Zen StrategiesValueValueFocused on 21 unique measures of value that pinpoints underappreciated stocks that are ready to rise. Find out how to get access
Zen StrategiesValue
Focused on 21 unique measures of value that pinpoints underappreciated stocks that are ready to rise.
Find out how to get access32.31%All-time Annual Return
All-time Annual Return
32.31%
S&P 500
11.64%
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 | 12.82% | 84.50% | 55.16% | 41.36% | -9.09% | 80.63% | 106.55% | 71.92% | -29.43% | 37.35% | 104.81% | -9.73% | 5.55% | 56.53% | 17.68% | 9.23% | 39.25% | 101.47% | -34.89% | 16.21% | 26.67% | -11.48% | 53.39% | 99.67% |
| Benchmark | 13.71% | 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 | -0.89% | 66.78% | 30.27% | 15.18% | 9.09% | 51.90% | 88.22% | 40.70% | -24.86% | 15.64% | 92.81% | -10.96% | -7.91% | 24.22% | 1.69% | 7.34% | 24.19% | 75.12% | 1.90% | 11.06% | 10.82% | -16.31% | 42.69% | 71.49% |
Current Holdings
| Name | Industry | Date Added | Market Cap | Current Price |
|---|---|---|---|---|
Nvidia CorpNVDA | 2026-08-05 | $384.00T | $157.25 | |
You need Zen Strategies membership to view this Stock StrategyThis backtested stock strategy has averaged +32.31% 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.