Awesome Portfolio

The chart shows the growth of an initial investment of $10,000 in Awesome Portfolio, 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 Jul 21, 2026, the Awesome Portfolio returned 19.22% Year-To-Date and 28.19% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Nov 3, 2014, Awesome Portfolio's average daily return is +0.10%, while the average monthly return is +2.14%. At this rate, an investment would double in approximately 2.7 years.

Historically, 70% of months were positive and 30% were negative. The best month was Apr 2020 with a return of +13.2%, while the worst month was Mar 2020 at -14.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Awesome Portfolio closed higher 55% of trading days. The best single day was Mar 13, 2020 with a return of +9.4%, while the worst single day was Mar 16, 2020 at -13.0%.

Awesome Portfolio has an annualized alpha of 14.34%, beta of 0.99, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since November 03, 2014.

• This portfolio captured 144.58% of S&P 500 Index gains but only 79.18% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 14.34% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 0.99 and R2 of 0.74, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Awesome Portfolio has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Awesome Portfolio ranks 92 for risk / return — in the top 92% of Portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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 Awesome Portfolio Sharpe ratio is 2.44 as of Jul 21, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.20 to 1.98, 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 Awesome Portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Awesome Portfolio provided a 1.29% 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 Awesome Portfolio. 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 Awesome Portfolio was 33.50%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.

The current Awesome Portfolio drawdown is 5.83%.

The chart below shows the rolling one-month volatility.