Metals - Sell Option

The chart shows the growth of an initial investment of $10,000 in Metals - Sell Option, 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 Apr 16, 2026, the Metals - Sell Option returned 11.07% Year-To-Date and 23.42% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jan 5, 2016, Metals - Sell Option's average daily return is +0.15%, while the average monthly return is +3.26%. At this rate, an investment would double in approximately 1.8 years.

Historically, 51% of months were positive and 49% were negative. The best month was Apr 2020 with a return of +47.1%, while the worst month was Mar 2026 at -26.9%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Metals - Sell Option closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +14.4%, while the worst single day was Mar 12, 2020 at -16.5%.

Metals - Sell Option has an annualized alpha of 35.23%, beta of 0.66, and R² of 0.06 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.

• This portfolio captured 146.53% of S&P 500 Index gains but only 66.26% of its losses — a favorable profile for investors.
• Beta of 0.66 may look defensive, but with R² of 0.06 this portfolio is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R² of 0.06 means this portfolio moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Metals - Sell Option 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.

Metals - Sell Option ranks 32 for risk / return — below 32% 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.

Metals - Sell Option Sharpe ratios as of Apr 16, 2026 (values are recalculated daily):

• 1-Year: 2.43
• 5-Year: 0.50
• 10-Year: 0.49
• All Time: 0.67

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 2.20 to 3.00, 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 Metals - Sell Option compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Metals - Sell Option provided a 0.52% 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 Metals - Sell Option. 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 Metals - Sell Option was 59.99%, occurring on May 28, 2019. Recovery took 286 trading sessions.

The current Metals - Sell Option drawdown is 22.67%.

The chart below shows the rolling one-month volatility.