AAPL cost Amzn wmt gold btc

The chart shows the growth of an initial investment of $10,000 in AAPL cost Amzn wmt gold 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 3 months.

As of Jun 13, 2026, the AAPL cost Amzn wmt gold btc returned 3.11% Year-To-Date and 24.11% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Sep 28, 2012, AAPL cost Amzn wmt gold btc's average daily return is +0.06%, while the average monthly return is +1.84%. At this rate, an investment would double in approximately 3.2 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2013 with a return of +34.4%, while the worst month was Dec 2013 at -12.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, AAPL cost Amzn wmt gold btc closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +7.6%, while the worst single day was Mar 12, 2020 at -8.1%.

AAPL cost Amzn wmt gold btc has an annualized alpha of 14.35%, beta of 0.53, and R2 of 0.39 versus S&P 500 Index. Calculated based on daily prices since September 28, 2012.

• This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (96.43%) than losses (45.32%) - typical of diversified or defensive assets.
• Beta of 0.53 may look defensive, but with R2 of 0.39 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 0.39 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

AAPL cost Amzn wmt gold btc has an expense ratio of 0.16%, 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.

AAPL cost Amzn wmt gold btc ranks 21 for risk / return — below 21% 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 AAPL cost Amzn wmt gold btc Sharpe ratio is 1.36 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 AAPL cost Amzn wmt gold btc compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

AAPL cost Amzn wmt gold btc provided a 0.23% 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 AAPL cost Amzn wmt gold 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 AAPL cost Amzn wmt gold btc was 21.48%, occurring on Nov 9, 2022. Recovery took 250 trading sessions.

The current AAPL cost Amzn wmt gold btc drawdown is 8.85%.

The chart below shows the rolling one-month volatility.