Aggressive2 GS

The chart shows the growth of an initial investment of $10,000 in Aggressive2 GS, 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 4, 2020, Aggressive2 GS's average daily return is +0.10%, while the average monthly return is +1.92%. At this rate, your investment would double in approximately 3.0 years.

Historically, 62% of months were positive and 38% were negative. The best month was Sep 2025 with a return of +23.0%, while the worst month was Mar 2026 at -22.0%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Aggressive2 GS closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +11.2%, while the worst single day was Jan 30, 2026 at -23.3%.

Aggressive2 GS has an annualized alpha of 10.87%, beta of 1.15, and R² of 0.34 versus S&P 500 Index. Calculated based on daily prices since December 04, 2020.

• This portfolio captured 140.84% of S&P 500 Index gains and 102.45% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.34 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

Aggressive2 GS has an expense ratio of 0.30%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Aggressive2 GS ranks 61 for risk / return — better than 61% of portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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.

Aggressive2 GS Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 1.70
• 5-Year: 0.65
• All Time: 0.64

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 Aggressive2 GS compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Aggressive2 GS provided a 0.83% 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 Aggressive2 GS. 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 Aggressive2 GS was 40.84%, occurring on Oct 14, 2022. Recovery took 396 trading sessions.

The current Aggressive2 GS drawdown is 33.41%.

The chart below shows the rolling one-month volatility.