Zero Div Taxable

The chart shows the growth of an initial investment of $10,000 in Zero Div Taxable, 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 Jun 13, 2026, the Zero Div Taxable returned -1.41% Year-To-Date and 25.38% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Aug 10, 2007, Zero Div Taxable's average daily return is +0.10%, while the average monthly return is +2.04%. At this rate, an investment would double in approximately 2.9 years.

Historically, 63% of months were positive and 37% were negative. The best month was Dec 2007 with a return of +20.3%, while the worst month was Jan 2008 at -21.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.

On a daily basis, Zero Div Taxable closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +13.1%, while the worst single day was Oct 15, 2008 at -10.0%.

Zero Div Taxable has an annualized alpha of 14.70%, beta of 1.09, and R2 of 0.63 versus S&P 500 Index. Calculated based on daily prices since August 10, 2007.

• This portfolio captured 156.58% of S&P 500 Index gains but only 91.39% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 14.70% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.09 and R2 of 0.63, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Zero Div Taxable 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.

Zero Div Taxable ranks 11 for risk / return — in the bottom 11% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

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 Zero Div Taxable Sharpe ratio is 0.81 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.53 to 2.41, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

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

Zero Div Taxable provided a 0.06% 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 Zero Div Taxable. 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 Zero Div Taxable was 67.38%, occurring on Nov 20, 2008. Recovery took 343 trading sessions.

The current Zero Div Taxable drawdown is 8.97%.

The chart below shows the rolling one-month volatility.