1-OVERALL Test

The chart shows the growth of an initial investment of $10,000 in 1-OVERALL Test, 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 Jul 26, 2023, 1-OVERALL Test's average daily return is +0.03%, while the average monthly return is +0.55%. At this rate, an investment would double in approximately 10.5 years.

Historically, 95% of months were positive and 5% were negative. The best month was Nov 2023 with a return of +1.4%, while the worst month was Mar 2026 at -0.6%. The longest winning streak lasted 17 consecutive months, and the longest losing streak was 1 months.

On a daily basis, 1-OVERALL Test closed higher 68% of trading days. The best single day was Apr 9, 2025 with a return of +0.5%, while the worst single day was Jan 30, 2026 at -0.9%.

1-OVERALL Test has an annualized alpha of 5.73%, beta of 0.07, and R2 of 0.52 versus S&P 500 Index. Calculated based on daily prices since July 26, 2023.

• This portfolio captured 17.69% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -10.65%) - a profile typical of hedging or uncorrelated assets.
• This portfolio generated an annualized alpha of 5.73% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• Beta of 0.07 indicates this portfolio moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

1-OVERALL Test has an expense ratio of 0.30%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

1-OVERALL Test ranks 98 for risk / return — in the top 98% 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. Learn how to interpret the Sharpe ratio.

The current 1-OVERALL Test Sharpe ratio is 3.98 as of Jul 12, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.37 to 2.14, 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 1-OVERALL Test compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

1-OVERALL Test provided a 3.22% 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 1-OVERALL Test. 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 1-OVERALL Test was 1.04%, occurring on Mar 20, 2026. Recovery took 19 trading sessions.

The chart below shows the rolling one-month volatility.