Bloomer 3 BEST TOP 20

The chart shows the growth of an initial investment of $10,000 in Bloomer 3 BEST TOP 20, 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 Jun 6, 2026, the Bloomer 3 BEST TOP 20 returned 17.43% Year-To-Date and 43.31% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jan 5, 2016, Bloomer 3 BEST TOP 20's average daily return is +0.11%, while the average monthly return is +3.20%. At this rate, an investment would double in approximately 1.8 years.

Historically, 71% of months were positive and 29% were negative. The best month was May 2023 with a return of +19.7%, while the worst month was Apr 2022 at -14.5%. The longest winning streak lasted 21 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Bloomer 3 BEST TOP 20 closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +13.6%, while the worst single day was Mar 16, 2020 at -15.6%.

Bloomer 3 BEST TOP 20 has an annualized alpha of 20.70%, beta of 1.35, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.

• This portfolio captured 214.98% of S&P 500 Index gains and 102.74% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 20.70% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Bloomer 3 BEST TOP 20 has an expense ratio of 0.07%, 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.

Bloomer 3 BEST TOP 20 ranks 20 for risk / return — below 20% 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 table below presents risk-adjusted performance metrics for Bloomer 3 BEST TOP 20 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.

Bloomer 3 BEST TOP 20 Sharpe ratios as of Jun 6, 2026 (values are recalculated daily):

• 1-Year: 1.75
• 5-Year: 1.18
• 10-Year: 1.57
• All Time: 1.53

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 1.63 to 2.52, 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 Bloomer 3 BEST TOP 20 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Bloomer 3 BEST TOP 20 provided a 0.33% 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 Bloomer 3 BEST TOP 20. 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 Bloomer 3 BEST TOP 20 was 39.15%, occurring on Oct 15, 2022. Recovery took 215 trading sessions.

The current Bloomer 3 BEST TOP 20 drawdown is 8.37%.

The chart below shows the rolling one-month volatility.