Moochi v1

The chart shows the growth of an initial investment of $10,000 in Moochi v1, 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 Sep 13, 2016, Moochi v1's average daily return is +0.09%, while the average monthly return is +1.89%. At this rate, an investment would double in approximately 3.1 years.

Historically, 64% of months were positive and 36% were negative. The best month was Aug 2020 with a return of +18.5%, while the worst month was Apr 2022 at -12.3%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Moochi v1 closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +9.8%, while the worst single day was Mar 16, 2020 at -8.1%.

Moochi v1 has an annualized alpha of 11.37%, beta of 0.85, and R2 of 0.62 versus S&P 500 Index. Calculated based on daily prices since September 13, 2016.

• This portfolio captured 115.94% of S&P 500 Index gains but only 75.22% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 11.37% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Moochi v1 has an expense ratio of 0.17%, 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.

Moochi v1 ranks 82 for risk / return — in the top 82% of Portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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 Moochi v1 Sharpe ratio is 2.61 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 1.53 to 2.41, 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 Moochi v1 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Moochi v1 provided a 1.18% 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 Moochi v1. 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 Moochi v1 was 35.46%, occurring on Dec 28, 2022. Recovery took 368 trading sessions.

The current Moochi v1 drawdown is 3.87%.

The chart below shows the rolling one-month volatility.