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Historical Return

Cumulative Return+188.16%
Annualized Return+25.88%
Maximum Drawdown-36.10%
5Y
1M
3M
1Y
3Y
5Y
5-Year Performance+131.73%

Current Holdings

No.
Name
Price
Chg %
Industry
Score
Agilent Technologies Inc
A
129.580
-0.04%
Healthcare Equipment & Supplies
7.92
Advanced Energy Industries Inc
AEIS
273.260
+6.06%
Machinery, Tools, Heavy Vehicles, Trains & Ships
8.12
Agnico Eagle Mines Ltd
AEM
196.600
+3.83%
Metals & Mining
7.88
4
American Electric Power Company Inc
AEP
120.800
+0.16%
Electric Utilities & IPPs
8.13
5
AES Corp
AES
16.050
+2.82%
Electric Utilities & IPPs
8.31
6
Affirm Holdings Inc
AFRM
57.030
-4.02%
Financial Technology (Fintech) & Infrastructure
7.41
7
Applied Materials Inc
AMAT
322.510
+6.09%
Semiconductors & Semiconductor Equipment
8.25
8
Advanced Micro Devices Inc
AMD
208.440
+8.28%
Semiconductors & Semiconductor Equipment
6.93
9
Chubb Ltd
CB
330.970
-0.09%
Insurance
8.08
10
Incyte Corp
INCY
108.390
+5.48%
Pharmaceuticals
8.54

Holding Changes

2025-12-02History
No.
Name
Price
Industry
Score
215.46
Semiconductors & Semiconductor Equipment
6.93

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