Gold Axis Best Best Best

Asset Allocation

Position	Category/Sector	Target Weight
BTC-USD Bitcoin		15%
DVYE iShares Emerging Markets Dividend ETF	Emerging Markets Equities, Dividend	10%
FDD First Trust STOXX European Select Dividend Index Fund	Europe Equities, Dividend	10%
GLD SPDR Gold Shares	Gold, Precious Metals	15%
HYHG ProShares High Yield-Interest Rate Hedged	High Yield Bonds	10%
SCHD Schwab U.S. Dividend Equity ETF	Dividend	20%
VNQ Vanguard Real Estate ETF	REIT	10%
VNQI Vanguard Global ex-U.S. Real Estate ETF	REIT	10%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Gold Axis Best Best Best, 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.

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The earliest data available for this chart is May 23, 2013, corresponding to the inception date of HYHG

Returns By Period

As of Apr 4, 2026, the Gold Axis Best Best Best returned 2.19% Year-To-Date and 23.26% of annualized return in the last 10 years.

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-2.33%	-3.84%	-1.98%	29.73%	16.86%	10.37%	12.29%
Portfolio Gold Axis Best Best Best	0.40%	-1.91%	2.19%	0.81%	24.39%	21.63%	10.87%	23.26%
Portfolio components:
BTC-USD Bitcoin	2.69%	1.45%	-21.03%	-44.06%	-17.24%	35.05%	3.56%	66.50%
GLD SPDR Gold Shares	-1.92%	-9.31%	8.35%	20.07%	53.51%	32.51%	21.53%	13.97%
VNQ Vanguard Real Estate ETF	1.36%	-2.52%	3.06%	0.66%	11.42%	7.33%	3.14%	4.85%
VNQI Vanguard Global ex-U.S. Real Estate ETF	-0.29%	-5.88%	-2.23%	-2.00%	20.36%	7.76%	-0.35%	2.56%
DVYE iShares Emerging Markets Dividend ETF	-0.06%	2.43%	10.48%	18.13%	43.19%	22.22%	6.18%	7.98%
FDD First Trust STOXX European Select Dividend Index Fund	-0.28%	1.48%	3.04%	12.21%	51.86%	22.79%	10.89%	9.49%
HYHG ProShares High Yield-Interest Rate Hedged	0.02%	0.84%	0.77%	1.97%	11.15%	9.60%	6.54%	6.30%
SCHD Schwab U.S. Dividend Equity ETF	0.16%	-1.00%	12.35%	13.59%	25.56%	11.70%	8.35%	12.30%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since May 24, 2013, Gold Axis Best Best Best's average daily return is +0.06%, while the average monthly return is +1.99%. At this rate, your investment would double in approximately 2.9 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2013 with a return of +93.9%, while the worst month was Dec 2013 at -23.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Gold Axis Best Best Best closed higher 54% of trading days. The best single day was Nov 18, 2013 with a return of +18.8%, while the worst single day was Mar 12, 2020 at -14.0%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	4.28%	2.47%	-4.84%	0.49%									2.19%
2025	4.13%	-0.79%	1.52%	2.11%	3.86%	2.35%	0.79%	2.44%	2.93%	-0.57%	-0.18%	0.81%	21.06%
2024	-1.71%	7.31%	6.56%	-3.40%	4.22%	-1.76%	4.31%	0.91%	3.73%	0.61%	6.54%	-3.36%	25.73%
2023	11.04%	-3.23%	4.48%	1.41%	-4.17%	4.62%	2.53%	-3.80%	-2.52%	3.34%	7.15%	6.85%	29.84%
2022	-4.32%	0.04%	1.50%	-6.26%	-1.94%	-10.78%	4.62%	-5.26%	-6.65%	4.33%	4.34%	-1.73%	-21.14%
2021	1.04%	8.17%	9.68%	2.09%	-2.12%	-2.30%	3.58%	3.61%	-3.97%	8.57%	-3.35%	0.57%	27.27%

Benchmark Metrics

Gold Axis Best Best Best has an annualized alpha of 12.76%, beta of 0.60, and R² of 0.28 versus S&P 500 Index. Calculated based on daily prices since May 24, 2013.

This portfolio captured 105.34% of S&P 500 Index gains but only 66.68% of its losses — a favorable profile for investors.
Beta of 0.60 may look defensive, but with R² of 0.28 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 0.28 means this portfolio moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha: 12.76%

Beta: 0.60

R²: 0.28

Upside Capture: 105.34%

Downside Capture: 66.68%

Expense Ratio

Gold Axis Best Best Best has an expense ratio of 0.25%, 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.

