Aggressive GS

The chart shows the growth of an initial investment of $10,000 in Aggressive GS, 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 Dec 4, 2020, Aggressive GS's average daily return is +0.14%, while the average monthly return is +2.69%. At this rate, your investment would double in approximately 2.2 years.

Historically, 54% of months were positive and 46% were negative. The best month was Sep 2025 with a return of +38.6%, while the worst month was Mar 2026 at -35.9%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Aggressive GS closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +13.4%, while the worst single day was Jan 30, 2026 at -37.7%.

Aggressive GS has an annualized alpha of 21.87%, beta of 1.32, and R² of 0.16 versus S&P 500 Index. Calculated based on daily prices since December 04, 2020.

• This portfolio captured 166.75% of S&P 500 Index gains and 119.24% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• 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.

Aggressive GS has an expense ratio of 0.58%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Aggressive GS ranks 68 for risk / return — better than 68% 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.

Aggressive GS Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 1.83
• 5-Year: 0.45
• All Time: 0.41

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 0.98 to 1.66, 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 Aggressive GS compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Aggressive GS provided a 0.47% 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 Aggressive GS. 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 Aggressive GS was 61.51%, occurring on Oct 14, 2022. Recovery took 658 trading sessions.

The current Aggressive GS drawdown is 50.69%.

The chart below shows the rolling one-month volatility.