XLKS + XNAS + VUAA ( IRELAND ETFS USD )

The chart shows the growth of an initial investment of $10,000 in XLKS + XNAS + VUAA ( IRELAND ETFS USD ), 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 Jan 21, 2021, XLKS + XNAS + VUAA ( IRELAND ETFS USD )'s average daily return is +0.08%, while the average monthly return is +1.58%. At this rate, an investment would double in approximately 3.7 years.

Historically, 64% of months were positive and 36% were negative. The best month was Jan 2023 with a return of +16.2%, while the worst month was Jan 2021 at -11.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, XLKS + XNAS + VUAA ( IRELAND ETFS USD ) closed higher 55% of trading days. The best single day was Jan 26, 2023 with a return of +9.5%, while the worst single day was Jan 28, 2021 at -8.4%.

XLKS + XNAS + VUAA ( IRELAND ETFS USD ) has an annualized alpha of 11.66%, beta of 0.62, and R2 of 0.27 versus S&P 500 Index. Calculated based on daily prices since January 21, 2021.

• This portfolio captured 125.67% of S&P 500 Index gains and 102.73% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• Beta of 0.62 may look defensive, but with R2 of 0.27 this portfolio is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R2 of 0.27 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.

XLKS + XNAS + VUAA ( IRELAND ETFS USD ) has an expense ratio of 0.14%, 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.

XLKS + XNAS + VUAA ( IRELAND ETFS USD ) ranks 56 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.

The current XLKS + XNAS + VUAA ( IRELAND ETFS USD ) Sharpe ratio is 2.14 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 XLKS + XNAS + VUAA ( IRELAND ETFS USD ) compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

XLKS + XNAS + VUAA ( IRELAND ETFS USD ) provided a 0.00% 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 XLKS + XNAS + VUAA ( IRELAND ETFS USD ). 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 XLKS + XNAS + VUAA ( IRELAND ETFS USD ) was 26.38%, occurring on Jun 16, 2022. Recovery took 237 trading sessions.

The current XLKS + XNAS + VUAA ( IRELAND ETFS USD ) drawdown is 4.54%.

The chart below shows the rolling one-month volatility.