joel

The chart shows the growth of an initial investment of $10,000 in joel, 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 Apr 29, 2022, joel's average daily return is +0.14%, while the average monthly return is +2.85%. At this rate, your investment would double in approximately 2.1 years.

Historically, 57% of months were positive and 43% were negative. The best month was Feb 2024 with a return of +38.3%, while the worst month was Jun 2022 at -13.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, joel closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +13.8%, while the worst single day was May 9, 2022 at -8.3%.

joel has an annualized alpha of 18.96%, beta of 1.50, and R² of 0.57 versus S&P 500 Index. Calculated based on daily prices since April 29, 2022.

• This portfolio captured 181.07% of S&P 500 Index gains but only 85.33% of its losses — a favorable profile for investors.
• This portfolio generated an annualized alpha of 18.96% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 1.50 means this portfolio moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

joel 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.

joel ranks 11 for risk / return — in the bottom 11% of portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

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.

joel Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

• 1-Year: 1.16
• All Time: 1.04

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 0.99 to 1.69, 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 joel compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

joel provided a 0.72% 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 joel. 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 joel was 41.55%, occurring on Nov 3, 2022. Recovery took 140 trading sessions.

The current joel drawdown is 23.01%.

The chart below shows the rolling one-month volatility.