5-stocks Group 7

The chart shows the growth of an initial investment of $10,000 in 5-stocks Group 7, 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 Dec 7, 2018, 5-stocks Group 7's average daily return is +0.11%, while the average monthly return is +2.40%. At this rate, an investment would double in approximately 2.4 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +28.8%, while the worst month was Jan 2022 at -13.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, 5-stocks Group 7 closed higher 54% of trading days. The best single day was Mar 16, 2022 with a return of +7.7%, while the worst single day was Mar 9, 2020 at -8.9%.

5-stocks Group 7 has an annualized alpha of 18.93%, beta of 0.75, and R2 of 0.33 versus S&P 500 Index. Calculated based on daily prices since December 07, 2018.

• This portfolio captured 103.75% of S&P 500 Index gains but only 43.49% of its losses - a favorable profile for investors.
• R2 of 0.33 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

5-stocks Group 7 has an expense ratio of 0.09%, 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.

5-stocks Group 7 ranks 14 for risk / return — in the bottom 14% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

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.

The current 5-stocks Group 7 Sharpe ratio is 0.90 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.54 to 2.41, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of 5-stocks Group 7 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

5-stocks Group 7 provided a 1.13% 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 5-stocks Group 7. 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 5-stocks Group 7 was 42.28%, occurring on Oct 11, 2022. Recovery took 365 trading sessions.

The current 5-stocks Group 7 drawdown is 5.63%.

The chart below shows the rolling one-month volatility.