cPA

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

As of Apr 10, 2026, the cPA returned 6.96% Year-To-Date and 11.36% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Dec 16, 2005, cPA's average daily return is +0.07%, while the average monthly return is +1.39%. At this rate, your investment would double in approximately 4.2 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +52.9%, while the worst month was Mar 2020 at -45.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, cPA closed higher 52% of trading days. The best single day was Nov 9, 2020 with a return of +28.1%, while the worst single day was Mar 18, 2020 at -28.0%.

cPA has an annualized alpha of 7.31%, beta of 1.10, and R² of 0.30 versus S&P 500 Index. Calculated based on daily prices since December 16, 2005.

• This portfolio captured 105.76% of S&P 500 Index gains but only 93.90% of its losses — a favorable profile for investors.
• R² of 0.30 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

cPA 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.

cPA ranks 23 for risk / return — below 23% of portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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.

cPA Sharpe ratios as of Apr 10, 2026 (values are recalculated daily):

• 1-Year: 2.13
• 5-Year: 0.60
• 10-Year: 0.29
• All Time: 0.29

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 1.87 to 2.87, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of cPA compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

cPA provided a 5.26% 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 cPA. 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 cPA was 76.09%, occurring on Mar 18, 2020. Recovery took 1174 trading sessions.

The current cPA drawdown is 12.72%.

The chart below shows the rolling one-month volatility.