voo7sgov3

The chart shows the growth of an initial investment of $10,000 in voo7sgov3, 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 May 28, 2020, voo7sgov3's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, an investment would double in approximately 5.4 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +7.6%, while the worst month was Sep 2022 at -6.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, voo7sgov3 closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +6.3%, while the worst single day was Jun 11, 2020 at -4.1%.

voo7sgov3 has an annualized alpha of 1.97%, beta of 0.69, and R2 of 1.00 versus S&P 500 Index. Calculated based on daily prices since May 28, 2020.

• This portfolio participated in 70.69% of S&P 500 Index downside but only 70.33% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.69 indicates this portfolio moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

voo7sgov3 has an expense ratio of 0.05%, 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.

voo7sgov3 ranks 65 for risk / return — better than 65% of Portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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.

The current voo7sgov3 Sharpe ratio is 2.13 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.53 to 2.41, 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 voo7sgov3 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

voo7sgov3 provided a 1.89% 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 voo7sgov3. 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 voo7sgov3 was 17.36%, occurring on Oct 12, 2022. Recovery took 191 trading sessions.

The current voo7sgov3 drawdown is 1.69%.

The chart below shows the rolling one-month volatility.