EQ

The chart shows the growth of an initial investment of $10,000 in EQ, 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 Apr 6, 2021, EQ's average daily return is +3.05%, while the average monthly return is +71.64%. At this rate, an investment would double in approximately 0.1 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2021 with a return of +4,463.8%, while the worst month was Jun 2022 at -8.7%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, EQ closed higher 54% of trading days. The best single day was Apr 8, 2021 with a return of +3,924.6%, while the worst single day was Nov 17, 2023 at -12.4%.

EQ has an annualized alpha of 192000.08%, beta of 1.51, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since April 06, 2021.

• This portfolio captured 616.36% of S&P 500 Index gains but only 85.93% of its losses - a favorable profile for investors.
• R2 of 0.00 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.

EQ has an expense ratio of 0.26%, 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.

EQ ranks 26 for risk / return — below 26% 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 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 EQ Sharpe ratio is 1.51 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 EQ compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

EQ provided a 1.08% 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 EQ. 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 EQ was 25.50%, occurring on Sep 26, 2022. Recovery took 289 trading sessions.

The current EQ drawdown is 0.79%.

The chart below shows the rolling one-month volatility.