ETF GOAL June 24 25

The chart shows the growth of an initial investment of $10,000 in ETF GOAL June 24 25, 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 Jan 24, 2024, ETF GOAL June 24 25's average daily return is +0.17%, while the average monthly return is +3.38%. At this rate, an investment would double in approximately 1.7 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2026 with a return of +23.5%, while the worst month was Mar 2025 at -9.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 2 months.

On a daily basis, ETF GOAL June 24 25 closed higher 59% of trading days. The best single day was Apr 9, 2025 with a return of +14.9%, while the worst single day was Jun 5, 2026 at -7.9%.

ETF GOAL June 24 25 has an annualized alpha of 10.70%, beta of 1.74, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since January 24, 2024.

• This portfolio captured 225.81% of S&P 500 Index gains and 124.09% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 10.70% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• Beta of 1.74 means this portfolio moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

ETF GOAL June 24 25 has an expense ratio of 0.42%, 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.

ETF GOAL June 24 25 ranks 68 for risk / return — better than 68% of Portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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. Learn how to interpret the Sharpe ratio.

The current ETF GOAL June 24 25 Sharpe ratio is 2.33 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 falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of ETF GOAL June 24 25 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

ETF GOAL June 24 25 provided a 0.49% 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 ETF GOAL June 24 25. 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 ETF GOAL June 24 25 was 30.00%, occurring on Apr 8, 2025. Recovery took 47 trading sessions.

The current ETF GOAL June 24 25 drawdown is 5.04%.

The chart below shows the rolling one-month volatility.