BROKERAGE ACCOUNT planned

The chart shows the growth of an initial investment of $10,000 in BROKERAGE ACCOUNT planned, 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 BROKERAGE ACCOUNT planned returned 11.55% Year-To-Date and 62.80% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jun 29, 2010, BROKERAGE ACCOUNT planned's average daily return is +0.21%, while the average monthly return is +4.29%. At this rate, an investment would double in approximately 1.4 years.

Historically, 63% of months were positive and 37% were negative. The best month was Aug 2020 with a return of +46.9%, while the worst month was Apr 2022 at -24.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BROKERAGE ACCOUNT planned closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +20.5%, while the worst single day was Mar 16, 2020 at -18.3%.

BROKERAGE ACCOUNT planned has an annualized alpha of 35.56%, beta of 1.59, and R2 of 0.44 versus S&P 500 Index. Calculated based on daily prices since June 29, 2010.

• This portfolio captured 275.61% of S&P 500 Index gains but only 92.13% of its losses - a favorable profile for investors.
• R2 of 0.44 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

BROKERAGE ACCOUNT planned has an expense ratio of 0.04%, 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.

BROKERAGE ACCOUNT planned ranks 33 for risk / return — below 33% 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.

The current BROKERAGE ACCOUNT planned Sharpe ratio is 1.69 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 BROKERAGE ACCOUNT planned compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

BROKERAGE ACCOUNT planned provided a 0.61% 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 BROKERAGE ACCOUNT planned. 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 BROKERAGE ACCOUNT planned was 57.56%, occurring on Jan 3, 2023. Recovery took 109 trading sessions.

The current BROKERAGE ACCOUNT planned drawdown is 7.48%.

The chart below shows the rolling one-month volatility.