M1 Finance Ultra Aggressive

The chart shows the growth of an initial investment of $10,000 in M1 Finance Ultra Aggressive, 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 23, 2026, the M1 Finance Ultra Aggressive returned 11.30% Year-To-Date and 11.97% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jun 4, 2013, M1 Finance Ultra Aggressive's average daily return is +0.04%, while the average monthly return is +0.91%. At this rate, an investment would double in approximately 6.4 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +12.6%, while the worst month was Mar 2020 at -15.8%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 4 months.

On a daily basis, M1 Finance Ultra Aggressive closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +9.1%, while the worst single day was Mar 16, 2020 at -12.0%.

M1 Finance Ultra Aggressive has an annualized alpha of -0.71%, beta of 0.92, and R2 of 0.92 versus S&P 500 Index. Calculated based on daily prices since June 04, 2013.

• This portfolio participated in 96.19% of S&P 500 Index downside but only 89.40% of its upside - more exposed to losses than it benefited from rallies.
• With beta of 0.92 and R2 of 0.92, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

M1 Finance Ultra Aggressive has an expense ratio of 0.04%, 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.

M1 Finance Ultra Aggressive ranks 50 for risk / return — on par with similar Portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

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 M1 Finance Ultra Aggressive Sharpe ratio is 1.90 as of Jun 23, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.66 to 2.59, 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 M1 Finance Ultra Aggressive compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

M1 Finance Ultra Aggressive provided a 1.92% 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 M1 Finance Ultra Aggressive. 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 M1 Finance Ultra Aggressive was 35.69%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.

The current M1 Finance Ultra Aggressive drawdown is 0.27%.

The chart below shows the rolling one-month volatility.