Gold Stock 2x

The chart shows the growth of an initial investment of $10,000 in Gold Stock 2x, 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 Jun 13, 2026, the Gold Stock 2x returned 3.50% Year-To-Date and 23.14% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Dec 3, 2008, Gold Stock 2x's average daily return is +0.09%, while the average monthly return is +1.88%. At this rate, an investment would double in approximately 3.1 years.

Historically, 62% of months were positive and 38% were negative. The best month was Dec 2008 with a return of +20.6%, while the worst month was Sep 2011 at -19.4%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Gold Stock 2x closed higher 56% of trading days. The best single day was Mar 24, 2020 with a return of +14.0%, while the worst single day was Jan 30, 2026 at -12.7%.

Gold Stock 2x has an annualized alpha of 9.59%, beta of 0.98, and R2 of 0.50 versus S&P 500 Index. Calculated based on daily prices since December 03, 2008.

• This portfolio captured 126.12% of S&P 500 Index gains but only 90.66% of its losses - a favorable profile for investors.
• R2 of 0.50 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

Gold Stock 2x has an expense ratio of 0.91%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Gold Stock 2x ranks 19 for risk / return — in the bottom 19% 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. Learn how to interpret the Sharpe ratio.

The current Gold Stock 2x Sharpe ratio is 1.28 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 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 Gold Stock 2x compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Gold Stock 2x provided a 0.32% 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 Gold Stock 2x. 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 Gold Stock 2x was 36.36%, occurring on Mar 20, 2020. Recovery took 73 trading sessions.

The current Gold Stock 2x drawdown is 19.54%.

The chart below shows the rolling one-month volatility.