EMA 30 GmbH

The chart shows the growth of an initial investment of $10,000 in EMA 30 GmbH , 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 4, 2026, the EMA 30 GmbH returned 11.54% Year-To-Date and 21.42% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Apr 20, 2007, EMA 30 GmbH 's average daily return is +0.09%, while the average monthly return is +1.90%. At this rate, your investment would double in approximately 3.1 years.

Historically, 66% of months were positive and 34% were negative. The best month was May 2013 with a return of +103.3%, while the worst month was Oct 2008 at -14.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, EMA 30 GmbH closed higher 55% of trading days. The best single day was May 1, 2013 with a return of +73.5%, while the worst single day was Mar 12, 2020 at -10.4%.

EMA 30 GmbH has an annualized alpha of 15.58%, beta of 0.82, and R² of 0.38 versus S&P 500 Index. Calculated based on daily prices since April 20, 2007.

• This portfolio captured 127.65% of S&P 500 Index gains but only 70.21% of its losses — a favorable profile for investors.
• R² of 0.38 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

EMA 30 GmbH 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.

EMA 30 GmbH ranks 85 for risk / return — in the top 85% 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.

EMA 30 GmbH Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

• 1-Year: 1.66
• 5-Year: 1.28
• 10-Year: 1.23
• All Time: 0.81

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 EMA 30 GmbH compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

EMA 30 GmbH provided a 1.49% 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 EMA 30 GmbH . 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 EMA 30 GmbH was 44.45%, occurring on Mar 3, 2009. Recovery took 460 trading sessions.

The current EMA 30 GmbH drawdown is 2.96%.

The chart below shows the rolling one-month volatility.