| 1 Month | 3 Months | 6 Months | Year to Date | 1 Year | 5 years /
Since
inception* | Inception date |
Core using models by BlackRock | | | | | | | |
Core-Income | 1.33% | 3.70% | 4.55% | 1.33% | 7.84% | 9.25%* | 31-Dec-23 |
Core-Stability | 1.98% | 2.99% | 3.93% | 1.98% | 9.15% | 10.62%* | 31-Dec-23 |
Core-Moderate | 3.09% | 5.28% | 6.94% | 3.09% | 16.54% | 18.96%* | 31-Dec-23 |
Core-Dynamic | 3.62% | 6.71% | 8.99% | 3.62% | 20.62% | 23.78%* | 31-Dec-23 |
Core-Equity | 3.84% | 7.85% | 10.36% | 3.84% | 23.68% | 27.48%* | 31-Dec-23 |
BlackRock 60/40 Target Allocation Fund | 2.19% | 2.81% | 4.41% | 2.19% | 13.17% | 44.01% | |
Traditional | | | | | | | |
Buybacks | 3.80% | 7.58% | 10.00% | 3.80% | 22.40% | 22.4%* | 29-Jan-24 |
FashionPortfolio | 2.70% | 12.57% | 12.32% | 2.70% | 23.84% | 85.67%* | 6-Mar-20 |
FemaleLeadership | 4.74% | -2.00% | -7.79% | 4.74% | 1.72% | -10.72%* | 1-Feb-22 |
FoodDrink | 1.25% | -0.58% | 1.49% | 1.25% | 4.08% | 29.75% | 8-Jul-16 |
Founder-Led | 11.40% | - | - | 11.40% | - | 4.58%* | 30-Nov-24 |
Global-Edge | 2.60% | 3.58% | - | 2.60% | - | 2.00%* | 30-Sep-24 |
Global-EdgePro | 3.04% | 5.57% | - | 3.04% | - | 4.38%* | 30-Sep-24 |
GlobalLogistics | 2.23% | -3.56% | -8.66% | 2.23% | -1.48% | 26.17%* | 1-Jun-22 |
InsuranceWorld | 2.87% | 1.06% | 8.34% | 2.87% | 23.42% | 40.11%* | 31-Mar-23 |
LuxuryBrands | 7.20% | 15.22% | 15.65% | 7.20% | 14.22% | 30.94%* | 31-Jan-22 |
PanicMode (CFD) | -1.06% | -4.11% | -2.03% | -1.06% | -7.76% | -36.04% | 8-Jul-16 |
RenewableEnergy | 0.82% | -8.07% | -14.00% | 0.82% | -7.50% | -6.98% | 31-Jul-18 |
TheBigBanks | 7.72% | 12.80% | 17.30% | 7.72% | 43.53% | 77.59% | 8-Jul-16 |
TravelKit | 2.05% | 6.59% | 18.21% | 2.05% | 17.87% | 12.53% | 8-Jul-16 |
Utilities | 1.71% | -0.50% | 6.78% | 1.71% | 26.42% | 42.48%* | 19-Apr-21 |
S&P 500 Index (Benchmark) | 2.70% | 5.87% | 9.38% | 2.70% | 24.66% | 87.27% | |
Tech | | | | | | | |
5GRevolution | 1.40% | 5.34% | 11.17% | 1.40% | 24.37% | 50.77% | 3-Sep-19 |
Ad-Tech | 6.55% | 12.70% | 19.02% | 6.55% | 26.05% | 10.56%* | 15-Sep-21 |
AI-Revolution | 6.18% | 17.90% | 29.97% | 6.18% | 46.76% | 102.65%* | 30-Jan-23 |
BatteryTech | 0.99% | 1.68% | 2.59% | 0.99% | 11.13% | -24.37%* | 28-Feb-22 |
BigTech | 3.00% | 12.28% | 18.95% | 3.00% | 50.30% | 186.60% | 8-Jul-16 |
ChinaTech | 6.03% | 9.26% | 31.30% | 6.03% | 54.97% | 52.67%* | 18-May-20 |
