Dit moet het dan maar zijn

The chart shows the growth of an initial investment of $10,000 in Dit moet het dan maar zijn, 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 Nov 19, 2021, Dit moet het dan maar zijn's average daily return is +0.15%, while the average monthly return is +3.20%. At this rate, an investment would double in approximately 1.8 years.

Historically, 73% of months were positive and 27% were negative. The best month was Mar 2024 with a return of +15.3%, while the worst month was Mar 2026 at -11.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Dit moet het dan maar zijn closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +4.9%, while the worst single day was Apr 7, 2025 at -7.0%.

Dit moet het dan maar zijn has an annualized alpha of 37.48%, beta of 0.43, and R2 of 0.16 versus S&P 500 Index. Calculated based on daily prices since November 19, 2021.

• This portfolio captured 142.35% of S&P 500 Index gains but only 18.83% of its losses - a favorable profile for investors.
• Beta of 0.43 may look defensive, but with R2 of 0.16 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 0.16 means this portfolio moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Dit moet het dan maar zijn 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.

Dit moet het dan maar zijn ranks 94 for risk / return — in the top 94% 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.

The current Dit moet het dan maar zijn Sharpe ratio is 3.77 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.53 to 2.41, 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 Dit moet het dan maar zijn compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Dit moet het dan maar zijn provided a 2.49% 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 Dit moet het dan maar zijn. 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 Dit moet het dan maar zijn was 21.77%, occurring on Jul 14, 2022. Recovery took 212 trading sessions.

The chart below shows the rolling one-month volatility.