Best Stocks - Dividend paying

The chart shows the growth of an initial investment of $10,000 in Best Stocks - Dividend paying, 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 13, 2026, the Best Stocks - Dividend paying returned 3.13% Year-To-Date and 20.10% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jan 10, 2003, Best Stocks - Dividend paying's average daily return is +0.08%, while the average monthly return is +1.60%. At this rate, an investment would double in approximately 3.6 years.

Historically, 65% of months were positive and 35% were negative. The best month was Oct 2007 with a return of +14.6%, while the worst month was Jan 2008 at -13.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, Best Stocks - Dividend paying closed higher 55% of trading days. The best single day was Oct 13, 2008 with a return of +13.8%, while the worst single day was Mar 16, 2020 at -11.3%.

Best Stocks - Dividend paying has an annualized alpha of 11.48%, beta of 0.82, and R2 of 0.71 versus S&P 500 Index. Calculated based on daily prices since January 10, 2003.

• This portfolio captured 116.76% of S&P 500 Index gains but only 67.90% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 11.48% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Best Stocks - Dividend paying 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 Stocks - Dividend paying ranks 53 for risk / return — on par with similar Portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

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.

The current Best Stocks - Dividend paying Sharpe ratio is 2.00 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.54 to 2.41, 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 Stocks - Dividend paying compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Best Stocks - Dividend paying provided a 1.80% 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 Stocks - Dividend paying. 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 Stocks - Dividend paying was 45.62%, occurring on Mar 9, 2009. Recovery took 271 trading sessions.

The current Best Stocks - Dividend paying drawdown is 4.77%.

The chart below shows the rolling one-month volatility.