Dax argt voog qqq gld ibit brkb smh

The chart shows the growth of an initial investment of $10,000 in Dax argt voog qqq gld ibit brkb smh, 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 year.

As of Apr 9, 2026, the Dax argt voog qqq gld ibit brkb smh returned 1.00% Year-To-Date and 24.73% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Oct 24, 2014, Dax argt voog qqq gld ibit brkb smh's average daily return is +0.06%, while the average monthly return is +1.75%. At this rate, your investment would double in approximately 3.3 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2017 with a return of +12.8%, while the worst month was Jun 2022 at -11.1%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Dax argt voog qqq gld ibit brkb smh closed higher 55% of trading days. The best single day was Dec 7, 2017 with a return of +9.1%, while the worst single day was Mar 12, 2020 at -10.2%.

Dax argt voog qqq gld ibit brkb smh has an annualized alpha of 10.47%, beta of 0.82, and R² of 0.74 versus S&P 500 Index. Calculated based on daily prices since October 24, 2014.

• This portfolio captured 114.28% of S&P 500 Index gains but only 73.13% of its losses — a favorable profile for investors.
• This portfolio generated an annualized alpha of 10.47% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Dax argt voog qqq gld ibit brkb smh has an expense ratio of 0.23%, 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.

Dax argt voog qqq gld ibit brkb smh ranks 34 for risk / return — below 34% 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.

Dax argt voog qqq gld ibit brkb smh Sharpe ratios as of Apr 9, 2026 (values are recalculated daily):

• 1-Year: 2.42
• 5-Year: 1.11
• 10-Year: 1.39
• All Time: 1.28

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 2.13 to 2.98, 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 Dax argt voog qqq gld ibit brkb smh compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Dax argt voog qqq gld ibit brkb smh provided a 0.41% 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 Dax argt voog qqq gld ibit brkb smh. 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 Dax argt voog qqq gld ibit brkb smh was 28.06%, occurring on Dec 25, 2018. Recovery took 373 trading sessions.

The current Dax argt voog qqq gld ibit brkb smh drawdown is 6.18%.

The chart below shows the rolling one-month volatility.