NEW NEW NEW

The chart shows the growth of an initial investment of $10,000 in NEW NEW NEW, 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 Sep 30, 2020, NEW NEW NEW's average daily return is +0.12%, while the average monthly return is +2.43%. At this rate, an investment would double in approximately 2.4 years.

Historically, 70% of months were positive and 30% were negative. The best month was Nov 2020 with a return of +27.0%, while the worst month was Apr 2022 at -11.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, NEW NEW NEW closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +10.2%, while the worst single day was Apr 4, 2025 at -6.0%.

NEW NEW NEW has an annualized alpha of 12.31%, beta of 1.17, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since September 30, 2020.

• This portfolio captured 140.02% of S&P 500 Index gains but only 79.91% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 12.31% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

NEW NEW NEW has an expense ratio of 0.02%, 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.

NEW NEW NEW ranks 21 for risk / return — below 21% 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 table below presents risk-adjusted performance metrics for NEW NEW NEW and compares them with S&P 500 Index.

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.

NEW NEW NEW Sharpe ratios as of Jun 9, 2026 (values are recalculated daily):

• 1-Year: 1.41
• 5-Year: 1.18
• All Time: 1.36

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 1.59 to 2.46, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of NEW NEW NEW compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

NEW NEW NEW provided a 0.62% 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 NEW NEW NEW. 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 NEW NEW NEW was 36.30%, occurring on Oct 14, 2022. Recovery took 161 trading sessions.

The current NEW NEW NEW drawdown is 2.55%.

The chart below shows the rolling one-month volatility.