VGPMX Beater-Acorns Sweet Spot

Asset Allocation

Position	Category/Sector	Target Weight
AGG iShares Core U.S. Aggregate Bond ETF	Total Bond Market	8.50%
GDX VanEck Gold Miners ETF	Gold, Precious Metals	18%
IJH iShares Core S&P Mid-Cap ETF	Mid Cap Blend Equities	3.50%
IJR iShares Core S&P Small-Cap ETF	Small Cap Blend Equities	2%
ISTB iShares Core 1-5 Year USD Bond ETF	Short-Term Bond	3.50%
IXG iShares Global Financials ETF	Financials Equities	10.50%
IXUS iShares Core MSCI Total International Stock ETF	Foreign Large Cap Equities	14.50%
PICK iShares MSCI Global Select Metals & Mining Producers ETF	Materials	2.50%
VOO Vanguard S&P 500 ETF	S&P 500	28%
VT Vanguard Total World Stock ETF	Global Equities	9%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in VGPMX Beater-Acorns Sweet Spot, 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.

Loading graphics...

The earliest data available for this chart is Oct 24, 2012, corresponding to the inception date of IXUS

Returns By Period

As of Apr 3, 2026, the VGPMX Beater-Acorns Sweet Spot returned 1.18% Year-To-Date and 13.00% of annualized return in the last 10 years.

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-3.43%	-3.84%	-1.98%	16.08%	16.86%	10.37%	12.29%
Portfolio VGPMX Beater-Acorns Sweet Spot	-0.37%	-4.21%	1.18%	5.87%	32.52%	21.08%	12.40%	13.00%
Portfolio components:
GDX VanEck Gold Miners ETF	-1.48%	-10.12%	10.28%	23.58%	108.21%	43.61%	24.72%	18.24%
IXG iShares Global Financials ETF	-0.21%	-1.69%	-4.97%	0.06%	12.72%	21.31%	12.02%	11.80%
VT Vanguard Total World Stock ETF	-0.23%	-3.01%	-0.97%	1.52%	21.33%	16.97%	9.38%	11.66%
PICK iShares MSCI Global Select Metals & Mining Producers ETF	-0.86%	-5.27%	11.71%	29.41%	64.73%	14.15%	11.13%	16.41%
VOO Vanguard S&P 500 ETF	0.11%	-3.33%	-3.55%	-1.41%	17.60%	18.47%	11.96%	14.19%
IXUS iShares Core MSCI Total International Stock ETF	-0.59%	-2.38%	2.89%	6.41%	28.28%	15.46%	7.33%	9.00%
AGG iShares Core U.S. Aggregate Bond ETF	0.23%	-1.00%	0.32%	0.90%	4.41%	3.55%	0.29%	1.68%
IJH iShares Core S&P Mid-Cap ETF	0.12%	-3.56%	3.54%	4.74%	15.97%	12.42%	6.78%	10.69%
ISTB iShares Core 1-5 Year USD Bond ETF	0.10%	-0.46%	0.23%	1.24%	4.53%	4.74%	1.90%	2.33%
IJR iShares Core S&P Small-Cap ETF	0.41%	-2.76%	4.53%	5.58%	19.56%	10.79%	4.27%	10.05%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 25, 2012, VGPMX Beater-Acorns Sweet Spot's average daily return is +0.04%, while the average monthly return is +0.89%. At this rate, your investment would double in approximately 6.5 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +14.4%, while the worst month was Mar 2020 at -13.0%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 5 months.

On a daily basis, VGPMX Beater-Acorns Sweet Spot closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +9.2%, while the worst single day was Mar 12, 2020 at -9.5%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	3.97%	5.49%	-8.81%	1.16%									1.18%
2025	5.16%	0.52%	0.89%	1.31%	4.52%	3.76%	0.60%	6.46%	6.51%	0.00%	3.26%	1.85%	40.57%
2024	-1.73%	1.89%	5.86%	-1.78%	4.67%	-0.04%	4.24%	2.02%	2.32%	-1.35%	2.17%	-4.12%	14.53%
2023	7.93%	-5.04%	3.96%	1.81%	-2.85%	3.92%	3.58%	-3.46%	-4.47%	-1.53%	8.92%	4.29%	17.03%
2022	-3.74%	0.84%	3.45%	-7.70%	-0.86%	-8.83%	4.49%	-4.63%	-6.82%	4.96%	10.03%	-3.02%	-12.87%
2021	-1.14%	1.34%	3.32%	4.28%	4.23%	-2.63%	1.16%	0.39%	-4.51%	5.21%	-1.94%	3.51%	13.46%

Benchmark Metrics

VGPMX Beater-Acorns Sweet Spot has an annualized alpha of 1.42%, beta of 0.74, and R² of 0.69 versus S&P 500 Index. Calculated based on daily prices since October 25, 2012.

