Ghh

The chart shows the growth of an initial investment of $10,000 in Ghh, 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 never rebalanced.

As of Jun 13, 2026, the Ghh returned 14.18% Year-To-Date and 15.89% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Dec 12, 1980, Ghh's average daily return is +0.08%, while the average monthly return is +1.68%. At this rate, an investment would double in approximately 3.5 years.

Historically, 63% of months were positive and 37% were negative. The best month was May 2003 with a return of +33.9%, while the worst month was Oct 1987 at -25.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Ghh closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +16.0%, while the worst single day was Apr 2, 1993 at -19.9%.

Ghh has an annualized alpha of 12.74%, beta of 0.78, and R2 of 0.31 versus S&P 500 Index. Calculated based on daily prices since December 12, 1980.

• This portfolio captured 106.92% of S&P 500 Index gains but only 62.72% of its losses - a favorable profile for investors.
• R2 of 0.31 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

Ghh 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.

Ghh ranks 77 for risk / return — better than 77% 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 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.

The current Ghh Sharpe ratio is 2.44 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 1.54 to 2.41, 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 Ghh compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Ghh provided a 3.10% 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 Ghh. 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 Ghh was 55.48%, occurring on Feb 11, 2000. Recovery took 269 trading sessions.

The current Ghh drawdown is 4.55%.

The chart below shows the rolling one-month volatility.