Stocks Only - PH

The chart shows the growth of an initial investment of $10,000 in Stocks Only - PH, 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 Apr 2, 2026, the Stocks Only - PH returned -14.57% Year-To-Date and 58.90% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jan 5, 2016, Stocks Only - PH's average daily return is +0.22%, while the average monthly return is +4.69%. At this rate, your investment would double in approximately 1.3 years.

Historically, 66% of months were positive and 34% were negative. The best month was May 2023 with a return of +54.5%, while the worst month was Nov 2025 at -24.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Stocks Only - PH closed higher 54% of trading days. The best single day was Feb 22, 2024 with a return of +21.9%, while the worst single day was Mar 16, 2020 at -23.8%.

Stocks Only - PH has an annualized alpha of 42.82%, beta of 1.58, and R² of 0.43 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.

• This portfolio captured 314.63% of S&P 500 Index gains and 102.93% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.43 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

Stocks Only - PH 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.

Stocks Only - PH ranks 6 for risk / return — in the bottom 6% 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.

Stocks Only - PH Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 0.14
• 5-Year: 1.17
• 10-Year: 1.36
• All Time: 1.39

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 1.68, 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 Stocks Only - PH compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Stocks Only - PH provided a 0.01% 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 Stocks Only - PH. 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 Stocks Only - PH was 42.06%, occurring on Dec 24, 2018. Recovery took 250 trading sessions.

The current Stocks Only - PH drawdown is 38.00%.

The chart below shows the rolling one-month volatility.