FutureInvestv2

The chart shows the growth of an initial investment of $10,000 in FutureInvestv2, 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.

Based on dividend-adjusted daily data since Dec 11, 2020, FutureInvestv2's average daily return is +0.07%, while the average monthly return is +2.19%. At this rate, your investment would double in approximately 2.7 years.

Historically, 66% of months were positive and 34% were negative. The best month was Jan 2023 with a return of +22.9%, while the worst month was Apr 2022 at -20.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FutureInvestv2 closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +13.4%, while the worst single day was Sep 13, 2022 at -6.9%.

FutureInvestv2 has an annualized alpha of 7.19%, beta of 1.50, and R² of 0.77 versus S&P 500 Index. Calculated based on daily prices since December 11, 2020.

• This portfolio captured 168.10% of S&P 500 Index gains and 115.31% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 7.19% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

FutureInvestv2 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.

FutureInvestv2 ranks 11 for risk / return — in the bottom 11% 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.

FutureInvestv2 Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 1.03
• 5-Year: 0.77
• All Time: 0.89

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 0.98 to 1.66, 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 FutureInvestv2 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

FutureInvestv2 provided a 0.23% 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 FutureInvestv2. 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 FutureInvestv2 was 51.70%, occurring on Dec 28, 2022. Recovery took 327 trading sessions.

The current FutureInvestv2 drawdown is 17.06%.

The chart below shows the rolling one-month volatility.