Best performing companies over - 10 years

The chart shows the growth of an initial investment of $10,000 in Best performing companies over - 10 years, 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 17, 2018, Best performing companies over - 10 years's average daily return is +0.11%, while the average monthly return is +2.16%. At this rate, your investment would double in approximately 2.7 years.

Historically, 65% of months were positive and 35% were negative. The best month was Jul 2022 with a return of +14.6%, while the worst month was Sep 2022 at -13.0%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Best performing companies over - 10 years closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +13.3%, while the worst single day was Mar 16, 2020 at -14.2%.

Best performing companies over - 10 years has an annualized alpha of 10.99%, beta of 1.26, and R² of 0.85 versus S&P 500 Index. Calculated based on daily prices since May 17, 2018.

• This portfolio captured 164.66% of S&P 500 Index gains and 106.59% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 10.99% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Best performing companies over - 10 years has an expense ratio of 0.16%, 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.

Best performing companies over - 10 years 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.

Best performing companies over - 10 years Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 1.28
• 5-Year: 0.82
• All Time: 0.99

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 1.00 to 1.70, 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 Best performing companies over - 10 years compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Best performing companies over - 10 years provided a 0.95% 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 Best performing companies over - 10 years. 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 Best performing companies over - 10 years was 37.45%, occurring on Oct 14, 2022. Recovery took 164 trading sessions.

The current Best performing companies over - 10 years drawdown is 10.68%.

The chart below shows the rolling one-month volatility.