Set It and Forget It (Boosted)

The chart shows the growth of an initial investment of $10,000 in Set It and Forget It (Boosted), 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 Quarterly

The table below presents the monthly returns of Set It and Forget It (Boosted), with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

Set It and Forget It (Boosted) features an expense ratio of 0.73%, falling within the medium range. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Set It and Forget It (Boosted) provided a 9.39% 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 Set It and Forget It (Boosted). 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 Set It and Forget It (Boosted) was 17.63%, occurring on Aug 7, 2024. Recovery took 46 trading sessions.

The current Set It and Forget It (Boosted) drawdown is 0.62%.

The current Set It and Forget It (Boosted) volatility is 7.94%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.