work 401k options

The chart shows the growth of an initial investment of $10,000 in work 401k options, 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 4, 2026, the work 401k options returned 11.36% Year-To-Date and 9.20% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jun 2, 2010, work 401k options's average daily return is +0.03%, while the average monthly return is +0.56%. At this rate, your investment would double in approximately 10.3 years.

Historically, 62% of months were positive and 38% were negative. The best month was May 2020 with a return of +8.8%, while the worst month was Mar 2020 at -14.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, work 401k options closed higher 55% of trading days. The best single day was Mar 29, 2021 with a return of +27.4%, while the worst single day was Mar 26, 2021 at -20.6%.

work 401k options has an annualized alpha of 3.34%, beta of 0.29, and R² of 0.16 versus S&P 500 Index. Calculated based on daily prices since June 02, 2010.

• This portfolio participated in 51.56% of S&P 500 Index downside but only 45.33% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.29 may look defensive, but with R² of 0.16 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 0.16 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.

work 401k options has an expense ratio of 0.77%, 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.

work 401k options ranks 85 for risk / return — in the top 85% 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 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.

work 401k options Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

• 1-Year: 2.15
• 5-Year: 1.10
• 10-Year: 0.64
• All Time: 0.52

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 0.99 to 1.69, 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 work 401k options compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

work 401k options provided a 3.51% 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 work 401k options. 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 work 401k options was 27.77%, occurring on Jan 20, 2016. Recovery took 588 trading sessions.

The chart below shows the rolling one-month volatility.