9 dec - Add Bond

The chart shows the growth of an initial investment of $10,000 in 9 dec - Add Bond, 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 Apr 6, 2023, 9 dec - Add Bond's average daily return is +0.16%, while the average monthly return is +3.85%. At this rate, your investment would double in approximately 1.5 years.

Historically, 70% of months were positive and 30% were negative. The best month was Dec 2024 with a return of +38.0%, while the worst month was Mar 2026 at -9.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, 9 dec - Add Bond closed higher 57% of trading days. The best single day was Dec 26, 2024 with a return of +10.0%, while the worst single day was Dec 19, 2024 at -10.9%.

9 dec - Add Bond has an annualized alpha of 41.50%, beta of 0.64, and R² of 0.21 versus S&P 500 Index. Calculated based on daily prices since April 06, 2023.

• This portfolio captured 173.90% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -28.52%) — a profile typical of hedging or uncorrelated assets.
• Beta of 0.64 may look defensive, but with R² of 0.21 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 0.21 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.

9 dec - Add Bond has an expense ratio of 0.17%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

9 dec - Add Bond ranks 63 for risk / return — better than 63% 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.

9 dec - Add Bond Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 2.13
• All Time: 2.43

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 1.00 to 1.70, 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 9 dec - Add Bond compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

9 dec - Add Bond provided a 0.81% 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 9 dec - Add Bond. 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 9 dec - Add Bond was 15.71%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current 9 dec - Add Bond drawdown is 12.04%.

The chart below shows the rolling one-month volatility.