Ferrari

The chart shows the growth of an initial investment of $10,000 in Ferrari, 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 13, 2026, the Ferrari returned -1.73% Year-To-Date and 25.24% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Oct 21, 2015, Ferrari's average daily return is +0.09%, while the average monthly return is +1.81%. At this rate, an investment would double in approximately 3.2 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jan 2019 with a return of +27.0%, while the worst month was Jan 2016 at -17.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Ferrari closed higher 53% of trading days. The best single day was Feb 1, 2024 with a return of +12.6%, while the worst single day was Oct 9, 2025 at -15.0%.

Ferrari has an annualized alpha of 9.15%, beta of 0.99, and R2 of 0.34 versus S&P 500 Index. Calculated based on daily prices since October 21, 2015.

• This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (90.09%) than losses (54.01%) - typical of diversified or defensive assets.
• R2 of 0.34 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

Ferrari 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.

Ferrari ranks 2 for risk / return — in the bottom 2% 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. Learn how to interpret the Sharpe ratio.

The current Ferrari Sharpe ratio is -0.66 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 Ferrari compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Ferrari provided a 2.40% dividend yield over the last twelve months.

The table below shows the monthly dividends paid by this portfolio.

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 Ferrari. 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 Ferrari was 46.67%, occurring on Feb 11, 2016. Recovery took 226 trading sessions.

The current Ferrari drawdown is 29.85%.

The chart below shows the rolling one-month volatility.