Safe Fintech

The chart shows the growth of an initial investment of $10,000 in Safe Fintech, 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 Dec 10, 2021, Safe Fintech's average daily return is +0.09%, while the average monthly return is +1.81%. At this rate, your investment would double in approximately 3.2 years.

Historically, 43% of months were positive and 57% were negative. The best month was Nov 2024 with a return of +41.2%, while the worst month was Jun 2022 at -19.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 7 months.

On a daily basis, Safe Fintech closed higher 50% of trading days. The best single day was Sep 11, 2025 with a return of +33.5%, while the worst single day was May 9, 2022 at -8.3%.

Safe Fintech has an annualized alpha of 5.07%, beta of 1.60, and R² of 0.40 versus S&P 500 Index. Calculated based on daily prices since December 10, 2021.

• This portfolio captured 238.95% of S&P 500 Index gains and 170.34% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.40 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

Safe Fintech has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Safe Fintech ranks 58 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.

Safe Fintech Sharpe ratios as of Apr 10, 2026 (values are recalculated daily):

• 1-Year: 2.45
• All Time: 0.28

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 1.87 to 2.87, 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 Safe Fintech compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Safe Fintech provided a 0.00% 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 Safe Fintech. 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 Safe Fintech was 63.19%, occurring on Dec 28, 2022. Recovery took 637 trading sessions.

The current Safe Fintech drawdown is 23.19%.

The chart below shows the rolling one-month volatility.