main_portfolio_matches_bnds

The chart shows the growth of an initial investment of $10,000 in main_portfolio_matches_bnds, 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 when any position deviates by more than 3.0% from its target allocation.

As of Apr 11, 2026, the main_portfolio_matches_bnds returned 6.18% Year-To-Date and 9.89% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Apr 30, 2007, main_portfolio_matches_bnds's average daily return is +0.03%, while the average monthly return is +0.63%. At this rate, an investment would double in approximately 9.2 years.

Historically, 59% of months were positive and 41% were negative. The best month was May 2009 with a return of +11.0%, while the worst month was Oct 2008 at -17.1%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, main_portfolio_matches_bnds closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +9.6%, while the worst single day was Mar 12, 2020 at -8.6%.

main_portfolio_matches_bnds has an annualized alpha of 0.95%, beta of 0.69, and R² of 0.79 versus S&P 500 Index. Calculated based on daily prices since April 30, 2007.

• This portfolio participated in 75.47% of S&P 500 Index downside but only 70.71% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.69 indicates this portfolio moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

main_portfolio_matches_bnds has an expense ratio of 0.39%, 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.

main_portfolio_matches_bnds ranks 64 for risk / return — better than 64% of portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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.

main_portfolio_matches_bnds Sharpe ratios as of Apr 11, 2026 (values are recalculated daily):

• 1-Year: 3.14
• 5-Year: 0.77
• 10-Year: 0.77
• All Time: 0.44

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 2.14 to 3.05, 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 main_portfolio_matches_bnds compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

main_portfolio_matches_bnds provided a 2.29% 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 main_portfolio_matches_bnds. 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 main_portfolio_matches_bnds was 44.93%, occurring on Nov 20, 2008. Recovery took 486 trading sessions.

The current main_portfolio_matches_bnds drawdown is 3.30%.

The chart below shows the rolling one-month volatility.