mags + btc + gspc

The chart shows the growth of an initial investment of $10,000 in mags + btc + gspc, 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 Apr 4, 2026, the mags + btc + gspc returned -8.12% Year-To-Date and 47.58% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jul 21, 2012, mags + btc + gspc's average daily return is +0.13%, while the average monthly return is +3.94%. At this rate, your investment would double in approximately 1.5 years.

Historically, 69% of months were positive and 31% were negative. The best month was Nov 2013 with a return of +84.1%, while the worst month was Dec 2013 at -19.2%. The longest winning streak lasted 19 consecutive months, and the longest losing streak was 3 months.

On a daily basis, mags + btc + gspc closed higher 55% of trading days. The best single day was Nov 18, 2013 with a return of +15.6%, while the worst single day was Mar 12, 2020 at -14.8%.

mags + btc + gspc has an annualized alpha of 31.26%, beta of 1.24, and R² of 0.54 versus S&P 500 Index. Calculated based on daily prices since July 21, 2012.

• This portfolio captured 264.65% of S&P 500 Index gains and 103.33% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 31.26% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

mags + btc + gspc has an expense ratio of 0.03%, 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.

mags + btc + gspc ranks 37 for risk / return — below 37% 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.

mags + btc + gspc Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

• 1-Year: 1.71
• 5-Year: 0.82
• 10-Year: 1.63
• All Time: 1.75

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 0.99 to 1.69, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of mags + btc + gspc compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

mags + btc + gspc provided a 0.26% 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 mags + btc + gspc. 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 mags + btc + gspc was 45.58%, occurring on Jan 5, 2023. Recovery took 314 trading sessions.

The current mags + btc + gspc drawdown is 15.19%.

The chart below shows the rolling one-month volatility.