Joint

The chart shows the growth of an initial investment of $10,000 in Joint, 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 year.

As of Jun 13, 2026, the Joint returned 4.26% Year-To-Date and 12.05% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Oct 20, 2011, Joint's average daily return is +0.07%, while the average monthly return is +2.10%. At this rate, an investment would double in approximately 2.8 years.

Historically, 39% of months were positive and 61% were negative. The best month was Apr 2020 with a return of +168.4%, while the worst month was May 2017 at -25.0%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 6 months.

On a daily basis, Joint closed higher 64% of trading days. The best single day was Apr 29, 2020 with a return of +123.5%, while the worst single day was May 12, 2017 at -21.4%.

Joint has an annualized alpha of 15.88%, beta of 0.70, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since October 20, 2011.

• This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (42.70%) than losses (23.74%) - typical of diversified or defensive assets.
• R2 of 0.04 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.

Joint has an expense ratio of 0.08%, 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.

Joint 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. Learn how to interpret the Sharpe ratio.

The current Joint Sharpe ratio is 0.62 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.53 to 2.41, 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 Joint compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Joint provided a 3.03% 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 Joint. 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 Joint was 74.64%, occurring on Mar 16, 2020. Recovery took 1659 trading sessions.

The current Joint drawdown is 7.39%.

The chart below shows the rolling one-month volatility.