long term growth

The chart shows the growth of an initial investment of $10,000 in long term growth, 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 4, 2026, the long term growth returned 2.35% Year-To-Date and 33.57% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Aug 8, 2015, long term growth's average daily return is +0.11%, while the average monthly return is +3.24%. At this rate, your investment would double in approximately 1.8 years.

Historically, 66% of months were positive and 34% were negative. The best month was Mar 2016 with a return of +41.4%, while the worst month was Mar 2020 at -20.4%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, long term growth closed higher 54% of trading days. The best single day was Feb 11, 2016 with a return of +13.1%, while the worst single day was Mar 12, 2020 at -15.7%.

long term growth has an annualized alpha of 18.63%, beta of 1.29, and R² of 0.61 versus S&P 500 Index. Calculated based on daily prices since August 08, 2015.

• This portfolio captured 184.10% of S&P 500 Index gains but only 92.01% of its losses — a favorable profile for investors.
• This portfolio generated an annualized alpha of 18.63% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

long term growth 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.

long term growth ranks 58 for risk / return — on par with similar portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

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.

long term growth Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

• 1-Year: 1.87
• 5-Year: 0.48
• 10-Year: 1.15
• All Time: 1.29

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 0.99 to 1.69, 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 long term growth compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

long term growth 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 long term growth. 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 long term growth was 44.72%, occurring on Oct 15, 2022. Recovery took 481 trading sessions.

The current long term growth drawdown is 11.01%.

The chart below shows the rolling one-month volatility.