Gold Stock USD 2x

The chart shows the growth of an initial investment of $10,000 in Gold Stock USD 2x, 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 13, 2026, the Gold Stock USD 2x returned 4.40% Year-To-Date and 17.21% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Dec 3, 2008, Gold Stock USD 2x's average daily return is +0.06%, while the average monthly return is +1.32%. At this rate, an investment would double in approximately 4.4 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +13.0%, while the worst month was Mar 2026 at -10.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Gold Stock USD 2x closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +8.3%, while the worst single day was Jan 30, 2026 at -8.7%.

Gold Stock USD 2x has an annualized alpha of 8.38%, beta of 0.58, and R2 of 0.43 versus S&P 500 Index. Calculated based on daily prices since December 03, 2008.

• This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (68.98%) than losses (39.54%) - typical of diversified or defensive assets.
• Beta of 0.58 may look defensive, but with R2 of 0.43 this portfolio is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R2 of 0.43 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

Gold Stock USD 2x has a high expense ratio of 0.94%, indicating above-average management fees. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Gold Stock USD 2x ranks 21 for risk / return — below 21% of Portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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 Gold Stock USD 2x Sharpe ratio is 1.38 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.53 to 2.41, 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 Gold Stock USD 2x compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Gold Stock USD 2x provided a 0.21% 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 Gold Stock USD 2x. 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 Gold Stock USD 2x was 24.53%, occurring on Mar 16, 2020. Recovery took 84 trading sessions.

The current Gold Stock USD 2x drawdown is 11.50%.

The chart below shows the rolling one-month volatility.