Simple long term portfolio

The chart shows the growth of an initial investment of $10,000 in Simple long term portfolio, 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 month.

As of Apr 4, 2026, the Simple long term portfolio returned 0.56% Year-To-Date and 8.57% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jan 13, 2012, Simple long term portfolio's average daily return is +0.03%, while the average monthly return is +0.61%. At this rate, your investment would double in approximately 9.5 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2022 with a return of +8.5%, while the worst month was Mar 2020 at -8.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Simple long term portfolio closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +5.3%, while the worst single day was Mar 12, 2020 at -6.6%.

Simple long term portfolio has an annualized alpha of 0.80%, beta of 0.50, and R² of 0.67 versus S&P 500 Index. Calculated based on daily prices since January 13, 2012.

• This portfolio participated in 65.36% of S&P 500 Index downside but only 54.94% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.50 indicates this portfolio moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

Simple long term portfolio has an expense ratio of 0.26%, 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.

Simple long term portfolio ranks 82 for risk / return — in the top 82% 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.

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.

Simple long term portfolio Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

• 1-Year: 1.81
• 5-Year: 0.71
• 10-Year: 0.80
• 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 0.99 to 1.69, 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 Simple long term portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Simple long term portfolio provided a 1.83% 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 Simple long term portfolio. 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 Simple long term portfolio was 23.18%, occurring on Oct 14, 2022. Recovery took 360 trading sessions.

The current Simple long term portfolio drawdown is 6.03%.

The chart below shows the rolling one-month volatility.