Big Tech 8

The chart shows the growth of an initial investment of $10,000 in Big Tech 8, 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.

As of Jun 9, 2026, the Big Tech 8 returned 1.14% Year-To-Date and 36.79% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Apr 3, 2014, Big Tech 8's average daily return is +0.13%, while the average monthly return is +2.75%. At this rate, an investment would double in approximately 2.1 years.

Historically, 64% of months were positive and 36% were negative. The best month was Aug 2020 with a return of +25.8%, while the worst month was Apr 2022 at -17.5%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Big Tech 8 closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +14.6%, while the worst single day was Mar 16, 2020 at -13.9%.

Big Tech 8 has an annualized alpha of 18.10%, beta of 1.33, and R2 of 0.70 versus S&P 500 Index. Calculated based on daily prices since April 03, 2014.

• This portfolio captured 201.06% of S&P 500 Index gains and 101.48% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 18.10% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Big Tech 8 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.

Big Tech 8 ranks 20 for risk / return — below 20% of Portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below presents risk-adjusted performance metrics for Big Tech 8 and compares them with S&P 500 Index.

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.

Big Tech 8 Sharpe ratios as of Jun 9, 2026 (values are recalculated daily):

• 1-Year: 1.51
• 5-Year: 0.87
• 10-Year: 1.27
• All Time: 1.25

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 1.59 to 2.46, 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 Big Tech 8 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Big Tech 8 provided a 0.29% 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 Big Tech 8. 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 Big Tech 8 was 48.85%, occurring on Dec 28, 2022. Recovery took 128 trading sessions.

The current Big Tech 8 drawdown is 6.02%.

The chart below shows the rolling one-month volatility.