voog, schg, qqq

The chart shows the growth of an initial investment of $10,000 in voog, schg, qqq, 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 Jun 6, 2026, the voog, schg, qqq returned 9.25% Year-To-Date and 19.13% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Sep 10, 2010, voog, schg, qqq's average daily return is +0.07%, while the average monthly return is +1.49%. At this rate, an investment would double in approximately 3.9 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +14.6%, while the worst month was Apr 2022 at -13.2%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, voog, schg, qqq closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +11.6%, while the worst single day was Mar 16, 2020 at -12.1%.

voog, schg, qqq has an annualized alpha of -1.74%, beta of 1.27, and R2 of 0.93 versus S&P 500 Index. Calculated based on daily prices since September 10, 2010.

• This portfolio participated in 141.29% of S&P 500 Index downside but only 134.35% of its upside - more exposed to losses than it benefited from rallies.

voog, schg, qqq has an expense ratio of 0.10%, 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.

voog, schg, qqq ranks 24 for risk / return — below 24% 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 table below presents risk-adjusted performance metrics for voog, schg, qqq and compares them with S&P 500 Index.

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.

voog, schg, qqq Sharpe ratios as of Jun 6, 2026 (values are recalculated daily):

• 1-Year: 1.80
• 5-Year: 0.72
• 10-Year: 0.90
• All Time: 0.92

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 1.65 to 2.53, 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 voog, schg, qqq compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

voog, schg, qqq provided a 0.41% 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 voog, schg, qqq. 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 voog, schg, qqq was 34.01%, occurring on Oct 14, 2022. Recovery took 316 trading sessions.

The current voog, schg, qqq drawdown is 4.79%.

The chart below shows the rolling one-month volatility.