Grok04302026

The chart shows the growth of an initial investment of $10,000 in Grok04302026, 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 30, 2021, Grok04302026's average daily return is +0.07%, while the average monthly return is +1.34%. At this rate, an investment would double in approximately 4.3 years.

Historically, 69% of months were positive and 31% were negative. The best month was Apr 2026 with a return of +9.6%, while the worst month was Sep 2022 at -7.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Grok04302026 closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +7.7%, while the worst single day was Apr 4, 2025 at -4.5%.

Grok04302026 has an annualized alpha of 7.27%, beta of 0.77, and R2 of 0.82 versus S&P 500 Index. Calculated based on daily prices since June 30, 2021.

• This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (93.22%) than losses (70.90%) - typical of diversified or defensive assets.
• This portfolio generated an annualized alpha of 7.27% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Grok04302026 has an expense ratio of 0.14%, 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.

Grok04302026 ranks 76 for risk / return — better than 76% of Portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below presents risk-adjusted performance metrics for Grok04302026 and compares them with S&P 500 Index.

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.

Grok04302026 Sharpe ratios as of Jun 6, 2026 (values are recalculated daily):

• 1-Year: 2.79
• All Time: 1.17

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 1.64 to 2.53, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of Grok04302026 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Grok04302026 provided a 1.45% 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 Grok04302026. 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 Grok04302026 was 22.90%, occurring on Oct 14, 2022. Recovery took 185 trading sessions.

The current Grok04302026 drawdown is 4.78%.

The chart below shows the rolling one-month volatility.