Chip-Tech | 3.99% | 6.75% | -2.71% | 3.99% | 10.27% | 30.13%* | 10-Jun-21 |
CloudComputing | 8.17% | 21.60% | 29.51% | 8.17% | 22.93% | 37.9%* | 31-Jul-20 |
CyberSecurity | 9.57% | 18.76% | 22.46% | 9.57% | 20.49% | 93.30% | 31-Jul-18 |
Driverless | -1.37% | 3.68% | 1.75% | -1.37% | 8.22% | 54.28% | 1-Aug-18 |
DroneTech | 4.30% | 7.01% | 12.61% | 4.30% | 36.64% | 100.60% | 31-Jul-18 |
EuropeTech | 8.18% | 12.74% | 7.47% | 8.18% | 11.02% | 35.92%* | 31-Oct-23 |
Fin-Tech | 7.19% | 16.26% | 29.97% | 7.19% | 48.39% | 98.76%* | 1-May-23 |
FoodTech | 4.78% | 1.25% | 6.17% | 4.78% | 16.74% | 38.92% | 31-Oct-19 |
Four-Horsemen | -2.55% | 3.63% | 7.09% | -2.55% | 24.61% | 164.67% | 21-Feb-17 |
FuturePayments | 7.28% | 37.23% | 47.73% | 7.28% | 65.38% | 81.33% | 31-Jul-18 |
GigEconomy | 9.85% | 12.31% | 30.52% | 9.85% | 43.22% | 7.11%* | 30-Nov-20 |
InTheGame | 3.54% | 12.25% | 22.38% | 3.54% | 52.82% | 234.24% | 8-Jul-16 |
Magnificent-7 | 0.12% | 10.03% | 14.90% | 0.12% | 44.96% | 55.55%* | 30-Nov-23 |
MobilePayments | 4.20% | 10.89% | 23.02% | 4.20% | 34.12% | 46.96% | 3-Jan-17 |
RemoteWork | 9.04% | 23.84% | 37.12% | 9.04% | 25.31% | 0.98%* | 12-Oct-20 |
ShoppingCart | 7.09% | 11.93% | 31.66% | 7.09% | 55.82% | 140.42% | 5-Dec-19 |
SpaceTech | 4.07% | 12.88% | 20.01% | 4.07% | 35.81% | 50.94%* | 29-Sep-23 |
StartupNations | 4.24% | 13.03% | 20.58% | 4.24% | 26.96% | -39.32%* | 24-Dec-21 |
Tactical-Edge | 1.15% | 3.97% | 6.75% | 1.15% | - | 7.3%* | 1-May-24 |
Nasdaq-100 Index (Benchmark) | 2.22% | 7.98% | 10.93% | 2.22% | 25.33% | 138.87% | |
Health | | | | | | | |
Cancer-Med | 4.75% | -2.08% | -0.57% | 4.75% | 7.45% | 22.44%* | 28-Feb-22 |
CannabisCare | -1.79% | -17.85% | -24.89% | -1.79% | -3.00% | -79.63% | 29-Jun-18 |
CRISPR-Tech | 5.15% | 10.57% | 1.55% | 5.15% | 5.37% | 29.79% | 20-Jan-17 |
Diabetes-Med | 6.62% | 7.34% | 6.19% | 6.62% | 12.20% | 84.49% | 18-Nov-19 |
Vaccine-Med | 4.90% | -3.22% | -9.62% | 4.90% | 1.37% | -48.93%* | 30-Nov-20 |
MSCI World Health Care Index (Benchmark) | 6.31% | -1.21% | -4.01% | 6.31% | 3.46% | 36.41% | |
Regional | | | | | | | |
AsianDragons | 3.13% | 3.47% | 9.34% | 3.13% | 25.33% | -0.55%* | 19-Apr-21 |
AussieEconomy | 4.56% | 5.18% | 4.75% | 4.56% | 9.05% | 23.7%* | 31-Aug-22 |
ChinaCar | -0.50% | 0.76% | 7.45% | -0.50% | 3.56% | 11.88%* | 31-Jul-20 |
EmergingNations | 7.82% | -1.46% | -4.12% | 7.82% | 10.64% | 13.32%* | 29-Sep-23 |
