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Try to get money
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


S&P 500 Index

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Try to get money , 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.


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The earliest data available for this chart is Oct 19, 2020, corresponding to the inception date of JAAA

Returns By Period


1D1MYTD6M1Y3Y*5Y*10Y*
Benchmark
S&P 500 Index
0.72%-3.54%-3.95%-2.09%15.95%16.96%10.34%12.24%
Portfolio
Try to get money
3.12%-7.05%-15.00%-16.41%38.06%42.57%15.58%
TQQQ
ProShares UltraPro QQQ
3.72%-12.88%-17.87%-17.28%48.52%46.87%13.55%35.31%
SQQQ
ProShares UltraPro Short QQQ
-3.78%10.61%13.99%6.42%-56.13%-49.39%-42.70%-52.71%
JAAA
Janus Henderson AAA CLO ETF
0.00%0.26%0.73%2.02%4.95%6.82%4.57%
FNGO
MicroSectors FANG+ Index 2X Leveraged ETN
2.95%-8.44%-22.92%-28.65%28.52%52.54%18.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 20, 2020, Try to get money 's average daily return is +0.13%, while the average monthly return is +2.43%. At this rate, your investment would double in approximately 2.4 years.

Historically, 58% of months were positive and 42% were negative. The best month was Jul 2022 with a return of +30.5%, while the worst month was Apr 2022 at -30.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Try to get money closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +25.3%, while the worst single day was Sep 13, 2022 at -14.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.66%-7.61%-11.37%3.12%-15.00%
20253.83%-8.44%-19.08%-2.42%23.45%16.80%4.77%0.99%13.04%10.34%-5.52%-3.80%29.82%
20243.47%13.35%1.91%-10.90%14.29%16.14%-6.09%-0.30%4.67%-2.52%12.53%1.43%54.12%
202329.08%-1.62%24.75%-0.50%21.82%15.82%8.50%-5.55%-13.09%-6.26%27.76%13.81%169.97%
2022-20.26%-12.36%6.28%-30.54%-7.75%-18.10%30.49%-13.99%-25.57%3.30%11.48%-22.15%-70.80%
20210.04%0.45%-0.47%14.18%-4.34%17.31%5.16%10.03%-13.73%20.39%3.63%0.26%60.00%

Benchmark Metrics

Try to get money has an annualized alpha of -6.57%, beta of 2.94, and R² of 0.86 versus S&P 500 Index. Calculated based on daily prices since October 20, 2020.

  • This portfolio captured 346.04% of S&P 500 Index gains and 205.11% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • This portfolio had an annualized alpha of -6.57% versus S&P 500 Index — delivering less than market exposure alone would predict.
  • Beta of 2.94 means this portfolio moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

Alpha
-6.57%
Beta
2.94
0.86
Upside Capture
346.04%
Downside Capture
205.11%

Expense Ratio

Try to get money has an expense ratio of 0.91%, 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.


Return for Risk

Risk / Return Rank

Try to get money ranks 19 for risk / return — in the bottom 19% of portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


Try to get money Risk / Return Rank: 1919
Overall Rank
Try to get money Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
Try to get money Sortino Ratio Rank: 2020
Sortino Ratio Rank
Try to get money Omega Ratio Rank: 2020
Omega Ratio Rank
Try to get money Calmar Ratio Rank: 2323
Calmar Ratio Rank
Try to get money Martin Ratio Rank: 1818
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics


PortfolioBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.77

0.92

-0.15

Sortino ratio

Return per unit of downside risk

1.36

1.41

-0.05

Omega ratio

Gain probability vs. loss probability

1.19

1.21

-0.02

Calmar ratio

Return relative to maximum drawdown

1.33

1.41

-0.09

Martin ratio

Return relative to average drawdown

3.97

6.61

-2.65


How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

Risk / Return RankSharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
TQQQ
ProShares UltraPro QQQ
470.721.411.201.414.28
SQQQ
ProShares UltraPro Short QQQ
2-0.84-1.140.84-0.76-0.87
JAAA
Janus Henderson AAA CLO ETF
962.753.531.903.4524.01
FNGO
MicroSectors FANG+ Index 2X Leveraged ETN
310.531.161.150.742.08

Sharpe Ratio

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.

Try to get money Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

  • 1-Year: 0.77
  • 5-Year: 0.30
  • All Time: 0.38

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 1.00 to 1.70, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of Try to get money compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Dividends

Dividend yield

Try to get money provided a 1.10% dividend yield over the last twelve months.


TTM20252024202320222021202020192018201720162015
Portfolio1.10%1.22%1.78%1.65%0.58%0.06%0.12%0.19%0.16%0.01%0.00%0.01%
TQQQ
ProShares UltraPro QQQ
0.73%0.65%1.27%1.26%0.57%0.00%0.00%0.06%0.11%0.00%0.00%0.01%
SQQQ
ProShares UltraPro Short QQQ
5.99%9.36%10.23%8.01%0.28%0.00%2.15%2.92%1.47%0.14%0.00%0.00%
JAAA
Janus Henderson AAA CLO ETF
5.15%5.30%6.35%6.11%2.74%1.21%0.26%0.00%0.00%0.00%0.00%0.00%
FNGO
MicroSectors FANG+ Index 2X Leveraged ETN
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

Drawdowns Chart

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Try to get money . 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 Try to get money was 74.20%, occurring on Dec 28, 2022. Recovery took 365 trading sessions.

The current Try to get money drawdown is 24.87%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.2%Nov 22, 2021277Dec 28, 2022365Jun 12, 2024642
-49.58%Dec 17, 202476Apr 8, 202575Jul 28, 2025151
-32.75%Oct 30, 2025103Mar 30, 2026
-31.56%Jul 11, 202420Aug 7, 202483Dec 4, 2024103
-26.89%Feb 16, 202115Mar 8, 202174Jun 22, 202189

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Diversification

Diversification Metrics


Number of Effective Assets

The portfolio contains 4 assets, with an effective number of assets of 1.69, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

BenchmarkJAAAFNGOSQQQTQQQPortfolio
Benchmark1.000.120.80-0.930.930.91
JAAA0.121.000.09-0.100.100.10
FNGO0.800.091.00-0.910.910.93
SQQQ-0.93-0.10-0.911.00-1.00-1.00
TQQQ0.930.100.91-1.001.001.00
Portfolio0.910.100.93-1.001.001.00
The correlation results are calculated based on daily price changes starting from Oct 20, 2020