Leveraged Defense 2025

The chart shows the growth of an initial investment of $10,000 in Leveraged Defense 2025, 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 never rebalanced.

Based on dividend-adjusted daily data since Feb 23, 2023, Leveraged Defense 2025's average daily return is +0.18%, while the average monthly return is +3.76%. At this rate, your investment would double in approximately 1.6 years.

Historically, 74% of months were positive and 26% were negative. The best month was Jan 2026 with a return of +23.1%, while the worst month was Mar 2026 at -28.9%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 2 months.

On a daily basis, Leveraged Defense 2025 closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +15.9%, while the worst single day was Jan 30, 2026 at -17.0%.

Leveraged Defense 2025 has an annualized alpha of 24.25%, beta of 1.44, and R² of 0.31 versus S&P 500 Index. Calculated based on daily prices since February 23, 2023.

• This portfolio captured 261.59% of S&P 500 Index gains and 146.17% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.31 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

Leveraged Defense 2025 has a high expense ratio of 1.00%, indicating above-average management fees. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Leveraged Defense 2025 ranks 76 for risk / return — better than 76% 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.

Leveraged Defense 2025 Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 1.72
• All Time: 1.23

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 1.01 to 1.70, 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 Leveraged Defense 2025 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Leveraged Defense 2025 provided a 2.94% 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 Leveraged Defense 2025. 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 Leveraged Defense 2025 was 37.90%, occurring on Oct 5, 2023. Recovery took 119 trading sessions.

The current Leveraged Defense 2025 drawdown is 27.28%.

The chart below shows the rolling one-month volatility.