이상적인 포트폴리오

The chart shows the growth of an initial investment of $10,000 in 이상적인 포트폴리오, 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 never rebalanced.

Based on dividend-adjusted daily data since Jun 6, 2025, 이상적인 포트폴리오's average daily return is +0.13%, while the average monthly return is +2.04%. At this rate, your investment would double in approximately 2.9 years.

Historically, 55% of months were positive and 45% were negative. The best month was Jun 2025 with a return of +17.1%, while the worst month was Feb 2026 at -6.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.

On a daily basis, 이상적인 포트폴리오 closed higher 50% of trading days. The best single day was Jul 3, 2025 with a return of +24.0%, while the worst single day was Jul 9, 2025 at -11.1%.

이상적인 포트폴리오 has an annualized alpha of 7.62%, beta of 1.89, and R² of 0.29 versus S&P 500 Index. Calculated based on daily prices since June 06, 2025.

• This portfolio captured 225.43% of S&P 500 Index gains and 184.56% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.29 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.

이상적인 포트폴리오 has an expense ratio of 0.01%, 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.

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

이상적인 포트폴리오 provided a 0.40% 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 이상적인 포트폴리오. 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 이상적인 포트폴리오 was 26.15%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current 이상적인 포트폴리오 drawdown is 22.52%.

The chart below shows the rolling one-month volatility.