25.68%
| Asset ID | Name | Earliest Return Date |
Latest Return Date |
Type | |
| 63c55df057feef108efd0899 | Big Tobacco | 1999-11-02 | 2023-01-27 | Portfolio | |
| 63c55f2b57feef108efd089c | Pharma | 2019-10-11 | 2023-01-27 | Portfolio | |
| 63c55fa557feef108efd089e | Lindy Life Sci | 1999-11-02 | 2023-01-27 | Portfolio | |
| 63c5604157feef108efd08a0 | “Moaty” MedTech | 2000-06-19 | 2023-01-27 | Portfolio | |
| 63c560ce57feef108efd08a2 | Services | 2016-08-09 | 2023-01-27 | Portfolio | |
Benchmark |
|||||
| SPGM | SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | 2012-03-06 | 2023-01-27 | ETF |
| 1 Day | 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| Big Tobacco | -0.78 | -1.45 | -4.25 | -2.36 | -4.91 | -1.26 | -6.12 | 0.51 | 10.56 | 1999-11-02 |
| Pharma | -0.78 | -1.09 | -10.10 | 8.92 | 8.42 | 12.77 | 31.14 | 2019-10-11 | ||
| Lindy Life Sci | 1.43 | 1.85 | 10.06 | 9.96 | -13.49 | 20.26 | 21.63 | 23.71 | 16.30 | 1999-11-02 |
| “Moaty” MedTech | 0.97 | -1.20 | -0.13 | -1.82 | -15.41 | 5.42 | 12.90 | 17.28 | 25.33 | 2000-06-19 |
| Services | 3.38 | 2.67 | 17.75 | 4.86 | -1.66 | 29.06 | 31.16 | 18.92 | 2016-08-09 | |
| Benchmark | 0.81 | 3.15 | 6.65 | 9.52 | -5.09 | 5.40 | 4.40 | 8.00 | 7.92 | 2012-03-06 |
| 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| Big Tobacco | 0.32 | 0.63 | 0.71 | 14.30 | 15.53 | 16.20 | 14.90 | 22.12 | 1999-11-02 |
| Pharma | 0.89 | 1.63 | 1.84 | 39.52 | 49.05 | 49.22 | 2019-10-11 | ||
| Lindy Life Sci | 1.94 | 1.74 | 2.34 | 33.45 | 30.25 | 26.50 | 21.99 | 23.25 | 1999-11-02 |
| “Moaty” MedTech | 1.58 | 1.39 | 2.00 | 37.70 | 35.83 | 32.39 | 27.88 | 33.43 | 2000-06-19 |
| Services | 2.29 | 2.50 | 2.31 | 51.06 | 50.57 | 46.56 | 49.60 | 2016-08-09 | |
| Benchmark | 0.56 | 0.79 | 1.08 | 19.66 | 20.70 | 17.86 | 16.58 | 16.50 | 2012-03-06 |
| 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| Big Tobacco | -0.45 | -0.10 | -0.55 | 0.06 | 1.02 | 1999-11-02 |
| Pharma | 1.24 | 1.92 | 3.32 | 2019-10-11 | ||
| Lindy Life Sci | -1.02 | 1.95 | 1.98 | 2.06 | 1.51 | 1999-11-02 |
| “Moaty” MedTech | -1.10 | 0.87 | 1.41 | 1.67 | 2.40 | 2000-06-19 |
| Services | 0.74 | 3.23 | 3.22 | 2.45 | 2016-08-09 | |
| Benchmark | -0.42 | 0.56 | 0.44 | 0.74 | 0.73 | 2012-03-06 |
| Big Tobacco | Pharma | Lindy Life Sci | “Moaty” MedTech | Services | |
| Big Tobacco | 1 | 0.19 | 0.29 | 0.39 | 0.21 |
| Pharma | 0.19 | 1 | 0.42 | 0.31 | 0.27 |
| Lindy Life Sci | 0.29 | 0.42 | 1 | 0.64 | 0.5 |
| “Moaty” MedTech | 0.39 | 0.31 | 0.64 | 1 | 0.53 |
| Services | 0.21 | 0.27 | 0.5 | 0.53 | 1 |