EuropeEconomy | 8.57% | 7.66% | 6.03% | 8.57% | 20.49% | 38.45%* | 29-Sep-21 |
Granolas | 7.01% | -1.12% | -10.10% | 7.01% | - | -10.85%* | 11-Mar-24 |
Italian-Heritage | 6.34% | 9.46% | 9.01% | 6.34% | 29.35% | 47.23%* | 1-May-23 |
LatamEconomy | 6.70% | -1.60% | 2.80% | 6.70% | -2.76% | 12.25%* | 15-Sep-21 |
NordicEconomy | 5.88% | 6.21% | 5.20% | 5.88% | 16.75% | 11.15%* | 1-Apr-22 |
MSCI World Index (Benchmark) | 3.47% | 5.19% | 7.42% | 3.47% | 19.69% | 63.79% | |
Web3 | | | | | | | |
BitcoinWorldWide | 7.36% | 23.34% | 29.22% | 7.36% | 73.27% | 69.47%* | 29-Mar-21 |
Crypto-Currency | 7.72% | 43.07% | 45.16% | 7.72% | 116.29% | 1004.04% | 6-Apr-17 |
CryptoEqual | 9.17% | 87.07% | 69.97% | 9.17% | 98.29% | 345.15% | 31-Jul-17 |
CryptoPortfolio | 10.59% | 61.86% | 57.82% | 10.59% | 124.16% | 624.17% | 5-Jun-17 |
CryptoSecondBest | 5.40% | 102.93% | 79.14% | 5.40% | 65.11% | 201.62% | 31-Jul-17 |
DeFiPortfolio | 0.77% | 66.62% | 35.80% | 0.77% | 55.38% | 32.01%* | 16-Jul-21 |
MetaverseLife | 5.42% | 31.31% | 34.86% | 5.42% | 34.55% | -28.09%* | 16-Dec-21 |
Scalable-Crypto | 2.15% | 64.75% | 73.28% | 2.15% | 61.96% | -5.97%* | 28-Feb-22 |
Web3Applications | -2.99% | 18.50% | 10.84% | -2.99% | 23.26% | 28.59%* | 28-Feb-23 |
S&P Cryptocurrency Broad Digital Market Index (USD) (Benchmark) | 5.82% | 42.59% | 40.80% | 5.82% | 103.75% | 800.65% | |
Alternative | | | | | | | |
AgriWorldWide | 7.81% | 5.72% | 4.26% | 7.81% | 8.37% | 9.86%* | 31-May-23 |
DividendGrowth | 1.42% | -4.37% | -1.86% | 1.42% | 8.42% | 32.02%* | 6-Feb-20 |
GoldenEnergy (CFD) | 4.01% | -1.88% | -0.64% | 4.01% | 7.07% | 2.86% | 15-Apr-16 |
GoldWorldWide | 13.39% | -0.70% | 5.73% | 13.39% | 41.59% | 38.37%* | 30-Nov-20 |
OilWorldWide (CFD) | 2.93% | 2.74% | -2.19% | 2.93% | 8.22% | 130.34%* | 23-Apr-20 |
Private-Equity | 8.50% | 9.53% | 17.81% | 8.50% | 35.93% | 113.18%* | 1-Jul-22 |
RealEstateTrusts | 0.21% | -3.73% | 1.07% | 0.21% | 10.45% | 5.22%* | 1-Jul-22 |
YieldGrowth (CFD) | 0.80% | 0.62% | 1.41% | 0.80% | 3.53% | 6.63%* | 31-May-23 |
Bloomberg Commodity Index (Benchmark) | 3.58% | 4.28% | 6.06% | 3.58% | 3.79% | 36.69% | |
Systematic | | | | | | | |
ActiveTraders (CFD) | 3.03% | 11.22% | 9.26% | 3.03% | 20.84% | 86.72% | 7-Jun-16 |
GainersQtr (CFD) | 0.15% | 4.59% | 4.71% | 0.15% | 12.59% | 65.90% | 31-Mar-16 |
OutSmartNSDQ | 2.48% | 12.95% | 12.26% | 2.48% | 15.93% | 90.87% | 2-Oct-17 |
