10% Leveraged Stocks 90% ST High Yield Bonds

The chart shows the growth of an initial investment of $10,000 in 10% Leveraged Stocks 90% ST High Yield Bonds, 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 3, 2026, the 10% Leveraged Stocks 90% ST High Yield Bonds returned -0.33% Year-To-Date and 6.57% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jun 9, 2014, 10% Leveraged Stocks 90% ST High Yield Bonds's average daily return is +0.02%, while the average monthly return is +0.48%. At this rate, your investment would double in approximately 12.1 years.

Historically, 69% of months were positive and 31% were negative. The best month was Apr 2020 with a return of +6.3%, while the worst month was Mar 2020 at -13.1%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 4 months.

On a daily basis, 10% Leveraged Stocks 90% ST High Yield Bonds closed higher 55% of trading days. The best single day was Mar 26, 2020 with a return of +5.8%, while the worst single day was Mar 18, 2020 at -8.7%.

10% Leveraged Stocks 90% ST High Yield Bonds has an annualized alpha of 2.24%, beta of 0.31, and R² of 0.45 versus S&P 500 Index. Calculated based on daily prices since June 09, 2014.

• This portfolio participated in 45.43% of S&P 500 Index downside but only 41.15% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.31 may look defensive, but with R² of 0.45 this portfolio is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R² of 0.45 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

10% Leveraged Stocks 90% ST High Yield Bonds has an expense ratio of 0.38%, 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.

10% Leveraged Stocks 90% ST High Yield Bonds ranks 34 for risk / return — below 34% 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.

10% Leveraged Stocks 90% ST High Yield Bonds Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 1.11
• 5-Year: 0.84
• 10-Year: 0.80
• All Time: 0.70

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 0.98 to 1.66, 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 10% Leveraged Stocks 90% ST High Yield Bonds compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

10% Leveraged Stocks 90% ST High Yield Bonds provided a 6.62% 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 10% Leveraged Stocks 90% ST High Yield Bonds. 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 10% Leveraged Stocks 90% ST High Yield Bonds was 23.99%, occurring on Mar 18, 2020. Recovery took 117 trading sessions.

The current 10% Leveraged Stocks 90% ST High Yield Bonds drawdown is 1.97%.

The chart below shows the rolling one-month volatility.