Himanshu Somani

The chart shows the growth of an initial investment of $10,000 in Himanshu Somani, 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.

As of Apr 3, 2026, the Himanshu Somani returned 1.16% Year-To-Date and -4.84% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Apr 5, 2013, Himanshu Somani's average daily return is 0.00%, while the average monthly return is -0.05%.

Historically, 71% of months were positive and 29% were negative. The best month was Apr 2020 with a return of +2.9%, while the worst month was Dec 2018 at -63.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Himanshu Somani closed higher 55% of trading days. The best single day was Dec 26, 2018 with a return of +2.7%, while the worst single day was Dec 6, 2018 at -62.4%.

Himanshu Somani has an annualized alpha of -2.82%, beta of 0.17, and R² of 0.03 versus S&P 500 Index. Calculated based on daily prices since April 05, 2013.

• This portfolio participated in 70.00% of S&P 500 Index downside but only 19.82% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.17 may look defensive, but with R² of 0.03 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 0.03 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.

Himanshu Somani has an expense ratio of 0.04%, 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.

Himanshu Somani ranks 89 for risk / return — in the top 89% 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.

Himanshu Somani Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 2.00
• 5-Year: 1.64
• 10-Year: -0.24
• All Time: -0.19

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 0.98 to 1.66, 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 Himanshu Somani compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Himanshu Somani provided a 3.44% 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 Himanshu Somani. 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 Himanshu Somani was 64.44%, occurring on Dec 24, 2018. The portfolio has not yet recovered.

The current Himanshu Somani drawdown is 46.47%.

The chart below shows the rolling one-month volatility.