Small cap etf

The chart shows the growth of an initial investment of CHF 10,000 in Small cap etf, 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 10, 2020, Small cap etf's average daily return is +0.08%, while the average monthly return is +1.74%. At this rate, an investment would double in approximately 3.3 years.

Historically, 54% of months were positive and 46% were negative. The best month was Oct 2025 with a return of +24.5%, while the worst month was Mar 2026 at -11.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Small cap etf closed higher 51% of trading days. The best single day was May 26, 2025 with a return of +12.6%, while the worst single day was Mar 19, 2024 at -8.4%.

Small cap etf has an annualized alpha of 9.10%, beta of 0.72, and R2 of 0.29 versus S&P 500 Index. Calculated based on daily prices since December 10, 2020.

• This portfolio captured 113.65% of S&P 500 Index gains but only 93.36% of its losses - a favorable profile for investors.
• R2 of 0.29 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.

Small cap etf has an expense ratio of 0.26%, 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.

Small cap etf ranks 81 for risk / return — in the top 81% 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 table below presents risk-adjusted performance metrics for Small cap etf and compares them with S&P 500 Index.

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.

Small cap etf Sharpe ratios as of Jun 9, 2026 (values are recalculated daily):

• 1-Year: 3.06
• 5-Year: 0.74
• All Time: 0.79

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 1.60 to 2.48, 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 Small cap etf compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Small cap etf provided a 1.28% 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 Small cap etf. 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 Small cap etf was 37.48%, occurring on Oct 23, 2023. Recovery took 269 trading sessions.

The current Small cap etf drawdown is 5.93%.

The chart below shows the rolling one-month volatility.