3x Bond - Equities TQQQ TMF

The chart shows the growth of an initial investment of $10,000 in 3x Bond - Equities TQQQ TMF, 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 16, 2026, the 3x Bond - Equities TQQQ TMF returned 35.79% Year-To-Date and 18.89% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Feb 11, 2010, 3x Bond - Equities TQQQ TMF's average daily return is +0.12%, while the average monthly return is +2.56%. At this rate, an investment would double in approximately 2.3 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2023 with a return of +31.7%, while the worst month was Apr 2022 at -31.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 7 months.

On a daily basis, 3x Bond - Equities TQQQ TMF closed higher 55% of trading days. The best single day was Nov 10, 2022 with a return of +17.1%, while the worst single day was Mar 18, 2020 at -15.7%.

3x Bond - Equities TQQQ TMF has an annualized alpha of 16.62%, beta of 1.12, and R2 of 0.33 versus S&P 500 Index. Calculated based on daily prices since February 11, 2010.

• This portfolio captured 206.18% of S&P 500 Index gains and 135.62% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.33 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

3x Bond - Equities TQQQ TMF has a high expense ratio of 0.98%, 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.

3x Bond - Equities TQQQ TMF ranks 39 for risk / return — below 39% of Portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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 3x Bond - Equities TQQQ TMF Sharpe ratio is 2.08 as of Jun 16, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.72 to 2.63, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of 3x Bond - Equities TQQQ TMF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

3x Bond - Equities TQQQ TMF provided a 2.24% 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 3x Bond - Equities TQQQ TMF. 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 3x Bond - Equities TQQQ TMF was 77.77%, occurring on Nov 9, 2022. The portfolio has not yet recovered.

The current 3x Bond - Equities TQQQ TMF drawdown is 29.69%.

The chart below shows the rolling one-month volatility.