This portfolio participated in 78.72% of S&P 500 Index downside but only 76.60% of its upside — more exposed to losses than it benefited from rallies.

Alpha: 1.42%

Beta: 0.74

R²: 0.69

Upside Capture: 76.60%

Downside Capture: 78.72%

Expense Ratio

VGPMX Beater-Acorns Sweet Spot has an expense ratio of 0.18%, 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.

GDX

VanEck Gold Miners ETF

IXG

iShares Global Financials ETF

PICK

iShares MSCI Global Select Metals & Mining Producers ETF

IXUS

iShares Core MSCI Total International Stock ETF

Vanguard Total World Stock ETF

ISTB

iShares Core 1-5 Year USD Bond ETF

IJR

iShares Core S&P Small-Cap ETF

IJH

iShares Core S&P Mid-Cap ETF

VOO

Vanguard S&P 500 ETF

AGG

iShares Core U.S. Aggregate Bond ETF

Return for Risk

Risk / Return Rank

VGPMX Beater-Acorns Sweet Spot ranks 81 for risk / return — in the top 81% 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.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	1.87	0.88	+0.99
Sortino ratio Return per unit of downside risk	2.51	1.37	+1.14
Omega ratio Gain probability vs. loss probability	1.38	1.21	+0.18
Calmar ratio Return relative to maximum drawdown	2.70	1.39	+1.31
Martin ratio Return relative to average drawdown	10.92	6.43	+4.48
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
GDX VanEck Gold Miners ETF	90	2.35	2.55	1.37	3.50	12.47
IXG iShares Global Financials ETF	34	0.71	1.06	1.16	1.09	4.00
VT Vanguard Total World Stock ETF	68	1.24	1.83	1.27	1.86	8.47
PICK iShares MSCI Global Select Metals & Mining Producers ETF	90	2.22	2.73	1.40	3.28	13.02
VOO Vanguard S&P 500 ETF	54	0.98	1.49	1.23	1.53	7.13
IXUS iShares Core MSCI Total International Stock ETF	80	1.63	2.26	1.34	2.52	9.49
AGG iShares Core U.S. Aggregate Bond ETF	49	1.02	1.44	1.18	1.70	4.71
IJH iShares Core S&P Mid-Cap ETF	40	0.76	1.21	1.17	1.26	5.39
ISTB iShares Core 1-5 Year USD Bond ETF	93	2.35	3.59	1.47	3.57	14.03
IJR iShares Core S&P Small-Cap ETF	46	0.87	1.36	1.18	1.44	5.78

Sharpe Ratio

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.

VGPMX Beater-Acorns Sweet Spot Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

1-Year: 1.87
5-Year: 0.81
10-Year: 0.84
All Time: 0.69

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 VGPMX Beater-Acorns Sweet Spot compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Loading graphics...