FDD

First Trust STOXX European Select Dividend Index Fund

HYHG

ProShares High Yield-Interest Rate Hedged

DVYE

iShares Emerging Markets Dividend ETF

GLD

SPDR Gold Shares

VNQ

Vanguard Real Estate ETF

VNQI

Vanguard Global ex-U.S. Real Estate ETF

SCHD

Schwab U.S. Dividend Equity ETF

Return for Risk

Risk / Return Rank

Gold Axis Best Best Best ranks 37 for risk / return — below 37% 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.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	1.81	0.88	+0.93
Sortino ratio Return per unit of downside risk	2.69	1.37	+1.33
Omega ratio Gain probability vs. loss probability	1.32	1.21	+0.11
Calmar ratio Return relative to maximum drawdown	0.96	1.39	-0.43
Martin ratio Return relative to average drawdown	2.87	6.43	-3.56
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
BTC-USD Bitcoin	45	-0.39	-0.29	0.97	-1.10	-1.94
GLD SPDR Gold Shares	78	1.77	2.19	1.32	2.57	9.28
VNQ Vanguard Real Estate ETF	15	0.18	0.36	1.05	0.29	1.11
VNQI Vanguard Global ex-U.S. Real Estate ETF	45	1.05	1.50	1.21	1.05	4.47
DVYE iShares Emerging Markets Dividend ETF	86	1.91	2.55	1.38	2.59	13.00
FDD First Trust STOXX European Select Dividend Index Fund	89	2.02	2.68	1.40	3.32	12.62
HYHG ProShares High Yield-Interest Rate Hedged	50	0.86	1.29	1.18	1.77	8.44
SCHD Schwab U.S. Dividend Equity ETF	40	0.89	1.34	1.19	1.09	3.69

Sharpe Ratio

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.

Gold Axis Best Best Best Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

1-Year: 1.81
5-Year: 0.74
10-Year: 1.31
All Time: 1.08

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 Gold Axis Best Best Best compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

Gold Axis Best Best Best provided a 3.15% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	3.15%	3.31%	4.23%	3.66%	3.28%	2.99%	2.57%	3.36%	3.27%	2.65%	3.06%	3.00%
Portfolio components:
BTC-USD Bitcoin	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
GLD SPDR Gold Shares	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VNQ Vanguard Real Estate ETF	3.86%	3.92%	3.85%	3.95%	3.91%	2.56%	3.93%	3.39%	4.74%	4.23%	4.82%	3.92%
VNQI Vanguard Global ex-U.S. Real Estate ETF	4.81%	4.70%	5.16%	3.74%	0.57%	6.48%	0.93%	7.58%	4.62%	3.86%	5.18%	2.86%
DVYE iShares Emerging Markets Dividend ETF	5.13%	5.88%	11.81%	9.05%	9.89%	7.31%	5.27%	5.97%	5.69%	4.81%	4.56%	6.53%
FDD First Trust STOXX European Select Dividend Index Fund	3.84%	3.99%	7.65%	6.85%	6.07%	3.44%	4.01%	4.69%	5.05%	2.78%	4.88%	4.35%
HYHG ProShares High Yield-Interest Rate Hedged	6.92%	6.97%	6.57%	6.07%	5.58%	4.54%	5.21%	6.06%	6.45%	5.57%	5.37%	6.37%
SCHD Schwab U.S. Dividend Equity ETF	3.45%	3.82%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%

Drawdowns

Drawdowns Chart

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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Gold Axis Best Best Best. 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 Gold Axis Best Best Best was 37.41%, occurring on Aug 24, 2015. Recovery took 549 trading sessions.

The current Gold Axis Best Best Best drawdown is 5.56%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-37.41%	Dec 5, 2013	628	Aug 24, 2015	549	Feb 23, 2017	1177
-31.78%	Feb 15, 2020	37	Mar 22, 2020	228	Nov 5, 2020	265
-31.37%	Dec 17, 2017	374	Dec 25, 2018	182	Jun 25, 2019	556
-30.97%	Nov 9, 2021	341	Oct 15, 2022	500	Feb 27, 2024	841
-13.36%	May 27, 2013	39	Jul 5, 2013	68	Sep 11, 2013	107

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 8 assets, with an effective number of assets of 7.41, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	GLD	BTC-USD	HYHG	VNQ	DVYE	SCHD	FDD	VNQI	Portfolio
Benchmark	1.00	0.01	0.16	0.53	0.58	0.60	0.81	0.65	0.65	0.57
GLD	0.01	1.00	0.07	-0.05	0.10	0.19	0.01	0.15	0.17	0.23
BTC-USD	0.16	0.07	1.00	0.07	0.08	0.10	0.08	0.11	0.09	0.78
HYHG	0.53	-0.05	0.07	1.00	0.24	0.33	0.42	0.36	0.35	0.30
VNQ	0.58	0.10	0.08	0.24	1.00	0.36	0.56	0.45	0.53	0.43
DVYE	0.60	0.19	0.10	0.33	0.36	1.00	0.51	0.59	0.66	0.48
SCHD	0.81	0.01	0.08	0.42	0.56	0.51	1.00	0.60	0.56	0.48
FDD	0.65	0.15	0.11	0.36	0.45	0.59	0.60	1.00	0.68	0.51
VNQI	0.65	0.17	0.09	0.35	0.53	0.66	0.56	0.68	1.00	0.50
Portfolio	0.57	0.23	0.78	0.30	0.43	0.48	0.48	0.51	0.50	1.00

The correlation results are calculated based on daily price changes starting from May 24, 2013

Gold Axis Best Best Best

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table