AMPC 6BN Khailany

The chart shows the growth of an initial investment of $10,000 in AMPC 6BN Khailany, 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 Apr 2, 2026, the AMPC 6BN Khailany returned -9.71% Year-To-Date and 27.87% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Nov 18, 2006, AMPC 6BN Khailany's average daily return is +0.06%, while the average monthly return is +1.79%. At this rate, your investment would double in approximately 3.3 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2009 with a return of +18.0%, while the worst month was Oct 2008 at -16.9%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, AMPC 6BN Khailany closed higher 38% of trading days. The best single day was Oct 13, 2008 with a return of +13.8%, while the worst single day was Mar 16, 2020 at -13.6%.

AMPC 6BN Khailany has an annualized alpha of 11.66%, beta of 1.13, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since November 18, 2006.

• This portfolio captured 162.70% of S&P 500 Index gains and 102.69% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 11.66% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.13 and R² of 0.83, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

AMPC 6BN Khailany has an expense ratio of 0.06%, 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.

AMPC 6BN Khailany ranks 17 for risk / return — in the bottom 17% of portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

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.

AMPC 6BN Khailany Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 1.26
• 5-Year: 0.98
• 10-Year: 1.18
• All Time: 0.87

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 1.01 to 1.70, 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 AMPC 6BN Khailany compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

AMPC 6BN Khailany provided a 0.43% 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 AMPC 6BN Khailany. 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 AMPC 6BN Khailany was 59.41%, occurring on Nov 20, 2008. Recovery took 781 trading sessions.

The current AMPC 6BN Khailany drawdown is 12.94%.

The chart below shows the rolling one-month volatility.