Brk gld bnd voog btc

The chart shows the growth of an initial investment of $10,000 in Brk gld bnd voog btc, 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 year.

As of Apr 17, 2026, the Brk gld bnd voog btc returned -0.82% Year-To-Date and 21.98% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Aug 2, 2012, Brk gld bnd voog btc's average daily return is +0.08%, while the average monthly return is +3.01%. At this rate, an investment would double in approximately 1.9 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2013 with a return of +216.2%, while the worst month was Dec 2013 at -31.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Brk gld bnd voog btc closed higher 55% of trading days. The best single day was Nov 18, 2013 with a return of +32.8%, while the worst single day was Dec 6, 2013 at -19.1%.

Brk gld bnd voog btc has an annualized alpha of 20.57%, beta of 0.67, and R² of 0.22 versus S&P 500 Index. Calculated based on daily prices since August 02, 2012.

• This portfolio captured 137.32% of S&P 500 Index gains but only 66.56% of its losses — a favorable profile for investors.
• Beta of 0.67 may look defensive, but with R² of 0.22 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 0.22 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.

Brk gld bnd voog btc has an expense ratio of 0.07%, 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.

Brk gld bnd voog btc ranks 10 for risk / return — in the bottom 10% 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.

Brk gld bnd voog btc Sharpe ratios as of Apr 17, 2026 (values are recalculated daily):

• 1-Year: 1.30
• 5-Year: 0.98
• 10-Year: 1.35
• All Time: 1.20

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 2.35 to 3.16, 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 Brk gld bnd voog btc compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Brk gld bnd voog btc provided a 0.61% 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 Brk gld bnd voog btc. 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 Brk gld bnd voog btc was 46.71%, occurring on Dec 18, 2013. Recovery took 1252 trading sessions.

The current Brk gld bnd voog btc drawdown is 2.16%.

The chart below shows the rolling one-month volatility.