100 Oldest 1366~1859

The chart shows the growth of an initial investment of $10,000 in 100 Oldest 1366~1859, 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 Oct 11, 2023, 100 Oldest 1366~1859's average daily return is +0.14%, while the average monthly return is +2.78%. At this rate, an investment would double in approximately 2.1 years.

Historically, 79% of months were positive and 21% were negative. The best month was Nov 2023 with a return of +12.9%, while the worst month was Mar 2026 at -10.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 2 months.

On a daily basis, 100 Oldest 1366~1859 closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +8.0%, while the worst single day was Apr 4, 2025 at -6.0%.

100 Oldest 1366~1859 has an annualized alpha of 18.40%, beta of 0.83, and R2 of 0.37 versus S&P 500 Index. Calculated based on daily prices since October 11, 2023.

• This portfolio captured 103.00% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -11.19%) - a profile typical of hedging or uncorrelated assets.
• R2 of 0.37 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

100 Oldest 1366~1859 has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

100 Oldest 1366~1859 ranks 18 for risk / return — in the bottom 18% 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 100 Oldest 1366~1859 Sharpe ratio is 1.20 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 100 Oldest 1366~1859 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

100 Oldest 1366~1859 provided a 2.60% 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 100 Oldest 1366~1859. 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 100 Oldest 1366~1859 was 17.06%, occurring on Mar 20, 2026. Recovery took 58 trading sessions.

The chart below shows the rolling one-month volatility.