top of the top but in the past

The chart shows the growth of an initial investment of $10,000 in top of the top but in the past, 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 top of the top but in the past returned 13.38% Year-To-Date and 45.25% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Dec 12, 2002, top of the top but in the past's average daily return is +0.11%, while the average monthly return is +2.23%. At this rate, your investment would double in approximately 2.6 years.

Historically, 62% of months were positive and 38% were negative. The best month was May 2003 with a return of +32.6%, while the worst month was Nov 2008 at -22.0%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, top of the top but in the past closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +15.8%, while the worst single day was Mar 16, 2020 at -17.0%.

top of the top but in the past has an annualized alpha of 14.10%, beta of 1.36, and R² of 0.60 versus S&P 500 Index. Calculated based on daily prices since December 12, 2002.

• This portfolio captured 227.54% of S&P 500 Index gains and 138.59% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 14.10% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

top of the top but in the past has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

top of the top but in the past ranks 99 for risk / return — in the top 99% 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.

top of the top but in the past Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

• 1-Year: 4.37
• 5-Year: 1.75
• 10-Year: 1.36
• All Time: 0.74

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 top of the top but in the past compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

top of the top but in the past provided a 0.28% 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 top of the top but in the past. 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 top of the top but in the past was 75.78%, occurring on Nov 20, 2008. Recovery took 553 trading sessions.

The current top of the top but in the past drawdown is 9.61%.

The chart below shows the rolling one-month volatility.