1 25 2026 10 New Silver Stocks

The chart shows the growth of an initial investment of $10,000 in 1 25 2026 10 New Silver Stocks, 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 Feb 24, 2025, 1 25 2026 10 New Silver Stocks's average daily return is +0.56%, while the average monthly return is +11.61%. At this rate, an investment would double in approximately 0.5 years.

Historically, 76% of months were positive and 24% were negative. The best month was Jan 2026 with a return of +37.0%, while the worst month was Mar 2026 at -17.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 1 months.

On a daily basis, 1 25 2026 10 New Silver Stocks closed higher 62% of trading days. The best single day was Jul 28, 2025 with a return of +13.7%, while the worst single day was Jun 5, 2026 at -10.6%.

1 25 2026 10 New Silver Stocks has an annualized alpha of 221.91%, beta of 1.51, and R2 of 0.32 versus S&P 500 Index. Calculated based on daily prices since February 24, 2025.

• This portfolio captured 1478.65% of S&P 500 Index gains but only 83.29% of its losses - a favorable profile for investors.
• R2 of 0.32 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

1 25 2026 10 New Silver Stocks has an expense ratio of 0.09%, 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.

1 25 2026 10 New Silver Stocks ranks 99 for risk / return — in the top 99% of Portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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 1 25 2026 10 New Silver Stocks Sharpe ratio is 7.31 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 is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of 1 25 2026 10 New Silver Stocks compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

1 25 2026 10 New Silver Stocks provided a 0.13% 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 1 25 2026 10 New Silver Stocks. 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 1 25 2026 10 New Silver Stocks was 24.53%, occurring on Mar 30, 2026. Recovery took 26 trading sessions.

The current 1 25 2026 10 New Silver Stocks drawdown is 5.85%.

The chart below shows the rolling one-month volatility.