Big Players

The chart shows the growth of an initial investment of $10,000 in Big Players, 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 Apr 23, 2021, Big Players's average daily return is +0.28%, while the average monthly return is +5.96%. At this rate, an investment would double in approximately 1.0 years.

Historically, 69% of months were positive and 31% were negative. The best month was Dec 2024 with a return of +64.7%, while the worst month was Jun 2022 at -17.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Big Players closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +15.8%, while the worst single day was Dec 19, 2024 at -12.1%.

Big Players has an annualized alpha of 63.85%, beta of 1.67, and R² of 0.52 versus S&P 500 Index. Calculated based on daily prices since April 23, 2021.

• This portfolio captured 318.51% of S&P 500 Index gains but only 21.95% of its losses — a favorable profile for investors.
• This portfolio generated an annualized alpha of 63.85% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 1.67 means this portfolio moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

Big Players 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.

Big Players ranks 77 for risk / return — better than 77% 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 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.

Big Players Sharpe ratios as of Apr 16, 2026 (values are recalculated daily):

• 1-Year: 3.49
• All Time: 2.19

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 2.20 to 3.00, 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 Big Players compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Big Players provided a 0.14% 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 Big Players. 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 Big Players was 43.19%, occurring on Sep 29, 2022. Recovery took 86 trading sessions.

The chart below shows the rolling one-month volatility.