Forever Portfolio. Balanced Hybrid

The chart shows the growth of an initial investment of $10,000 in Forever Portfolio. Balanced Hybrid, 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 Aug 3, 2018, Forever Portfolio. Balanced Hybrid's average daily return is +0.09%, while the average monthly return is +1.87%. At this rate, an investment would double in approximately 3.1 years.

Historically, 74% of months were positive and 26% were negative. The best month was Apr 2026 with a return of +10.6%, while the worst month was Mar 2020 at -7.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Forever Portfolio. Balanced Hybrid closed higher 58% of trading days. The best single day was Apr 9, 2025 with a return of +8.4%, while the worst single day was Mar 16, 2020 at -9.1%.

Forever Portfolio. Balanced Hybrid has an annualized alpha of 12.87%, beta of 0.76, and R2 of 0.82 versus S&P 500 Index. Calculated based on daily prices since August 03, 2018.

• This portfolio captured 105.20% of S&P 500 Index gains but only 63.35% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 12.87% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Forever Portfolio. Balanced Hybrid has an expense ratio of 0.27%, 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.

Forever Portfolio. Balanced Hybrid 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 table below presents risk-adjusted performance metrics for Forever Portfolio. Balanced Hybrid and compares them with S&P 500 Index.

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.

Forever Portfolio. Balanced Hybrid Sharpe ratios as of Jun 6, 2026 (values are recalculated daily):

• 1-Year: 2.95
• 5-Year: 1.66
• All Time: 1.46

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 1.64 to 2.53, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of Forever Portfolio. Balanced Hybrid compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Forever Portfolio. Balanced Hybrid provided a 0.92% 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 Forever Portfolio. Balanced Hybrid. 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 Forever Portfolio. Balanced Hybrid was 24.85%, occurring on Mar 23, 2020. Recovery took 74 trading sessions.

The current Forever Portfolio. Balanced Hybrid drawdown is 5.39%.

The chart below shows the rolling one-month volatility.