my moms current portfolio

The chart shows the growth of an initial investment of $10,000 in my moms current portfolio, 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 Aug 31, 2022, my moms current portfolio's average daily return is +0.08%, while the average monthly return is +2.43%. At this rate, your investment would double in approximately 2.4 years.

Historically, 69% of months were positive and 31% were negative. The best month was Jan 2023 with a return of +12.7%, while the worst month was Sep 2022 at -8.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, my moms current portfolio closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +9.7%, while the worst single day was Sep 13, 2022 at -5.4%.

my moms current portfolio has an annualized alpha of 14.49%, beta of 1.06, and R² of 0.87 versus S&P 500 Index. Calculated based on daily prices since August 31, 2022.

• This portfolio captured 139.27% of S&P 500 Index gains but only 65.23% of its losses — a favorable profile for investors.
• This portfolio generated an annualized alpha of 14.49% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.06 and R² of 0.87, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

my moms current portfolio has an expense ratio of 0.05%, 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.

my moms current portfolio ranks 22 for risk / return — below 22% 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.

my moms current portfolio Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 1.01
• All Time: 1.82

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 1.01 to 1.70, 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 my moms current portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

my moms current portfolio provided a 1.24% 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 my moms current portfolio. 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 my moms current portfolio was 16.52%, occurring on Apr 8, 2025. Recovery took 35 trading sessions.

The current my moms current portfolio drawdown is 7.13%.

The chart below shows the rolling one-month volatility.