Interesting portfolio

The chart shows the growth of an initial investment of $10,000 in Interesting portfolio, 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 27, 2026, the Interesting portfolio returned 40.19% Year-To-Date and 31.06% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Nov 3, 2014, Interesting portfolio's average daily return is +0.11%, while the average monthly return is +2.28%. At this rate, an investment would double in approximately 2.6 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2026 with a return of +22.6%, while the worst month was Oct 2018 at -12.9%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Interesting portfolio closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +13.0%, while the worst single day was Mar 16, 2020 at -11.8%.

Interesting portfolio has an annualized alpha of 13.26%, beta of 1.20, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since November 03, 2014.

• This portfolio captured 168.67% of S&P 500 Index gains but only 98.82% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 13.26% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Interesting portfolio has an expense ratio of 0.05%, 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.

Interesting portfolio ranks 94 for risk / return — in the top 94% 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. Learn how to interpret the Sharpe ratio.

The current Interesting portfolio Sharpe ratio is 3.06 as of Jun 27, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.32 to 2.19, 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 Interesting portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Interesting portfolio provided a 0.42% 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 Interesting portfolio. 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 Interesting portfolio was 32.07%, occurring on Oct 14, 2022. Recovery took 291 trading sessions.

The current Interesting portfolio drawdown is 4.67%.

The chart below shows the rolling one-month volatility.