gOOGLE 5月22

The chart shows the growth of an initial investment of $10,000 in gOOGLE 5月22, 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 13, 2026, the gOOGLE 5月22 returned 16.06% Year-To-Date and 27.18% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Aug 6, 2009, gOOGLE 5月22's average daily return is +0.10%, while the average monthly return is +1.99%. At this rate, an investment would double in approximately 2.9 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2026 with a return of +16.0%, while the worst month was Apr 2022 at -10.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, gOOGLE 5月22 closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +11.5%, while the worst single day was Mar 16, 2020 at -12.7%.

gOOGLE 5月22 has an annualized alpha of 10.59%, beta of 1.06, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since August 06, 2009.

• This portfolio captured 136.51% of S&P 500 Index gains but only 82.68% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 10.59% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.06 and R2 of 0.86, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

gOOGLE 5月22 has an expense ratio of 0.13%, 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.

gOOGLE 5月22 ranks 54 for risk / return — on par with similar Portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

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. Learn how to interpret the Sharpe ratio.

The current gOOGLE 5月22 Sharpe ratio is 2.50 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 1.56 to 2.44, 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 gOOGLE 5月22 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

gOOGLE 5月22 provided a 1.51% 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 gOOGLE 5月22. 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 gOOGLE 5月22 was 31.37%, occurring on Mar 23, 2020. Recovery took 52 trading sessions.

The current gOOGLE 5月22 drawdown is 6.14%.

The chart below shows the rolling one-month volatility.