33.34%
| Asset ID | Name | Earliest Return Date |
Latest Return Date |
Type | |
| EW | Edwards Lifesciences Corp | 2000-03-28 | 2023-01-27 | Equity | |
| ISRG | Intuitive Surgical Inc | 2000-06-19 | 2023-01-27 | Equity | |
Benchmark |
|||||
| SPY | S&P 500 ETF TRUST ETF | 1999-11-02 | 2023-01-27 | ETF |
| 1 Day | 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| EW | 0.58 | -0.42 | 5.32 | -9.94 | -28.07 | 0.57 | 12.85 | 17.68 | 19.38 | 2000-03-28 |
| ISRG | 1.42 | -2.08 | -5.86 | 2.32 | -6.50 | 7.96 | 11.01 | 14.44 | 23.71 | 2000-06-19 |
| Benchmark | 1.11 | 3.65 | 4.94 | 5.55 | -4.23 | 7.51 | 7.56 | 10.45 | 5.63 | 1999-11-02 |
| 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| EW | 1.82 | 1.49 | 2.82 | 39.39 | 36.98 | 33.91 | 32.14 | 33.36 | 2000-03-28 |
| ISRG | 2.92 | 2.07 | 2.19 | 43.30 | 40.03 | 36.46 | 32.14 | 50.02 | 2000-06-19 |
| Benchmark | 0.65 | 0.86 | 1.14 | 20.45 | 20.82 | 17.97 | 14.52 | 17.30 | 1999-11-02 |
| 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| EW | -2.53 | 0.47 | 1.45 | 1.80 | 1.97 | 2000-03-28 |
| ISRG | 1.21 | 1.37 | 1.53 | 2.80 | 2000-06-19 | |
| Benchmark | -0.33 | 0.75 | 0.72 | 0.93 | 0.54 | 1999-11-02 |
| EW | ISRG | |
| EW | 1 | 0.26 |
| ISRG | 0.26 | 1 |