wife non reg

The chart shows the growth of an initial investment of $10,000 in wife non reg, 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 Jun 30, 2021, wife non reg's average daily return is +0.06%, while the average monthly return is +1.31%. At this rate, an investment would double in approximately 4.4 years.

Historically, 69% of months were positive and 31% were negative. The best month was Dec 2025 with a return of +8.5%, while the worst month was Mar 2026 at -7.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, wife non reg closed higher 55% of trading days. The best single day was Oct 3, 2022 with a return of +4.1%, while the worst single day was Jan 30, 2026 at -11.5%.

wife non reg has an annualized alpha of 12.49%, beta of 0.37, and R² of 0.18 versus S&P 500 Index. Calculated based on daily prices since June 30, 2021.

• This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (61.90%) than losses (26.08%) — typical of diversified or defensive assets.
• Beta of 0.37 may look defensive, but with R² of 0.18 this portfolio is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R² of 0.18 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.

wife non reg has an expense ratio of 0.12%, 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.

wife non reg ranks 46 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.

wife non reg Sharpe ratios as of Apr 15, 2026 (values are recalculated daily):

• 1-Year: 2.57
• All Time: 1.08

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 2.15 to 2.98, 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 wife non reg compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

wife non reg provided a 2.51% 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 wife non reg. 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 wife non reg was 17.93%, occurring on Oct 14, 2022. Recovery took 365 trading sessions.

The current wife non reg drawdown is 9.20%.

The chart below shows the rolling one-month volatility.