2025 Portfolio Stocks und commodities

The chart shows the growth of an initial investment of $10,000 in 2025 Portfolio Stocks und commodities, 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 Dec 9, 2021, 2025 Portfolio Stocks und commodities's average daily return is +0.09%, while the average monthly return is +1.93%. At this rate, an investment would double in approximately 3.0 years.

Historically, 69% of months were positive and 31% were negative. The best month was Apr 2026 with a return of +11.8%, while the worst month was Apr 2022 at -11.3%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, 2025 Portfolio Stocks und commodities closed higher 57% of trading days. The best single day was Nov 10, 2022 with a return of +4.1%, while the worst single day was Apr 4, 2025 at -6.8%.

2025 Portfolio Stocks und commodities has an annualized alpha of 14.03%, beta of 0.79, and R2 of 0.61 versus S&P 500 Index. Calculated based on daily prices since December 09, 2021.

• This portfolio captured 125.35% of S&P 500 Index gains but only 76.89% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 14.03% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

2025 Portfolio Stocks und commodities has an expense ratio of 0.07%, 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.

2025 Portfolio Stocks und commodities ranks 58 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 2025 Portfolio Stocks und commodities Sharpe ratio is 2.31 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 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 2025 Portfolio Stocks und commodities compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

2025 Portfolio Stocks und commodities provided a 1.37% 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 2025 Portfolio Stocks und commodities. 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 2025 Portfolio Stocks und commodities was 31.83%, occurring on Oct 12, 2022. Recovery took 172 trading sessions.

The current 2025 Portfolio Stocks und commodities drawdown is 4.11%.

The chart below shows the rolling one-month volatility.