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Total Return 2025: -11.2609%
S&P 500 Return 2025: 16.3878%
Total Return 2024: 37.9778%
S&P 500 Return 2024: 23.3090%
Total Return 2023: 21.5949%
S&P 500 Return 2023: 24.2305%
Total Return 2022: -5.8025%
S&P 500 Return 2022: -19.4356%
Total Return 2021: 4.5505%
S&P 500 Return 2021: 26.8813%
Total Return 2020: 17.7006%
S&P 500 Return 2020: 16.2589%

Symbol Type Date Open Price Date Closed Price Position % Return Position % Size Portfolio Contribution
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