21 edit add

The chart shows the growth of an initial investment of $10,000 in 21 edit add, 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 Mar 27, 2024, 21 edit add's average daily return is +0.18%, while the average monthly return is +3.49%. At this rate, an investment would double in approximately 1.7 years.

Historically, 75% of months were positive and 25% were negative. The best month was Apr 2026 with a return of +19.3%, while the worst month was Mar 2025 at -10.0%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 2 months.

On a daily basis, 21 edit add closed higher 58% of trading days. The best single day was Apr 9, 2025 with a return of +13.7%, while the worst single day was Jan 27, 2025 at -9.2%.

21 edit add has an annualized alpha of 18.12%, beta of 1.60, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since March 27, 2024.

• This portfolio captured 188.01% of S&P 500 Index gains but only 31.03% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 18.12% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• Beta of 1.60 means this portfolio moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

21 edit add has an expense ratio of 0.09%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

21 edit add ranks 90 for risk / return — in the top 90% 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 21 edit add Sharpe ratio is 3.30 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.56 to 2.44, 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 21 edit add compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

21 edit add provided a 0.33% 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 21 edit add. 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 21 edit add was 28.81%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.

The current 21 edit add drawdown is 3.38%.

The chart below shows the rolling one-month volatility.