metals

The chart shows the growth of an initial investment of $10,000 in metals, 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.

As of Apr 16, 2026, the metals returned 3.84% Year-To-Date and 22.36% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Aug 1, 2012, metals's average daily return is +0.06%, while the average monthly return is +1.90%. At this rate, an investment would double in approximately 3.1 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2013 with a return of +49.0%, while the worst month was Dec 2013 at -15.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, metals closed higher 55% of trading days. The best single day was Nov 18, 2013 with a return of +10.4%, while the worst single day was Mar 12, 2020 at -9.6%.

metals has an annualized alpha of 13.43%, beta of 0.58, and R² of 0.42 versus S&P 500 Index. Calculated based on daily prices since August 01, 2012.

• This portfolio captured 101.65% of S&P 500 Index gains but only 55.06% of its losses — a favorable profile for investors.
• Beta of 0.58 may look defensive, but with R² of 0.42 this portfolio is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R² of 0.42 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

metals has an expense ratio of 0.22%, 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.

metals ranks 29 for risk / return — below 29% of portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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.

metals Sharpe ratios as of Apr 16, 2026 (values are recalculated daily):

• 1-Year: 2.50
• 5-Year: 1.05
• 10-Year: 1.54
• All Time: 1.48

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 2.20 to 3.00, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

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

metals provided a 1.23% 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 metals. 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 metals was 25.84%, occurring on Oct 15, 2022. Recovery took 425 trading sessions.

The current metals drawdown is 4.61%.

The chart below shows the rolling one-month volatility.