$1b Investments 10/6/26 until... lite only

The chart shows the growth of an initial investment of $10,000 in $1b Investments 10/6/26 until... lite only, 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 May 16, 2018, $1b Investments 10/6/26 until... lite only's average daily return is +0.10%, while the average monthly return is +2.00%. At this rate, an investment would double in approximately 2.9 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2026 with a return of +21.1%, while the worst month was Apr 2022 at -13.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, $1b Investments 10/6/26 until... lite only closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +12.9%, while the worst single day was Mar 16, 2020 at -12.5%.

$1b Investments 10/6/26 until... lite only has an annualized alpha of 7.74%, beta of 1.21, and R2 of 0.87 versus S&P 500 Index. Calculated based on daily prices since May 16, 2018.

• This portfolio captured 147.02% of S&P 500 Index gains and 105.78% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 7.74% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

$1b Investments 10/6/26 until... lite only has an expense ratio of 0.53%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

$1b Investments 10/6/26 until... lite only ranks 87 for risk / return — in the top 87% 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 table below presents risk-adjusted performance metrics for $1b Investments 10/6/26 until... lite only 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.

$1b Investments 10/6/26 until... lite only Sharpe ratios as of Jun 9, 2026 (values are recalculated daily):

• 1-Year: 2.99
• 5-Year: 1.00
• All Time: 0.96

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 1.59 to 2.46, 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 $1b Investments 10/6/26 until... lite only compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

$1b Investments 10/6/26 until... lite only provided a 3.93% 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 $1b Investments 10/6/26 until... lite only. 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 $1b Investments 10/6/26 until... lite only was 35.79%, occurring on Oct 14, 2022. Recovery took 184 trading sessions.

The current $1b Investments 10/6/26 until... lite only drawdown is 7.19%.

The chart below shows the rolling one-month volatility.