SharpTraders (CFD) | -1.63% | 5.21% | 6.96% | -1.63% | 10.80% | 69.58% | 29-Sep-16 |
MSCI World Index (Benchmark) | 3.47% | 5.19% | 7.42% | 3.47% | 19.69% | 63.79% | |
Guru | | | | | | | |
BillAckman13F | 2.69% | 5.98% | 7.61% | 2.69% | 16.14% | 23.43%* | 31-Jul-23 |
BillGates13F | 3.07% | 2.15% | 3.34% | 3.07% | 10.16% | 21.13%* | 31-Jul-23 |
EWachenheim-CF | 5.95% | -3.24% | -2.48% | 5.95% | 19.44% | 96.31% | 24-Jan-17 |
StanleyDruck13F | 5.56% | 9.58% | 26.15% | 5.56% | 64.03% | 85.36%* | 31-Jul-23 |
ValueGurus | 5.64% | 6.82% | 8.86% | 5.64% | 24.01% | 77.84%* | 30-Dec-22 |
WarrenBuffet-CF | 1.67% | 6.51% | 7.75% | 1.67% | 25.77% | 90.74% | 9-Jan-17 |
S&P 500 Index (Benchmark) | 2.70% | 5.87% | 9.38% | 2.70% | 24.66% | 87.27% | |
Partner | | | | | | | |
21Shares-Flows | 29.12% | 80.76% | 97.13% | 29.12% | - | 47.82%* | 31-Jan-24 |
ALTIA-Investment | 6.48% | 8.78% | 9.99% | 6.48% | 16.47% | 100.39% | 21-Mar-18 |
ARK-FutureFirst | 7.61% | 13.78% | 27.12% | 7.61% | - | 27.12%* | 4-Aug-24 |
Congress-Buys | 1.87% | 1.01% | 13.17% | 1.87% | - | 16.14%* | 31-May-24 |
Cutting-Edge | 4.50% | 4.36% | 6.76% | 4.50% | 16.39% | 25.86%* | 30-Nov-23 |
DayByDayEquities | 6.07% | 4.58% | 5.24% | 6.07% | 14.00% | 20.16%* | 30-Nov-21 |
DC-Insider | 3.18% | 3.58% | 10.91% | 3.18% | - | 20.05%* | 31-May-24 |
II-Disruptive | 3.91% | 9.75% | 12.66% | 3.91% | 22.17% | 100.57% | 24-Oct-19 |
II-ETF-Portfolio | 3.04% | 1.52% | 2.83% | 3.04% | 9.92% | 23.13% | 25-Oct-19 |
II-Quality | 3.36% | 2.00% | 5.77% | 3.36% | 14.78% | 44.42% | 25-Oct-19 |
Index-Coop | 1.95% | 49.17% | 34.03% | 1.95% | 70.51% | 110.91%* | 30-Jun-23 |
Lobby-Spending | 6.45% | 10.45% | 12.19% | 6.45% | - | 17.75%* | 31-May-24 |
Napoleon-X | 9.07% | 51.44% | 50.72% | 9.07% | 124.24% | 1604.44% | 27-Feb-19 |
NDI-FutureTech | 10.01% | 19.35% | 35.07% | 10.01% | 56.82% | 66.77%* | 30-Nov-23 |
Sharia-AIGrowth | 0.11% | 5.41% | 12.42% | 0.11% | 26.77% | 26.77%* | 31-Jan-24 |
The-Chameleon | 1.89% | 9.98% | 12.56% | 1.89% | 25.20% | 31.69%* | 30-Nov-23 |
U-optimize (CFD) | -1.82% | -1.51% | -1.84% | -1.82% | -0.84% | 49.08% | 22-Nov-19 |
VBOLD-Index | 7.94% | 11.40% | 21.97% | 7.94% | 52.40% | 49.62%* | 31-Dec-23 |
WisdomTree-Comm | 3.04% | 0.89% | - | 3.04% | - | 0.89%* | 31-Oct-24 |
YieldKing | 5.68% | 8.51% | 7.20% | 5.68% | 15.52% | 77.28% | 13-Nov-17 |
S&P 500 Index (Benchmark) | 2.70% | 5.87% | 9.38% | 2.70% | 24.66% | 87.27% | |