CRASH PROOF + CAPR IRA

The chart shows the growth of an initial investment of $10,000 in CRASH PROOF + CAPR IRA, 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 May 28, 2020, CRASH PROOF + CAPR IRA's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, an investment would double in approximately 7.7 years.

Historically, 58% of months were positive and 42% were negative. The best month was Dec 2025 with a return of +20.8%, while the worst month was Sep 2023 at -4.9%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, CRASH PROOF + CAPR IRA closed higher 53% of trading days. The best single day was Dec 3, 2025 with a return of +21.0%, while the worst single day was Mar 28, 2022 at -3.8%.

CRASH PROOF + CAPR IRA has an annualized alpha of 5.58%, beta of 0.23, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since May 28, 2020.

• This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (23.61%) than losses (1.57%) - typical of diversified or defensive assets.
• Beta of 0.23 may look defensive, but with R2 of 0.10 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 0.10 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.

CRASH PROOF + CAPR IRA has an expense ratio of 0.15%, 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.

CRASH PROOF + CAPR IRA ranks 71 for risk / return — better than 71% of Portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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 CRASH PROOF + CAPR IRA Sharpe ratio is 0.95 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 CRASH PROOF + CAPR IRA compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

CRASH PROOF + CAPR IRA provided a 5.62% 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 CRASH PROOF + CAPR IRA. 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 CRASH PROOF + CAPR IRA was 8.49%, occurring on Apr 8, 2025. Recovery took 165 trading sessions.

The current CRASH PROOF + CAPR IRA drawdown is 1.55%.

The chart below shows the rolling one-month volatility.