Best Ideas Equity
Model Portfolio Strategy • Quarterly rebalancing
Performance Summary
As of 2026-08-31| Period | Strategy | Blended Benchmark TR | Excess Return |
|---|---|---|---|
| 1 Month | +4.26% | +2.12% | +2.14% |
| 3 Month | +2.96% | +3.39% | -0.42% |
| 1 Year | +12.94% | +26.29% | -13.35% |
| 3 Year (Ann.) | +22.30% | +23.09% | -0.79% |
| 5 Year (Ann.) | +11.51% | +14.43% | -2.92% |
| 10 Year (Ann.) | +15.44% | +13.40% | +2.04% |
| Since Inception (Ann.) | +17.24% | +7.59% | +9.64% |
Annual Returns
| Year | Strategy | Blended Benchmark TR |
|---|---|---|
| YTD | +4.7% | +15.8% |
| 2025 | +20.9% | +22.6% |
| 2024 | +37.4% | +25.9% |
| 2023 | +12.9% | +16.5% |
| 2022 | -18.2% | -9.1% |
| 2021 | +30.9% | +21.7% |
| 2020 | +11.0% | +10.1% |
| 2019 | +21.5% | +22.0% |
| 2018 | +8.2% | -4.6% |
| 2017 | +26.8% | +13.2% |
| 2016 | +25.7% | +11.8% |
Risk Statistics
Volatility (Annual)11.5%
Max Drawdown-31.2%
Beta0.68
Index Correlation0.70
R-Squared0.49
Sharpe Ratio1.28
Sortino Ratio2.29
Jensen's Alpha11.46%
Tracking Error9.1%
Information Ratio1.06
Unlock full access to this strategy
Get live holdings, full rankings, fact sheets, and data downloads.