Moochi v5

The chart shows the growth of an initial investment of $10,000 in Moochi v5, 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 never rebalanced.

Based on dividend-adjusted daily data since Feb 2, 2022, Moochi v5's average daily return is +0.08%, while the average monthly return is +2.32%. At this rate, an investment would double in approximately 2.5 years.

Historically, 57% of months were positive and 43% were negative. The best month was May 2025 with a return of +15.9%, while the worst month was Apr 2022 at -14.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Moochi v5 closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +13.6%, while the worst single day was Jan 27, 2025 at -7.4%.

Moochi v5 has an annualized alpha of 11.30%, beta of 1.34, and R2 of 0.72 versus S&P 500 Index. Calculated based on daily prices since February 02, 2022.

• This portfolio captured 161.61% of S&P 500 Index gains and 100.78% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 11.30% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Moochi v5 has an expense ratio of 0.03%, 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.

Moochi v5 ranks 11 for risk / return — in the bottom 11% 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.

The current Moochi v5 Sharpe ratio is 0.80 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 Moochi v5 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Moochi v5 provided a 0.63% 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 Moochi v5. 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 Moochi v5 was 35.81%, occurring on Dec 28, 2022. Recovery took 202 trading sessions.

The current Moochi v5 drawdown is 10.40%.

The chart below shows the rolling one-month volatility.