That's a wrap.
Market opens Friday, Nov 13 at 9:30 AM ET
Own the index fund while it is above its 200-day average. Otherwise hold cash.
Return per year
+7.8%
vs S&P 500
−7.1 pts
Worst fall
−27.9%
Backtested, not traded
Sep 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
12.4%
Worst year
−22.2%
2022
Best year
+28.7%
2021
Mix traded a year
103%
sold and rebought
It beat the S&P 500 in two 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.
Backtested, not traded. Costs are counted, taxes are not.
Research, not advice.