longterm balance new 3

The chart shows the growth of an initial investment of $10,000 in longterm balance new 3, 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 Dec 20, 2016, longterm balance new 3's average daily return is +0.06%, while the average monthly return is +1.19%. At this rate, your investment would double in approximately 4.9 years.

Historically, 71% of months were positive and 29% were negative. The best month was Apr 2020 with a return of +11.7%, while the worst month was Mar 2020 at -10.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, longterm balance new 3 closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +7.8%, while the worst single day was Mar 16, 2020 at -9.4%.

longterm balance new 3 has an annualized alpha of 3.70%, beta of 0.81, and R² of 0.96 versus S&P 500 Index. Calculated based on daily prices since December 20, 2016.

• This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (91.00%) than losses (81.24%) — typical of diversified or defensive assets.
• This portfolio generated an annualized alpha of 3.70% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

longterm balance new 3 has an expense ratio of 0.21%, 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.

longterm balance new 3 ranks 80 for risk / return — in the top 80% 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.

longterm balance new 3 Sharpe ratios as of Apr 11, 2026 (values are recalculated daily):

• 1-Year: 2.94
• 5-Year: 0.85
• All Time: 0.94

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 2.14 to 3.05, 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 longterm balance new 3 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

longterm balance new 3 provided a 1.45% 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 longterm balance new 3. 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 longterm balance new 3 was 27.51%, occurring on Mar 23, 2020. Recovery took 79 trading sessions.

The current longterm balance new 3 drawdown is 2.49%.

The chart below shows the rolling one-month volatility.