Gold Stock Bond

The chart shows the growth of an initial investment of $10,000 in Gold Stock Bond, 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 Gold Stock Bond returned 4.73% Year-To-Date and 31.05% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Apr 3, 2014, Gold Stock Bond's average daily return is +0.11%, while the average monthly return is +2.31%. At this rate, an investment would double in approximately 2.5 years.

Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +22.5%, while the worst month was Apr 2022 at -16.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Gold Stock Bond closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +15.4%, while the worst single day was Mar 16, 2020 at -15.5%.

Gold Stock Bond has an annualized alpha of 10.61%, beta of 1.44, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since April 03, 2014.

• This portfolio captured 197.86% of S&P 500 Index gains and 123.31% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 10.61% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Gold Stock Bond has an expense ratio of 0.44%, 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.

Gold Stock Bond ranks 27 for risk / return — below 27% 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. Learn how to interpret the Sharpe ratio.

The current Gold Stock Bond Sharpe ratio is 1.63 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 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 Gold Stock Bond compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Gold Stock Bond provided a 0.40% 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 Gold Stock Bond. 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 Gold Stock Bond was 42.61%, occurring on Nov 3, 2022. Recovery took 278 trading sessions.

The current Gold Stock Bond drawdown is 6.88%.

The chart below shows the rolling one-month volatility.