Example Portfolio

The chart shows the growth of an initial investment of $10,000 in Example Portfolio, 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 Feb 9, 2026, Example Portfolio's average daily return is -0.09%, while the average monthly return is -1.09%.

Historically, 67% of months were positive and 33% were negative. The best month was Feb 2026 with a return of +3.1%, while the worst month was Mar 2026 at -6.6%. The longest winning streak lasted 1 consecutive months, and the longest losing streak was 1 months.

On a daily basis, Example Portfolio closed higher 55% of trading days. The best single day was Mar 31, 2026 with a return of +2.5%, while the worst single day was Mar 3, 2026 at -2.3%.

Example Portfolio 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.

There isn't enough data available to calculate the Sharpe ratio for Example Portfolio. This metric is based on the past 12 months of trading data. Please check back later for updated information.

Example Portfolio provided a 1.66% 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 Example Portfolio. 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 Example Portfolio was 9.09%, occurring on Mar 20, 2026. The portfolio has not yet recovered.

The current Example Portfolio drawdown is 6.39%.

The chart below shows the rolling one-month volatility.