IRA_HOOD

The chart shows the growth of an initial investment of $10,000 in IRA_HOOD, 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 Oct 21, 2024, IRA_HOOD's average daily return is +0.29%, while the average monthly return is +5.82%. At this rate, your investment would double in approximately 1.0 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2024 with a return of +52.6%, while the worst month was Mar 2025 at -17.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, IRA_HOOD closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +17.5%, while the worst single day was Feb 21, 2025 at -12.3%.

IRA_HOOD has an annualized alpha of 66.50%, beta of 2.33, and R² of 0.57 versus S&P 500 Index. Calculated based on daily prices since October 21, 2024.

• This portfolio captured 569.62% of S&P 500 Index gains and 122.31% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 66.50% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 2.33 means this portfolio moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

IRA_HOOD 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.

IRA_HOOD ranks 32 for risk / return — below 32% of portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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.

IRA_HOOD Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

• 1-Year: 1.13
• All Time: 1.49

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

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 IRA_HOOD. 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 IRA_HOOD was 45.07%, occurring on Apr 4, 2025. Recovery took 56 trading sessions.

The current IRA_HOOD drawdown is 34.64%.

The chart below shows the rolling one-month volatility.