2 Funds is All You Need - Global Factor

The chart shows the growth of an initial investment of $10,000 in 2 Funds is All You Need - Global Factor , 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 never rebalanced.

Based on dividend-adjusted daily data since Jan 11, 2024, 2 Funds is All You Need - Global Factor 's average daily return is +0.08%, while the average monthly return is +1.61%. At this rate, an investment would double in approximately 3.6 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2024 with a return of +13.5%, while the worst month was Apr 2024 at -7.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 2 months.

On a daily basis, 2 Funds is All You Need - Global Factor closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +7.7%, while the worst single day was Aug 5, 2024 at -5.5%.

2 Funds is All You Need - Global Factor has an annualized alpha of 1.09%, beta of 0.99, and R2 of 0.60 versus S&P 500 Index. Calculated based on daily prices since January 11, 2024.

• This portfolio participated in 106.45% of S&P 500 Index downside but only 103.55% of its upside - more exposed to losses than it benefited from rallies.
• With beta of 0.99 and R2 of 0.60, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

2 Funds is All You Need - Global Factor has an expense ratio of 0.23%, 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.

2 Funds is All You Need - Global Factor ranks 9 for risk / return — in the bottom 9% 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 2 Funds is All You Need - Global Factor Sharpe ratio is 0.54 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 1.53 to 2.41, 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 2 Funds is All You Need - Global Factor compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

2 Funds is All You Need - Global Factor provided a 1.69% 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 2 Funds is All You Need - Global Factor . 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 2 Funds is All You Need - Global Factor was 19.73%, occurring on Apr 8, 2025. Recovery took 28 trading sessions.

The current 2 Funds is All You Need - Global Factor drawdown is 3.29%.

The chart below shows the rolling one-month volatility.