Crypto Holdings 2025

The chart shows the growth of an initial investment of $10,000 in Crypto Holdings 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 rebalanced Every 3 months.

Based on dividend-adjusted daily data since Jun 16, 2021, Crypto Holdings 2025's average daily return is +0.07%, while the average monthly return is +2.13%. At this rate, your investment would double in approximately 2.7 years.

Historically, 47% of months were positive and 53% were negative. The best month was Nov 2024 with a return of +85.8%, while the worst month was Jun 2022 at -32.5%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 7 months.

On a daily basis, Crypto Holdings 2025 closed higher 53% of trading days. The best single day was Nov 10, 2022 with a return of +13.7%, while the worst single day was Jun 21, 2021 at -19.2%.

Crypto Holdings 2025 has an annualized alpha of -7.60%, beta of 1.34, and R² of 0.18 versus S&P 500 Index. Calculated based on daily prices since June 16, 2021.

• This portfolio participated in 164.93% of S&P 500 Index downside but only 104.75% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.18 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.

Crypto Holdings 2025 has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Crypto Holdings 2025 ranks 2 for risk / return — in the bottom 2% 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.

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.

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

• 1-Year: -0.29
• All Time: 0.11

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 Crypto Holdings 2025 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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 Crypto Holdings 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 Crypto Holdings 2025 was 73.70%, occurring on Dec 19, 2022. Recovery took 704 trading sessions.

The current Crypto Holdings 2025 drawdown is 48.91%.

The chart below shows the rolling one-month volatility.