Best 25 Stocks

The chart shows the growth of an initial investment of $10,000 in Best 25 Stocks, 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 Mar 28, 2024, Best 25 Stocks's average daily return is +0.14%, while the average monthly return is +2.84%. At this rate, your investment would double in approximately 2.1 years.

Historically, 73% of months were positive and 27% were negative. The best month was Nov 2024 with a return of +13.1%, while the worst month was Dec 2024 at -5.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 1 months.

On a daily basis, Best 25 Stocks closed higher 58% of trading days. The best single day was Apr 9, 2025 with a return of +6.6%, while the worst single day was Apr 4, 2025 at -6.6%.

Best 25 Stocks has an annualized alpha of 31.95%, beta of 0.67, and R² of 0.57 versus S&P 500 Index. Calculated based on daily prices since March 28, 2024.

• This portfolio captured 148.96% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -44.53%) — a profile typical of hedging or uncorrelated assets.
• This portfolio generated an annualized alpha of 31.95% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.67 indicates this portfolio moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

Best 25 Stocks 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.

Best 25 Stocks ranks 46 for risk / return — on par with similar portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

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.

Best 25 Stocks Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 1.16
• All Time: 2.92

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 0.98 to 1.66, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Best 25 Stocks compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Best 25 Stocks provided a 1.54% 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 Best 25 Stocks. 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 Best 25 Stocks was 9.66%, occurring on Apr 8, 2025. Recovery took 10 trading sessions.

The current Best 25 Stocks drawdown is 4.42%.

The chart below shows the rolling one-month volatility.