The New 2026 Portfolio

The chart shows the growth of an initial investment of $10,000 in The New 2026 Portfolio, 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 10, 2026, the The New 2026 Portfolio returned -3.22% Year-To-Date and 28.14% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since May 21, 2012, The New 2026 Portfolio's average daily return is +0.11%, while the average monthly return is +2.36%. At this rate, your investment would double in approximately 2.5 years.

Historically, 67% of months were positive and 33% were negative. The best month was Aug 2020 with a return of +20.3%, while the worst month was Mar 2020 at -15.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, The New 2026 Portfolio closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +10.9%, while the worst single day was Mar 16, 2020 at -13.4%.

The New 2026 Portfolio has an annualized alpha of 15.04%, beta of 1.10, and R² of 0.69 versus S&P 500 Index. Calculated based on daily prices since May 21, 2012.

• This portfolio captured 154.38% of S&P 500 Index gains but only 78.28% of its losses — a favorable profile for investors.
• This portfolio generated an annualized alpha of 15.04% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.10 and R² of 0.69, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

The New 2026 Portfolio 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.

The New 2026 Portfolio ranks 51 for risk / return — on par with similar portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

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 New 2026 Portfolio Sharpe ratios as of Apr 10, 2026 (values are recalculated daily):

• 1-Year: 2.30
• 5-Year: 1.18
• 10-Year: 1.21
• All Time: 1.35

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 1.86 to 2.86, 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 The New 2026 Portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

The New 2026 Portfolio provided a 0.45% 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 The New 2026 Portfolio. 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 The New 2026 Portfolio was 38.11%, occurring on Mar 18, 2020. Recovery took 75 trading sessions.

The current The New 2026 Portfolio drawdown is 5.43%.

The chart below shows the rolling one-month volatility.