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 Jun 6, 2026, the Best performing companies over - 25 years returned 12.15% Year-To-Date and 24.19% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since May 10, 1996, Best performing companies over - 25 years's average daily return is +0.12%, while the average monthly return is +2.42%. 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 23.54%, beta of 0.83, and R2 of 0.50 versus S&P 500 Index. Calculated based on daily prices since May 10, 1996.

• This portfolio captured 142.97% of S&P 500 Index gains but only 45.46% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 23.54% 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 10 for risk / return — in the bottom 10% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below presents risk-adjusted performance metrics for Best performing companies over - 25 years 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.

Best performing companies over - 25 years Sharpe ratios as of Jun 6, 2026 (values are recalculated daily):

• 1-Year: 0.88
• 5-Year: 0.77
• 10-Year: 1.16
• All Time: 1.38

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 1.64 to 2.53, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

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 0.14% 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 6.79%.

The chart below shows the rolling one-month volatility.