AI stock focus

The chart shows the growth of an initial investment of $10,000 in AI stock focus, 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 Feb 2, 2022, AI stock focus's average daily return is +0.18%, while the average monthly return is +3.64%. At this rate, an investment would double in approximately 1.6 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2026 with a return of +20.2%, while the worst month was Feb 2025 at -12.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, AI stock focus closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +12.4%, while the worst single day was Jan 27, 2025 at -18.5%.

AI stock focus has an annualized alpha of 33.14%, beta of 1.29, and R2 of 0.51 versus S&P 500 Index. Calculated based on daily prices since February 02, 2022.

• This portfolio captured 217.29% of S&P 500 Index gains but only 71.35% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 33.14% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

AI stock focus 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.

AI stock focus ranks 21 for risk / return — below 21% 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 AI stock focus Sharpe ratio is 1.25 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 1.53 to 2.41, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of AI stock focus compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

AI stock focus provided a 0.81% 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 AI stock focus. 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 AI stock focus was 39.60%, occurring on Apr 4, 2025. Recovery took 64 trading sessions.

The current AI stock focus drawdown is 8.42%.

The chart below shows the rolling one-month volatility.