BEATING THE MARKET IS AS EASY AS 1, 2, 3

The chart shows the growth of an initial investment of $10,000 in BEATING THE MARKET IS AS EASY AS 1, 2, 3, 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 Apr 1, 2026, the BEATING THE MARKET IS AS EASY AS 1, 2, 3 returned 0.52% Year-To-Date and 12.40% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since May 6, 2011, BEATING THE MARKET IS AS EASY AS 1, 2, 3's average daily return is +0.05%, while the average monthly return is +0.94%. At this rate, your investment would double in approximately 6.2 years.

Historically, 67% of months were positive and 33% were negative. The best month was Jul 2020 with a return of +6.4%, while the worst month was Sep 2022 at -5.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BEATING THE MARKET IS AS EASY AS 1, 2, 3 closed higher 56% of trading days. The best single day was Mar 13, 2020 with a return of +4.8%, while the worst single day was Mar 16, 2020 at -6.0%.

BEATING THE MARKET IS AS EASY AS 1, 2, 3 has an annualized alpha of 5.41%, beta of 0.50, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since May 06, 2011.

• This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (59.64%) than losses (40.69%) — typical of diversified or defensive assets.
• This portfolio generated an annualized alpha of 5.41% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.50 indicates this portfolio moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

BEATING THE MARKET IS AS EASY AS 1, 2, 3 has an expense ratio of 0.23%, 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.

BEATING THE MARKET IS AS EASY AS 1, 2, 3 ranks 38 for risk / return — below 38% 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.

BEATING THE MARKET IS AS EASY AS 1, 2, 3 Sharpe ratios as of Apr 1, 2026 (values are recalculated daily):

• 1-Year: 0.97
• 5-Year: 1.30
• 10-Year: 1.26
• All Time: 1.21

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 0.97 to 1.64, 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 BEATING THE MARKET IS AS EASY AS 1, 2, 3 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

BEATING THE MARKET IS AS EASY AS 1, 2, 3 provided a 1.70% 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 BEATING THE MARKET IS AS EASY AS 1, 2, 3. 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 BEATING THE MARKET IS AS EASY AS 1, 2, 3 was 16.24%, occurring on Mar 23, 2020. Recovery took 78 trading sessions.

The current BEATING THE MARKET IS AS EASY AS 1, 2, 3 drawdown is 4.87%.

The chart below shows the rolling one-month volatility.