Buy and hold 11

The chart shows the growth of an initial investment of $10,000 in Buy and hold 11, 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.

Based on dividend-adjusted daily data since Dec 3, 2025, Buy and hold 11's average daily return is +0.03%, while the average monthly return is +0.71%. At this rate, your investment would double in approximately 8.2 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2026 with a return of +4.9%, while the worst month was Mar 2026 at -7.1%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 2 months.

On a daily basis, Buy and hold 11 closed higher 50% of trading days. The best single day was Feb 6, 2026 with a return of +3.2%, while the worst single day was Feb 12, 2026 at -2.8%.

Buy and hold 11 has an annualized alpha of 14.41%, beta of 1.00, and R² of 0.67 versus S&P 500 Index. Calculated based on daily prices since December 03, 2025.

• This portfolio captured 238.91% of S&P 500 Index gains and 120.06% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 14.41% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.00 and R² of 0.67, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Buy and hold 11 has an expense ratio of 0.01%, 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.

There isn't enough data available to calculate the Sharpe ratio for Buy and hold 11. This metric is based on the past 12 months of trading data. Please check back later for updated information.

Buy and hold 11 provided a 0.90% 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 Buy and hold 11. 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 Buy and hold 11 was 12.44%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current Buy and hold 11 drawdown is 5.71%.

The chart below shows the rolling one-month volatility.