Data Center Memory Companies

The chart shows the growth of an initial investment of $10,000 in Data Center Memory Companies, 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 Feb 25, 2025, Data Center Memory Companies's average daily return is +0.93%, while the average monthly return is +19.92%. At this rate, an investment would double in approximately 0.3 years.

Historically, 71% of months were positive and 29% were negative. The best month was Jan 2026 with a return of +70.5%, while the worst month was Mar 2025 at -9.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Data Center Memory Companies closed higher 62% of trading days. The best single day was Jan 6, 2026 with a return of +17.3%, while the worst single day was Apr 3, 2025 at -17.6%.

Data Center Memory Companies has an annualized alpha of 595.47%, beta of 2.22, and R2 of 0.35 versus S&P 500 Index. Calculated based on daily prices since February 25, 2025.

• This portfolio captured 5240.79% of S&P 500 Index gains but only 79.91% of its losses - a favorable profile for investors.
• R2 of 0.35 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

Data Center Memory Companies 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.

Data Center Memory Companies ranks 100 for risk / return — in the top 100% 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 table below presents risk-adjusted performance metrics for Data Center Memory Companies and compares them with S&P 500 Index.

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.

Data Center Memory Companies Sharpe ratios as of Jun 6, 2026 (values are recalculated daily):

• 1-Year: 19.38
• All Time: 11.10

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 1.64 to 2.53, 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 Data Center Memory Companies compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Data Center Memory Companies provided a 0.12% 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 Data Center Memory Companies. 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 Data Center Memory Companies was 35.44%, occurring on Apr 4, 2025. Recovery took 35 trading sessions.

The current Data Center Memory Companies drawdown is 15.02%.

The chart below shows the rolling one-month volatility.