Kerry portfolio mix 2-8-26

The chart shows the growth of an initial investment of $10,000 in Kerry portfolio mix 2-8-26, 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 Oct 28, 2022, Kerry portfolio mix 2-8-26's average daily return is +0.08%, while the average monthly return is +1.68%. At this rate, an investment would double in approximately 3.5 years.

Historically, 69% of months were positive and 31% were negative. The best month was Jan 2023 with a return of +8.8%, while the worst month was Sep 2023 at -5.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Kerry portfolio mix 2-8-26 closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +8.5%, while the worst single day was Apr 4, 2025 at -5.5%.

Kerry portfolio mix 2-8-26 has an annualized alpha of 5.51%, beta of 0.80, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since October 28, 2022.

• This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (83.70%) than losses (55.30%) - typical of diversified or defensive assets.
• This portfolio generated an annualized alpha of 5.51% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Kerry portfolio mix 2-8-26 has an expense ratio of 0.11%, 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.

Kerry portfolio mix 2-8-26 ranks 63 for risk / return — better than 63% 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 table below presents risk-adjusted performance metrics for Kerry portfolio mix 2-8-26 and compares them with S&P 500 Index.

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.

Kerry portfolio mix 2-8-26 Sharpe ratios as of Jun 6, 2026 (values are recalculated daily):

• 1-Year: 2.08
• All Time: 1.55

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 1.62 to 2.52, 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 Kerry portfolio mix 2-8-26 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Kerry portfolio mix 2-8-26 provided a 1.82% 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 Kerry portfolio mix 2-8-26. 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 Kerry portfolio mix 2-8-26 was 16.43%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.

The current Kerry portfolio mix 2-8-26 drawdown is 1.64%.

The chart below shows the rolling one-month volatility.