Chip Stocks like NVDA

The chart shows the growth of an initial investment of $10,000 in Chip Stocks like NVDA, 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 Jan 15, 2025, Chip Stocks like NVDA's average daily return is +0.24%, while the average monthly return is +4.33%. At this rate, your investment would double in approximately 1.4 years.

Historically, 44% of months were positive and 56% were negative. The best month was Oct 2025 with a return of +46.3%, while the worst month was Nov 2025 at -21.4%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Chip Stocks like NVDA closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +28.8%, while the worst single day was Apr 3, 2025 at -12.9%.

Chip Stocks like NVDA has an annualized alpha of 32.19%, beta of 3.00, and R² of 0.57 versus S&P 500 Index. Calculated based on daily prices since January 15, 2025.

• This portfolio captured 569.97% of S&P 500 Index gains and 252.70% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 32.19% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 3.00 means this portfolio moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

Chip Stocks like NVDA has an expense ratio of 0.66%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Chip Stocks like NVDA ranks 70 for risk / return — better than 70% 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.

Chip Stocks like NVDA Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 1.50
• All Time: 0.62

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 Chip Stocks like NVDA compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Chip Stocks like NVDA provided a 2.74% 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 Chip Stocks like NVDA. 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 Chip Stocks like NVDA was 55.48%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.

The current Chip Stocks like NVDA drawdown is 14.17%.

The chart below shows the rolling one-month volatility.