Pinwheel Cashflow

The chart shows the growth of an initial investment of $10,000 in Pinwheel Cashflow, 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 Jul 10, 2025, Pinwheel Cashflow's average daily return is +0.05%, while the average monthly return is +0.89%. At this rate, your investment would double in approximately 6.5 years.

Historically, 80% of months were positive and 20% were negative. The best month was Jan 2026 with a return of +2.6%, while the worst month was Mar 2026 at -2.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 1 months.

On a daily basis, Pinwheel Cashflow closed higher 63% of trading days. The best single day was Feb 3, 2026 with a return of +1.0%, while the worst single day was Jan 30, 2026 at -1.6%.

Pinwheel Cashflow has an annualized alpha of 11.19%, beta of 0.19, and R² of 0.20 versus S&P 500 Index. Calculated based on daily prices since July 10, 2025.

• This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (77.22%) than losses (0.47%) — typical of diversified or defensive assets.
• Beta of 0.19 may look defensive, but with R² of 0.20 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 0.20 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.

Pinwheel Cashflow has an expense ratio of 0.23%, 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.

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

Pinwheel Cashflow provided a 3.67% 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 Pinwheel Cashflow. 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 Pinwheel Cashflow was 4.05%, occurring on Mar 26, 2026. The portfolio has not yet recovered.

The current Pinwheel Cashflow drawdown is 2.50%.

The chart below shows the rolling one-month volatility.