That's a wrap.
Market opens Friday, Nov 13 at 9:30 AM ET
The three strongest of the eleven US sector funds.
Return per year
+10.6%
vs S&P 500
−3.1 pts
Worst fall
−29.0%
Backtested, not traded
Jun 1, 2015 to Nov 11, 2026
Both lines start at 100. The scale is logarithmic, so the same percentage move is the same height anywhere on the chart.
Typical yearly swing
17.6%
Worst year
−1.1%
2018
Best year
+27.4%
2020
Mix traded a year
359%
sold and rebought
It beat the S&P 500 in four of ten full years.
What it holds now is part of Pro
The rules, the backtest and older rebalances are free. Today's basket and the latest changes to it come with Pro.
1 fund came in, 1 left and 2 stayed.
Each month the rules hold the 3 with the highest 6-month return.
Picks made at the close on Oct 30, 2026, filled on Nov 2, 2026. Source: Yahoo Finance daily closes, adjusted for splits and dividends.
Backtested, not traded. Costs are counted, taxes are not.
Research, not advice.