Zen StrategiesLarge CapsLarge CapsThis is the perfect strategy for those seeking the outperforming alpha in the Zen Ratings while combining it with safer large cap stocks. Find out how to get access
Zen StrategiesLarge Caps
This is the perfect strategy for those seeking the outperforming alpha in the Zen Ratings while combining it with safer large cap stocks.
Find out how to get access15.8%All-time Annual Return
All-time Annual Return
15.8%
S&P 500
11.62%
By Year performance
| Return % | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Strategy | 24.99% | 28.52% | 23.27% | 16.09% | 4.55% | 28.73% | 21.00% | 25.13% | -14.01% | 32.58% | 1.97% | 8.48% | 25.01% | 45.94% | 10.38% | 14.51% | 15.73% | 34.10% | -42.63% | 2.72% | 40.11% | 1.70% | 40.26% | 27.94% |
| Benchmark | 13.30% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% | 12.00% | 1.23% | 13.46% | 32.31% | 15.99% | 1.89% | 15.06% | 26.35% | -36.79% | 5.15% | 15.85% | 4.83% | 10.70% | 28.18% |
| Outperformance | 11.69% | 10.80% | -1.62% | -10.09% | 22.73% | 0.00% | 2.67% | -6.09% | -9.44% | 10.87% | -10.03% | 7.25% | 11.55% | 13.63% | -5.61% | 12.62% | 0.67% | 7.75% | -5.84% | -2.43% | 24.26% | -3.13% | 29.56% | -0.24% |
Current Holdings
| Name | Industry | Date Added | Market Cap | Current Price |
|---|---|---|---|---|
Nvidia CorpNVDA | 2026-08-06 | $384.00T | $157.25 | |
You need Zen Strategies membership to view this Stock StrategyThis backtested stock strategy has averaged +15.8% return per year since 2003. Upgrade to Zen Strategies to gain access. Get Access to Zen StrategiesAlready have access to Zen Strategies? Sign In | ||||
Company
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Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.