25.01%
| Asset ID | Name | Earliest Return Date |
Latest Return Date |
Type | |
| 63c55df057feef108efd0899 | Big Tobacco | 1999-11-02 | 2023-05-24 | Portfolio | |
| 63c55f2b57feef108efd089c | Pharma | 2019-10-11 | 2023-05-24 | Portfolio | |
| 63c55fa557feef108efd089e | Lindy Life Sci | 1999-11-02 | 2023-05-24 | Portfolio | |
| 63c5604157feef108efd08a0 | “Moaty” MedTech | 2000-06-19 | 2023-05-24 | Portfolio | |
| 63c560ce57feef108efd08a2 | Services | 2016-08-09 | 2023-05-24 | Portfolio | |
Benchmark |
|||||
| SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 2012-03-06 | 2023-05-24 | ETF |
| 1 Day | 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| Big Tobacco | 0.96 | 0.23 | -3.67 | -6.21 | -11.60 | -0.39 | -2.71 | -0.92 | 10.17 | 1999-11-02 |
| Pharma | -0.84 | 1.01 | -1.99 | -3.26 | 4.68 | 2.54 | 25.77 | 2019-10-11 | ||
| Lindy Life Sci | -3.11 | -2.83 | -8.55 | 1.29 | 3.80 | 16.84 | 24.84 | 22.77 | 16.43 | 1999-11-02 |
| “Moaty” MedTech | -4.68 | -3.28 | -1.07 | 18.24 | 12.97 | 12.27 | 14.61 | 22.06 | 25.70 | 2000-06-19 |
| Services | -3.11 | -2.13 | -11.23 | -9.58 | -16.05 | 22.51 | 26.62 | 14.32 | 2016-08-09 | |
| Benchmark | -1.77 | -0.31 | -1.07 | 1.08 | 2.13 | 9.92 | 5.19 | 7.19 | 7.60 | 2012-03-06 |
| 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| Big Tobacco | 0.71 | 0.59 | 0.61 | 12.30 | 12.89 | 15.65 | 14.89 | 22.00 | 1999-11-02 |
| Pharma | 1.38 | 1.17 | 1.12 | 33.41 | 38.39 | 47.27 | 2019-10-11 | ||
| Lindy Life Sci | 0.97 | 1.18 | 1.20 | 31.34 | 27.07 | 26.60 | 22.22 | 23.25 | 1999-11-02 |
| “Moaty” MedTech | 1.93 | 1.15 | 1.56 | 32.15 | 30.77 | 32.47 | 27.81 | 33.35 | 2000-06-19 |
| Services | 1.73 | 2.02 | 2.41 | 46.46 | 47.21 | 46.72 | 49.21 | 2016-08-09 | |
| Benchmark | 0.72 | 0.74 | 0.75 | 17.02 | 15.64 | 17.64 | 16.59 | 16.38 | 2012-03-06 |
| 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| Big Tobacco | -1.14 | -0.03 | -0.23 | -0.07 | 0.99 | 1999-11-02 |
| Pharma | 0.74 | 0.69 | 2.85 | 2019-10-11 | ||
| Lindy Life Sci | 0.61 | 1.61 | 2.22 | 1.99 | 1.52 | 1999-11-02 |
| “Moaty” MedTech | 1.41 | 1.32 | 1.55 | 2.03 | 2.42 | 2000-06-19 |
| Services | -0.90 | 2.61 | 2.90 | 2.07 | 2016-08-09 | |
| Benchmark | 0.23 | 0.89 | 0.51 | 0.67 | 0.70 | 2012-03-06 |
| Big Tobacco | Pharma | Lindy Life Sci | “Moaty” MedTech | Services | |
| Big Tobacco | 1 | 0.19 | 0.28 | 0.38 | 0.21 |
| Pharma | 0.19 | 1 | 0.42 | 0.31 | 0.27 |
| Lindy Life Sci | 0.28 | 0.42 | 1 | 0.64 | 0.5 |
| “Moaty” MedTech | 0.38 | 0.31 | 0.64 | 1 | 0.52 |
| Services | 0.21 | 0.27 | 0.5 | 0.52 | 1 |