Alex SNT - Fidelity Stocks

The chart shows the growth of an initial investment of $10,000 in Alex SNT - Fidelity Stocks, 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 Jan 12, 2024, Alex SNT - Fidelity Stocks's average daily return is +0.12%, while the average monthly return is +2.42%. At this rate, your investment would double in approximately 2.4 years.

Historically, 79% of months were positive and 21% were negative. The best month was Sep 2025 with a return of +7.9%, while the worst month was Mar 2026 at -7.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 1 months.

On a daily basis, Alex SNT - Fidelity Stocks closed higher 61% of trading days. The best single day was Apr 9, 2025 with a return of +6.0%, while the worst single day was Apr 4, 2025 at -4.7%.

Alex SNT - Fidelity Stocks has an annualized alpha of 19.91%, beta of 0.71, and R² of 0.58 versus S&P 500 Index. Calculated based on daily prices since January 12, 2024.

• This portfolio captured 126.87% of S&P 500 Index gains but only 23.99% of its losses — a favorable profile for investors.
• This portfolio generated an annualized alpha of 19.91% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Alex SNT - Fidelity Stocks has an expense ratio of 0.18%, 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.

Alex SNT - Fidelity Stocks ranks 67 for risk / return — better than 67% of portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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.

Alex SNT - Fidelity Stocks Sharpe ratios as of Apr 11, 2026 (values are recalculated daily):

• 1-Year: 3.16
• All Time: 2.29

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 2.14 to 3.05, 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 Alex SNT - Fidelity Stocks compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Alex SNT - Fidelity Stocks provided a 1.98% 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 Alex SNT - Fidelity Stocks. 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 Alex SNT - Fidelity Stocks was 11.86%, occurring on Mar 27, 2026. The portfolio has not yet recovered.

The current Alex SNT - Fidelity Stocks drawdown is 5.69%.

The chart below shows the rolling one-month volatility.