team42-KISS 60/30/10

The chart shows the growth of an initial investment of $10,000 in team42-KISS 60/30/10, 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 month.

As of Jun 16, 2026, the team42-KISS 60/30/10 returned 5.53% Year-To-Date and 20.09% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since May 4, 2015, team42-KISS 60/30/10's average daily return is +0.08%, while the average monthly return is +1.62%. At this rate, an investment would double in approximately 3.6 years.

Historically, 62% of months were positive and 38% were negative. The best month was May 2017 with a return of +23.2%, while the worst month was Mar 2020 at -11.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, team42-KISS 60/30/10 closed higher 55% of trading days. The best single day was May 24, 2017 with a return of +7.9%, while the worst single day was Mar 12, 2020 at -9.6%.

team42-KISS 60/30/10 has an annualized alpha of 11.00%, beta of 0.68, and R2 of 0.54 versus S&P 500 Index. Calculated based on daily prices since May 04, 2015.

• This portfolio captured 100.06% of S&P 500 Index gains but only 63.14% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 11.00% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• Beta of 0.68 indicates this portfolio moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

team42-KISS 60/30/10 has an expense ratio of 0.31%, 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.

team42-KISS 60/30/10 ranks 18 for risk / return — in the bottom 18% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

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 team42-KISS 60/30/10 Sharpe ratio is 1.32 as of Jun 16, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.72 to 2.63, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of team42-KISS 60/30/10 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

team42-KISS 60/30/10 provided a 0.95% 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 team42-KISS 60/30/10. 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 team42-KISS 60/30/10 was 29.77%, occurring on Oct 14, 2022. Recovery took 284 trading sessions.

The current team42-KISS 60/30/10 drawdown is 4.10%.

The chart below shows the rolling one-month volatility.