Begin

The chart shows the growth of an initial investment of $10,000 in Begin, 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, Begin's average daily return is +0.17%, while the average monthly return is +3.60%. At this rate, an investment would double in approximately 1.6 years.

Historically, 78% of months were positive and 22% were negative. The best month was May 2023 with a return of +16.7%, while the worst month was Aug 2023 at -7.6%. The longest winning streak lasted 18 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Begin closed higher 56% of trading days. The best single day was Feb 6, 2024 with a return of +6.9%, while the worst single day was Apr 4, 2025 at -6.7%.

Begin has an annualized alpha of 32.70%, beta of 0.80, and R² of 0.34 versus S&P 500 Index. Calculated based on daily prices since April 06, 2023.

• This portfolio captured 167.60% of S&P 500 Index gains but only 10.39% of its losses — a favorable profile for investors.
• R² of 0.34 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

Begin has an expense ratio of 0.21%, 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.

Begin ranks 36 for risk / return — below 36% 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.

Begin Sharpe ratios as of Apr 15, 2026 (values are recalculated daily):

• 1-Year: 2.27
• All Time: 2.49

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 2.14 to 2.99, 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 Begin compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Begin provided a 0.48% 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 Begin. 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 Begin was 18.52%, occurring on Apr 7, 2025. Recovery took 18 trading sessions.

The current Begin drawdown is 4.69%.

The chart below shows the rolling one-month volatility.