Current May 24

The chart shows the growth of an initial investment of $10,000 in Current May 24, 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 9, 2026, the Current May 24 returned 23.21% Year-To-Date and 52.02% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jan 4, 2016, Current May 24's average daily return is +0.13%, while the average monthly return is +3.91%. At this rate, an investment would double in approximately 1.5 years.

Historically, 70% of months were positive and 30% were negative. The best month was Feb 2024 with a return of +36.5%, while the worst month was Mar 2020 at -17.2%. The longest winning streak lasted 21 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Current May 24 closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +13.7%, while the worst single day was Mar 16, 2020 at -21.3%.

Current May 24 has an annualized alpha of 29.98%, beta of 1.34, and R2 of 0.53 versus S&P 500 Index. Calculated based on daily prices since January 04, 2016.

• This portfolio captured 243.22% of S&P 500 Index gains but only 97.21% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 29.98% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Current May 24 has an expense ratio of 0.14%, 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.

Current May 24 ranks 18 for risk / return — in the bottom 18% 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 table below presents risk-adjusted performance metrics for Current May 24 and compares them with S&P 500 Index.

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.

Current May 24 Sharpe ratios as of Jun 9, 2026 (values are recalculated daily):

• 1-Year: 1.40
• 5-Year: 1.13
• 10-Year: 1.54
• All Time: 1.55

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.59 to 2.46, 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 Current May 24 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Current May 24 provided a 0.19% 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 Current May 24. 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 Current May 24 was 38.63%, occurring on Mar 16, 2020. Recovery took 64 trading sessions.

The current Current May 24 drawdown is 7.24%.

The chart below shows the rolling one-month volatility.