Zen StrategiesValueValueFocused on 21 unique measures of value that pinpoints underappreciated stocks that are ready to rise.
Zen StrategiesValue
Focused on 21 unique measures of value that pinpoints underappreciated stocks that are ready to rise.
24.39%All-time Annual Return
All-time Annual Return
24.39%
S&P 500
11.17%
By year performance
| Return % | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Strategy | 9.01% | 68.67% | 30.65% | -4.56% | 101.13% | 18.23% | 59.13% | -27.46% | 59.84% | 43.02% | -16.52% | 15.69% | 66.40% | 13.58% | 13.78% | 20.78% | 131.12% | -60.67% | -3.23% | 4.73% | 2.20% | 72.02% | 136.18% |
| Benchmark | 8.90% | 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 | 0.11% | 43.78% | 4.47% | 13.62% | 72.40% | -0.10% | 27.91% | -22.89% | 38.13% | 31.02% | -17.75% | 2.23% | 34.09% | -2.41% | 11.89% | 5.72% | 104.77% | -23.88% | -8.38% | -11.12% | -2.63% | 61.32% | 108.00% |
Current Holdings
| Name | Industry | Date Added | Market Cap | Current Price |
|---|---|---|---|---|
Nvidia CorpNVDA | Semiconductor | 2025-07-31 | $384.00T | $157.25 |
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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.
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.