Common Advice

The chart shows the growth of an initial investment of $10,000 in Common Advice, 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 year.

As of Apr 3, 2026, the Common Advice returned -2.03% Year-To-Date and 28.98% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since May 5, 2015, Common Advice's average daily return is +0.10%, while the average monthly return is +2.21%. At this rate, your investment would double in approximately 2.6 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2017 with a return of +44.0%, while the worst month was Sep 2017 at -13.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Common Advice closed higher 54% of trading days. The best single day was Dec 18, 2017 with a return of +20.1%, while the worst single day was Dec 21, 2017 at -17.3%.

Common Advice has an annualized alpha of 19.50%, beta of 0.71, and R² of 0.31 versus S&P 500 Index. Calculated based on daily prices since May 05, 2015.

• This portfolio captured 131.61% of S&P 500 Index gains but only 61.75% of its losses — a favorable profile for investors.
• R² of 0.31 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

Common Advice has an expense ratio of 0.15%, 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.

Common Advice ranks 47 for risk / return — on par with similar portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

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.

Common Advice Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 1.29
• 5-Year: 0.96
• 10-Year: 1.22
• All Time: 1.16

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 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 Common Advice compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Common Advice provided a 1.26% 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 Common Advice. 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 Common Advice was 42.82%, occurring on Dec 24, 2018. Recovery took 471 trading sessions.

The current Common Advice drawdown is 8.60%.

The chart below shows the rolling one-month volatility.