FutureInvest Adjusted

The chart shows the growth of an initial investment of $10,000 in FutureInvest Adjusted, 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 year.

As of Apr 3, 2026, the FutureInvest Adjusted returned -12.57% Year-To-Date and 60.50% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Apr 4, 2014, FutureInvest Adjusted's average daily return is +0.13%, while the average monthly return is +4.09%. At this rate, your investment would double in approximately 1.4 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2017 with a return of +28.8%, while the worst month was Apr 2022 at -21.7%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FutureInvest Adjusted closed higher 55% of trading days. The best single day was Dec 7, 2017 with a return of +17.5%, while the worst single day was Mar 12, 2020 at -17.2%.

FutureInvest Adjusted has an annualized alpha of 34.83%, beta of 1.29, and R² of 0.47 versus S&P 500 Index. Calculated based on daily prices since April 04, 2014.

• This portfolio captured 275.47% of S&P 500 Index gains but only 99.02% of its losses — a favorable profile for investors.
• R² of 0.47 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

FutureInvest Adjusted 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.

FutureInvest Adjusted ranks 8 for risk / return — in the bottom 8% 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.

FutureInvest Adjusted Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 0.83
• 5-Year: 0.71
• 10-Year: 1.69
• All Time: 1.57

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 0.98 to 1.66, 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 FutureInvest Adjusted compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

FutureInvest Adjusted provided a 0.15% 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 FutureInvest Adjusted. 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 FutureInvest Adjusted was 59.42%, occurring on Dec 28, 2022. Recovery took 355 trading sessions.

The current FutureInvest Adjusted drawdown is 20.80%.

The chart below shows the rolling one-month volatility.