ryoku hodings

The chart shows the growth of an initial investment of $10,000 in ryoku hodings, 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 ryoku hodings returned 6.04% Year-To-Date and 29.35% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since May 23, 2014, ryoku hodings's average daily return is +0.10%, while the average monthly return is +2.20%. At this rate, your investment would double in approximately 2.7 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +14.7%, while the worst month was Oct 2018 at -15.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, ryoku hodings closed higher 56% of trading days. The best single day was Mar 24, 2020 with a return of +10.1%, while the worst single day was Mar 16, 2020 at -12.4%.

ryoku hodings has an annualized alpha of 15.39%, beta of 1.06, and R² of 0.67 versus S&P 500 Index. Calculated based on daily prices since May 23, 2014.

• This portfolio captured 153.44% of S&P 500 Index gains but only 80.57% of its losses — a favorable profile for investors.
• This portfolio generated an annualized alpha of 15.39% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.06 and R² of 0.67, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

ryoku hodings has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

ryoku hodings ranks 74 for risk / return — better than 74% of portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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.

ryoku hodings Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 1.65
• 5-Year: 0.99
• 10-Year: 1.25
• All Time: 1.20

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 1.66, 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 ryoku hodings compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

ryoku hodings provided a 1.02% 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 ryoku hodings. 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 ryoku hodings was 31.82%, occurring on Dec 24, 2018. Recovery took 149 trading sessions.

The current ryoku hodings drawdown is 8.36%.

The chart below shows the rolling one-month volatility.