33.26%
| Asset ID | Name | Earliest Return Date |
Latest Return Date |
Type | |
| EW | Edwards Lifesciences Corp | 2000-03-28 | 2023-05-24 | Equity | |
| ISRG | Intuitive Surgical Inc | 2000-06-19 | 2023-05-24 | Equity | |
Benchmark |
|||||
| SPY | SPDR S&P 500 ETF Trust | 1999-11-02 | 2023-05-24 | ETF |
| 1 Day | 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| EW | -5.97 | -5.44 | -3.12 | 8.07 | -12.78 | 4.75 | 12.59 | 22.59 | 19.45 | 2000-03-28 |
| ISRG | -3.55 | -1.35 | 0.75 | 28.77 | 36.49 | 17.26 | 14.63 | 19.01 | 24.44 | 2000-06-19 |
| Benchmark | -1.55 | 0.17 | -0.23 | 2.49 | 4.39 | 11.17 | 8.66 | 9.68 | 5.62 | 1999-11-02 |
| 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| EW | 2.21 | 1.38 | 1.58 | 35.57 | 32.12 | 34.12 | 31.42 | 33.31 | 2000-03-28 |
| ISRG | 1.85 | 1.15 | 1.94 | 36.83 | 35.07 | 36.39 | 32.19 | 49.80 | 2000-06-19 |
| Benchmark | 0.77 | 0.76 | 0.77 | 17.71 | 15.86 | 17.78 | 14.60 | 17.25 | 1999-11-02 |
| 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| EW | -0.86 | 0.72 | 1.43 | 2.15 | 1.97 | 2000-03-28 |
| ISRG | 3.27 | 1.83 | 1.66 | 1.89 | 2.85 | 2000-06-19 |
| Benchmark | 0.44 | 1.00 | 0.81 | 0.86 | 0.54 | 1999-11-02 |
| EW | ISRG | |
| EW | 1 | 0.26 |
| ISRG | 0.26 | 1 |