ai new portfolio

The chart shows the growth of an initial investment of $10,000 in ai new portfolio, 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 May 19, 2023, ai new portfolio's average daily return is +0.17%, while the average monthly return is +3.89%. At this rate, your investment would double in approximately 1.5 years.

Historically, 75% of months were positive and 25% were negative. The best month was Sep 2025 with a return of +20.7%, while the worst month was Dec 2024 at -5.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ai new portfolio closed higher 58% of trading days. The best single day was Sep 10, 2025 with a return of +5.2%, while the worst single day was Jan 27, 2025 at -9.5%.

ai new portfolio has an annualized alpha of 42.50%, beta of 0.65, and R² of 0.28 versus S&P 500 Index. Calculated based on daily prices since May 19, 2023.

• This portfolio captured 206.84% of S&P 500 Index gains but only 32.09% of its losses — a favorable profile for investors.
• Beta of 0.65 may look defensive, but with R² of 0.28 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 0.28 means this portfolio moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

ai new portfolio has an expense ratio of 0.33%, 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.

ai new portfolio ranks 98 for risk / return — in the top 98% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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.

ai new portfolio Sharpe ratios as of Apr 10, 2026 (values are recalculated daily):

• 1-Year: 5.36
• All Time: 2.93

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 1.87 to 2.87, 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 ai new portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

ai new portfolio provided a 1.75% 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 ai new portfolio. 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 ai new portfolio was 18.31%, occurring on Apr 10, 2025. Recovery took 46 trading sessions.

The chart below shows the rolling one-month volatility.