Rick's Powers of 2

The chart shows the growth of an initial investment of $10,000 in Rick's Powers of 2, 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 6, 2026, the Rick's Powers of 2 returned 27.90% Year-To-Date and 21.74% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Aug 4, 2010, Rick's Powers of 2's average daily return is +0.09%, while the average monthly return is +1.76%. At this rate, an investment would double in approximately 3.3 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2026 with a return of +21.4%, while the worst month was Oct 2018 at -12.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Rick's Powers of 2 closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +8.8%, while the worst single day was Apr 4, 2025 at -8.5%.

Rick's Powers of 2 has an annualized alpha of 7.87%, beta of 1.05, and R2 of 0.68 versus S&P 500 Index. Calculated based on daily prices since August 04, 2010.

• This portfolio captured 141.47% of S&P 500 Index gains and 106.12% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 7.87% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.05 and R2 of 0.68, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Rick's Powers of 2 has a high expense ratio of 1.28%, indicating above-average management fees. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Rick's Powers of 2 ranks 65 for risk / return — better than 65% of Portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below presents risk-adjusted performance metrics for Rick's Powers of 2 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.

Rick's Powers of 2 Sharpe ratios as of Jun 6, 2026 (values are recalculated daily):

• 1-Year: 2.63
• 5-Year: 0.76
• 10-Year: 0.93
• All Time: 0.97

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 Rick's Powers of 2 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Rick's Powers of 2 provided a 0.99% 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 Rick's Powers of 2. 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 Rick's Powers of 2 was 32.52%, occurring on Apr 8, 2025. Recovery took 124 trading sessions.

The current Rick's Powers of 2 drawdown is 8.73%.

The chart below shows the rolling one-month volatility.