7 Year plan for Financial Freedom for 40's

The chart shows the growth of an initial investment of $10,000 in 7 Year plan for Financial Freedom for 40's, 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.

As of Apr 3, 2026, the 7 Year plan for Financial Freedom for 40's returned -0.60% Year-To-Date and 28.33% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Dec 4, 2008, 7 Year plan for Financial Freedom for 40's's average daily return is +0.11%, while the average monthly return is +2.32%. At this rate, your investment would double in approximately 2.5 years.

Historically, 64% of months were positive and 36% were negative. The best month was Jan 2012 with a return of +20.3%, while the worst month was Mar 2026 at -17.5%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 4 months.

On a daily basis, 7 Year plan for Financial Freedom for 40's closed higher 56% of trading days. The best single day was Mar 24, 2020 with a return of +13.1%, while the worst single day was Jan 30, 2026 at -13.4%.

7 Year plan for Financial Freedom for 40's has an annualized alpha of 15.43%, beta of 1.05, and R² of 0.49 versus S&P 500 Index. Calculated based on daily prices since December 04, 2008.

• This portfolio captured 155.17% of S&P 500 Index gains but only 90.44% of its losses — a favorable profile for investors.
• R² of 0.49 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

7 Year plan for Financial Freedom for 40's has a high expense ratio of 0.95%, indicating above-average management fees. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

7 Year plan for Financial Freedom for 40's ranks 66 for risk / return — better than 66% 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.

7 Year plan for Financial Freedom for 40's Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 1.65
• 5-Year: 1.04
• 10-Year: 1.01
• All Time: 1.02

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 0.98 to 1.66, 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 7 Year plan for Financial Freedom for 40's compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

7 Year plan for Financial Freedom for 40's provided a 0.09% 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 7 Year plan for Financial Freedom for 40's. 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 7 Year plan for Financial Freedom for 40's was 44.65%, occurring on Nov 3, 2022. Recovery took 267 trading sessions.

The current 7 Year plan for Financial Freedom for 40's drawdown is 23.28%.

The chart below shows the rolling one-month volatility.