10 5 25 13 more stocks to invest in

The chart shows the growth of an initial investment of $10,000 in 10 5 25 13 more stocks to invest in, 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 6, 2025, 10 5 25 13 more stocks to invest in's average daily return is +0.71%, while the average monthly return is +11.18%. At this rate, your investment would double in approximately 0.5 years.

Historically, 73% of months were positive and 27% were negative. The best month was Jun 2025 with a return of +61.1%, while the worst month was Nov 2025 at -14.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.

On a daily basis, 10 5 25 13 more stocks to invest in closed higher 55% of trading days. The best single day was Jul 3, 2025 with a return of +68.3%, while the worst single day was Jul 9, 2025 at -27.0%.

10 5 25 13 more stocks to invest in has an annualized alpha of 295.58%, beta of 3.37, and R² of 0.11 versus S&P 500 Index. Calculated based on daily prices since June 06, 2025.

• This portfolio captured 1559.33% of S&P 500 Index gains and 174.56% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.11 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.

10 5 25 13 more stocks to invest in has an expense ratio of 0.05%, 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.

There isn't enough data available to calculate the Sharpe ratio for 10 5 25 13 more stocks to invest in. This metric is based on the past 12 months of trading data. Please check back later for updated information.

10 5 25 13 more stocks to invest in provided a 1.10% 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 5 25 13 more stocks to invest in. 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 5 25 13 more stocks to invest in was 53.44%, occurring on Aug 1, 2025. The portfolio has not yet recovered.

The current 10 5 25 13 more stocks to invest in drawdown is 23.69%.

The chart below shows the rolling one-month volatility.