2 fund growth

The chart shows the growth of an initial investment of $10,000 in 2 fund growth, 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 2 fund growth returned 13.60% Year-To-Date and 19.87% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Oct 2, 2000, 2 fund growth's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2001 with a return of +16.0%, while the worst month was Feb 2001 at -21.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, 2 fund growth closed higher 55% of trading days. The best single day was Jan 3, 2001 with a return of +14.6%, while the worst single day was Mar 16, 2020 at -12.0%.

2 fund growth has an annualized alpha of 1.81%, beta of 1.08, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since October 02, 2000.

• This portfolio captured 126.97% of S&P 500 Index gains and 114.75% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.08 and R2 of 0.83, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

2 fund growth has an expense ratio of 0.11%, 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.

2 fund growth ranks 39 for risk / return — below 39% of Portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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 2 fund growth Sharpe ratio is 1.89 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 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 2 fund growth compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

2 fund growth provided a 0.44% 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 2 fund growth. 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 2 fund growth was 71.58%, occurring on Oct 9, 2002. Recovery took 2794 trading sessions.

The current 2 fund growth drawdown is 3.91%.

The chart below shows the rolling one-month volatility.