High Quality Low CAPEX Companies US
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Top 20 High Quality & Low CAPEX US companies screened from
here. These companies are of high quality and belong to low Capex industries.
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Guru Strategies:
All numbers do not include dividends. The Since Inception return is the cumulative return since inception date.
Last Portfolio Rebalance: 2022-01-01
As of July 01, 2022 portfolio is 98.58 (+1.24%) |
Performance | December 31, 2020 (Inception) | Last (July 01, 2022) | Last Change (July 01, 2022) | % Change Since Inception | % Change Since Last Rebalance |
---|
Portfolio | 100 | 98.58 | +1.21 | +1.24% | -1.42% | -29.31% |
S&P500 | 3756.07 | 3825.33 | +39.95 | +1.06% | +1.84% | -19.74% |
Annualized Performance
The following are the average annualized total return over certain years. For YTD, the figure is not annualized and it represents the cumulative total return.
Portfolio/Index | YTD | 1 Year | 3 Years | 5 Years | 10 Years |
---|
Portfolio |
-29.31% |
-16.66% |
|
|
|
S&P500 |
-19.74% |
-11.45% |
8.86% |
9.55% |
10.78% |
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