MikeJojo - SIPP Retirement v2

The chart shows the growth of an initial investment of $10,000 in MikeJojo - SIPP Retirement v2, 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.

Based on dividend-adjusted daily data since May 17, 2019, MikeJojo - SIPP Retirement v2's average daily return is +0.09%, while the average monthly return is +1.85%. At this rate, your investment would double in approximately 3.2 years.

Historically, 68% of months were positive and 32% were negative. The best month was Jun 2020 with a return of +14.2%, while the worst month was Apr 2022 at -9.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, MikeJojo - SIPP Retirement v2 closed higher 56% of trading days. The best single day was Sep 24, 2020 with a return of +14.1%, while the worst single day was Mar 12, 2020 at -9.0%.

MikeJojo - SIPP Retirement v2 has an annualized alpha of 13.08%, beta of 0.71, and R² of 0.48 versus S&P 500 Index. Calculated based on daily prices since May 17, 2019.

• This portfolio captured 122.26% of S&P 500 Index gains but only 86.61% of its losses — a favorable profile for investors.
• R² of 0.48 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

MikeJojo - SIPP Retirement v2 has an expense ratio of 0.17%, 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.

MikeJojo - SIPP Retirement v2 ranks 84 for risk / return — in the top 84% 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.

MikeJojo - SIPP Retirement v2 Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 1.41
• 5-Year: 0.79
• All Time: 1.11

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 1.01 to 1.70, 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 MikeJojo - SIPP Retirement v2 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

MikeJojo - SIPP Retirement v2 provided a 0.51% 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 MikeJojo - SIPP Retirement v2. 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 MikeJojo - SIPP Retirement v2 was 31.79%, occurring on Mar 23, 2020. Recovery took 56 trading sessions.

The current MikeJojo - SIPP Retirement v2 drawdown is 6.22%.

The chart below shows the rolling one-month volatility.