Quarterly Return vs S&P 500 (Next Update Dec 31)

2024 Q3

+7.3% vs +20.3% (S&P 500)

2023 Full Year Performance

+19.63% vs +24.20% (S&P 500)

December 31 2023

2022 Full Year Performance

-0.86% vs -19.4% (S&P 500)

December 31 2022

8-Year Rolling CAGR Performance

Adrian 14.79% vs S&P 500 13.90%

Jan 1 2017 to Sept 28 2024