HIGH FLYERS SCR. WTA TOP5

The chart shows the growth of an initial investment of $10,000 in HIGH FLYERS SCR. WTA TOP5, 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 Jun 13, 2026, the HIGH FLYERS SCR. WTA TOP5 returned 59.88% Year-To-Date and 59.66% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Oct 22, 2008, HIGH FLYERS SCR. WTA TOP5's average daily return is +0.21%, while the average monthly return is +3.81%. At this rate, an investment would double in approximately 1.5 years.

Historically, 61% of months were positive and 39% were negative. The best month was Jul 2009 with a return of +117.6%, while the worst month was Jun 2018 at -33.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, HIGH FLYERS SCR. WTA TOP5 closed higher 54% of trading days. The best single day was Jul 29, 2009 with a return of +47.4%, while the worst single day was Jan 12, 2012 at -30.7%.

HIGH FLYERS SCR. WTA TOP5 has an annualized alpha of 46.80%, beta of 1.00, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since October 22, 2008.

• This portfolio captured 222.36% of S&P 500 Index gains but only 91.07% of its losses - a favorable profile for investors.
• R2 of 0.11 means this portfolio moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HIGH FLYERS SCR. WTA TOP5 has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

HIGH FLYERS SCR. WTA TOP5 ranks 98 for risk / return — in the top 98% 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.

The current HIGH FLYERS SCR. WTA TOP5 Sharpe ratio is 4.58 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 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 HIGH FLYERS SCR. WTA TOP5 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

HIGH FLYERS SCR. WTA TOP5 provided a 1.10% 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 HIGH FLYERS SCR. WTA TOP5. 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 HIGH FLYERS SCR. WTA TOP5 was 55.73%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.

The current HIGH FLYERS SCR. WTA TOP5 drawdown is 2.97%.

The chart below shows the rolling one-month volatility.