2026 SA Top 10

The chart shows the growth of an initial investment of $10,000 in 2026 SA Top 10, 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 2026 SA Top 10 returned 68.50% Year-To-Date and 39.51% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Nov 21, 2006, 2026 SA Top 10's average daily return is +0.10%, while the average monthly return is +2.04%. At this rate, an investment would double in approximately 2.9 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2026 with a return of +25.3%, while the worst month was Oct 2008 at -23.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, 2026 SA Top 10 closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +13.3%, while the worst single day was Nov 19, 2008 at -14.4%.

2026 SA Top 10 has an annualized alpha of 13.07%, beta of 1.22, and R2 of 0.66 versus S&P 500 Index. Calculated based on daily prices since November 21, 2006.

• This portfolio captured 179.72% of S&P 500 Index gains and 112.46% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 13.07% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

2026 SA Top 10 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.

2026 SA Top 10 ranks 99 for risk / return — in the top 99% 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 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 2026 SA Top 10 Sharpe ratio is 6.27 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 1.54 to 2.41, 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 2026 SA Top 10 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

2026 SA Top 10 provided a 0.42% 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 2026 SA Top 10. 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 2026 SA Top 10 was 73.25%, occurring on Nov 20, 2008. Recovery took 513 trading sessions.

The current 2026 SA Top 10 drawdown is 6.23%.

The chart below shows the rolling one-month volatility.