5 balanced

The chart shows the growth of an initial investment of $10,000 in 5 balanced, 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 Apr 3, 2026, the 5 balanced returned 0.38% Year-To-Date and 23.43% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Aug 7, 2009, 5 balanced's average daily return is +0.09%, while the average monthly return is +1.94%. At this rate, your investment would double in approximately 3.0 years.

Historically, 68% of months were positive and 32% were negative. The best month was Jan 2012 with a return of +16.1%, while the worst month was Jan 2022 at -9.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, 5 balanced closed higher 54% of trading days. The best single day was Mar 17, 2020 with a return of +7.6%, while the worst single day was Mar 12, 2020 at -10.0%.

5 balanced has an annualized alpha of 13.03%, beta of 0.89, and R² of 0.68 versus S&P 500 Index. Calculated based on daily prices since August 07, 2009.

• This portfolio captured 124.04% of S&P 500 Index gains but only 65.83% of its losses — a favorable profile for investors.
• This portfolio generated an annualized alpha of 13.03% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 0.89 and R² of 0.68, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

5 balanced 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.

5 balanced ranks 81 for risk / return — in the top 81% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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.

5 balanced Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 1.67
• 5-Year: 1.46
• 10-Year: 1.27
• All Time: 1.30

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 0.98 to 1.66, 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 5 balanced compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

5 balanced provided a 0.77% 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 5 balanced. 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 5 balanced was 23.90%, occurring on Mar 16, 2020. Recovery took 56 trading sessions.

The current 5 balanced drawdown is 6.83%.

The chart below shows the rolling one-month volatility.