home down payment

The chart shows the growth of an initial investment of $10,000 in home down payment, 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 year.

As of Apr 2, 2026, the home down payment returned -0.30% Year-To-Date and 5.22% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Nov 24, 2009, home down payment's average daily return is +0.02%, while the average monthly return is +0.44%. At this rate, your investment would double in approximately 13.2 years.

Historically, 69% of months were positive and 31% were negative. The best month was Nov 2023 with a return of +5.2%, while the worst month was Mar 2020 at -4.8%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 4 months.

On a daily basis, home down payment closed higher 56% of trading days. The best single day was Mar 26, 2020 with a return of +2.4%, while the worst single day was Mar 12, 2020 at -3.6%.

home down payment has an annualized alpha of 1.81%, beta of 0.28, and R² of 0.88 versus S&P 500 Index. Calculated based on daily prices since November 24, 2009.

• This portfolio participated in 34.36% of S&P 500 Index downside but only 32.79% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.28 indicates this portfolio moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

home down payment has an expense ratio of 0.17%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

home down payment ranks 79 for risk / return — better than 79% 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.

home down payment Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 1.84
• 5-Year: 0.82
• 10-Year: 0.98
• All Time: 1.02

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 1.00 to 1.69, 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 home down payment compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

home down payment provided a 2.96% 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 home down payment. 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 home down payment was 13.74%, occurring on Sep 30, 2022. Recovery took 335 trading sessions.

The current home down payment drawdown is 2.78%.

The chart below shows the rolling one-month volatility.