group 7

The chart shows the growth of an initial investment of $10,000 in group 7, 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 Jul 21, 2026, the group 7 returned 25.33% Year-To-Date and 28.31% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Mar 30, 2012, group 7's average daily return is +0.09%, while the average monthly return is +1.92%. At this rate, an investment would double in approximately 3.0 years.

Historically, 65% of months were positive and 35% were negative. The best month was Jul 2022 with a return of +18.6%, while the worst month was Mar 2020 at -15.8%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 7 months.

On a daily basis, group 7 closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +13.2%, while the worst single day was Mar 12, 2020 at -11.3%.

group 7 has an annualized alpha of 11.36%, beta of 0.98, and R2 of 0.49 versus S&P 500 Index. Calculated based on daily prices since March 30, 2012.

• This portfolio captured 125.12% of S&P 500 Index gains but only 75.22% of its losses - a favorable profile for investors.
• R2 of 0.49 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

group 7 has an expense ratio of 0.02%, 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.

group 7 ranks 26 for risk / return — below 26% 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 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. Learn how to interpret the Sharpe ratio.

The current group 7 Sharpe ratio is 1.18 as of Jul 21, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.20 to 1.99, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of group 7 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

group 7 provided a 1.22% 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 group 7. 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 group 7 was 37.38%, occurring on Mar 23, 2020. Recovery took 53 trading sessions.

The current group 7 drawdown is 18.43%.

The chart below shows the rolling one-month volatility.