BridgeWise Mid Cap Allocations @MidCapDiverse
Smart Portfolio Methodology
Performance 2026
7.20%0.00-7.20%
-7.20%
March 2026
2.67%
February 2026
2.77%
January 2026
Dec December
Nov November
Oct October
Sep September
Aug August
Jul July
Jun June
May May
Apr April
Mar March
Feb February
Jan January
-2.08%
-7.20%
2.67%
2.77%
2026
1.86%
0.14%
-1.39%
-3.67%
1.10%
5.86%
-3.08%
7.19%
5.55%
1.82%
-7.93%
-3.37%
0.72%
2025
13.39%
-11.36%
14.26%
-3.47%
3.91%
-0.47%
1.35%
-0.83%
10.22%
-10.13%
-2.81%
19.88%
-3.32%
2024
26.64%
7.89%
12.11%
-5.90%
-7.04%
-2.06%
6.31%
10.71%
-0.92%
-5.27%
-0.33%
3.31%
7.44%
2023
-14.15%
-11.18%
2.53%
15.23%
-12.67%
-0.24%
10.24%
-14.48%
7.17%
-6.56%
3.99%
5.89%
-9.67%
2022
23.05%
0.54%
-4.35%
1.78%
-5.13%
10.06%
-6.09%
7.60%
-1.44%
-2.05%
-0.35%
8.01%
14.67%
2021
58.96%
6.44%
21.39%
1.43%
2.40%
5.67%
9.67%
6.24%
9.14%
16.61%
-19.58%
-7.10%
1.18%
2020
Past performance is not indicative of future results. *Back-tested results
Breakdown
This breakdown includes 79.8% of this Portfolio
Asset Type
Breakdown
This breakdown includes 79.8% of this Portfolio
Portfolio Risk (1Y)
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Avg. Risk Score (last 7D)5
Daily Max. Drawdown-2.90%
Weekly Max. Drawdown-4.44%
Yearly Max. Drawdown-12.26%
Expected Dividends
Expected Dividends
Dividend Yield
1.80%
18 Assets
+15 more
Investors
139
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