Short List Silver ETFs and Stock

The chart shows the growth of an initial investment of $10,000 in Short List Silver ETFs and Stock, 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 3, 2026, the Short List Silver ETFs and Stock returned 14.67% Year-To-Date and 16.94% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Dec 16, 2010, Short List Silver ETFs and Stock's average daily return is +0.05%, while the average monthly return is +1.07%. At this rate, your investment would double in approximately 5.4 years.

Historically, 48% of months were positive and 52% were negative. The best month was Apr 2016 with a return of +28.5%, while the worst month was Sep 2011 at -25.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Short List Silver ETFs and Stock closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +13.2%, while the worst single day was Jan 30, 2026 at -17.2%.

Short List Silver ETFs and Stock has an annualized alpha of 4.50%, beta of 0.70, and R² of 0.12 versus S&P 500 Index. Calculated based on daily prices since December 16, 2010.

• This portfolio participated in 83.35% of S&P 500 Index downside but only 69.10% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.12 means this portfolio moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Short List Silver ETFs and Stock 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.

Short List Silver ETFs and Stock ranks 94 for risk / return — in the top 94% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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.

Short List Silver ETFs and Stock Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 3.17
• 5-Year: 0.53
• 10-Year: 0.49
• All Time: 0.20

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 0.98 to 1.67, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of Short List Silver ETFs and Stock compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Short List Silver ETFs and Stock provided a 0.42% 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 Short List Silver ETFs and Stock. 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 Short List Silver ETFs and Stock was 73.15%, occurring on Aug 26, 2015. Recovery took 1367 trading sessions.

The current Short List Silver ETFs and Stock drawdown is 22.10%.

The chart below shows the rolling one-month volatility.