HIGH FLYERS SCREENER TOP 3

The chart shows the growth of an initial investment of $10,000 in HIGH FLYERS SCREENER TOP 3, 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 Jun 6, 2026, the HIGH FLYERS SCREENER TOP 3 returned 69.38% Year-To-Date and 102.52% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Oct 23, 2008, HIGH FLYERS SCREENER TOP 3's average daily return is +0.52%, while the average monthly return is +8.27%. At this rate, an investment would double in approximately 0.7 years.

Historically, 54% of months were positive and 46% were negative. The best month was Jul 2009 with a return of +384.3%, while the worst month was Jun 2018 at -53.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, HIGH FLYERS SCREENER TOP 3 closed higher 52% of trading days. The best single day was Jan 6, 2012 with a return of +160.4%, while the worst single day was Jan 12, 2012 at -61.2%.

HIGH FLYERS SCREENER TOP 3 has an annualized alpha of 215.28%, beta of 1.23, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since October 23, 2008.

• This portfolio captured 421.69% of S&P 500 Index gains and 149.45% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• 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.

HIGH FLYERS SCREENER TOP 3 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.

HIGH FLYERS SCREENER TOP 3 ranks 83 for risk / return — in the top 83% 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 table below presents risk-adjusted performance metrics for HIGH FLYERS SCREENER TOP 3 and compares them with S&P 500 Index.

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.

HIGH FLYERS SCREENER TOP 3 Sharpe ratios as of Jun 6, 2026 (values are recalculated daily):

• 1-Year: 3.48
• 5-Year: 2.06
• 10-Year: 0.95
• All Time: 0.46

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 1.64 to 2.53, 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 HIGH FLYERS SCREENER TOP 3 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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 HIGH FLYERS SCREENER TOP 3. 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 HIGH FLYERS SCREENER TOP 3 was 85.73%, occurring on Mar 18, 2020. Recovery took 229 trading sessions.

The current HIGH FLYERS SCREENER TOP 3 drawdown is 16.59%.

The chart below shows the rolling one-month volatility.