Dividends

Dividend yield

VGPMX Beater-Acorns Sweet Spot provided a 1.91% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.91%	1.92%	2.12%	2.17%	2.25%	1.87%	1.55%	2.16%	2.19%	1.79%	1.81%	2.40%
Portfolio components:
GDX VanEck Gold Miners ETF	0.67%	0.74%	1.19%	1.61%	1.66%	1.67%	0.53%	0.67%	0.50%	0.76%	0.26%	0.85%
IXG iShares Global Financials ETF	2.15%	2.04%	2.64%	2.62%	3.71%	1.69%	2.13%	2.87%	3.14%	2.12%	2.21%	2.79%
VT Vanguard Total World Stock ETF	1.80%	1.82%	1.95%	2.08%	2.20%	1.82%	1.66%	2.32%	2.53%	2.11%	2.39%	2.45%
PICK iShares MSCI Global Select Metals & Mining Producers ETF	2.57%	2.88%	3.26%	4.19%	6.93%	5.89%	2.27%	5.51%	4.77%	2.41%	1.15%	15.77%
VOO Vanguard S&P 500 ETF	1.18%	1.13%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%
IXUS iShares Core MSCI Total International Stock ETF	3.15%	3.24%	3.33%	3.13%	2.48%	3.12%	1.85%	3.09%	3.00%	2.41%	2.58%	2.81%
AGG iShares Core U.S. Aggregate Bond ETF	3.94%	3.89%	3.74%	3.13%	2.39%	1.77%	2.14%	2.70%	2.72%	2.32%	2.39%	2.45%
IJH iShares Core S&P Mid-Cap ETF	1.30%	1.36%	1.33%	1.46%	1.68%	1.18%	1.28%	1.63%	1.72%	1.19%	1.60%	1.56%
ISTB iShares Core 1-5 Year USD Bond ETF	4.21%	4.12%	3.83%	2.97%	2.01%	1.69%	2.20%	2.75%	2.57%	2.06%	1.90%	1.58%
IJR iShares Core S&P Small-Cap ETF	1.27%	1.44%	2.05%	1.31%	1.41%	1.53%	1.11%	1.44%	1.58%	1.20%	1.22%	1.48%

Drawdowns

Drawdowns Chart

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.

Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the VGPMX Beater-Acorns Sweet Spot. 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 VGPMX Beater-Acorns Sweet Spot was 30.08%, occurring on Mar 23, 2020. Recovery took 78 trading sessions.

The current VGPMX Beater-Acorns Sweet Spot drawdown is 7.76%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-30.08%	Feb 20, 2020	23	Mar 23, 2020	78	Jul 14, 2020	101
-24.37%	Mar 30, 2022	125	Sep 27, 2022	312	Dec 22, 2023	437
-20.64%	Sep 2, 2014	349	Jan 20, 2016	70	Apr 29, 2016	419
-15.75%	Jan 29, 2018	229	Dec 24, 2018	122	Jun 20, 2019	351
-12.26%	Feb 27, 2026	16	Mar 20, 2026	—	—	—

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

Loading graphics...

Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 10 assets, with an effective number of assets of 6.19, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	AGG	ISTB	GDX	PICK	IJR	IXG	IJH	VOO	IXUS	VT	Portfolio
Benchmark	1.00	-0.00	0.04	0.16	0.60	0.80	0.80	0.86	1.00	0.80	0.95	0.78
AGG	-0.00	1.00	0.72	0.28	-0.02	-0.03	-0.09	-0.01	-0.00	0.05	0.03	0.15
ISTB	0.04	0.72	1.00	0.27	0.04	0.03	-0.02	0.04	0.04	0.11	0.07	0.19
GDX	0.16	0.28	0.27	1.00	0.38	0.14	0.14	0.17	0.16	0.31	0.24	0.66
PICK	0.60	-0.02	0.04	0.38	1.00	0.60	0.66	0.62	0.60	0.76	0.71	0.74
IJR	0.80	-0.03	0.03	0.14	0.60	1.00	0.78	0.95	0.80	0.71	0.81	0.69
IXG	0.80	-0.09	-0.02	0.14	0.66	0.78	1.00	0.81	0.80	0.82	0.85	0.72
IJH	0.86	-0.01	0.04	0.17	0.62	0.95	0.81	1.00	0.86	0.75	0.87	0.74
VOO	1.00	-0.00	0.04	0.16	0.60	0.80	0.80	0.86	1.00	0.80	0.95	0.78
IXUS	0.80	0.05	0.11	0.31	0.76	0.71	0.82	0.75	0.80	1.00	0.93	0.84
VT	0.95	0.03	0.07	0.24	0.71	0.81	0.85	0.87	0.95	0.93	1.00	0.85
Portfolio	0.78	0.15	0.19	0.66	0.74	0.69	0.72	0.74	0.78	0.84	0.85	1.00

The correlation results are calculated based on daily price changes starting from Oct 25, 2012

VGPMX Beater-Acorns Sweet Spot

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table