Fid Broke Stocks

The chart shows the growth of an initial investment of $10,000 in Fid Broke Stocks, 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 Mar 28, 2024, Fid Broke Stocks's average daily return is +0.16%, while the average monthly return is +3.14%. At this rate, your investment would double in approximately 1.9 years.

Historically, 65% of months were positive and 35% were negative. The best month was Sep 2025 with a return of +20.6%, while the worst month was Mar 2026 at -8.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Fid Broke Stocks closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +10.3%, while the worst single day was Apr 4, 2025 at -8.6%.

Fid Broke Stocks has an annualized alpha of 29.11%, beta of 1.25, and R² of 0.49 versus S&P 500 Index. Calculated based on daily prices since March 28, 2024.

• This portfolio captured 235.47% of S&P 500 Index gains but only 69.30% 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.

Fid Broke Stocks 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.

Fid Broke Stocks ranks 56 for risk / return — on par with similar portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

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.

Fid Broke Stocks Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 1.40
• All Time: 1.55

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 0.97 to 1.66, 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 Fid Broke Stocks compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Fid Broke Stocks provided a 1.27% 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 Fid Broke Stocks. 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 Fid Broke Stocks was 26.91%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.

The current Fid Broke Stocks drawdown is 15.32%.

The chart below shows the rolling one-month volatility.