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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+133.00%

Current Holdings

No.
Name
Price
Chg %
Industry
Score
Agilent Technologies Inc
A
145.730
-1.41%
Healthcare Equipment & Supplies
8.07
Advanced Energy Industries Inc
AEIS
210.990
-5.98%
Machinery, Tools, Heavy Vehicles, Trains & Ships
7.53
Agnico Eagle Mines Ltd
AEM
186.490
+2.43%
Metals & Mining
8.46
4
American Electric Power Company Inc
AEP
115.930
+1.96%
Electric Utilities & IPPs
8.11
5
AES Corp
AES
14.205
-1.70%
Electric Utilities & IPPs
7.84
6
Affirm Holdings Inc
AFRM
81.610
-1.73%
Financial Technology (Fintech) & Infrastructure
7.98
7
Applied Materials Inc
AMAT
281.640
-3.61%
Semiconductors & Semiconductor Equipment
8.28
8
Advanced Micro Devices Inc
AMD
204.680
-2.54%
Semiconductors & Semiconductor Equipment
6.71
9
Chubb Ltd
CB
312.800
+2.01%
Insurance
7.98
10
Incyte Corp
INCY
105.920
-4.21%
Pharmaceuticals
8.45

Holding Changes

2025-12-02History
No.
Name
Price
Industry
Score
215.46
Semiconductors & Semiconductor Equipment
6.71

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