| 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 | 52.42% | 1.76% | 20.73% | 27.21% | -11.55% | 61.82% | 9.12% | 44.25% | -24.72% | 49.13% | 0.52% | 6.10% | 23.67% | 109.94% | 92.98% | -29.13% | 62.21% | 152.98% | -68.35% | -12.50% | -6.76% | 29.24% | -4.53% | 180.42% |
| Benchmark | 13.98% | 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 | 38.44% | -15.96% | -4.16% | 1.03% | 6.63% | 33.09% | -9.21% | 13.03% | -20.15% | 27.42% | -11.48% | 4.87% | 10.21% | 77.63% | 76.99% | -31.02% | 47.15% | 126.63% | -31.56% | -17.65% | -22.61% | 24.41% | -15.23% | 152.24% |
| Name | Industry | Date Added | Market Cap | Current Price |
|---|---|---|---|---|
Nvidia CorpNVDA | 2026-09-04 | $384.00T | $157.25 | |
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