Proprietary AI Model

CAGR
+20.9%
S&P 500: +12.4%
Sharpe Ratio
0.81
S&P 500: 0.64
Information Ratio
0.69
vs S&P 500

Cumulative Return Analysis

Time range selection applies to this chart only
Top Holdings
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Symbol Company Weight
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Annual Performance

Risk Assessment: Peak to Trough