Prefer Current 2024 - Crisis Ready Strategy

The chart shows the growth of an initial investment of $10,000 in Prefer Current 2024 - Crisis Ready Strategy, 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 9, 2026, the Prefer Current 2024 - Crisis Ready Strategy returned -2.84% Year-To-Date and 50.19% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jan 5, 2016, Prefer Current 2024 - Crisis Ready Strategy's average daily return is +0.12%, while the average monthly return is +3.69%. At this rate, your investment would double in approximately 1.6 years.

Historically, 69% of months were positive and 31% were negative. The best month was Feb 2024 with a return of +28.5%, while the worst month was Jun 2022 at -14.9%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Prefer Current 2024 - Crisis Ready Strategy closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +14.0%, while the worst single day was Mar 16, 2020 at -18.3%.

Prefer Current 2024 - Crisis Ready Strategy has an annualized alpha of 27.74%, beta of 1.37, and R² of 0.65 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.

• This portfolio captured 229.94% of S&P 500 Index gains but only 88.18% of its losses — a favorable profile for investors.
• This portfolio generated an annualized alpha of 27.74% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Prefer Current 2024 - Crisis Ready Strategy has an expense ratio of 0.07%, 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.

Prefer Current 2024 - Crisis Ready Strategy ranks 12 for risk / return — in the bottom 12% of portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

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.

Prefer Current 2024 - Crisis Ready Strategy Sharpe ratios as of Apr 9, 2026 (values are recalculated daily):

• 1-Year: 1.82
• 5-Year: 1.12
• 10-Year: 1.63
• All Time: 1.62

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 2.13 to 2.99, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of Prefer Current 2024 - Crisis Ready Strategy compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Prefer Current 2024 - Crisis Ready Strategy provided a 0.31% 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 Prefer Current 2024 - Crisis Ready Strategy. 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 Prefer Current 2024 - Crisis Ready Strategy was 36.50%, occurring on Mar 16, 2020. Recovery took 65 trading sessions.

The current Prefer Current 2024 - Crisis Ready Strategy drawdown is 14.82%.

The chart below shows the rolling one-month volatility.