Roth401K 2026 Final

The chart shows the growth of an initial investment of $10,000 in Roth401K 2026 Final, 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 Nov 7, 2025, Roth401K 2026 Final's average daily return is +0.09%, while the average monthly return is +1.66%. At this rate, an investment would double in approximately 3.5 years.

Historically, 88% of months were positive and 13% were negative. The best month was Apr 2026 with a return of +3.4%, while the worst month was Nov 2025 at -0.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 1 months.

On a daily basis, Roth401K 2026 Final closed higher 57% of trading days. The best single day was Jun 1, 2026 with a return of +1.7%, while the worst single day was Feb 12, 2026 at -1.1%.

Roth401K 2026 Final has an annualized alpha of 20.75%, beta of 0.26, and R2 of 0.16 versus S&P 500 Index. Calculated based on daily prices since November 07, 2025.

• This portfolio captured 35.57% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -77.14%) - a profile typical of hedging or uncorrelated assets.
• Beta of 0.26 may look defensive, but with R2 of 0.16 this portfolio is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R2 of 0.16 means this portfolio moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Roth401K 2026 Final has a high expense ratio of 2.67%, indicating above-average management fees. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The table below presents risk-adjusted performance metrics for Roth401K 2026 Final and compares them with S&P 500 Index.

There isn't enough data available to calculate the Sharpe ratio for Roth401K 2026 Final. This metric is based on the past 12 months of trading data. Please check back later for updated information.

Roth401K 2026 Final provided a 2.68% 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 Roth401K 2026 Final. 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 Roth401K 2026 Final was 3.30%, occurring on Jan 20, 2026. Recovery took 6 trading sessions.

The current Roth401K 2026 Final drawdown is 0.40%.

The chart below shows the rolling one-month volatility.