Invest

The chart shows the growth of an initial investment of $10,000 in Invest, 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 year.

As of Apr 4, 2026, the Invest returned 2.82% Year-To-Date and 41.95% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jan 25, 1999, Invest's average daily return is +0.12%, while the average monthly return is +2.40%. At this rate, your investment would double in approximately 2.4 years.

Historically, 64% of months were positive and 36% were negative. The best month was May 2003 with a return of +47.8%, while the worst month was Sep 1999 at -26.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 9 months.

On a daily basis, Invest closed higher 53% of trading days. The best single day was Mar 7, 2000 with a return of +18.2%, while the worst single day was Aug 6, 2004 at -18.7%.

Invest has an annualized alpha of 22.68%, beta of 1.08, and R² of 0.40 versus S&P 500 Index. Calculated based on daily prices since January 25, 1999.

• This portfolio captured 201.26% of S&P 500 Index gains but only 99.00% of its losses — a favorable profile for investors.
• R² of 0.40 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

Invest 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.

Invest ranks 82 for risk / return — in the top 82% 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.

Invest Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

• 1-Year: 1.79
• 5-Year: 1.60
• 10-Year: 1.49
• All Time: 0.82

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 0.99 to 1.69, 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 Invest compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Invest provided a 1.35% 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 Invest. 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 Invest was 65.30%, occurring on Nov 20, 2008. Recovery took 553 trading sessions.

The current Invest drawdown is 6.52%.

The chart below shows the rolling one-month volatility.