Best performing companies over - 25 years

The chart shows the growth of an initial investment of $10,000 in Best performing companies over - 25 years, 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 Jul 21, 2026, the Best performing companies over - 25 years returned 16.73% Year-To-Date and 24.44% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since May 9, 1996, Best performing companies over - 25 years's average daily return is +0.12%, while the average monthly return is +2.43%. At this rate, an investment would double in approximately 2.4 years.

Historically, 69% of months were positive and 31% were negative. The best month was Mar 2002 with a return of +22.5%, while the worst month was Mar 2020 at -19.6%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, Best performing companies over - 25 years closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +13.3%, while the worst single day was Mar 16, 2020 at -11.5%.

Best performing companies over - 25 years has an annualized alpha of 23.64%, beta of 0.83, and R2 of 0.50 versus S&P 500 Index. Calculated based on daily prices since May 09, 1996.

• This portfolio captured 142.67% of S&P 500 Index gains but only 44.08% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 23.64% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Best performing companies over - 25 years 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.

Best performing companies over - 25 years ranks 26 for risk / return — below 26% 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 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 Best performing companies over - 25 years Sharpe ratio is 1.23 as of Jul 21, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.20 to 1.98, 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 Best performing companies over - 25 years compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Best performing companies over - 25 years provided a 2.84% 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 Best performing companies over - 25 years. 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 Best performing companies over - 25 years was 43.85%, occurring on Mar 9, 2009. Recovery took 252 trading sessions.

The current Best performing companies over - 25 years drawdown is 3.17%.

The chart below shows the rolling one-month volatility.