Now

The chart shows the growth of an initial investment of $10,000 in Now, 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 Now returned 23.10% Year-To-Date and 11.64% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Nov 29, 2010, Now's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, an investment would double in approximately 7.9 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2022 with a return of +13.8%, while the worst month was Mar 2020 at -16.6%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Now closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +8.0%, while the worst single day was Mar 16, 2020 at -10.9%.

Now has an annualized alpha of -2.13%, beta of 0.83, and R2 of 0.71 versus S&P 500 Index. Calculated based on daily prices since November 29, 2010.

• This portfolio participated in 99.90% of S&P 500 Index downside but only 80.34% of its upside - more exposed to losses than it benefited from rallies.
• This portfolio had an annualized alpha of -2.13% versus S&P 500 Index - delivering less than market exposure alone would predict.

Now has an expense ratio of 0.19%, 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.

Now ranks 75 for risk / return — better than 75% 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 Now Sharpe ratio is 2.45 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 1.54 to 2.41, 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 Now compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Now provided a 2.36% 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 Now. 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 Now was 38.67%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.

The current Now drawdown is 2.97%.

The chart below shows the rolling one-month volatility.