Howard Jones Jr

The chart shows the growth of an initial investment of $10,000 in Howard Jones Jr, 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 Jun 20, 2026, the Howard Jones Jr returned 8.53% Year-To-Date and 15.16% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Oct 28, 2010, Howard Jones Jr's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, an investment would double in approximately 7.7 years.

Historically, 49% of months were positive and 51% were negative. The best month was Jul 2020 with a return of +22.4%, while the worst month was Sep 2011 at -26.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, Howard Jones Jr closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +11.8%, while the worst single day was Jan 30, 2026 at -15.3%.

Howard Jones Jr has an annualized alpha of -2.72%, beta of 0.89, and R2 of 0.29 versus S&P 500 Index. Calculated based on daily prices since October 28, 2010.

• This portfolio participated in 118.26% of S&P 500 Index downside but only 83.89% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.29 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.

Howard Jones Jr has an expense ratio of 0.52%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Howard Jones Jr ranks 42 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. Learn how to interpret the Sharpe ratio.

The current Howard Jones Jr Sharpe ratio is 2.20 as of Jun 20, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.66 to 2.57, 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 Howard Jones Jr compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Howard Jones Jr provided a 0.72% 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 Howard Jones Jr. 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 Howard Jones Jr was 80.71%, occurring on Jan 19, 2016. Recovery took 2436 trading sessions.

The current Howard Jones Jr drawdown is 21.89%.

The chart below shows the rolling one-month volatility.