Old Reliables

The chart shows the growth of an initial investment of $10,000 in Old Reliables, 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 27, 2026, the Old Reliables returned 12.29% Year-To-Date and 11.93% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Mar 2, 2016, Old Reliables's average daily return is +0.05%, while the average monthly return is +1.02%. At this rate, an investment would double in approximately 5.7 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +13.7%, while the worst month was Mar 2020 at -16.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Old Reliables closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +9.0%, while the worst single day was Mar 16, 2020 at -10.8%.

Old Reliables has an annualized alpha of 1.08%, beta of 0.80, and R2 of 0.81 versus S&P 500 Index. Calculated based on daily prices since March 02, 2016.

• This portfolio participated in 80.15% of S&P 500 Index downside but only 78.47% of its upside - more exposed to losses than it benefited from rallies.

Old Reliables has an expense ratio of 0.05%, 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.

Old Reliables ranks 80 for risk / return — better than 80% 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. Learn how to interpret the Sharpe ratio.

The current Old Reliables Sharpe ratio is 2.41 as of Jun 27, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.32 to 2.19, 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 Old Reliables compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Old Reliables provided a 2.97% 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 Old Reliables. 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 Old Reliables was 36.98%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.

The current Old Reliables drawdown is 1.17%.

The chart below shows the rolling one-month volatility.