32%bond

The chart shows the growth of an initial investment of $10,000 in 32%bond, 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.

Based on dividend-adjusted daily data since Jun 2, 2023, 32%bond's average daily return is +0.21%, while the average monthly return is +4.40%. At this rate, an investment would double in approximately 1.3 years.

Historically, 78% of months were positive and 22% were negative. The best month was Dec 2023 with a return of +14.3%, while the worst month was Dec 2025 at -7.0%. The longest winning streak lasted 19 consecutive months, and the longest losing streak was 3 months.

On a daily basis, 32%bond closed higher 60% of trading days. The best single day was Mar 31, 2025 with a return of +7.6%, while the worst single day was Jan 27, 2025 at -6.4%.

32%bond has an annualized alpha of 37.42%, beta of 1.08, and R2 of 0.49 versus S&P 500 Index. Calculated based on daily prices since June 02, 2023.

• This portfolio captured 223.58% of S&P 500 Index gains but only 38.50% 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.

32%bond has an expense ratio of 0.16%, 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.

32%bond ranks 32 for risk / return — below 32% of Portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below presents risk-adjusted performance metrics for 32%bond and compares them with S&P 500 Index.

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.

32%bond Sharpe ratios as of Jun 9, 2026 (values are recalculated daily):

• 1-Year: 1.83
• All Time: 2.86

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 1.59 to 2.46, 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 32%bond compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

32%bond provided a 2.00% 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 32%bond. 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 32%bond was 16.76%, occurring on Apr 4, 2025. Recovery took 25 trading sessions.

The current 32%bond drawdown is 6.10%.

The chart below shows the rolling one-month volatility.