 at -7.4%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 1 months.

On a daily basis, Boring ETF strategy EUR v9 closed higher 56% of trading days. The best single day was Oct 24, 2025 with a return of +11.9%, while the worst single day was Oct 27, 2025 at -9.0%.

Boring ETF strategy EUR v9 has an annualized alpha of 26.98%, beta of 0.92, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since August 11, 2025.

• This portfolio captured 250.53% of S&P 500 Index gains and 161.53% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.21 means this portfolio moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Boring ETF strategy EUR v9 has an expense ratio of 0.26%, 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.

There isn't enough data available to calculate the Sharpe ratio for Boring ETF strategy EUR v9. This metric is based on the past 12 months of trading data. Please check back later for updated information.

Boring ETF strategy EUR v9 provided a 0.13% 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 Boring ETF strategy EUR v9. 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 Boring ETF strategy EUR v9 was 14.83%, occurring on Nov 21, 2025. Recovery took 66 trading sessions.

The current Boring ETF strategy EUR v9 drawdown is 3.49%.

The chart below shows the rolling one-month volatility.