Midterm Investment

The chart shows the growth of an initial investment of $10,000 in Midterm Investment , 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 Jun 10, 2025, Midterm Investment 's average daily return is +0.19%, while the average monthly return is +3.61%. At this rate, your investment would double in approximately 1.6 years.

Historically, 73% of months were positive and 27% were negative. The best month was Feb 2026 with a return of +17.7%, while the worst month was Mar 2026 at -5.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.

On a daily basis, Midterm Investment closed higher 57% of trading days. The best single day was Feb 11, 2026 with a return of +4.7%, while the worst single day was Mar 20, 2026 at -4.1%.

Midterm Investment has an annualized alpha of 37.10%, beta of 1.44, and R² of 0.48 versus S&P 500 Index. Calculated based on daily prices since June 10, 2025.

• This portfolio captured 220.16% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -151.81%) — a profile typical of hedging or uncorrelated assets.
• R² of 0.48 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

Midterm Investment has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

There isn't enough data available to calculate the Sharpe ratio for Midterm Investment . This metric is based on the past 12 months of trading data. Please check back later for updated information.

Midterm Investment provided a 0.99% 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 Midterm Investment . 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 Midterm Investment was 8.88%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current Midterm Investment drawdown is 3.80%.

The chart below shows the rolling one-month volatility.