Classical TG 2022

The chart shows the growth of an initial investment of $10,000 in Classical TG 2022, 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 2, 2018, Classical TG 2022's average daily return is +0.23%, while the average monthly return is +4.64%. At this rate, an investment would double in approximately 1.3 years.

Historically, 65% of months were positive and 35% were negative. The best month was May 2023 with a return of +36.3%, while the worst month was Apr 2022 at -32.0%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Classical TG 2022 closed higher 54% of trading days. The best single day was May 25, 2023 with a return of +24.4%, while the worst single day was Nov 16, 2018 at -18.8%.

Classical TG 2022 has an annualized alpha of 39.04%, beta of 1.82, and R² of 0.49 versus S&P 500 Index. Calculated based on daily prices since October 02, 2018.

• This portfolio captured 329.34% of S&P 500 Index gains and 128.36% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.49 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

Classical TG 2022 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.

Classical TG 2022 ranks 34 for risk / return — below 34% 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.

Classical TG 2022 Sharpe ratios as of Apr 11, 2026 (values are recalculated daily):

• 1-Year: 2.19
• 5-Year: 1.31
• All Time: 1.05

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 2.14 to 3.05, 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 Classical TG 2022 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Classical TG 2022 provided a 0.02% 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 Classical TG 2022. 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 Classical TG 2022 was 66.33%, occurring on Oct 14, 2022. Recovery took 153 trading sessions.

The current Classical TG 2022 drawdown is 8.88%.

The chart below shows the rolling one-month volatility.