Portfolio 2026

The chart shows the growth of an initial investment of €10,000 in Portfolio 2026, 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.

Based on dividend-adjusted daily data since Apr 26, 2018, Portfolio 2026's average daily return is +0.05%, while the average monthly return is +1.65%. At this rate, an investment would double in approximately 3.5 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +17.0%, while the worst month was Mar 2020 at -13.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Portfolio 2026 closed higher 41% of trading days. The best single day was Mar 24, 2020 with a return of +7.4%, while the worst single day was Mar 12, 2020 at -14.3%.

Portfolio 2026 has an annualized alpha of 11.90%, beta of 0.55, and R² of 0.32 versus S&P 500 Index. Calculated based on daily prices since April 26, 2018.

• This portfolio captured 116.31% of S&P 500 Index gains but only 93.61% of its losses — a favorable profile for investors.
• Beta of 0.55 may look defensive, but with R² of 0.32 this portfolio is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R² of 0.32 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

Portfolio 2026 has an expense ratio of 0.21%, 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.

Portfolio 2026 ranks 12 for risk / return — in the bottom 12% 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.

Portfolio 2026 Sharpe ratios as of Apr 11, 2026 (values are recalculated daily):

• 1-Year: 1.69
• 5-Year: 0.69
• All Time: 1.01

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 2.14 to 3.05, 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 Portfolio 2026 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Portfolio 2026 provided a 0.68% 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 Portfolio 2026. 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 Portfolio 2026 was 34.00%, occurring on Mar 18, 2020. Recovery took 223 trading sessions.

The current Portfolio 2026 drawdown is 4.98%.

The chart below shows the rolling one-month volatility.