33.33%
| Asset ID | Name | Earliest Return Date |
Latest Return Date |
Type | |
| EW | Edwards Lifesciences Corp | 2000-03-28 | 2023-03-24 | Equity | |
| ISRG | Intuitive Surgical Inc | 2000-06-19 | 2023-03-24 | Equity | |
Benchmark |
|||||
| SPY | SPDR S&P 500 ETF Trust | 1999-11-02 | 2023-03-24 | ETF |
| 1 Day | 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| EW | 1.70 | -1.40 | 4.10 | 8.86 | -24.66 | 15.48 | 12.37 | 19.42 | 19.41 | 2000-03-28 |
| ISRG | 6.48 | 6.62 | 9.16 | -2.38 | -6.82 | 27.85 | 14.03 | 16.78 | 23.73 | 2000-06-19 |
| Benchmark | 0.77 | 0.24 | -0.71 | 3.11 | -8.05 | 18.61 | 9.02 | 9.89 | 5.52 | 1999-11-02 |
| 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| EW | 1.61 | 2.13 | 2.08 | 38.77 | 35.36 | 34.24 | 32.27 | 33.39 | 2000-03-28 |
| ISRG | 2.60 | 1.95 | 1.96 | 41.80 | 37.74 | 36.46 | 32.09 | 49.91 | 2000-06-19 |
| Benchmark | 1.01 | 0.96 | 0.90 | 19.65 | 17.65 | 17.84 | 14.59 | 17.29 | 1999-11-02 |
| 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| EW | -2.12 | 1.70 | 1.42 | 1.93 | 1.97 | 2000-03-28 |
| ISRG | -0.09 | 2.70 | 1.61 | 1.72 | 2.80 | 2000-06-19 |
| Benchmark | -0.71 | 1.61 | 0.84 | 0.88 | 0.53 | 1999-11-02 |
| EW | ISRG | |
| EW | 1 | 0.26 |
| ISRG | 0.26 | 1 |