EUR

The chart shows the growth of an initial investment of $10,000 in EUR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Based on dividend-adjusted daily data since Jan 25, 2024, EUR's average daily return is +0.12%, while the average monthly return is +2.41%. At this rate, your investment would double in approximately 2.4 years.

Historically, 64% of months were positive and 36% were negative. The best month was Jan 2026 with a return of +32.7%, while the worst month was Oct 2024 at -18.3%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 4 months.

On a daily basis, EUR closed higher 52% of trading days. The best single day was Jan 6, 2025 with a return of +9.5%, while the worst single day was Oct 15, 2024 at -15.7%.

EUR has an annualized alpha of 21.55%, beta of 0.85, and R² of 0.11 versus S&P 500 Index. Calculated based on daily prices since January 25, 2024.

• This portfolio captured 203.53% of S&P 500 Index gains and 168.85% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• 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.

Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

EUR ranks 95 for risk / return — in the top 95% 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.

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

• 1-Year: 2.60
• All Time: 0.65

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

EUR provided a 0.57% dividend yield over the last twelve months.

The table below shows the monthly dividends paid by this portfolio.

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 EUR. 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 EUR was 44.53%, occurring on Apr 7, 2025. Recovery took 145 trading sessions.

The current EUR drawdown is 11.84%.

The chart below shows the rolling one-month volatility.