Magnificent 7 CHINA

The chart shows the growth of an initial investment of $10,000 in Magnificent 7 CHINA, 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 Feb 9, 2026, Magnificent 7 CHINA's average daily return is -0.21%, while the average monthly return is -3.54%.

Historically, 20% of months were positive and 80% were negative. The best month was Apr 2026 with a return of +1.3%, while the worst month was Feb 2026 at -7.6%. The longest winning streak lasted 1 consecutive months, and the longest losing streak was 2 months.

On a daily basis, Magnificent 7 CHINA closed higher 43% of trading days. The best single day was May 13, 2026 with a return of +4.9%, while the worst single day was Jun 5, 2026 at -4.2%.

Magnificent 7 CHINA has an annualized alpha of -53.19%, beta of 1.15, and R2 of 0.36 versus S&P 500 Index. Calculated based on daily prices since February 09, 2026.

• This portfolio participated in 170.34% of S&P 500 Index downside but only -4.34% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.36 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

Magnificent 7 CHINA 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.

The table below presents risk-adjusted performance metrics for Magnificent 7 CHINA and compares them with S&P 500 Index.

There isn't enough data available to calculate the Sharpe ratio for Magnificent 7 CHINA. This metric is based on the past 12 months of trading data. Please check back later for updated information.

Magnificent 7 CHINA provided a 0.57% 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 Magnificent 7 CHINA. 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 Magnificent 7 CHINA was 17.04%, occurring on Jun 5, 2026. The portfolio has not yet recovered.

The current Magnificent 7 CHINA drawdown is 13.38%.

The chart below shows the rolling one-month volatility.