Mom and Dad HQ w/crypto

The chart shows the growth of an initial investment of $10,000 in Mom and Dad HQ w/crypto, 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 never rebalanced.

As of Jun 13, 2026, the Mom and Dad HQ w/crypto returned -37.44% Year-To-Date and 42.53% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Aug 7, 2015, Mom and Dad HQ w/crypto's average daily return is +0.17%, while the average monthly return is +5.46%. At this rate, an investment would double in approximately 1.1 years.

Historically, 54% of months were positive and 46% were negative. The best month was May 2017 with a return of +108.4%, while the worst month was Mar 2018 at -48.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, Mom and Dad HQ w/crypto closed higher 52% of trading days. The best single day was Dec 12, 2017 with a return of +25.0%, while the worst single day was Mar 12, 2020 at -35.3%.

Mom and Dad HQ w/crypto has an annualized alpha of 23.58%, beta of 1.20, and R2 of 0.12 versus S&P 500 Index. Calculated based on daily prices since August 07, 2015.

• This portfolio captured 155.62% of S&P 500 Index gains and 127.37% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.12 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.

Mom and Dad HQ w/crypto has an expense ratio of 0.12%, 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.

Mom and Dad HQ w/crypto 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 Mom and Dad HQ w/crypto Sharpe ratio is -0.55 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 1.54 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 Mom and Dad HQ w/crypto compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Mom and Dad HQ w/crypto provided a 0.76% 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 Mom and Dad HQ w/crypto. 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 Mom and Dad HQ w/crypto was 89.24%, occurring on Dec 15, 2018. Recovery took 753 trading sessions.

The current Mom and Dad HQ w/crypto drawdown is 59.85%.

The chart below shows the rolling one-month volatility.